Among active 13F managers last quarter, 5 opened and 6 added, while 1 reduced; the largest holder to move was NWF Advisory Services Inc. (+26%).
32 tracked 13F filers disclose a position in SRV as of the latest SEC 13F filings, a combined $24.8M 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 | LPL Financial LLC | 78K | $3.5M | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 51K | $2.3M | ▲+40% Added · +15K sh | Q1 2026 | |
| 3 | Morgan Stanley | 51K | $2.3M | ▼−29% Reduced · −21K sh | Q1 2026 | |
| 4 | NWF Advisory Services Inc. | 41K | $2.0M | ▲+26% Added · +8K sh | Q2 2026 | |
| 5 | J.W. Cole Advisors, Inc. | 37K | $1.8M | ▲Added Added · +37K sh | Q2 2026 | |
| 6 | Summit Financial, LLC | 37K | $1.8M | ▼−26% Reduced · −13K sh | Q2 2026 | |
| 7 | Everstar Asset Management, LLC | 26K | $1.3M | ▲New +26K sh | Q2 2026 | |
| 8 | Focus Financial Network, Inc. | 19K | $865K | ▲+61% Added · +7K sh | Q1 2026 | |
| 9 | Stifel Financial Corp | 19K | $862K | ▼−4.7% Reduced · −958 sh | Q1 2026 | |
| 10 | UBS Group AG | 18K | $779K | ▲+14% Added · +2K sh | Q1 2026 | |
| 11 | Advisory Solutions Group, LLC | 15K | $771K | ▲New +15K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 14K | $621K | ▲+108% Added · +7K sh | Q1 2026 | |
| 13 | CoreCap Advisors, LLC | 13K | $585K | ▲+574% Added · +11K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 12K | $538K | ▼−2.8% Reduced · −350 sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 12K | $528K | ▲+12% Added · +1K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | 11K | $530K | ▲+19% Added · +2K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 10K | $506K | ▲+32% Added · +2K sh | Q2 2026 | |
| 18 | Baird Financial Group, Inc. | 10K | $435K | ▲New +10K sh | Q1 2026 | |
| 19 | Stratos Wealth Advisors, LLC | 10K | $480K | ▲+3.2% Added · +300 sh | Q2 2026 | |
| 20 | XTX Topco Ltd | 8K | $347K | ▲New +8K sh | Q1 2026 | |
| 21 | Symphony Financial Services, Inc. | 7K | $329K | ▲+16% Added · +894 sh | Q2 2026 | |
| 22 | Axxcess Wealth Management, LLC | 6K | $296K | ▲Added Added · +6K sh | Q2 2026 | |
| 23 | Kovack Advisors, Inc. | 6K | $281K | ▲Added Added · +6K sh | Q2 2026 | |
| 24 | Nicolet Bankshares Inc | 5K | $274K | ▲New +5K sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 5K | $237K | ▼−8.6% Reduced · −505 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, 5 funds opened a new position in SRV and 6 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 | 13 funds | $1.2B |
| Nvidia CorpNVDA | 13 funds | $1.1B |
| Amazon.com IncAMZN | 13 funds | $560.8M |
| Microsoft CorpMSFT | 13 funds | $467.5M |
| SS Technology Select SectorXLK | 13 funds | $282.6M |
| Walmart IncWMT | 13 funds | $274.2M |
| Broadcom IncAVGO | 13 funds | $219.9M |
| JPMorgan Chase & CoJPM | 13 funds | $215.3M |
| Tesla IncTSLA | 13 funds | $179.1M |
| Meta Platforms Inc-Class AMETA | 13 funds | $173.3M |
| Johnson & JohnsonJNJ | 13 funds | $138.1M |
| Visa Inc-Class A SharesV | 13 funds | $113.9M |
Ranked by how many of SRV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SRV.
Connected entities for SRV
This ETF 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/SRV/capital-change-brief"
Use Arkolith's capital_change_brief for SRV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SRV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.