Among active 13F managers last quarter, 4 opened and 3 added, while 5 reduced; the largest holder to move was Aberdeen Group plc (+12%). Over the last 180 days, 6 insiders sold and none bought, a net -$154K in open-market trades.
The legs disagree, or only one of them leans.
52 tracked 13F filers disclose a position in SERA as of the latest SEC 13F filings, a combined $30.7M 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 | Baker Bros. Advisors LP | 5.5M | $10.0M | —Held | Q2 2026 | |
| 2 | Whetstone Capital Advisors, LLC | 3.3M | $6.0M | —Held | Q2 2026 | |
| 3 | Aberdeen Group plc | 2.6M | $5.2M | ▲+12% Added · +271K sh | Q1 2026 | |
| 4 | Vivo Capital, LLC | 1.7M | $3.0M | —Held | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 1.3M | $2.4M | ▲+7.8% Added · +94K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 349K | $635K | ▼−4.0% Reduced · −15K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 221K | $403K | ▲+13% Added · +25K sh | Q2 2026 | |
| 8 | AWM Investment Company, Inc. | 207K | $377K | —Held | Q2 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 171K | $311K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 10 | State Street Corp | 125K | $227K | —Held | Q2 2026 | |
| 11 | Morgan Stanley | 105K | $213K | ▲+30% Added · +24K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 97K | $196K | —Held | Q1 2026 | |
| 13 | Millennium Management LLC | 92K | $186K | ▼−19% Reduced · −22K sh | Q1 2026 | |
| 14 | Perigon Wealth Management, LLC | 73K | $132K | —Held | Q2 2026 | |
| 15 | Bank of New York Mellon Corp | 61K | $124K | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 16 | Bridgeway Capital Management, LLC | 56K | $101K | ▲+22% Added · +10K sh | Q2 2026 | |
| 17 | Requisite Capital Management, LLC | 56K | $101K | —Held | Q2 2026 | |
| 18 | Jane Street Group, LLC | 54K | $109K | ▼−22% Reduced · −15K sh | Q1 2026 | |
| 19 | Ballentine Partners, LLC | 50K | $90K | —Held | Q2 2026 | |
| 20 | Twelve Points Wealth Management LLC | 43K | $79K | —Held | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 42K | $86K | —Held | Q1 2026 | |
| 22 | Citadel Advisors LLC | 41K | $75K | ▼−83% Reduced · −207K sh | Q2 2026 | |
| 23 | Catalyst Funds Management Pty Ltd | 39K | $71K | ▲+65% Added · +15K sh | Q2 2026 | |
| 24 | Barclays PLC | 32K | $65K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 25 | Squarepoint Ops LLC | 31K | $64K | ▼−13% Reduced · −5K 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.
Last quarter, 4 funds opened a new position in SERA and 3 added to an existing one, while 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $13.1B |
| Amazon.com IncAMZN | 20 funds | $9.2B |
| Oracle CorpORCL | 20 funds | $1.4B |
| Apple IncAAPL | 19 funds | $13.2B |
| Alphabet Inc-CL AGOOGL | 19 funds | $7.6B |
| JPMorgan Chase & CoJPM | 19 funds | $4.0B |
| Eli Lilly & CoLLY | 19 funds | $3.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $2.6B |
| Advanced Micro DevicesAMD | 19 funds | $2.5B |
| Bank Of America CorpBAC | 19 funds | $2.2B |
| Visa Inc-Class A SharesV | 19 funds | $2.1B |
| Johnson & JohnsonJNJ | 19 funds | $1.7B |
Ranked by how many of SERA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SERA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 2026 | Jackson Benjamin | General Counsel | Sell (S) | 2K | $4K |
| Sep 10, 2026 | Inglis Tiffany Eul Davis | Chief Medical Officer | Sell (S) | 486 | $972 |
| Sep 10, 2026 | Lindgardt Zhenya | Chief Executive Officer, Director | Sell (S) | 7K | $14K |
| Sep 10, 2026 | Anderson Dyaarl Lee Jr. | Chief Commercial Officer | Sell (S) | 2K | $4K |
| Sep 8, 2026 | Lindgardt Zhenya | Chief Executive Officer, Director | Sell (S) | 20K | $40K |
| Jun 11, 2026 | Anderson Dyaarl Lee Jr. | Chief Commercial Officer | Sell (S) | 5K | $10K |
| Jun 11, 2026 | Aerts Austin | Chief Financial Officer | Sell (S) | 2K | $4K |
| Jun 11, 2026 | Lindgardt Zhenya | Chief Executive Officer, Director | Sell (S) | 7K | $14K |
| Jun 11, 2026 | Inglis Tiffany Eul Davis | Chief Medical Officer | Sell (S) | 362 | $728 |
| Jun 11, 2026 | Jackson Benjamin | General Counsel | Sell (S) | 2K | $4K |
| Jun 9, 2026 | Aerts Austin | Chief Financial Officer | Sell (S) | 5K | $11K |
| Jun 9, 2026 | Lindgardt Zhenya | Chief Executive Officer, Director | Sell (S) | 21K | $43K |
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 | 8 | 15 | – |
Insiders Form 4 open-market | 0 | 6 | -$154K |
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 SERA
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/SERA/capital-change-brief"
Use Arkolith's capital_change_brief for SERA. 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 SERA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.