| # | Fund | Value | Shares | Change | Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $23.4M | 2.77M | NEW | Q1 2026 |
| 2 | STATE STREET CORP | $10.9M | 1.29M | ADDED | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $4.6M | 544.0K | REDUCED | Q1 2026 |
| 4 | Point72 Asset Management, L.P. | $2.7M | 264.5K | NEW | Q4 2025 |
| 5 | Bridgewater Associates, LP | $149K | 12.8K | NEW | Q3 2025 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 22, 2024 | NVIDIA CORP | 10% Owner | acquired (J) | 1.05M | $2.5M |
| Jul 31, 2023 | NVIDIA CORP | 10% Owner | Buy (P) | 62.5K | $250K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 2 funds | $176.6B |
| APPLE INCAAPL | 2 funds | $154.2B |
| MICROSOFT CORPMSFT | 2 funds | $114.5B |
| AMAZON COM INCAMZN | 2 funds | $83.0B |
| ALPHABET INCGOOGL | 2 funds | $65.9B |
| BROADCOM INCAVGO | 2 funds | $60.2B |
| ALPHABET INCGOOG | 2 funds | $54.0B |
| META PLATFORMS INCMETA | 2 funds | $51.7B |
| TESLA INCTSLA | 2 funds | $43.4B |
| JPMORGAN CHASE & COJPM | 2 funds | $37.3B |
| EXXON MOBIL CORPXOM | 2 funds | $36.5B |
| BERKSHIRE HATHAWAY INC DELBRK/B | 2 funds | $36.1B |
Ranked by how many of SERV'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 + the live filing stream, joined for SERV. Public domain, sourced to SEC EDGAR. Every panel above is one call to the Arkolith API & MCP server.