| 2.9M |
| $19.3M |
| +5.8% |
| 3.789% |
| 0.00% |
| 4 | CITADEL ADVISORS LLC | 2.8M | $18.6M | +9.1% | 3.655% | 0.00% |
| 5 | STATE STREET CORP | 2.5M | $16.2M | +90.7% | 3.175% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $11.6M | +13.5% | 2.268% | 0.00% |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 1.5M | $10.0M | -4.7% | 1.968% | 0.02% |
| 8 | JANE STREET GROUP, LLC | 1.4M | $9.2M | +111.2% | 1.814% | 0.00% |
| 9 | Legal & General Group Plc | 1.4M | $8.4M | +23.8% | 1.773% | 0.00% |
| 10 | FIRST TRUST ADVISORS LP | 1.2M | $7.7M | +21.8% | 1.509% | 0.00% |
| 11 | MORGAN STANLEY | 857K | $5.6M | +24.8% | 1.108% | 0.00% |
| 12 | Walleye Trading LLC | 832K | $5.5M | +107.9% | 1.076% | 0.01% |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 816K | $5.3M | +1.9% | 1.054% | 0.01% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 788K | $5.2M | +3.6% | 1.019% | 0.01% |
| 15 | UBS Group AG | 695K | $4.6M | +44.3% | 0.898% | 0.00% |
| 16 | Nuveen, LLC | 615K | $4.0M | +1.0% | 0.795% | 0.00% |
| 17 | NORTHERN TRUST CORP | 606K | $4.0M | +13.8% | 0.784% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 504K | $3.3M | -1.4% | 0.652% | 0.00% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 484K | $3.2M | +25.0% | 0.625% | 0.00% |
| 20 | Daiwa Securities Group Inc. | 429K | $2.8M | -17.9% | 0.554% | 0.01% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 423K | $2.8M | +1.8% | 0.547% | 0.00% |
| 22 | TUDOR INVESTMENT CORP ET AL | 399K | $2.6M | — | 0.516% | 0.00% |
| 23 | PensionDanmark Pensionsforsikringsaktieselskab | 242K | $2.5M | — | 0.313% | 0.01% |
| 24 | Clear Street Group Inc. | 364K | $2.4M | — | 0.470% | 0.01% |
| 25 | LPL Financial LLC | 281K | $1.8M | +9.7% | 0.363% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SERV — a direct measure of their conviction.
| 37.80% |
| +7.28 pp |
| $110M |
| 38% |
| Q4 2024 | 94 | +74% | 30.52% | +17.75 pp | $179M | +166% |
| Q3 2024 | 54 | — | 12.77% | — | $67M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in SERV during Q2 2026, while 48 fully exited. 40 added to existing positions and 104 trimmed.
SERV institutional ownership fell by 1.32 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 62.9% of all reported 13F value in SERV, and the top 25 account for 83.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Serve Robotics Inc. (SERV) Institutional Ownership