MERCER GLOBAL ADVISORS INC /ADV CISO — CISO GLOBAL INC

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  5 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported CISO GLOBAL INC (CISO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows CISO 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.

What this CISO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in CISO GLOBAL INC, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

CISO stock page MERCER GLOBAL ADVISORS INC /ADV fund profile MERCER GLOBAL ADVISORS INC /ADV full holdings
How MERCER GLOBAL ADVISORS INC /ADV held CISO — position size vs. price
% of Fund (quarterly)    CISO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 144,896 — 0% 0.00% $50K 2026-05-15 $0.28
2025 Q4 REDUCED — — — 144,896 -1 -0.0% 0.00% $70K 2026-02-18 $0.35
2025 Q3 ADDED — — — 144,897 +1 +0.0% 0.00% $152K 2025-11-14 (Est.) $0.73
2025 Q2 UNCHANGED — — — 144,896 — 0% 0.00% $167K 2025-08-14 $1.04
2025 Q1 INITIATED — — — 144,896 — — 0.00% $64K 2025-05-15 $1.21

🏢 Other funds also holding CISO

As of 2026 Q1 — sorted by position size

Quadrant Private Wealth Management, LLC 3Y 7Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0% American Capital Advisory, LLC 0.0% Ascentis Wealth Management, LLC 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About MERCER GLOBAL ADVISORS INC /ADV and CISO

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

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning CISO?

MERCER GLOBAL ADVISORS INC /ADV reported CISO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CISO position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for CISO was 0.00% in 2025 Q2.

What is the latest reported CISO position on this page?

The most recent filing on this page is 2026 Q1, when MERCER GLOBAL ADVISORS INC /ADV reported 144,896 shares, equal to 0.00% of portfolio, with an estimated market value of $50K.

What does the chart on this CISO ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly CISO 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 MERCER GLOBAL ADVISORS INC /ADV time their CISO position?

Based on 13F filing dates vs. subsequent CISO price moves, MERCER GLOBAL ADVISORS INC /ADV correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CISO relative to SPY over the holding period was -81.7%.

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