Cetera Investment Advisers
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Cetera Investment Advisers’s Hercules Capital HTGC Stock Holding History

Cetera Investment Advisers’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.05M Buy
257,002
+381
+0.1% +$5.92K ﹤0.01% 1773
2026
Q1 		$3.79M Buy
256,621
+41,585
+19% +$680K ﹤0.01% 1712
2025
Q4 		$4.05M Buy
215,036
+3,694
+2% +$66.6K ﹤0.01% 1610
2025
Q3 		$4M Buy
211,342
+18,519
+10% +$355K ﹤0.01% 1599
2025
Q2 		$3.52M Buy
192,823
+1,726
+0.9% +$30.6K 0.01% 1437
2025
Q1 		$3.67M Buy
191,097
+38,524
+25% +$778K 0.01% 1312
2024
Q4 		$3.07M Buy
152,573
+20,417
+15% +$398K 0.01% 1347
2024
Q3 		$2.6M Sell
132,156
-384
-0.3% -$7.56K 0.01% 1425
2024
Q2 		$2.71M Buy
132,540
+5,751
+5% +$111K 0.01% 1357
2024
Q1 		$2.34M Buy
126,789
+79,947
+171% +$1.42M 0.01% 1435
2023
Q4 		$781K Sell
46,842
-12,647
-21% -$200K 0.01% 1244
2023
Q3 		$977K Buy
59,489
+3,843
+7% +$62.9K 0.01% 1055
2023
Q2 		$824K Buy
55,646
+216
+0.4% +$2.96K 0.01% 1144
2023
Q1 		$714K Buy
55,430
+8,498
+18% +$119K 0.01% 1219
2022
Q4 		$620K Buy
46,932
+4,496
+11% +$61.1K 0.01% 1257
2022
Q3 		$491K Buy
42,436
+8,089
+24% +$115K 0.01% 991
2022
Q2 		$463K Buy
+34,347
New +$537K 0.01% 1141

Other funds holding HTGC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cetera Investment Advisers's HTGC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Hercules Capital (HTGC) stake by 0.15% in Q2 2026, buying an estimated $5.92K and bringing the position to 257,002 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Cetera Investment Advisers first reported a position in HTGC in Q2 2022 and has held it in 17 quarters since. 332 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • Cetera Investment Advisers held 257,002 shares of Hercules Capital worth $4.05M as of Q2 2026.
  • Cetera Investment Advisers bought 381 Hercules Capital shares in Q2 2026, an estimated $5.92K.
  • Hercules Capital made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1773 holding.
  • Cetera Investment Advisers first reported a position in Hercules Capital in Q2 2022 and has held it in 17 quarters since.
  • 332 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.