Cerity Partners LLC Incresed Positions in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSIT
Insight Enterprises Inc

Technology
304
+ 22.7%
$128.11 - $147.65 $38.9K - $44.9K
1.64K $226K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
68
+ 0.86%
$107.61 - $119.09 $7.32K - $8.1K
8.01K $949K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
1.53K
+ 3.31%
$7.0 - $8.06 $10.7K - $12.3K
47.6K $383K
WSBC
Wesbanco Inc

Financial Services
115
+ 0.35%
$26.79 - $32.33 $3.08K - $3.72K
33.3K $1.05M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
135
+ 2.28%
$68.45 - $79.52 $9.24K - $10.7K
6.06K $481K
ERAS
Erasca, Inc.

Healthcare
22.3K
+ 62.85%
$1.06 - $1.63 $23.7K - $36.4K
57.8K $73K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
50
+ 1.04%
$49.55 - $60.46 $2.48K - $3.02K
4.86K $289K
WK
Workiva Inc

Technology
656
+ 24.84%
$61.91 - $77.12 $40.6K - $50.6K
3.3K $225K
HRB
H&R Block Inc

Consumer Cyclical
470
+ 0.49%
$54.32 - $63.04 $25.5K - $29.6K
95.9K $5.26M
BLFY
Blue Foundry Bancorp

Financial Services
1.63K
+ 7.08%
$8.56 - $10.2 $13.9K - $16.6K
24.6K $235K
TNET
Trinet Group, Inc.

Industrials
812
+ 13.87%
$72.67 - $86.45 $59K - $70.2K
6.67K $487K
WDFC
Wd 40 CO

Basic Materials
170
+ 18.68%
$217.49 - $248.93 $37K - $42.3K
1.08K $246K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3K
+ 8.14%
$10.29 - $11.24 $30.9K - $33.7K
39.8K $435K
PRVA
Privia Health Group, Inc.

Healthcare
384
+ 1.49%
$21.48 - $25.07 $8.25K - $9.63K
26.2K $602K
LAB
Standard Biotools Inc.

Healthcare
15.5K
+ 70.22%
$0.92 - $1.27 $14.2K - $19.6K
37.5K $45K
WIX
Wix.Com Ltd.

Technology
175
+ 13.37%
$146.5 - $189.61 $25.6K - $33.2K
1.48K $235K
BMRC
Bank Of Marin Bancorp

Financial Services
145
+ 0.71%
$19.65 - $23.1 $2.85K - $3.35K
20.7K $473K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
898
+ 13.05%
$64.31 - $75.93 $57.8K - $68.2K
7.78K $528K
SLDP
Solid Power, Inc.

Industrials
1.66K
+ 11.68%
$0.93 - $2.28 $1.54K - $3.78K
15.9K $34K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
933
+ 2.48%
N/A
38.5K $780K
DRH
Diamond Rock Hospitality CO

Real Estate
2.46K
+ 13.85%
$6.4 - $7.99 $15.8K - $19.7K
20.2K $155K
TBT
Proshares Ultrashort 20+Year T

ETFs
81
+ 0.75%
$32.0 - $39.06 $2.59K - $3.16K
10.8K $379K
AVA
Avista Corp

Utilities
986
+ 18.56%
$36.94 - $42.43 $36.4K - $41.8K
6.3K $239K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
97
+ 0.31%
$24.61 - $25.89 $2.39K - $2.51K
30.9K $795K
SPOK
Spok Holdings, Inc

Healthcare
126
+ 1.06%
$13.82 - $17.68 $1.74K - $2.23K
12.1K $213K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
722
+ 5.43%
$45.3 - $50.64 $32.7K - $36.6K
14K $688K
IRBO
Ishares Robotics & Artificial

ETFs
500
+ 2.28%
N/A
22.4K $719K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
124
+ 3.73%
$89.58 - $95.01 $11.1K - $11.8K
3.45K $327K
SVC
Service Properties Trust

Real Estate
8.55K
+ 40.19%
$1.78 - $2.63 $15.2K - $22.5K
29.8K $71K
SPSB
Spdr Portfolio Short Term Corp

ETFs
497
+ 3.47%
$29.82 - $30.19 $14.8K - $15K
14.8K $446K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
892
+ 3.94%
$14.87 - $23.57 $13.3K - $21K
23.6K $436K
QFIN
360 Digi Tech, Inc.

Financial Services
613
+ 7.37%
$35.33 - $46.05 $21.7K - $28.2K
8.93K $386K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.65K
+ 6.49%
$10.09 - $10.88 $26.7K - $28.8K
43.4K $449K
DENN
Denny'S Corp

Consumer Cyclical
1.97K
+ 17.61%
$2.91 - $4.64 $5.72K - $9.12K
13.1K $53K
DEI
Douglas Emmett Inc

Real Estate
1.81K
+ 12.54%
$13.09 - $16.29 $23.7K - $29.5K
16.3K $244K
MRSN
Mersana Therapeutics, Inc.

Healthcare
76.6K
+ 31.35%
$0.26 - $0.41 $19.9K - $31.4K
321K $96K
AMH
American Homes 4 Rent

Real Estate
2.4K
+ 5.56%
$32.8 - $39.31 $78.8K - $94.4K
45.6K $1.64M
PWV
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.23%
$52.26 - $62.14 $523 - $621
4.41K $273K
FATE
Fate Therapeutics Inc

Healthcare
1.1K
+ 3.69%
$0.68 - $1.67 $750 - $1.84K
31K $34K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
706
+ 6.51%
$0.51 - $1.64 $360 - $1.16K
11.5K $18K
SM
Sm Energy CO

Energy
7.23K
+ 22.49%
$20.39 - $30.52 $147K - $221K
39.4K $973K
UIS
Unisys Corp

Technology
2.73K
+ 12.44%
$3.71 - $5.73 $10.1K - $15.6K
24.7K $111K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
36
+ 1.0%
$64.97 - $78.38 $2.34K - $2.82K
3.62K $277K
SES
Ses Ai Corp

Consumer Cyclical
6.27K
+ 51.24%
$0.51 - $1.05 $3.2K - $6.58K
18.5K $16K
ORGN
Origin Materials, Inc.

Basic Materials
23K
+ 110.68%
$0.42 - $0.85 $9.66K - $19.6K
43.8K $21K
CNTX
Context Therapeutics Inc.

Healthcare
10K
+ 100.0%
$0.55 - $1.0 $5.5K - $10K
20K $13K
MTRN
Materion Corp

Basic Materials
187
+ 5.51%
$72.15 - $84.25 $13.5K - $15.8K
3.58K $284K
TLRY
Tilray Brands, Inc.

Healthcare
45.9K
+ 98.49%
$0.36 - $0.65 $16.5K - $29.9K
92.6K $37K
BIT
Black Rock Multi Sector Income Trust

Financial Services
6
+ 0.01%
$13.11 - $14.6 $78.7 - $87.6
53.2K $776K
Activity Summary
Buys All Purchases 1593 New Holdings 322 Increased Positions 1271 Sells All Sells 936 Reductions 936 Sold out 0 Options Calls 1 Puts 0
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