Central Secs (CET): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
3 concentrated managers hold it with a median weight of 0.1%. 2 officers or directors bought in 6 months.
Quarter flow (concentrated managers)
Change in managers (3 → 3): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Third Avenue Management$5.3M0.9%
- Wittenberg Investment Management$272K0.1%
- Robert Robotti$230K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of CET (all 13F filers)
- Atlas Wealth616 KWealth adviser+616 K
- Bulldog Investors, LLP447 KInvestment firm+51 K
- Rockefeller Capital Management390 KWealth adviser−268 K
- Blue Bell Private Wealth Management385 KWealth adviser+35 K
- Raymond James Financial300 KWealth adviser+301
- Morgan Stanley199 KBank or trading desk−4,187
- 1607 Capital Partners188 KType not verified0
- Chilton Investment117 KType not verified+10 K
- Brasada Capital Management117 KType not verified−9,068
- Todd Wealth Management107 KWealth adviser+4,394
- Atlas Wealth
- Shares
- 616 K
- Change
- +616 K
See more
- Type
- Wealth adviser
- Value
- $32.3M
- Bulldog Investors, LLP
- Shares
- 447 K
- Change
- +51 K
See more
- Type
- Investment firm
- Value
- $23.5M
- Shares
- 390 K
- Change
- −268 K
See more
- Type
- Wealth adviser
- Value
- $20.5M
- Blue Bell Private Wealth Management
- Shares
- 385 K
- Change
- +35 K
See more
- Type
- Wealth adviser
- Value
- $20.2M
- Shares
- 300 K
- Change
- +301
See more
- Type
- Wealth adviser
- Value
- $15.8M
- Shares
- 199 K
- Change
- −4,187
See more
- Type
- Bank or trading desk
- Value
- $10.4M
- Shares
- 188 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $9.9M
- Shares
- 117 K
- Change
- +10 K
See more
- Type
- Type not verified
- Value
- $6.1M
- Brasada Capital Management
- Shares
- 117 K
- Change
- −9,068
See more
- Type
- Type not verified
- Value
- $6.1M
- Todd Wealth Management
- Shares
- 107 K
- Change
- +4,394
See more
- Type
- Wealth adviser
- Value
- $5.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗