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/SERV/capital-change-brief"
Use Arkolith's capital_change_brief for SERV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $40.9M | 4.9M | ▲+1.5% Added · +71K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $23.4M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 3 | Uber Technologies, Inc | $17.5M | 2.1M | —Held | Q1 2026 | |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $13.5M | 1.6M | ▲+28% Added · +350K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $13.1M | 1.5M | ▲+6.1% Added · +89K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $10.9M | 1.3M | ▲+3.4% Added · +43K sh | Q1 2026 | |
| 7 | Legal & General Group Plc | $9.8M | 1.1M | ▲+32% Added · +268K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $8.1M | 959K | ▼−6.2% Reduced · −64K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 835K | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $6.6M | 801K | ▲+3.5% Added · +27K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $6.6M | 786K | ▲New +786K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $5.8M | 687K | ▲+59% Added · +256K sh | Q1 2026 | |
| 13 | Nuveen, LLC | $5.1M | 609K | ▲+0.1% Added · +560 sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $4.5M | 533K | ▲+8.7% Added · +42K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $4.4M | 517K | ▼−25% Reduced · −175K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.3M | 511K | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 17 | UBS Group AG | $4.1M | 482K | ▼−9.8% Reduced · −52K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $3.5M | 416K | ▲New +416K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3M | 387K | ▲New +387K sh | Q1 2026 | |
| 20 | NATIONAL BANK OF CANADA /FI/ | $2.9M | 338K | ▲+9.5% Added · +29K sh | Q1 2026 | |
| 21 | Creek Drive Management Group LLC | $2.8M | 335K | ▼−29% Reduced · −138K sh | Q1 2026 | |
| 22 | CAPITAL FUND MANAGEMENT S.A. | $2.7M | 318K | ▼−56% Reduced · −405K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $2.2M | 256K | ▲+68% Added · +104K sh | Q1 2026 | |
| 24 | Sculptor Capital LP | $1.9M | 219K | ▲+138% Added · +127K sh | Q1 2026 | |
| 25 | TORONTO DOMINION BANK | $1.7M | 200K | ▲New +200K 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 22, 2026 | Lieber Andreas | Director | Grant (A) | 20K | $0 |
| Jun 17, 2026 | Sarafan Lily | Director | Grant (A) | 20K | $0 |
| Jun 17, 2026 | Vincent Olivier | Director | Grant (A) | 20K | $0 |
| Jun 17, 2026 | Goldberg David Michael | Director | Grant (A) | 20K | $0 |
| Jun 16, 2026 | Goldberg David Michael | Director | Sell (S) | 11K | $76K |
| Jun 10, 2026 | Read Brian | Chief Financial Officer | Sell (S) | 1K | $11K |
| Jun 10, 2026 | Kashani Ali | Chief Executive Officer, Director | Sell (S) | 16K | $115K |
| Jun 10, 2026 | Parang Touraj | President & COO, Director | Sell (S) | 4K | $31K |
| May 7, 2026 | Parang Touraj | President & COO, Director | Sell (S) | 4K | $36K |
| May 7, 2026 | Kashani Ali | Chief Executive Officer, Director | Sell (S) | 15K | $136K |
| May 7, 2026 | Read Brian | Chief Financial Officer | Sell (S) | 201 | $2K |
| May 6, 2026 | Parang Touraj | President & COO, Director | Sell (S) | 6K | $56K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 54 funds | $20.0B |
| ALPHABET INC-CL AGOOGL | 54 funds | $11.9B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $9.1B |
| MASTERCARD INC - AMA | 54 funds | $4.0B |
| UBER TECHNOLOGIES INCUBER | 54 funds | $1.3B |
| AMAZON.COM INCAMZN | 53 funds | $15.7B |
| BROADCOM INCAVGO | 53 funds | $12.2B |
| ELI LILLY & COLLY | 53 funds | $5.7B |
| TESLA INCTSLA | 53 funds | $5.7B |
| VISA INC-CLASS A SHARESV | 53 funds | $4.4B |
| MICRON TECHNOLOGY INCMU | 53 funds | $4.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 53 funds | $3.1B |
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 + end-of-day price history + the live filing stream, joined for SERV. 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.