Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was Caitong International Asset Management Co., Ltd (−6.0%). Over the last 180 days, 1 insider sold and 4 insiders bought, a net -$38K in open-market trades.
The legs disagree, or only one of them leans.
23 tracked 13F filers disclose a position in SER as of the latest SEC 13F filings, a combined $786K in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 162K | $315K | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 2 | Waverly Advisors, LLC | 67K | $131K | —Held | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 51K | $99K | ▼−21% Reduced · −14K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 40K | $77K | ▲New +40K sh | Q1 2026 | |
| 5 | Keel Point, LLC | 22K | $42K | —Held | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 20K | $39K | —Held | Q2 2026 | |
| 7 | Avidian Wealth Enterprises, LLC | 19K | $36K | —Held | Q2 2026 | |
| 8 | State Street Corp | 13K | $25K | —Held | Q2 2026 | |
| 9 | Caitong International Asset Management Co., Ltd | 4K | $7K | ▼−6.0% Reduced · −238 sh | Q2 2026 | |
| 10 | Wells Fargo & Company | 4K | $7K | ▲+0.1% Added · +2 sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 2K | $5K | ▼−96% Reduced · −56K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 1K | $2K | ▲501× Added · +999 sh | Q1 2026 | |
| 13 | Tower Research Capital LLC (TRC) | 843 | $2K | ▲+88% Added · +394 sh | Q1 2026 | |
| 14 | Piscataqua Savings Bank | 28 | $54 | —Held | Q2 2026 | |
| 15 | Advisory Services Network, LLC | 14 | $27 | ▲New +14 sh | Q1 2026 | |
| 16 | Morgan Stanley | 8 | $16 | —Held | Q1 2026 | |
| 17 | Albion Financial Group | 8 | $16 | —Held | Q2 2026 | |
| 18 | Pacifica Partners Inc. | 8 | $15 | —Held | Q2 2026 | |
| 19 | UBS Group AG | 5 | $10 | ▼−99% Reduced · −428 sh | Q1 2026 | |
| 20 | BNP Paribas Financial Markets | 2 | $4 | —Held | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | 2 | $4 | —Held | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | 1 | $2 | ▲New +1 sh | Q1 2026 | |
| 23 | Global Retirement Partners, LLC | 1 | $2 | —Held | Q2 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.
Last quarter, 2 funds opened a new position in SER and 1 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 9 funds | $1.4B |
| Nvidia CorpNVDA | 9 funds | $1.0B |
| Amazon.com IncAMZN | 9 funds | $604.4M |
| Alphabet Inc-CL AGOOGL | 9 funds | $539.8M |
| Alphabet Inc-CL CGOOG | 9 funds | $384.2M |
| JPMorgan Chase & CoJPM | 9 funds | $362.8M |
| Walmart IncWMT | 9 funds | $305.7M |
| Micron Technology IncMU | 9 funds | $305.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $279.0M |
| Eli Lilly & CoLLY | 9 funds | $273.4M |
| Tesla IncTSLA | 9 funds | $260.3M |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $212.8M |
Ranked by how many of SER's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SER.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Brannan Stephen K. | Director | Buy (P) | 1K | $2K |
| Jun 12, 2026 | Wilson Karen J | Director | Buy (P) | 5K | $9K |
| Jun 11, 2026 | Wilson Karen J | Director | Buy (P) | 5K | $9K |
| May 22, 2026 | Venkatesan Jay | Director | Buy (P) | 589 | $1K |
| May 22, 2026 | Wilson Karen J | Director | Buy (P) | 10K | $19K |
| May 21, 2026 | Wilson Karen J | Director | Buy (P) | 10K | $18K |
| May 19, 2026 | Marshall Richard Peter | Director | Buy (P) | 12K | $20K |
| Mar 23, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 7K | $19K |
| Mar 19, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 39K | $98K |
| Feb 2, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 7K | $20K |
| Jan 28, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 7K | $23K |
| Jan 22, 2026 | Moreadith Randall | Chief Scientific Officer | Sell (S) | 3K | $7K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 4 | – |
Insiders Form 4 open-market | 4 | 1 | -$38K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SER
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SER/capital-change-brief"
Use Arkolith's capital_change_brief for SER. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.