Cerity Partners LLC Incresed Positions in Q3 2025

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCPC
Balchem Corp

Basic Materials
397
+ 28.58%
$148.82 - $165.12 $59.1K - $65.6K
1.79K $268K
MYE
Myers Industries Inc

Consumer Cyclical
1.01K
+ 8.32%
$14.5 - $16.94 $14.6K - $17.1K
13.1K $222K
ALEC
Alector, Inc.

Healthcare
3.07K
+ 12.94%
$1.42 - $3.18 $4.36K - $9.77K
26.8K $79K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
4.54K
+ 19.77%
$8.77 - $9.87 $39.9K - $44.8K
27.5K $247K
ADC
Agree Realty Corp

Real Estate
1.72K
+ 4.46%
$70.53 - $75.05 $121K - $129K
40.3K $2.86M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.25K
+ 9.22%
$19.49 - $19.61 $43.9K - $44.1K
26.7K $521K
GOSS
Gossamer Bio, Inc.

Healthcare
9.08K
+ 65.97%
$1.21 - $3.46 $11K - $31.4K
22.8K $60K
ITUB
Itau Unibanco Holding S.A.

Financial Services
790
+ 1.13%
$6.18 - $7.41 $4.88K - $5.85K
70.6K $518K
TDUP
Thred Up Inc.

Consumer Cyclical
542
+ 2.85%
$6.72 - $12.08 $3.64K - $6.55K
19.6K $186K
ENIC
Enel Chile S.A.

Utilities
2.99K
+ 2.47%
$3.12 - $3.89 $9.34K - $11.6K
124K $483K
FDL
First Tr Morningstar Dividend

ETFs
793
+ 16.57%
$41.96 - $44.59 $33.3K - $35.4K
5.58K $242K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
114
+ 10.63%
$210.88 - $226.87 $24K - $25.9K
1.19K $269K
WRE
Washington Real Estate Investment Trust
2.24K
+ 3.07%
N/A
75.4K $1.34M
FDLO
Fidelity Covington Tr Low Vola

ETFs
447
+ 12.74%
$62.44 - $65.87 $27.9K - $29.4K
3.96K $260K
FVAL
Fidelity Covington Tr Value Fa

ETFs
9
+ 0.11%
$63.74 - $69.18 $574 - $623
7.86K $541K
MSEX
Middlesex Water CO

Utilities
755
+ 6.64%
$51.52 - $56.15 $38.9K - $42.4K
12.1K $656K
AHCO
Adapt Health Corp.

Healthcare
4.93K
+ 44.91%
$8.68 - $10.11 $42.8K - $49.9K
15.9K $142K
SKYY
First Trust Cloud Computing Et

ETFs
39
+ 1.47%
$118.24 - $138.53 $4.61K - $5.4K
2.69K $361K
SYNA
Synaptics Inc

Technology
284
+ 5.5%
$59.7 - $74.35 $17K - $21.1K
5.44K $372K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
200
+ 6.45%
$87.95 - $94.49 $17.6K - $18.9K
3.3K $309K
KRG
Kite Realty Group Trust

Real Estate
2.04K
+ 8.01%
$20.94 - $23.26 $42.6K - $47.3K
27.4K $612K
UDMY
Udemy, Inc.

Consumer Defensive
5.35K
+ 33.47%
$6.54 - $7.61 $35K - $40.7K
21.3K $149K
ERJ
Embraer S.A.

Industrials
297
+ 5.89%
$47.39 - $61.02 $14.1K - $18.1K
5.34K $322K
ICF
Ishares Tr

ETFs
335
+ 1.01%
$59.57 - $62.89 $20K - $21.1K
33.7K $2.07M
UBFO
United Security Bancshares

Financial Services
312
+ 0.59%
$8.29 - $9.84 $2.59K - $3.07K
53.2K $493K
NFRA
Flexshares Stoxx Global Broad

ETFs
1
+ 0.0%
$60.61 - $63.45 $60.6 - $63.5
33.5K $2.11M
HLLY
Holley Inc.

Consumer Cyclical
6.62K
+ 53.38%
$1.99 - $4.07 $13.2K - $27K
19K $59K
IRT
Independence Realty Trust, Inc.

Real Estate
3.24K
+ 23.23%
$16.35 - $18.11 $53K - $58.7K
17.2K $281K
H
Hyatt Hotels Corp

Consumer Cyclical
148
+ 2.56%
$135.01 - $152.25 $20K - $22.5K
5.92K $840K
ALK
Alaska Air Group, Inc.

Industrials
320
+ 0.53%
$49.73 - $63.86 $15.9K - $20.4K
60.4K $3.01M
CPT
Camden Property Trust

Real Estate
5.14K
+ 5.89%
$104.05 - $115.69 $535K - $595K
92.5K $9.88M
OMER
Omeros Corp

Healthcare
49
+ 0.17%
$3.06 - $4.48 $150 - $220
28.7K $117K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
6.2K
+ 3.52%
$5.43 - $6.23 $33.6K - $38.6K
182K $1.1M
DNP
Dnp Select Income Fund Inc

Financial Services
1.94K
+ 3.82%
$9.65 - $10.02 $18.8K - $19.5K
52.8K $528K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
111
+ 0.81%
$41.5 - $43.83 $4.61K - $4.87K
13.9K $607K
FATE
Fate Therapeutics Inc

Healthcare
19.8K
+ 63.89%
$0.92 - $1.3 $18.2K - $25.8K
50.8K $64K
TMCI
Treace Medical Concepts, Inc.

Healthcare
3.06K
+ 27.54%
$5.34 - $7.7 $16.3K - $23.6K
14.2K $95K
HOPE
Hope Bancorp Inc

Financial Services
2.64K
+ 9.65%
$9.71 - $11.66 $25.6K - $30.7K
30K $322K
IHF
Ishares Tr

ETFs
380
+ 2.77%
$40.81 - $49.43 $15.5K - $18.8K
14.1K $695K
QTWO
Q2 Holdings, Inc.

Technology
1.41K
+ 40.53%
$72.39 - $94.97 $102K - $134K
4.89K $353K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
19
+ 0.31%
$74.73 - $80.82 $1.42K - $1.54K
6.11K $485K
VICR
Vicor Corp

Technology
48
+ 0.87%
$43.84 - $54.72 $2.1K - $2.63K
5.58K $277K
PAA
Plains All American Pipeline LP

Energy
9.22K
+ 8.8%
$16.88 - $18.93 $156K - $175K
114K $1.94M
HAIN
Hain Celestial Group Inc

Consumer Defensive
11.7K
+ 10.16%
$1.44 - $2.15 $16.9K - $25.2K
127K $200K
BANR
Banner Corp

Financial Services
273
+ 8.43%
$61.08 - $69.4 $16.7K - $18.9K
3.51K $230K
CAE
Cae Inc

Industrials
645
+ 5.82%
$26.19 - $29.96 $16.9K - $19.3K
11.7K $347K
GAL
Ssga Active ETF Tr

ETFs
257
+ 5.28%
$46.79 - $49.44 $12K - $12.7K
5.13K $251K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.06K
+ 4.42%
$19.57 - $19.98 $20.6K - $21.1K
24.9K $495K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
882
+ 4.19%
$22.19 - $22.44 $19.6K - $19.8K
21.9K $491K
Activity Summary
Buys All Purchases 1643 New Holdings 276 Increased Positions 1367 Sells All Sells 962 Reductions 962 Sold out 0 Options Calls 0 Puts 0
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