Cetera Investment Advisers
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Cetera Investment Advisers’s DoubleVerify DV Stock Holding History

Cetera Investment Advisers’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
14,026
+893
+7% +$9.13K ﹤0.01% 4380
2025
Q4 		$150K Sell
13,133
-9,576
-42% -$106K ﹤0.01% 4304
2025
Q3 		$272K Buy
22,709
+10,684
+89% +$158K ﹤0.01% 3914
2025
Q2 		$180K Sell
12,025
-2,962
-20% -$40.6K ﹤0.01% 3753
2025
Q1 		$200K Sell
14,987
-77,958
-84% -$1.44M ﹤0.01% 3605
2024
Q4 		$1.79M Sell
92,945
-12,395
-12% -$233K ﹤0.01% 1743
2024
Q3 		$1.77M Sell
105,340
-43,056
-29% -$821K ﹤0.01% 1709
2024
Q2 		$2.89M Buy
148,396
+22,244
+18% +$537K 0.01% 1299
2024
Q1 		$4.44M Buy
126,152
+60,146
+91% +$2.24M 0.01% 1047
2023
Q4 		$2.43M Buy
+66,006
New +$2.06M 0.02% 709
2023
Q3 		– Sell
-6,144
Closed -$239K – 2232
2023
Q2 		$239K Sell
6,144
-660
-10% -$21.3K ﹤0.01% 1880
2023
Q1 		$205K Buy
+6,804
New +$178K ﹤0.01% 1938

Other funds holding DV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return