Institutional filer · SEC 13F · Q1 2024
Cetera Investment Advisers
The reported 13F portfolio of Cetera Investment Advisers (CIK 1666741) - top holdings, how concentrated the book is, and what changed last quarter.
- $42.4B
- Reported book
- 3,658
- Positions
- #7
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Cetera Investment Advisers ranks #7 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $42.4B across 3,658 positions, a broadly diversified portfolio.
- $42.4B
- reported 13F value
- 3,658
- disclosed positions
- 2.8%
- in ISHARES TR
- #7
- of 360 filers
Top-5 share 10.4% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Cetera Investment Advisers ranks #7 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Cetera Investment Advisers sits by disclosed position count
Cetera Investment Advisers reports 3,658 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Cetera Investment Advisers vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
3,658 5th of 360 higher than 355 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Cetera Investment Advisers reports $42.4B across 3,658 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1666741 · Q1 2024 $42.4B book
BOOK-MEGA · POS-MEGA · CONC-BROAD · LEAD-MIX · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-MEGA #7/360
- POS-MEGA 3,658 names
- CONC-BROAD 10% top-5
- LEAD-MIX 2.8% top
- NEAR-PEER Pacer , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Pacer Advisors, Inc.
Read with: How to read 13F filings - 3,658 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · Cetera Investment Advisers
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$42.4B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $1.2B | 2.8% |
| 2 | APPLE INC | $1.0B | 2.5% |
| 3 | MICROSOFT CORP | $814.3M | 1.9% |
| 4 | INVESCO QQQ TR | $712.4M | 1.7% |
| 5 | SPDR S&P 500 ETF TR | $661.3M | 1.6% |
| 6 | VANGUARD INDEX FDS | $625.8M | 1.5% |
| 7 | NVIDIA CORPORATION | $615.0M | 1.4% |
| 8 | AMAZON COM INC | $606.8M | 1.4% |
| 9 | VANGUARD INDEX FDS | $581.8M | 1.4% |
| 10 | ISHARES TR | $442.3M | 1.0% |
| 11 | ISHARES TR | $394.5M | 0.9% |
| 12 | ISHARES TR | $374.9M | 0.9% |
| 13 | VANGUARD INDEX FDS | $356.7M | 0.8% |
| 14 | VANGUARD INDEX FDS | $355.9M | 0.8% |
| 15 | VANGUARD BD INDEX FDS | $349.2M | 0.8% |
| 16 | VANGUARD STAR FDS | $303.8M | 0.7% |
| 17 | SPDR SER TR | $303.4M | 0.7% |
| 18 | ISHARES TR | $275.7M | 0.7% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $270.7M | 0.6% |
| 20 | ISHARES TR | $263.5M | 0.6% |
| 21 | ISHARES TR | $247.8M | 0.6% |
| 22 | J P MORGAN EXCHANGE TRADED F | $239.3M | 0.6% |
| 23 | ALPHABET INC | $230.9M | 0.5% |
| 24 | VANGUARD TAX-MANAGED FDS | $229.6M | 0.5% |
| 25 | PACER FDS TR | $224.8M | 0.5% |
Frequently Asked Questions
- How big is Cetera Investment Advisers's 13F portfolio?
- Cetera Investment Advisers reports $42.4B of long US-equity positions across 3,658 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Cetera Investment Advisers sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Cetera Investment Advisers ranks #7 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Cetera Investment Advisers's largest position?
- Cetera Investment Advisers's largest reported position is ISHARES TR at $1.2B, about 2.8% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Cetera Investment Advisers: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($42.4B here).
Similar holding count
Nearest filers by number of disclosed positions (3,658 here).
Using this filing
- The rankings sort every tracked filer the same way Cetera Investment Advisers was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Pacer Advisors, Inc. reported the nearest book value ($39.1B) this quarter, a useful scale comparison for Cetera Investment Advisers. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.