Cetera Investment Advisers
All 13F Filings
- Location
- Schaumburg, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 91,495,773
- Description
- Schaumburg Illinois based institutional banking and markets allocator with an independent operating structure and a research first and risk aware investment mandate. The approach emphasizes cross border allocation discipline, credit underwriting and duration control, and planning integrated mandate design for fiduciary banking related mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through liquidity aware implementation and decision traceability.
- Website
- https://www.cetera.com/
- Founded
- —
- Chairman
- —
- CEO
- Adam Antoniades
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 4,685 | 91,495,773 | 13F-HR | Cetera Investment Advisers |
| Q3 2025 | 11/14/2025 | 4,566 | 86,048,639 | 13F-HR | Cetera Investment Advisers |
| Q2 2025 | 8/8/2025 | 4,085 | 59,255,609 | 13F-HR | Cetera Investment Advisers |
| Q1 2025 | 5/6/2025 | 3,975 | 51,629,915 | 13F-HR | Cetera Investment Advisers |
| Q4 2024 | 2/14/2025 | 3,762 | 47,827,632 | 13F-HR | Cetera Investment Advisers |
| Q3 2024 | 11/13/2024 | 3,714 | 45,714,123 | 13F-HR | Cetera Investment Advisers |
| Q2 2024 | 8/22/2024 | 3,724 | 43,422,524 | 13F-HR | Cetera Investment Advisers |
| Q1 2024 | 5/24/2024 | 3,696 | 42,396,376 | 13F-HR/A - RESTATEMENT | Cetera Investment Advisers |
| Q1 2024 | 5/15/2024 | 1,784 | 9,287,658 | 13F-HR | Cetera Investment Advisers |
| Q4 2023 | 2/13/2024 | 2,235 | 12,309,664 | 13F-HR | Cetera Investment Advisers |
| Q3 2023 | 11/14/2023 | 2,201 | 11,584,745 | 13F-HR | Cetera Investment Advisers |
| Q2 2023 | 8/10/2023 | 2,192 | 11,895,095 | 13F-HR | Cetera Investment Advisers |
| Q1 2023 | 5/15/2023 | 2,164 | 11,441,405 | 13F-HR | Cetera Investment Advisers |
| Q4 2022 | 2/14/2023 | 2,109 | 10,790,010 | 13F-HR | Cetera Investment Advisers |
| Q3 2022 | 11/14/2022 | 1,753 | 5,008,591 | 13F-HR | Cetera Investment Advisers |
| Q2 2022 | 8/11/2022 | 1,821 | 6,286,867 | 13F-HR | Cetera Investment Advisers |
| Q1 2022 | 5/13/2022 | 1,878 | 6,963,045 | 13F-HR | Cetera Investment Advisers |
| Q4 2021 | 2/14/2022 | 1,870 | 6,981,728 | 13F-HR | Cetera Investment Advisers |
| Q3 2021 | 11/16/2021 | 1,794 | 6,289,006 | 13F-HR | Cetera Investment Advisers |
| Q2 2021 | 8/13/2021 | 1,773 | 6,226,232 | 13F-HR | Cetera Investment Advisers |
| Q1 2021 | 5/17/2021 | 1,614 | 5,081,224 | 13F-HR | Cetera Investment Advisers |
| Q4 2020 | 2/17/2021 | 1,568 | 5,052,857 | 13F-HR | Cetera Investment Advisers |
| Q3 2020 | 11/13/2020 | 642 | 1,220,841 | 13F-HR | Cetera Investment Advisers |
| Q2 2020 | 8/13/2020 | 612 | 1,079,572 | 13F-HR | Cetera Investment Advisers |
| Q1 2020 | 5/8/2020 | 541 | 816,753 | 13F-HR | Cetera Investment Advisers |
| Q4 2019 | 2/10/2020 | 587 | 995,533 | 13F-HR | Cetera Investment Advisers |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.825 K
(0.0% of total reported value)
· QoQ Δ:
-947
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.62 M | 72.9% | 4.102 M | 0 | 4.102 M |
| ETFs | 23.41 M | 25.6% | 1.234 M | 0 | 1.234 M |
| Debt | 760.9 K | 0.8% | 64.43 K | 0 | 64.43 K |
| Other | 622.9 K | 0.7% | 50.16 K | 0 | 50.16 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
91,495,773
Holdings
4685
QoQ value change ($000)
5,447,134
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.