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SERV

SERV

Serve Robotics Inc.• Industrials

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
39
Partial Q3 2026
Total 13F value
$20.6M
Filed positions so far
New positions
8
This quarter
Sold positions
15
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Exchange Traded Concepts, Llc

$8.5M1.83M0.03%+20.5%

Truist Financial Corp

$6.7M273.0K0.01%+4.0%

Themes Management Co Llc

$1.9M418.3K1.28%+76.1%

Daiwa Securities Group Inc.

$1.6M347.7K0.00%+62.1%

Vontobel Holding Ltd.

$645K138.7K0.00%+104.1%

International Assets Investment Management, Llc

$233K174.6K0.01%+541.0%

Integrity Alliance, Llc.

$164K35.3K0.01%New Position

Wedbush Securities Inc

$153K32.9K0.00%+5.6%

Sbi Securities Co., Ltd.

$102K22.0K0.00%+12.2%

Independent Financial Group, Llc

$73K15.8K0.00%-8.7%

Mirae Asset Global Investments Co., Ltd.

$61K13.2K0.00%+21.5%

Vanguard Capital Wealth Advisors

$53K11.5K0.04%-14.8%

Anchyra Partners Llc

$49K10.6K0.01%New Position

Sigma Planning Corp

$48K10.4K0.00%-12.6%

Signaturefd, Llc

$26K5.5K0.00%+19.4%

Nfsg Corp

$26K5.5K0.00%-11.3%

Versant Capital Management, Inc

$20K4.3K0.00%New Position

Spire Wealth Management

$15K1.7K0.00%-26.2%

Birch Financial Group, Llc

$14K3.1K0.01%New Position

Bfsg, Llc

$11K2.4K0.00%Unchanged

Farther Finance Advisors, Llc

$11K2.3K0.00%+79.9%

Ifp Advisors, Inc

$10K2.1K0.00%Unchanged

Next Level Wealth Planning, Llc

$9K1.9K0.00%New Position

Sterling Capital Management Llc

$8K1.7K0.00%+50.0%

Parkside Financial Bank & Trust

$8K1.7K0.00%Unchanged

Gamma Investing Llc

$5K1.1K0.00%+79.0%

Vermillion Wealth Management, Inc.

$5K1.0K0.01%-33.3%

Nisa Investment Advisors, Llc

$2K5170.00%-12.5%

Root Financial Partners, Llc

$1K2700.00%New Position

Aspect Partners, Llc

$1K2690.00%+8.5%

Sjs Investment Consulting Inc.

$1K2410.00%+608.8%

Tsfg, Llc

$1K1750.00%Unchanged

Crossgen Wealth, Llc

$9672080.00%Unchanged

Gk Wealth Management Llc

$9302000.00%New Position

Td Waterhouse Canada Inc.

$6681400.00%-99.6%

City State Bank

$4651000.00%Unchanged

Massmutual Private Wealth & Trust, Fsb

$321690.00%New Position

Hoey Investments, Inc

$224480.00%Unchanged

Covestor Ltd

$0380.00%+40.7%

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