Cerity Partners LLC EMC — GLOBAL X FDS

Ownership history in Cerity Partners LLC  ·  12 quarters on record

AI Ownership Summary

Cerity Partners LLC reported GLOBAL X FDS (EMC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows EMC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EMC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EMC stock page Cerity Partners LLC fund profile Cerity Partners LLC full holdings
How Cerity Partners LLC held EMC — position size vs. price
% of Fund (quarterly)    EMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 59,502 -8,489 -12.5% 0.00% $1.8M 2026-05-15 $35.65
2025 Q4 REDUCED — — — 67,991 -2,124 -3.0% 0.00% $2.1M 2026-02-11 $34.14
2025 Q3 REDUCED — — — 70,115 -1,860 -2.6% 0.00% $2.2M 2025-10-22 $30.90
2025 Q2 UNCHANGED — — — 71,975 — 0% 0.00% $2.1M 2025-08-13 $29.72
2025 Q1 REDUCED 6.0% +12.5% ❌ 71,975 -4,568 -6.0% 0.00% $1.9M 2025-04-30 $26.20
2024 Q4 REDUCED 20.4% +0.4% ❌ 76,543 -19,670 -20.4% 0.00% $2.0M 2025-02-13 $26.58
2024 Q3 REDUCED 11.7% -5.4% ✅ 96,213 -12,692 -11.7% 0.01% $2.7M 2024-11-12 $26.30
2024 Q2 REDUCED 10.2% +2.7% ❌ 108,905 -12,347 -10.2% 0.01% $2.9M 2024-08-13 $26.25
2024 Q1 REDUCED — — — 121,252 -5,323 -4.2% 0.01% $3.2M 2024-05-14 $26.36
2023 Q4 REDUCED 11.0% +3.2% ❌ 126,575 -15,645 -11.0% 0.01% $3.2M 2024-01-26 $24.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EMC

As of 2026 Q1 — sorted by position size

CRUX WEALTH ADVISORS 0.09% Morton Capital Management LLC/CA 0.07% Diversify Advisory Services, LLC 0.06% Park Edge Advisors, LLC 3Y 0.05% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% SPIREPOINT PRIVATE CLIENT, LLC 0.02% DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% Independent Advisor Alliance 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About Cerity Partners LLC and EMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning EMC?

Cerity Partners LLC reported EMC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EMC position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for EMC was 0.01% in 2023 Q4.

What is the latest reported EMC position on this page?

The most recent filing on this page is 2026 Q1, when Cerity Partners LLC reported 59,502 shares, equal to 0.00% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EMC ownership page compare?

The chart compares Cerity Partners LLC's quarterly EMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cerity Partners LLC time their EMC position?

Based on 13F filing dates vs. subsequent EMC price moves, Cerity Partners LLC correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on EMC relative to SPY over the holding period was -5.4%.

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