Managers / Q1 2025 · view latest →
Cetera Investment Advisers
CIK 0001666741 · 1450 AMERICAN LANE 6TH FLOOR, SUITE 650, SCHAUMBURG, IL, 60173-2096 · 844 337 2217
Reported Value
$51.6B
Q1 2025
Positions
3,975
Filings on Record
31
2019–present window
Filed
May 6, 2025
original filing
Summary
Cetera Investment Advisers reported $51.6B in U.S.-listed holdings across 3,975 positions for Q1 2025.
Its largest position, IVV, represents 2.4% of the portfolio.
Compared with Q4 2024, the fund opened 351 new positions and exited 134.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $94.0B | 4,790 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $91.5B | 4,685 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $86.0B | 4,566 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $59.3B | 4,085 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $51.6B | 3,975 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $47.8B | 3,762 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $45.7B | 3,714 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $43.4B | 3,724 | Aug 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $42.4B | 3,696 | May 24, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2023 | $12.3B | 2,235 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $11.6B | 2,201 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $11.9B | 2,192 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $11.4B | 2,164 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $10.79T | 2,109 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $5.0B | 1,753 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $6.3B | 1,821 | Aug 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $7.0B | 1,878 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $7.0B | 1,870 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $6.3B | 1,794 | Nov 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $6.2B | 1,773 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $5.1B | 1,614 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $5.1B | 1,568 | Feb 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.2B | 642 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.1B | 612 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $817M | 541 | May 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $996M | 587 | Feb 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $823M | 536 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $776M | 522 | Aug 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $708M | 487 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $613M | 455 | Feb 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.