CERY Institutional Ownership & Shareholders
SS SPDR BBG EN RY CM ST N-UI (CERY) is currently held by 128 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $596.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Street Corp is currently the largest disclosed institutional shareholder of CERY tracked by InsiderSet, reporting ownership valued at approximately $208.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $248.45M, representing an estimated gain of +19.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed CERY value among the investors covered in this analysis. Major shareholders include State Street Corp, Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SS SPDR BBG EN RY CM ST N-UI (CERY).
This page ranks the largest institutional CERY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
128
Total Reported Value
$596.32M
Largest Holder
State Street Corp
Largest Position
$208.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Street Corp | 0.01% | 6,225,233 | $208,109,539 | $248,449,049 | +$40,339,510 | +19.38% | |
| Lpl Financial Llc | 0.01% | 1,727,861 | $57,762,395 | $68,958,933 | +$11,196,538 | +19.38% | |
| Envestnet Asset Management Inc | 0.01% | 1,511,351 | $50,524,480 | $60,318,018 | +$9,793,538 | +19.38% | |
| Envestnet Portfolio Solutions, Inc. | 0.21% | 1,342,660 | $44,885,122 | $53,585,561 | +$8,700,439 | +19.38% | |
| Assetmark, Inc | 0.05% | 849,036 | $28,383,273 | $33,885,027 | +$5,501,754 | +19.38% | |
| Cambria Investment Management, L.P. | 0.78% | 470,072 | $15,714,507 | $18,760,574 | +$3,046,067 | +19.38% | |
| Private Advisory Group Llc | 0.81% | 437,134 | $14,613,390 | $17,446,018 | +$2,832,628 | +19.38% | |
| Continuum Wealth Advisors, Llc | 4.59% | 407,023 | $13,606,779 | $16,244,288 | +$2,637,509 | +19.38% | |
| Cerity Partners Llc | 0.02% | 401,953 | $13,437,289 | $16,041,944 | +$2,604,655 | +19.38% | |
| Park Avenue Securities Llc | 0.07% | 356,282 | $11,911,000 | $14,219,215 | +$2,308,215 | +19.38% | |
| Raymond James Financial Inc | 0.00% | 336,165 | $11,237,996 | $13,416,345 | +$2,178,349 | +19.38% | |
| Wells Fargo & Company/Mn | 0.00% | 239,481 | $8,005,850 | $9,557,687 | +$1,551,837 | +19.38% | |
| Empowered Funds, Llc | 0.04% | 209,537 | $7,004,822 | $8,362,622 | +$1,357,800 | +19.38% | |
| Aspire Private Capital, Llc | 1.45% | 209,445 | $7,001,731 | $8,358,950 | +$1,357,219 | +19.38% | |
| Alti Global, Inc. | 0.14% | 204,400 | $6,829,042 | $8,157,604 | +$1,328,562 | +19.45% | |
| Landmark Wealth Management, Inc. | 1.83% | 165,718 | $5,539,954 | $6,613,805 | +$1,073,851 | +19.38% | |
| New York Life Investment Management Llc | 0.04% | 160,775 | $5,374,708 | $6,416,530 | +$1,041,822 | +19.38% | |
| Bank Of America Corp | 0.00% | 143,579 | $4,799,846 | $5,730,238 | +$930,392 | +19.38% | |
| Leo Wealth, Llc | 0.33% | 127,061 | $4,477,616 | $5,071,005 | +$593,389 | +13.25% | |
| Signal Advisors Wealth, Llc | 0.23% | 130,572 | $4,365,022 | $5,211,129 | +$846,107 | +19.38% | |
| Cetera Investment Advisers | 0.00% | 122,481 | $4,094,526 | $4,888,217 | +$793,691 | +19.38% | |
| Raleigh Capital Management Inc. | 1.24% | 116,452 | $3,892,996 | $4,647,599 | +$754,603 | +19.38% | |
| International Private Wealth Advisors Llc | 1.88% | 109,387 | $3,656,800 | $4,365,635 | +$708,835 | +19.38% | |
| Harbour Investments, Inc. | 0.05% | 106,238 | $3,551,522 | $4,239,959 | +$688,437 | +19.38% | |
| Principal Securities, Inc. | 0.04% | 100,384 | $3,355,837 | $4,006,325 | +$650,488 | +19.38% | |
| Mml Investors Services, Llc | 0.01% | 82,805 | $2,768,184 | $3,304,748 | +$536,564 | +19.38% | |
| Capital Investment Management, Inc. | 0.69% | 67,523 | $2,257,285 | $2,694,843 | +$437,558 | +19.38% | |
| Valtinson Bruner Financial Planning Llc | 0.55% | 65,477 | $2,188,881 | $2,613,187 | +$424,306 | +19.38% | |
| Tidal Investments Llc | 0.00% | 56,365 | $1,884,282 | $2,249,527 | +$365,245 | +19.38% | |
| Midwest Financial Network, Llc | 1.25% | 54,583 | $1,824,655 | $2,178,408 | +$353,753 | +19.39% | |
| Concurrent Investment Advisors, Llc | 0.01% | 47,612 | $1,591,670 | $1,900,195 | +$308,525 | +19.38% | |
| Simplicity Wealth,Llc | 0.09% | 45,122 | $1,590,112 | $1,800,819 | +$210,707 | +13.25% | |
| Belpointe Asset Management Llc | 0.05% | 47,311 | $1,581,607 | $1,888,182 | +$306,575 | +19.38% | |
| Smart Wealth Llc | 0.34% | 47,069 | $1,573,517 | $1,878,524 | +$305,007 | +19.38% | |
| Legacy Wealth Partners, Llc | 0.34% | 45,575 | $1,523,572 | $1,818,898 | +$295,326 | +19.38% | |
| Creativeone Wealth, Llc | 0.03% | 42,149 | $1,409,051 | $1,682,167 | +$273,116 | +19.38% | |
| Sanctuary Advisors, Llc | 0.01% | 40,402 | $1,350,631 | $1,612,444 | +$261,813 | +19.38% | |
| Novus Advisors, Llc | 2.81% | 40,380 | $1,349,903 | $1,611,566 | +$261,663 | +19.38% | |
| Highpoint Advisor Group Llc | 0.05% | 39,454 | $1,318,949 | $1,574,609 | +$255,660 | +19.38% | |
| Johnson Investment Counsel Inc | 0.01% | 37,454 | $1,252,087 | $1,494,789 | +$242,702 | +19.38% | |
| Global Financial Private Client, Llc | 0.33% | 35,959 | $1,202,109 | $1,435,124 | +$233,015 | +19.38% | |
| Lockerman Financial Group, Inc. | 1.81% | 35,436 | $1,184,626 | $1,414,251 | +$229,625 | +19.38% | |
| Sharkey, Howes & Javer | 0.14% | 35,411 | $1,183,790 | $1,413,253 | +$229,463 | +19.38% | |
| Axxcess Wealth Management, Llc | 0.02% | 34,517 | $1,153,904 | $1,377,573 | +$223,669 | +19.38% | |
| Orion Porfolio Solutions, Llc | 0.01% | 32,681 | $1,092,520 | $1,304,299 | +$211,779 | +19.38% | |
| Balefire, Llc | 0.16% | 25,195 | $988,148 | $1,005,532 | +$17,384 | +1.76% | |
| Rfg Advisory, Llc | 0.02% | 29,000 | $969,470 | $1,157,390 | +$187,920 | +19.38% | |
| Richardson Financial Services Inc. | 0.51% | 26,816 | $896,457 | $1,070,227 | +$173,770 | +19.38% | |
| Western Wealth Management, Llc | 0.03% | 24,409 | $815,993 | $974,163 | +$158,170 | +19.38% | |
| Osaic Holdings, Inc. | 0.00% | 23,421 | $783,010 | $934,732 | +$151,722 | +19.38% |
Frequently asked questions about CERY
Who are the largest institutional holders of CERY?
The largest institutional holders of CERY reported in the latest SEC Form 13F filings include State Street Corp, Lpl Financial Llc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., and Assetmark, Inc. InsiderSet ranks institutional holders by their latest reported CERY position.
What is CERY institutional ownership?
This page tracks CERY positions reported by institutional investment managers through SEC Form 13F. SS SPDR BBG EN RY CM ST N-UI (CERY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CERY?
InsiderSet currently tracks 128 institutional managers reporting CERY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CERY shareholders.
How much CERY stock do institutions own?
Institutional investment managers disclosed approximately $596.32M in CERY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CERY institutional ownership last updated?
The latest CERY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CERY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CERY position after the reporting date.
Are institutions buying or selling CERY?
Institutional buying and selling can be analyzed by comparing CERY positions across consecutive 13F reporting periods. InsiderSet's CERY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CERY ownership changes.
How has CERY institutional ownership changed over time?
InsiderSet tracks CERY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.