The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SER owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SER"
Use Arkolith to show who owns SER, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $344K | 180K | —Held | Q4 2025 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $309K | 159K | ▲New +159K sh | Q1 2026 | |
| 3 | Waverly Advisors, LLC | $131K | 67K | —Held | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $126K | 65K | ▲+114% Added · +35K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $113K | 58K | ▲+238% Added · +41K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $77K | 40K | ▲New +40K sh | Q1 2026 | |
| 7 | Keel Point, LLC | $42K | 22K | ▲+21% Added · +4K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $39K | 20K | ▲New +20K sh | Q1 2026 | |
| 9 | Avidian Wealth Enterprises, LLC | $36K | 19K | ▲New +19K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $25K | 13K | —Held | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $7K | 4K | ▲+0.1% Added · +2 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $2K | 1K | ▲501× Added · +999 sh | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | $2K | 843 | ▲+88% Added · +394 sh | Q1 2026 | |
| 14 | Advisory Services Network, LLC | $27 | 14 | ▲New +14 sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $16 | 8 | —Held | Q1 2026 | |
| 16 | UBS Group AG | $10 | 5 | ▼−99% Reduced · −428 sh | Q1 2026 | |
| 17 | BNP PARIBAS FINANCIAL MARKETS | $4 | 2 | —Held | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $4 | 2 | —Held | Q1 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | $2 | 1 | ▲New +1 sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $2 | 1 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | WILSON KAREN J | Director | Buy (P) | 5K | $9K |
| Jun 11, 2026 | WILSON KAREN J | Director | Buy (P) | 5K | $9K |
| Mar 23, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 7K | $19K |
| Mar 23, 2026 | Moreadith Randall | Chief Scientific Officer | Option exercise (M) | 7K | $390 |
| Mar 23, 2026 | Moreadith Randall | Chief Scientific Officer | Option exercise (M) | 7K | $0 |
| Mar 19, 2026 | Moreadith Randall | Chief Scientific Officer | Option exercise (M) | 39K | $0 |
| Mar 19, 2026 | Moreadith Randall | Chief Scientific Officer | Option exercise (M) | 39K | $2K |
| Mar 19, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 39K | $98K |
| Feb 3, 2026 | Tenjarla Srini | SVP, CMC & Formulation | Grant (A) | 69K | $0 |
| Feb 3, 2026 | LEDGER STEVEN A | Chief Executive Officer, Director | Grant (A) | 230K | $0 |
| Feb 3, 2026 | Moreadith Randall | Chief Scientific Officer | Grant (A) | 69K | $0 |
| Feb 3, 2026 | GILL SIMBA | Director | Grant (A) | 92K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 5 funds | $2.8B |
| APPLE INCAAPL | 5 funds | $2.8B |
| NVIDIA CORPNVDA | 5 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $2.2B |
| AMAZON.COM INCAMZN | 5 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 5 funds | $1.9B |
| BROADCOM INCAVGO | 5 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 5 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 5 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 5 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $958.7M |
Ranked by how many of SER's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SER. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.