Serina Therapeutics, Inc. - SER
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sio Capital Management, LLC | History | New | 1,000,000 | 1,940 | 0.28% | — | 1 | +1,000,000 | New | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 180,013 | 344 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 159,136 | 308 | 0.0% | — | 3 | +159,136 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | No change | 67,492 | 130 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 64,973 | 126 | 0.0% | 0.0% | 5 | +34,564 | 113.66% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 58,264 | 113 | 0.0% | 0.0% | 6 | +41,015 | 237.78% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 39,653 | 76 | 0.0% | — | 7 | +39,653 | New | Q1 2026 | May 12, 2026 |
| Keel Point, LLC | History | Added to | 21,508 | 41 | 0.0% | 0.0% | 8 | +3,734 | 21.01% | Q1 2026 | May 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 20,009 | 38 | 0.0% | — | 9 | +20,009 | New | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 18,800 | 36 | 0.0% | — | 10 | +18,800 | New | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | No change | 12,758 | 24 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3,982 | 7 | 0.0% | — | 12 | +3,982 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,606 | 6 | 0.0% | 0.0% | 13 | +2 | 0.06% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,001 | 1 | 0.0% | — | 15 | +999 | 49950.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 843 | 1 | 0.0% | — | 14 | +394 | 87.75% | Q1 2026 | May 15, 2026 |
| BROADWOOD CAPITAL INC | History | Closed out | 0 | 0 | — | 0.01% | — | -54,484 | -100.0% | Q1 2026 | May 14, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,800 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,082 | -100.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,980 | -100.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 5 | 0 | — | — | — | -428 | -98.85% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 368 | 0 | — | — | — | +368 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacifica Partners Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Piscataqua Savings Bank | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |