CERY — Institutionelle Eigentümer (13F)

133 Einreicher · $596.8M gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
STATE STREET CORP $208.109.539 6.225.233 34,87% Aktien
LPL Financial LLC $57.762.395 1.727.861 9,68% Aktien
ENVESTNET ASSET MANAGEMENT INC $50.524.480 1.511.351 8,47% Aktien
Envestnet Portfolio Solutions, Inc. $44.885.122 1.342.660 7,52% Aktien
ASSETMARK, INC $28.383.273 849.036 4,76% Aktien
Cambria Investment Management, L.P. $15.714.507 470.072 2,63% Aktien
Private Advisory Group LLC $14.613.390 437.134 2,45% Aktien
CONTINUUM WEALTH ADVISORS, LLC $13.606.779 407.023 2,28% Aktien
Cerity Partners LLC $13.437.289 401.953 2,25% Aktien
RAYMOND JAMES FINANCIAL INC $11.237.996 336.165 1,88% Aktien
Austin Private Wealth, LLC $8.418.139 294.856 1,41% Aktien
WELLS FARGO & COMPANY/MN $8.005.850 239.481 1,34% Aktien
Empowered Funds, LLC $7.004.822 209.537 1,17% Aktien
Aspire Private Capital, LLC $7.001.731 209.445 1,17% Aktien
AlTi Global, Inc. $6.829.042 204.400 1,14% Aktien
LANDMARK WEALTH MANAGEMENT, INC. $5.539.954 165.718 0,93% Aktien
New York Life Investment Management LLC $5.374.708 160.775 0,90% Aktien
BANK OF AMERICA CORP /DE/ $4.799.846 143.579 0,80% Aktien
Leo Wealth, LLC $4.477.616 127.061 0,75% Aktien
Signal Advisors Wealth, LLC $4.365.022 130.572 0,73% Aktien
Cetera Investment Advisers $4.094.526 122.481 0,69% Aktien
HighTower Advisors, LLC $3.921.516 117.305 0,66% Aktien
Raleigh Capital Management Inc. $3.892.996 116.452 0,65% Aktien
International Private Wealth Advisors LLC $3.656.800 109.387 0,61% Aktien
HARBOUR INVESTMENTS, INC. $3.551.522 106.238 0,60% Aktien
PRINCIPAL SECURITIES, INC. $3.355.837 100.384 0,56% Aktien
AE Wealth Management LLC $2.869.774 85.845 0,48% Aktien
MML INVESTORS SERVICES, LLC $2.768.184 82.805 0,46% Aktien
Capital Investment Management, Inc. $2.257.285 67.523 0,38% Aktien
Valtinson Bruner Financial Planning LLC $2.188.881 65.477 0,37% Aktien
Concurrent Investment Advisors, LLC $1.591.670 47.612 0,27% Aktien
Belpointe Asset Management LLC $1.581.607 47.311 0,27% Aktien
SMART Wealth LLC $1.573.517 47.069 0,26% Aktien
Simplicity Wealth,LLC $1.554.883 46.512 0,26% Aktien
Legacy Wealth Partners, LLC $1.523.572 45.575 0,26% Aktien
CreativeOne Wealth, LLC $1.409.051 42.149 0,24% Aktien
Sanctuary Advisors, LLC $1.350.631 40.402 0,23% Aktien
NOVUS ADVISORS, LLC $1.349.903 40.380 0,23% Aktien
HighPoint Advisor Group LLC $1.318.949 39.454 0,22% Aktien
Toroso Investments, LLC $1.286.492 45.061 0,22% Aktien
JOHNSON INVESTMENT COUNSEL INC $1.252.087 37.454 0,21% Aktien
Global Financial Private Client, LLC $1.202.109 35.959 0,20% Aktien
LOCKERMAN FINANCIAL GROUP, INC. $1.184.626 35.436 0,20% Aktien
Sharkey, Howes & Javer $1.183.790 35.411 0,20% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $1.153.904 34.517 0,19% Aktien
Orion Porfolio Solutions, LLC $1.092.520 32.681 0,18% Aktien
RFG Advisory, LLC $969.470 29.000 0,16% Aktien
Balefire, LLC $897.997 26.862 0,15% Aktien
RICHARDSON FINANCIAL SERVICES INC. $896.457 26.816 0,15% Aktien
Western Wealth Management, LLC $815.993 24.409 0,14% Aktien
OSAIC HOLDINGS, INC. $783.010 23.421 0,13% Aktien
GeoWealth Management, LLC $782.088 23.395 0,13% Aktien
Independent Advisor Alliance $737.268 22.054 0,12% Aktien
Ascent Group, LLC $730.881 21.863 0,12% Aktien
Founders Financial Alliance, LLC $718.915 21.505 0,12% Aktien
WealthPoint Financial, LLC $663.184 19.838 0,11% Aktien
Outlook Wealth Advisors, LLC $661.880 19.827 0,11% Aktien
FSB PREMIER WEALTH MANAGEMENT, INC. $642.513 19.220 0,11% Aktien
Kestra Advisory Services, LLC $636.077 19.027 0,11% Aktien
Astoria Portfolio Advisors LLC. $601.071 17.980 0,10% Aktien
World Investment Advisors $582.228 17.281 0,10% Aktien
OARSMAN CAPITAL, INC. $577.175 17.265 0,10% Aktien
Ethic Inc. $555.807 16.626 0,09% Aktien
ZEGA Investments, LLC $536.686 16.054 0,09% Aktien
Orion Portfolio Solutions, LLC $524.439 18.926 0,09% Aktien
Arete Wealth Advisors, LLC $452.977 13.550 0,08% Aktien
Hibernia Wealth Partners, LLC $434.772 13.005 0,07% Aktien
CREATIVE FINANCIAL DESIGNS INC /ADV $426.400 12.755 0,07% Aktien
Balboa Wealth Partners $425.363 12.724 0,07% Aktien
Aegis Wealth Management, Inc. $404.132 12.089 0,07% Aktien
Atria Investments, Inc $399.723 11.957 0,07% Aktien
NWAM LLC $396.547 11.862 0,07% Aktien
BlueChip Wealth Advisors LLC $388.524 11.622 0,07% Aktien
Wealth Watch Advisors, INC $338.245 10.118 0,06% Aktien
Maridea Wealth Management LLC $313.206 9.369 0,05% Aktien
Farther Finance Advisors, LLC $306.520 9.169 0,05% Aktien
ABSOLUTE CAPITAL MANAGEMENT, LLC $295.127 8.828 0,05% Aktien
Sanchez Gaunt Capital Management, LLC $286.663 8.575 0,05% Aktien
True Vision MN LLC $283.541 8.046 0,05% Aktien
VestGen Advisors, LLC $250.625 7.497 0,04% Aktien
MGO ONE SEVEN LLC $244.774 7.322 0,04% Aktien
Hobbs Group Advisors, LLC $239.693 7.170 0,04% Aktien
Kelly Financial Services LLC $231.363 6.921 0,04% Aktien
Ruggiero Investments, Inc. $231.235 6.917 0,04% Aktien
MORGAN STANLEY $229.664 6.870 0,04% Aktien
Sowell Financial Services LLC $226.749 6.783 0,04% Aktien
Walkner Condon Financial Advisors LLC $224.282 6.709 0,04% Aktien
October Effect Ltd $222.878 6.667 0,04% Aktien
FSA Advisors, Inc. $222.494 6.656 0,04% Aktien
PCB Capital LLC $216.426 6.474 0,04% Aktien
Strategic Investment Advisors / MI $191.813 5.738 0,03% Aktien
Richard W. Paul & Associates, LLC $189.381 5.665 0,03% Aktien
Triumph Capital Management $178.583 5.342 0,03% Aktien
Smartleaf Asset Management LLC $174.792 5.268 0,03% Aktien
IFP Advisors, Inc $118.777 3.553 0,02% Aktien
UBS Group AG $71.640 2.143 0,01% Aktien
CWM, LLC $69.035 1.959 0,01% Aktien
EVOLUTION WEALTH MANAGEMENT INC. $64.219 1.921 0,01% Aktien
BROWN, LISLE/CUMMINGS, INC. $54.257 1.623 0,01% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $49.777 1.489 0,01% Aktien
ROYAL BANK OF CANADA $48.000 1.460 0,01% Aktien
PRIVATE TRUST CO NA $38.779 1.160 0,01% Aktien
Steward Partners Investment Advisory, LLC $33.430 1.000 0,01% Aktien
Cohalo Advisory LLC $28.807 861 0,00% Aktien
AdvisorNet Financial, Inc $21.663 648 0,00% Aktien
Quest 10 Wealth Builders, Inc. $18.554 555 0,00% Aktien
Key Capital Management, INC $17.350 519 0,00% Aktien
Global Retirement Partners, LLC $16.748 501 0,00% Aktien
LANARK FINANCIAL, INC. $16.213 485 0,00% Aktien
Geneos Wealth Management Inc. $14.642 438 0,00% Aktien
Aptus Capital Advisors, LLC $14.308 428 0,00% Aktien
Buck Wealth Strategies, LLC $13.807 413 0,00% Aktien
Cape Investment Advisory, Inc. $12.971 388 0,00% Aktien
FIFTH THIRD BANCORP $12.035 360 0,00% Aktien
PARK AVENUE SECURITIES LLC $11.911 356.282 0,00% Aktien
Stone House Investment Management, LLC $8.233 246 0,00% Aktien
COMERICA BANK $7.480 262 0,00% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5.951 178 0,00% Aktien
Continuum Advisory, LLC $5.148 154 0,00% Aktien
Kingdom Financial Group LLC. $4.805 144 0,00% Aktien
CoreCap Advisors, LLC $4.647 139 0,00% Aktien
Lloyd Advisory Services, LLC. $4.546 136 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $4.233 126.614 0,00% Aktien
JPMORGAN CHASE & CO $3.915 118 0,00% Aktien
REAP Financial Group, LLC $3.510 105 0,00% Aktien
Meramec Financial Planners, LLC $1.684 47 0,00% Aktien
Ashton Thomas Private Wealth, LLC $1.638 49 0,00% Aktien
Networth Advisors, LLC $1.137 34 0,00% Aktien
Betterment LLC $502 15.026 0,00% Aktien
Rossby Financial, LCC $501 15 0,00% Aktien
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ $50 1.490 0,00% Aktien
Covestor Ltd $21 630 0,00% Aktien
Capital Analysts, LLC $3 82 0,00% Aktien