your badges 52W Range $38–$40 65% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

CERY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $39.35
52W Range $38–$40

CERY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.43Paid annually
Ex-dateAmountCurrencyYield
Dec 29, 2025$1.43USD—
Dec 27, 2024$0.14USD—

Institutional owners (13F) 133 filers · $596.8M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 133
Value held $596.8M
New positions 20
Exited positions 15
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
20 (-18 vs prior Q) 15 (+8 vs prior Q) 63 (-5 vs prior Q) 35 (+23 vs prior Q) +668K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
STATE STREET CORP $208,109,539 6,225,233 34.87% Shares
LPL Financial LLC $57,762,395 1,727,861 9.68% Shares
ENVESTNET ASSET MANAGEMENT INC $50,524,480 1,511,351 8.47% Shares
Envestnet Portfolio Solutions, Inc. $44,885,122 1,342,660 7.52% Shares
ASSETMARK, INC $28,383,273 849,036 4.76% Shares
Cambria Investment Management, L.P. $15,714,507 470,072 2.63% Shares
Private Advisory Group LLC $14,613,390 437,134 2.45% Shares
CONTINUUM WEALTH ADVISORS, LLC $13,606,779 407,023 2.28% Shares
Cerity Partners LLC $13,437,289 401,953 2.25% Shares
RAYMOND JAMES FINANCIAL INC $11,237,996 336,165 1.88% Shares
Austin Private Wealth, LLC $8,418,139 294,856 1.41% Shares
WELLS FARGO & COMPANY/MN $8,005,850 239,481 1.34% Shares
Empowered Funds, LLC $7,004,822 209,537 1.17% Shares
Aspire Private Capital, LLC $7,001,731 209,445 1.17% Shares
AlTi Global, Inc. $6,829,042 204,400 1.14% Shares
LANDMARK WEALTH MANAGEMENT, INC. $5,539,954 165,718 0.93% Shares
New York Life Investment Management LLC $5,374,708 160,775 0.90% Shares
BANK OF AMERICA CORP /DE/ $4,799,846 143,579 0.80% Shares
Leo Wealth, LLC $4,477,616 127,061 0.75% Shares
Signal Advisors Wealth, LLC $4,365,022 130,572 0.73% Shares
Cetera Investment Advisers $4,094,526 122,481 0.69% Shares
HighTower Advisors, LLC $3,921,516 117,305 0.66% Shares
Raleigh Capital Management Inc. $3,892,996 116,452 0.65% Shares
International Private Wealth Advisors LLC $3,656,800 109,387 0.61% Shares
HARBOUR INVESTMENTS, INC. $3,551,522 106,238 0.60% Shares
PRINCIPAL SECURITIES, INC. $3,355,837 100,384 0.56% Shares
AE Wealth Management LLC $2,869,774 85,845 0.48% Shares
MML INVESTORS SERVICES, LLC $2,768,184 82,805 0.46% Shares
Capital Investment Management, Inc. $2,257,285 67,523 0.38% Shares
Valtinson Bruner Financial Planning LLC $2,188,881 65,477 0.37% Shares
Concurrent Investment Advisors, LLC $1,591,670 47,612 0.27% Shares
Belpointe Asset Management LLC $1,581,607 47,311 0.27% Shares
SMART Wealth LLC $1,573,517 47,069 0.26% Shares
Simplicity Wealth,LLC $1,554,883 46,512 0.26% Shares
Legacy Wealth Partners, LLC $1,523,572 45,575 0.26% Shares
CreativeOne Wealth, LLC $1,409,051 42,149 0.24% Shares
Sanctuary Advisors, LLC $1,350,631 40,402 0.23% Shares
NOVUS ADVISORS, LLC $1,349,903 40,380 0.23% Shares
HighPoint Advisor Group LLC $1,318,949 39,454 0.22% Shares
Toroso Investments, LLC $1,286,492 45,061 0.22% Shares
JOHNSON INVESTMENT COUNSEL INC $1,252,087 37,454 0.21% Shares
Global Financial Private Client, LLC $1,202,109 35,959 0.20% Shares
LOCKERMAN FINANCIAL GROUP, INC. $1,184,626 35,436 0.20% Shares
Sharkey, Howes & Javer $1,183,790 35,411 0.20% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,153,904 34,517 0.19% Shares
Orion Porfolio Solutions, LLC $1,092,520 32,681 0.18% Shares
RFG Advisory, LLC $969,470 29,000 0.16% Shares
Balefire, LLC $897,997 26,862 0.15% Shares
RICHARDSON FINANCIAL SERVICES INC. $896,457 26,816 0.15% Shares
Western Wealth Management, LLC $815,993 24,409 0.14% Shares

Show all 133 institutional owners →

ETF ownership Held by 2 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
TRTY · Cambria ETF Trust 4.51% 180,566 NS July 31, 2026 N-PORT
GAA · Cambria ETF Trust 3.96% 79,962 NS July 31, 2026 N-PORT

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