CertaraCERT
13F holders, Q1 2026 (March 31)257holders +1
55new positions
54sold out
7famous investors
$5.70avg. 13F price*
At the end of Q1 2026, 257 institutions reported holding Certara Inc. (CERT) in their 13F filings, up 1 from Q4 2025. 55 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($81.6M), Dimensional Fund Advisors LP ($48.8M) and Deerfield Management Company, L.P. ($44.5M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Certara Inc.
- CUSIP
- 15687V109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $39.5M |
| Exits | 54 | $98.7M |
All 13F filers, Q4 2025 → Q1 2026: 26,378,348 shares bought and 39,218,828 shares sold, net −12,840,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| BlackRock, Inc. | 0.00% | Add +2.7% | 14,307,878 | $81.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.1% | 8,562,508 | $48.8M |
| Deerfield Management Company, L.P. | 0.62% | No change | 7,808,605 | $44.5M |
| Jefferies Financial Group Inc. | 0.49% | Add +126.2% | 6,858,209 | $39.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 5,969,196 | $34.0M |
| Vanguard Capital Management LLC | 0.00% | — | 5,360,429 | $30.6M |
| Wasatch Advisors LP | 0.20% | Reduce -69.4% | 5,272,166 | $30.1M |
| ArrowMark Colorado Holdings LLC | 0.70% | Reduce -16.3% | 4,592,707 | $26.2M |
| Citadel Advisors | 0.02% | Add +42.5% | 4,545,848 | $25.9M |
| State Street Corp. | 0.00% | Add +0.6% | 3,940,495 | $22.5M |
| UBS Group AG | 0.00% | Add +37.4% | 3,420,632 | $19.5M |
| Morgan Stanley | 0.00% | Reduce -35.9% | 3,240,217 | $18.5M |
| Teacher Retirement System of Texas | 0.07% | Reduce -47.1% | 2,960,963 | $16.9M |
| Geneva Capital Management LLC | 0.33% | Reduce -49.3% | 2,743,484 | $15.6M |
| Mackenzie Financial Corp. | 0.02% | Add +1.9% | 2,720,040 | $15.5M |
| Fort Washington Investment Advisors Inc. | 0.08% | Add +17.7% | 2,675,543 | $15.3M |
| Brown Brothers Harriman & Co. | 0.08% | Reduce -33.4% | 2,507,163 | $14.3M |
| Ameriprise Financial Inc. | 0.00% | Add +42.0% | 2,247,859 | $12.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.4% | 2,114,556 | $12.1M |
| Bank of America Corp. | 0.00% | Add +292.2% | 2,042,946 | $11.6M |
| Raymond James Financial Inc. | 0.00% | Add +70.8% | 1,598,659 | $9.1M |
| Dixon Mitchell Investment Counsel Inc. | 0.30% | Reduce -0.5% | 1,537,876 | $8.8M |
| Gotham Asset Management | 0.02% | Add +120.8% | 1,414,779 | $8.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +61.2% | 1,337,627 | $7.6M |
| Kopion Asset Management, LLC | 5.71% | Add +31.1% | 1,288,452 | $7.3M |
| Jane Street Group, LLC | 0.01% | New | 1,281,858 | $7.3M |
| Millennium Management | 0.01% | Reduce -52.7% | 1,255,944 | $7.2M |
| Royce & Associates LP | 0.07% | New | 1,215,051 | $6.9M |
| Point72 Asset Management | 0.01% | New | 1,118,967 | $6.4M |
| Royal Bank of Canada | 0.00% | Reduce -19.6% | 1,009,089 | $5.8M |
| Quantinno Capital Management LP | 0.01% | Add +412.5% | 988,990 | $5.6M |
| First Trust Advisors LP | 0.00% | Add +227.6% | 915,484 | $5.2M |
| SG Americas Securities, LLC | 0.01% | Add +1717.4% | 906,615 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +155.8% | 885,210 | $5.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.3% | 880,203 | $5.0M |
| HRT Financial LP | 0.01% | Add +3043.9% | 868,627 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +10.0% | 844,142 | $4.8M |
| Tejara Capital Ltd | 1.49% | Add +107.6% | 792,121 | $4.5M |
| Rathbones Group PLC | 0.02% | No change | 756,990 | $4.3M |
| Topline Capital Management, LLC | 0.71% | Reduce -62.4% | 749,497 | $4.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 743,255 | $4.2M |
| Marshall Wace, LLP | 0.00% | Reduce -8.4% | 730,882 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +350.5% | 651,798 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.0% | 648,530 | $3.7M |
| Sei Investments Co. | 0.00% | Reduce -43.6% | 620,967 | $3.5M |
| Select Equity Group, L.P. | 0.02% | Reduce -58.8% | 613,935 | $3.5M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 579,815 | $3.3M |
| AQR Capital Management | 0.00% | Add +141.2% | 570,726 | $3.3M |
| Nicholas Company, Inc. | 0.06% | Reduce -0.3% | 567,160 | $3.2M |
| Invesco Ltd. | 0.00% | Add +13.8% | 558,967 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +1001.4% | 556,797 | $3.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 492,750 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | No change | 484,710 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 442,548 | $2.5M |
| Granite Investment Partners, LLC | 0.13% | New | 373,705 | $2.1M |
| Renaissance Technologies | 0.00% | Add +1097.6% | 354,500 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 347,433 | $2.0M |
| Nuveen, LLC | 0.00% | Reduce -56.6% | 347,140 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.1% | 334,601 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Add +117.3% | 318,099 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | — | 309,811 | $1.8M |
| Rhumbline Advisers | 0.00% | Add +4.5% | 290,673 | $1.7M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.81% | No change | 289,295 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +127.2% | 181,423 | $1.6M |
| XTX Topco Ltd | 0.03% | New | 269,552 | $1.5M |
| Legal & General Group Plc | 0.00% | Reduce -11.7% | 269,381 | $1.5M |
| Swiss National Bank | 0.00% | No change | 235,900 | $1.3M |
| Citigroup Inc. | 0.00% | Add +53.9% | 231,404 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.10% | Add +467.8% | 226,968 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.0% | 226,038 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +174.0% | 215,251 | $1.2M |
| Bastion Asset Management Inc. | 0.35% | Add +242.4% | 191,105 | $1.1M |
| Global Alpha Capital Management Ltd. | 0.06% | Reduce -0.3% | 172,205 | $982K |
| Nano Cap New Millennium Growth Fund L P | 0.89% | Add +11.7% | 167,500 | $955K |
| Axq Capital, LP | 0.12% | Add +321.9% | 160,493 | $915K |
| Twinbeech Capital LP | 0.09% | New | 148,531 | $847K |
| Atom Investors LP | 0.06% | New | 140,981 | $804K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -14.4% | 136,016 | $775K |
| Lazard Asset Management LLC | 0.00% | Reduce -69.1% | 135,234 | $771K |
| Summit Trail Advisors, LLC | 0.01% | Add +87.9% | 121,737 | $694K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.5% | 120,355 | $687K |
| Brevan Howard Capital Management LP | 0.01% | New | 118,106 | $673K |
| Engineers Gate Manager LP | 0.01% | Add +992.8% | 113,983 | $650K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 113,733 | $648K |
| Prudential Financial Inc. | 0.00% | Reduce -0.4% | 111,944 | $638K |
| Verition Fund Management LLC | 0.01% | Add +47.4% | 109,286 | $623K |
| Man Group plc | 0.00% | New | 106,342 | $606K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -57.6% | 105,734 | $603K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 103,762 | $591K |
| Bellevue Group AG | 0.01% | No change | 99,442 | $567K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 98,356 | $561K |
| Headlands Technologies LLC | 0.06% | New | 95,360 | $544K |
| Pier 88 Investment Partners LLC | 0.77% | Reduce -9.9% | 91,000 | $519K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 84,879 | $482K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 79,733 | $454K |
| Creative Planning | 0.00% | Add +641.2% | 78,917 | $450K |
| Jain Global LLC | 0.01% | Add +95.2% | 78,914 | $450K |
| Franklin Resources Inc. | 0.00% | Add +58.7% | 78,785 | $449K |
| Natixis | 0.00% | Add +0.2% | 75,272 | $429K |
| ExodusPoint Capital Management, LP | 0.00% | New | 72,556 | $414K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -60.7% | 71,027 | $405K |
| EntryPoint Capital, LLC | 0.12% | Add +171.2% | 69,491 | $396K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.0% | 67,089 | $382K |
| Bridgefront Capital, LLC | 0.09% | Add +470.0% | 66,759 | $381K |
| Illinois Municipal Retirement Fund | 0.00% | Reduce -0.0% | 64,374 | $367K |
| Two Sigma Investments, LP | 0.00% | Reduce -71.6% | 62,733 | $358K |
| Caitong International Asset Management Co., Ltd | 0.07% | Add +250400.0% | 62,625 | $357K |
| Dark Forest Capital Management LP | 0.03% | Reduce -79.6% | 62,140 | $354K |
| ANTIPODES PARTNERS Ltd | 0.01% | Add +2691.4% | 61,132 | $348K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 60,884 | $347K |
| Virtu Financial LLC | 0.01% | New | 60,849 | $347K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 60,864 | $347K |
| New York State Teachers Retirement System | 0.00% | Reduce -6.3% | 58,938 | $336K |
| Barclays PLC | 0.00% | Add +49.3% | 57,955 | $330K |
| Janus Henderson Group PLC | 0.00% | No change | 57,014 | $325K |
| Cetera Investment Advisers | 0.00% | Add +21.9% | 56,887 | $324K |
| DRW Securities, LLC | 0.02% | New | 54,995 | $313K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.1% | 53,000 | $302K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 52,956 | $302K |
| Mendel Money Management | 0.13% | Reduce -34.2% | 52,845 | $301K |
| Treasurer of the State of North Carolina | 0.00% | Add +0.8% | 51,189 | $292K |
| Toronto Dominion Bank | 0.00% | Reduce -40.0% | 50,352 | $287K |
| Vanguard Global Advisers, LLC | 0.00% | — | 49,480 | $282K |
| Aigen Investment Management, LP | 0.06% | New | 44,014 | $251K |
| Mirabella Financial Services LLP | 0.02% | New | 42,931 | $245K |
| Scientech Research LLC | 0.19% | Add +234.4% | 40,859 | $233K |
| SummitTX Capital, L.P. | 0.01% | New | 38,397 | $219K |
| Amalgamated Bank | 0.00% | Reduce -1.7% | 36,546 | $208K |
| New York State Common Retirement Fund | 0.00% | Reduce -23.8% | 35,645 | $203K |
| Polymer Capital Management (US) LLC | 0.03% | New | 35,477 | $202K |
| Entropy Technologies, LP | 0.01% | New | 35,278 | $201K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -82.5% | 34,802 | $198K |
| Neuberger Berman Group LLC | 0.00% | Add +210.7% | 33,618 | $192K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 33,089 | $189K |
| Jump Financial, LLC | 0.00% | New | 32,794 | $187K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.1% | 32,285 | $184K |
| FMR LLC | 0.00% | Add +448.8% | 30,493 | $174K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 29,541 | $168K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 29,381 | $167K |
| Galvin, Gaustad & Stein, LLC | 0.01% | Add +18.7% | 29,267 | $167K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 29,060 | $165K |
| Persistent Asset Partners Ltd | 0.06% | Add +123.8% | 28,623 | $163K |
| Rudius Management LP | 0.05% | New | 28,600 | $163K |
| Fifth Third Bancorp | 0.00% | Add +12833.6% | 28,454 | $162K |
| Two Sigma Securities, LLC | 0.02% | Add +75.1% | 27,813 | $159K |
| Corient Private Wealth LP | 0.00% | Add +144.4% | 27,854 | $157K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 27,454 | $156K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 27,331 | $156K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Reduce -10.8% | 27,116 | $155K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +18.1% | 25,938 | $148K |
| Amundi | 0.00% | Reduce -27.5% | 25,336 | $144K |
| KLP Kapitalforvaltning As | 0.00% | No change | 25,200 | $144K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.7% | 24,972 | $142K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +12.1% | 23,289 | $133K |
| Summitry LLC | 0.00% | Add +0.1% | 23,258 | $133K |
| Maryland State Retirement & Pension System | 0.00% | No change | 22,940 | $131K |
| nVerses Capital, LLC | 0.12% | Add +8.7% | 22,747 | $130K |
| Independent Financial Group, LLC | 0.00% | New | 21,846 | $125K |
| Syon Capital LLC | 0.01% | New | 21,842 | $124K |
| Childress Capital Advisors, LLC | 0.02% | New | 21,799 | $124K |
| Handelsbanken Fonder AB | 0.00% | No change | 21,000 | $120K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.8% | 20,309 | $116K |
| Claret Asset Management Corp | 0.01% | Add +0.0% | 20,103 | $115K |
| Pictet Asset Management Holding SA | 0.00% | Add +42.0% | 19,356 | $110K |
| LPL Financial LLC | 0.00% | Reduce -81.3% | 19,292 | $110K |
| Venturi Wealth Management, LLC | 0.00% | New | 19,021 | $108K |
| Brooklyn Investment Group | 0.00% | Reduce -27.5% | 18,996 | $108K |
| Versant Capital Management, Inc | 0.01% | Add +2843.2% | 18,719 | $107K |
| Stifel Financial Corp. | 0.00% | Reduce -37.7% | 17,980 | $102K |
| Central Pacific Bank - Trust Division | 0.01% | Add +13.4% | 17,902 | $102K |
| Freestone Grove Partners LP | 0.00% | New | 17,312 | $99K |
| Deutsche Bank AG | 0.00% | No change | 17,191 | $98K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -40.9% | 17,005 | $97K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.5% | 16,617 | $95K |
| GAMMA Investing LLC | 0.00% | Add +498.5% | 16,422 | $94K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,983 | $91K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,420 | $88K |
| Chicago Partners Investment Group LLC | 0.00% | New | 13,601 | $87K |
| American Century Companies Inc. | 0.00% | New | 14,934 | $85K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.6% | 14,366 | $82K |
| Kera Capital Partners, Inc. | 0.01% | New | 13,983 | $80K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,880 | $79K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 13,670 | $78K |
| M&T Bank Corp | 0.00% | Reduce -81.7% | 13,204 | $75K |
| Pacer Advisors, Inc. | 0.00% | Add +28.1% | 13,093 | $75K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,803 | $73K |
| Quaker Wealth Management, LLC | 0.02% | No change | 12,535 | $71K |
| Crestwood Advisors Group, LLC | 0.00% | New | 12,257 | $70K |
| Sepio Capital, LP | 0.00% | New | 12,208 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 12,001 | $68K |
| Third View Private Wealth, LLC | 0.01% | New | 11,853 | $68K |
| State of Wisconsin Investment Board | 0.00% | New | 11,316 | $65K |
| LMR Partners LLP | 0.00% | New | 10,854 | $62K |
| DNB Asset Management AS | 0.00% | New | 10,596 | $60K |
| Altar Rock LLC | 0.07% | New | 10,198 | $58K |
| Pathstone Holdings, LLC | 0.00% | Reduce -35.1% | 10,193 | $58K |
| Canada Pension Plan Investment Board | 0.00% | Add +68.3% | 10,100 | $58K |
| State of Wyoming | 0.01% | Add +10.9% | 7,468 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.1% | 7,434 | $42K |
| Capco Asset Management, LLC | 0.01% | Reduce -38.3% | 7,075 | $40K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,977 | $40K |
| KBC Group NV | 0.00% | No change | 5,237 | $30K |
| Cwm, LLC | 0.00% | Add +394.3% | 5,012 | $29K |
| WealthCollab, LLC | 0.01% | Add +42.9% | 5,000 | $29K |
| Wells Fargo & Company | 0.00% | Add +66.5% | 4,987 | $28K |
| Rockefeller Capital Management L.P. | 0.00% | Add +213.6% | 4,036 | $23K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.0% | 4,012 | $23K |
| Arax Advisory Partners | 0.00% | Add +495.6% | 3,282 | $19K |
| STRS Ohio | 0.00% | Reduce -1.5% | 2,860 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.1% | 2,254 | $13K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.2% | 1,960 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +699.6% | 1,959 | $11K |
| CX Institutional | 0.00% | New | 1,962 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,520 | $9K |
| US Bancorp \de | 0.00% | Add +15.0% | 1,507 | $9K |
| First Horizon Corp. | 0.00% | Reduce -18.8% | 1,469 | $8K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,436 | $8K |
| Larson Financial Group LLC | 0.00% | Add +797.3% | 1,346 | $8K |
| Advisory Services Network, LLC | 0.00% | New | 1,000 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +350.0% | 963 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.3% | 814 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10571.4% | 747 | $4K |
| UMB Bank, n.a. | 0.00% | Add +52.8% | 686 | $4K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.6% | 668 | $4K |
| Allworth Financial LP | 0.00% | Add +164.5% | 640 | $4K |
| True Wealth Design, LLC | 0.00% | Add +998.3% | 637 | $4K |
| MAI Capital Management | 0.00% | Add +186.2% | 558 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +616.9% | 552 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +286.0% | 413 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 295 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +206.6% | 279 | $2K |
| JNBA Financial Advisors | 0.00% | New | 223 | $1K |
| Signaturefd, LLC | 0.00% | New | 207 | $1K |
| Rothschild Investment LLC | 0.00% | Add +516.1% | 191 | $1K |
| Activest Wealth Management | 0.00% | New | 141 | $803 |
| Curio Wealth, LLC | 0.00% | No change | 140 | $798 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 127 | $724 |
| TD Private Client Wealth LLC | 0.00% | No change | 113 | $644 |
| Golden State Wealth Management, LLC | 0.00% | No change | 109 | $621 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 81 | $462 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $456 |
| Jones Financial Companies LLLP | 0.00% | No change | 73 | $420 |
| SHP Wealth Management | 0.00% | Add +225.0% | 65 | $370 |
| MV Capital Management, Inc. | 0.00% | Add +3000.0% | 62 | $354 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 47 | $268 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 47 | $268 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -97.1% | 34 | $194 |
| SBI Securities Co., Ltd. | 0.00% | No change | 31 | $177 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -89.6% | 28 | $160 |
| Gilpin Wealth Management, LLC | 0.00% | Add +257.1% | 25 | $143 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 21 | $120 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.8% | 20 | $114 |
| Ascentis Independent Advisors | 0.00% | New | 10 | $57 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $19 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $17 |
| Covestor Ltd | 0.00% | Add +23.1% | 16 | $0 |
"% of holder's portfolio" is CERT's weight in each manager's 13F, not the share of Certara Inc. the manager owns.