Cetera Investment Advisers Incresed Positions in Q2 2025

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
18.1K
+ 8.18%
$89.76 - $112.34 $1.63M - $2.04M
240K $25.2M
ECC
Eagle Point Credit CO Inc.

Financial Services
59.9K
+ 84.64%
$6.94 - $8.31 $416K - $498K
131K $1M
TYL
Tyler Technologies Inc

Technology
484
+ 3.98%
$521.68 - $592.84 $252K - $287K
12.6K $7.49M
DTH
Wisdomtree Tr

ETFs
3.02K
+ 4.08%
$37.84 - $46.83 $114K - $141K
76.9K $3.56M
CHTR
Charter Communications, Inc.

Communication Services
393
+ 5.99%
$321.68 - $427.25 $126K - $168K
6.95K $2.84M
NWS
News Corp New Cl B Com Stk (De

Communication Services
5.53K
+ 9.28%
$27.41 - $34.31 $152K - $190K
65.1K $2.23M
PPLT
Abrdn Platinum ETF Trust

ETFs
4.72K
+ 87.79%
N/A
10.1K $907K
FLJP
Franklin Templeton ETF Tr

ETFs
10.3K
+ 31.16%
$26.35 - $32.28 $271K - $332K
43.2K $1.39M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.24K
+ 11.07%
$118.81 - $151.28 $148K - $188K
12.5K $1.89M
EPAM
Epam Systems, Inc.

Technology
2.27K
+ 24.78%
N/A
11.4K $2.12M
CM
Canadian Imperial Bank Of Commerce

Financial Services
268
+ 0.97%
$54.6 - $70.83 $14.6K - $19K
27.8K $1.97M
FSK
Fs Kkr Capital Corp

Financial Services
29.4K
+ 3.04%
$17.95 - $21.5 $528K - $633K
999K $20.7M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
7.98K
+ 22.74%
$34.28 - $41.6 $274K - $332K
43.1K $1.79M
FROG
J Frog LTD

Technology
3.48K
+ 15.62%
$27.99 - $44.55 $97.3K - $155K
25.7K $1.13M
U
Unity Software Inc.

Technology
236
+ 0.27%
$16.75 - $26.24 $3.95K - $6.19K
89K $2.15M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
7.12K
+ 16.0%
$36.35 - $41.07 $259K - $292K
51.6K $2.12M
QLC
Flexshares Tr Us Quality Large

ETFs
59
+ 0.11%
$56.84 - $71.22 $3.35K - $4.2K
55.2K $3.93M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2.89K
+ 27.04%
$93.75 - $114.45 $271K - $331K
13.6K $1.55M
VITL
Vital Farms, Inc.

Consumer Defensive
8.41K
+ 76.88%
$30.52 - $38.52 $257K - $324K
19.3K $744K
FEMB
First Tr ETF Emerging Markets

ETFs
10.9K
+ 22.97%
$26.01 - $28.88 $283K - $314K
58.3K $1.68M
KMB
Kimberly Clark Corp

Consumer Defensive
19.2K
+ 12.35%
$126.84 - $145.22 $2.44M - $2.79M
175K $22.6M
VIRT
Virtu Financial, Inc.

Financial Services
4.08K
+ 12.2%
$32.82 - $44.79 $134K - $183K
37.5K $1.68M
APLD
Applied Blockchain, Inc.

Financial Services
23.4K
+ 61.0%
$3.53 - $13.86 $82.5K - $324K
61.7K $620K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.35K
+ 72.83%
$164.46 - $237.28 $222K - $320K
3.2K $759K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
14.3K
+ 5.81%
$28.02 - $32.37 $400K - $462K
260K $8.26M
MTH
Meritage Homes Corp

Consumer Cyclical
6.59K
+ 65.53%
$62.44 - $71.44 $412K - $471K
16.6K $1.11M
KEX
Kirby Corp

Industrials
2.73K
+ 37.69%
$87.32 - $114.99 $238K - $314K
9.98K $1.13M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
6.12K
+ 27.29%
$44.56 - $53.45 $273K - $327K
28.5K $1.53M
UPST
Upstart Holdings, Inc.

Financial Services
2.09K
+ 14.79%
$34.8 - $64.85 $72.8K - $136K
16.2K $1.05M
VMI
Valmont Industries Inc

Industrials
179
+ 2.18%
$263.86 - $333.86 $47.2K - $59.8K
8.4K $2.74M
AME
Ametek Inc

Industrials
107
+ 0.25%
$151.41 - $182.75 $16.2K - $19.6K
42.6K $7.71M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
8.14K
+ 57.95%
$47.03 - $48.37 $383K - $393K
22.2K $1.07M
AMED
Amedisys Inc

Healthcare
2.73K
+ 12.66%
$91.31 - $98.39 $249K - $268K
24.3K $2.39M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.15K
+ 0.84%
$26.69 - $33.44 $30.7K - $38.5K
138K $4.55M
OKTA
Okta, Inc.

Technology
5.09K
+ 22.73%
$91.24 - $127.3 $464K - $648K
27.5K $2.75M
URBN
Urban Outfitters Inc

Consumer Cyclical
1.44K
+ 10.11%
$43.24 - $75.26 $62.1K - $108K
15.6K $1.13M
MAIN
Main Street Capital Corp

Financial Services
4.52K
+ 9.51%
$49.15 - $59.32 $222K - $268K
52.1K $3.08M
NTRS
Northern Trust Corp

Financial Services
1.45K
+ 20.03%
$84.45 - $126.79 $123K - $184K
8.7K $1.1M
BJUN
Innovator U.S. Equity Buffer E

ETFs
9.87K
+ 42.02%
N/A
33.3K $1.3M
AVPT
Ave Point, Inc.

Technology
10.1K
+ 26.34%
$13.33 - $19.99 $135K - $203K
48.6K $939K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
33.9K
+ 3.75%
$45.3 - $50.64 $1.54M - $1.72M
939K $46.1M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
12.4K
+ 45.79%
$26.63 - $32.97 $330K - $409K
39.5K $1.2M
PFFA
Etfis Ser Tr I

ETFs
19.6K
+ 21.31%
$19.49 - $21.31 $382K - $418K
112K $2.33M
KD
Kyndryl Holdings, Inc.

Technology
1.28K
+ 4.22%
$27.77 - $41.96 $35.5K - $53.7K
31.6K $1.32M
RGLD
Royal Gold Inc

Basic Materials
1.48K
+ 19.35%
$155.48 - $186.71 $231K - $277K
9.15K $1.63M
OLED
Universal Display Corp Pa

Technology
1.48K
+ 15.3%
$106.6 - $161.02 $158K - $238K
11.2K $1.72M
TRV
Travelers Companies, Inc.

Financial Services
758
+ 1.38%
$233.83 - $276.34 $177K - $209K
55.7K $14.9M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
14.6K
+ 4.39%
$21.57 - $21.99 $316K - $322K
348K $7.64M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
4.14K
+ 10.43%
$33.7 - $43.1 $139K - $178K
43.8K $1.89M
Activity Summary
Buys All Purchases 2506 New Holdings 246 Increased Positions 2260 Sells All Sells 1452 Reductions 1452 Sold out 0 Options Calls 17 Puts 16
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email