Filing Research | CERT - CERTARA INC Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	4.3MSH	$28.2M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	2.9MSH	$18.8M
3	Kopion Asset Management, LLC	Shares	1.9MSH	$12.2M
4	Rathbones Group PLC	Shares	757.0KSH	$5.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.0KSH	$359.0K
6	Louisiana State Employees Retirement System	Shares	51.1KSH	$334.7K
7	Police & Firemen's Retirement System of New Jersey	Shares	33.8KSH	$221.7K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.4KSH	$212.3K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.7KSH	$181.2K
10	Central Pacific Bank - Trust Division	Shares	19.5KSH	$127.5K
11	Sequoia Financial Advisors, LLC	Shares	17.9KSH	$117.3K
12	Quaker Wealth Management, LLC	Shares	12.5KSH	$82.1K
13	Merit Financial Group, LLC	Shares	11.4KSH	$74.8K
14	Optas, LLC	Shares	10.5KSH	$68.9K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.1KSH	$66.0K
16	Versant Capital Management, Inc	Shares	9.0KSH	$58.7K
17	GAMMA Investing LLC	Shares	8.1KSH	$52.8K
18	SJS Investment Consulting Inc.	Shares	3.3KSH	$21.4K
19	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$15.4K
20	Farther Finance Advisors, LLC	Shares	2.3KSH	$15.3K
21	SIGNATUREFD, LLC	Shares	2.2KSH	$14.6K
22	Curated Wealth Partners LLC	Shares	10.0KSH	$11.1K
23	FIRST HORIZON CORP	Shares	1.0KSH	$6.6K
24	Wealth Enhancement Trust Services, Inc.	Shares	228SH	$1.5K
25	Physician Wealth Advisors, Inc.	Shares	201SH	$1.3K
26	MassMutual Private Wealth & Trust, FSB	Shares	168SH	$1.1K
27	True Wealth Design, LLC	Shares	115SH	$754
28	Golden State Wealth Management, LLC	Shares	109SH	$714
29	TOTH FINANCIAL ADVISORY CORP	Shares	101SH	$662
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	80SH	$524
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	70.3KSH	$461
32	State of Alaska, Department of Revenue	Shares	46.5KSH	$304
33	GILPIN WEALTH MANAGEMENT, LLC	Shares	38SH	$249
34	AMALGAMATED BANK	Shares	31.3KSH	$205
35	SBI Securities Co., Ltd.	Shares	31SH	$203
36	Sachetta, LLC	Shares	28SH	$184
37	Activest Wealth Management	Shares	27SH	$177
38	Davis Capital Management	Shares	9SH	$59
39	Hughes Financial Services, LLC	Shares	1SH	$7

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	Kopion Asset Management, LLC added	Shares	+570.1K	+$4.8M	$12.2M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+188.7K	+$3.5M	$18.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+53.0K	+$359.0K	$359.0K
4	Merit Financial Group, LLC new	Shares	+11.4K	+$74.8K	$74.8K
5	Optas, LLC new	Shares	+10.5K	+$68.9K	$68.9K
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+10.1K	+$66.0K	$66.0K
7	Louisiana State Employees Retirement System trimmed	Shares	-1.9K	+$32.6K	$334.7K
8	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+126	+$28.3K	$212.3K
9	Sequoia Financial Advisors, LLC added	Shares	+1.9K	+$26.2K	$117.3K
10	Central Pacific Bank - Trust Division added	Shares	+1.6K	+$25.4K	$127.5K
11	SJS Investment Consulting Inc. added	Shares	+3.2K	+$21.2K	$21.4K
12	SIGNATUREFD, LLC added	Shares	+2.0K	+$13.5K	$14.6K
13	EverSource Wealth Advisors, LLC added	Shares	+1.9K	+$13.0K	$15.4K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	+$12.8K	$181.2K
15	Farther Finance Advisors, LLC added	Shares	+1.8K	+$12.2K	$15.3K
16	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.1K	$11.1K
17	Quaker Wealth Management, LLC unchanged	Shares	0	+$10.7K	$82.1K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+228	+$1.5K	$1.5K
19	TOTH FINANCIAL ADVISORY CORP new	Shares	+101	+$662	$662
20	MassMutual Private Wealth & Trust, FSB added	Shares	+41	+$376	$1.1K
21	Sachetta, LLC new	Shares	+28	+$184	$184
22	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+11.4K	+$125	$461
23	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+13	+$106	$249
24	Golden State Wealth Management, LLC unchanged	Shares	0	+$93	$714
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$68	$524
26	Davis Capital Management new	Shares	+9	+$59	$59
27	SBI Securities Co., Ltd. unchanged	Shares	0	+$26	$203
28	AMALGAMATED BANK trimmed	Shares	-5.2K	-$3	$205
29	Hughes Financial Services, LLC trimmed	Shares	-2	-$10	$7
30	CX Institutional exited	Shares	-2.0K	-$11	$0
31	State of Alaska, Department of Revenue trimmed	Shares	-20.5K	-$78	$304
32	Cedar Mountain Advisors, LLC exited	Shares	-21	-$120	$0
33	Handelsbanken Fonder AB exited	Shares	-21.0K	-$120	$0
34	Physician Wealth Advisors, Inc. trimmed	Shares	-94	-$365	$1.3K
35	Activest Wealth Management trimmed	Shares	-114	-$626	$177
36	JNBA Financial Advisors exited	Shares	-223	-$1.3K	$0
37	FIRST HORIZON CORP trimmed	Shares	-458	-$1.8K	$6.6K
38	True Wealth Design, LLC trimmed	Shares	-522	-$2.9K	$754
39	IFP Advisors, Inc exited	Shares	-1.4K	-$8.2K	$0
40	GAMMA Investing LLC trimmed	Shares	-8.4K	-$40.8K	$52.8K
41	Versant Capital Management, Inc trimmed	Shares	-9.8K	-$48.0K	$58.7K
42	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-19.1K	-$80.1K	$221.7K
43	Venturi Wealth Management, LLC exited	Shares	-19.0K	-$108.4K	$0
44	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-21.8K	-$124.5K	$0
45	SUMMITRY LLC exited	Shares	-23.3K	-$132.6K	$0
46	WASATCH ADVISORS LP trimmed	Shares	-973.3K	-$1.9M	$28.2M
47	Y-Intercept (Hong Kong) Ltd exited	Shares	-347.4K	-$2.0M	$0
48	Rathbones Group PLC trimmed	Shares	-757.0K	-$3.7M	$5.0M