Cetera Investment Advisers
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$94.00B
Q ending 2026-03-31
Prior quarter
$91.50B
Q ending 2025-12-31
Change
+2.7% QoQ · +82.1% YoY
Positions
4,790
reported holdings
Largest positions
Top 100 of 4,790 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $2.78B | 4.3M |
| Apple Inc | AAPL | Shares | $1.79B | 7.1M |
| Nvidia Corporation | NVDA | Shares | $1.68B | 9.6M |
| Vanguard Index Fds | VTV | Shares | $1.52B | 7.7M |
| Ishares Tr | AGG | Shares | $1.51B | 15.3M |
| Invesco Qqq Tr | QQQ | Shares | $1.31B | 2.3M |
| Vanguard Index Fds | VOO | Shares | $1.20B | 2.0M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.18B | 1.8M |
| Vanguard Index Fds | VTI | Shares | $1.08B | 3.4M |
| Microsoft Corp | MSFT | Shares | $1.07B | 2.9M |
| Vanguard Scottsdale Fds | VONG | Shares | $1.04B | 9.5M |
| Ishares Tr | IEFA | Shares | $1.04B | 11.5M |
| Vanguard Index Fds | VUG | Shares | $1.00B | 2.3M |
| Amazon Com Inc | AMZN | Shares | $930.9M | 4.5M |
| Capital Group Dividend Value | CGDV | Shares | $781.0M | 18.4M |
| Schwab Strategic Tr | SCHD | Shares | $742.0M | 24.2M |
| Ishares Tr | IVE | Shares | $695.8M | 3.3M |
| Ishares Tr | IWF | Shares | $669.2M | 1.6M |
| Alphabet Inc | GOOGL | Shares | $624.3M | 2.2M |
| Ishares Inc | IEMG | Shares | $611.4M | 8.8M |
| Vanguard Bd Index Fds | BND | Shares | $561.6M | 7.6M |
| Ishares Tr | IVW | Shares | $537.8M | 4.8M |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $526.8M | 2.2M |
| Schwab Strategic Tr | SCHG | Shares | $523.0M | 18.0M |
| Vanguard Star Fds | VXUS | Shares | $509.7M | 6.6M |
| Vanguard Tax-Managed Fds | VEA | Shares | $497.4M | 7.8M |
| Broadcom Inc | AVGO | Shares | $486.5M | 1.6M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $467.3M | 975K |
| Ishares Tr | IUSB | Shares | $463.9M | 10.0M |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $454.5M | 13.5M |
| Alphabet Inc | GOOG | Shares | $437.6M | 1.5M |
| Ishares Tr | IWM | Shares | $436.1M | 1.8M |
| Meta Platforms Inc | META | Shares | $435.6M | 761K |
| Blackrock Etf Trust | DYNF | Shares | $433.4M | 7.4M |
| Jpmorgan Chase & Co | JPM | Shares | $417.1M | 1.4M |
| Exxon Mobil Corp | XOM | Shares | $404.0M | 2.4M |
| Vanguard Whitehall Fds | VYM | Shares | $399.9M | 2.7M |
| Spdr Series Trust | BIL | Shares | $398.5M | 4.3M |
| Vanguard Index Fds | VO | Shares | $397.7M | 1.4M |
| Capital Group Growth Etf | CGGR | Shares | $393.9M | 9.8M |
| Putnam Etf Trust | PVAL | Shares | $386.8M | 8.3M |
| Spdr Series Trust | SPYM | Shares | $372.2M | 4.9M |
| Spdr Gold Tr | GLD | Shares | $366.6M | 852K |
| Ishares Tr | IJR | Shares | $359.2M | 2.9M |
| Tesla Inc | TSLA | Shares | $356.7M | 959K |
| Pacer Fds Tr | COWZ | Shares | $351.1M | 5.6M |
| Walmart Inc | WMT | Shares | $349.9M | 2.8M |
| J P Morgan Exchange Traded F | JEPI | Shares | $344.8M | 6.1M |
| Ishares Tr | MUB | Shares | $340.8M | 3.2M |
| Vanguard Index Fds | VB | Shares | $322.4M | 1.2M |
| Eli Lilly & Co | LLY | Shares | $318.2M | 346K |
| First Tr Exchange Traded Fd | SDVY | Shares | $313.2M | 7.9M |
| Fidelity Merrimack Str Tr | FBND | Shares | $310.3M | 6.8M |
| Ishares Tr | QUAL | Shares | $301.9M | 1.6M |
| Spdr Series Trust | SPYG | Shares | $301.4M | 3.1M |
| Ishares Tr | EFV | Shares | $291.1M | 3.9M |
| Janus Detroit Str Tr | JAAA | Shares | $279.7M | 5.6M |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $276.9M | 8.3M |
| First Tr Exchange Traded Fd | RDVY | Shares | $276.1M | 4.0M |
| Vanguard Charlotte Fds | BNDX | Shares | $271.3M | 5.6M |
| Ishares Tr | IWD | Shares | $262.7M | 1.2M |
| Vanguard Intl Equity Index F | VWO | Shares | $260.0M | 4.8M |
| Ishares Tr | IDEV | Shares | $259.9M | 3.1M |
| Vanguard Index Fds | VBR | Shares | $253.1M | 1.2M |
| Johnson & Johnson | JNJ | Shares | $252.9M | 1.0M |
| Vanguard Specialized Funds | VIG | Shares | $252.3M | 1.2M |
| Visa Inc | V | Shares | $252.3M | 835K |
| Blackrock Etf Trust Ii | BINC | Shares | $251.0M | 4.8M |
| Chevron Corporation | CVX | Shares | $247.9M | 1.2M |
| Taiwan Semiconductor Manufac | TSM | Shares | $247.6M | 733K |
| Ishares Tr | EFG | Shares | $245.9M | 2.2M |
| Palantir Technologies Inc | PLTR | Shares | $243.8M | 1.7M |
| Select Sector Spdr Tr | XLK | Shares | $242.8M | 1.8M |
| Capital Group Core Equity Et | CGUS | Shares | $242.6M | 6.3M |
| Costco Wholesale Corporation | COST | Shares | $240.4M | 241K |
| Ishares Tr | IJH | Shares | $238.6M | 3.5M |
| Spdr Series Trust | SPYV | Shares | $238.0M | 4.2M |
| Invesco Exchange Traded Fd T | RSP | Shares | $236.6M | 1.2M |
| Pgim Etf Tr | PULS | Shares | $234.6M | 4.7M |
| Vanguard World Fd | VGT | Shares | $234.1M | 336K |
| Ishares Tr | DGRO | Shares | $233.3M | 3.3M |
| Ishares Tr | GOVT | Shares | $232.2M | 10.1M |
| Wisdomtree Tr | DGRW | Shares | $227.5M | 2.6M |
| Ishares Tr | SGOV | Shares | $215.6M | 2.1M |
| Ishares Tr | TLH | Shares | $212.1M | 2.1M |
| Abbvie Inc | ABBV | Shares | $210.0M | 965K |
| Vanguard Index Fds | VNQ | Shares | $209.6M | 2.4M |
| Caterpillar Inc | CAT | Shares | $209.6M | 296K |
| Ishares Tr | IWR | Shares | $207.4M | 2.1M |
| J P Morgan Exchange Traded F | JBND | Shares | $206.2M | 3.8M |
| Ishares Tr | IQLT | Shares | $205.4M | 4.4M |
| Vanguard Bd Index Fds | BSV | Shares | $200.9M | 2.6M |
| Ishares Tr | USMV | Shares | $200.5M | 2.2M |
| Invesco Exchange Traded Fd T | XMMO | Shares | $198.3M | 1.4M |
| Vaneck Etf Trust | SMH | Shares | $196.2M | 512K |
| Ishares Tr | MBB | Shares | $192.4M | 2.0M |
| Home Depot Inc | HD | Shares | $190.6M | 580K |
| Advanced Micro Devices Inc | AMD | Shares | $182.9M | 899K |
| J P Morgan Exchange Traded F | JMUB | Shares | $181.7M | 3.6M |
| T Rowe Price Etf Inc | TCHP | Shares | $173.3M | 3.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.