Among active 13F managers last quarter, 12 opened and 7 added, while 12 reduced; the largest holder to move was Krilogy Financial LLC (new position).
106 tracked 13F filers disclose a position in SRVR as of the latest SEC 13F filings, a combined $234.5M 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 | Bank Of America Corp | 2.4M | $74.3M | ▼−21% Reduced · −636K sh | Q1 2026 | |
| 2 | Northwestern Mutual Wealth Management Co | 1.2M | $38.2M | ▲+0.8% Added · +10K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 771K | $24.1M | ▼−40% Reduced · −519K sh | Q1 2026 | |
| 4 | UBS Group AG | 478K | $14.9M | ▲+11% Added · +47K sh | Q1 2026 | |
| 5 | Morgan Stanley | 471K | $14.7M | ▼−14% Reduced · −79K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 349K | $10.9M | ▲+12% Added · +38K sh | Q1 2026 | |
| 7 | Krilogy Financial LLC | 231K | $8.0M | ▲New +231K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 158K | $4.9M | ▼−7.7% Reduced · −13K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 114K | $3.6M | ▼−8.5% Reduced · −11K sh | Q1 2026 | |
| 10 | Royal Bank Of Canada | 108K | $3.4M | ▼−0.5% Reduced · −574 sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 94K | $2.9M | ▼−22% Reduced · −27K sh | Q1 2026 | |
| 12 | Franklin Templeton Inc | 84K | $2.6M | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 13 | Private Wealth Advisors, LLC | 82K | $2.6M | ▲+80% Added · +36K sh | Q2 2026 | |
| 14 | CLG LLC | 71K | $2.2M | ▲New +71K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 55K | $1.7M | ▲+42% Added · +16K sh | Q1 2026 | |
| 16 | Susquehanna International Group, LLP | 50K | $1.6M | ▼−40% Reduced · −32K sh | Q1 2026 | |
| 17 | Envestnet Asset Management Inc | 49K | $1.5M | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 18 | Invenio Wealth Partners LLC | 44K | $1.4M | ▲+0.7% Added · +286 sh | Q2 2026 | |
| 19 | One Wealth Map LLC | 42K | $1.3M | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 20 | Cornerstone Management, Inc. | 42K | $1.3M | —Held | Q2 2026 | |
| 21 | Scotia Capital Inc. | 40K | $1.3M | ▼−7.9% Reduced · −3K sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 37K | $1.2M | ▲+73% Added · +16K sh | Q1 2026 | |
| 23 | Acorn Financial Advisory Services Inc | 32K | $1.0M | ▼−0.9% Reduced · −277 sh | Q2 2026 | |
| 24 | Awm Capital, LLC | 30K | $953K | —Held | Q2 2026 | |
| 25 | Roan Capital Partners | 28K | $887K | ▲New +28K sh | 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, 12 funds opened a new position in SRVR and 7 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for SRVR
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/SRVR/capital-change-brief"
Use Arkolith's capital_change_brief for SRVR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for SRVR. Filings are public domain, sourced to SEC EDGAR.