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 | No change | 1,000,000 | 1,940 | 0.32% | 0.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 162,198 | 314 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 88,888 | 177 | 0.0% | — | 3 | +88,888 | New | Q3 2026 | Nov 02, 2026 |
| Waverly Advisors, LLC | History | No change | 67,492 | 130 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 32,203 | 64 | 0.0% | 0.0% | 5 | -18,804 | -36.87% | Q3 2026 | Nov 06, 2026 |
| Keel Point, LLC | History | No change | 21,508 | 41 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 20,771 | 40 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 20,009 | 38 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 18,800 | 37 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,444 | 29 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 12,758 | 24 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITIGROUP INC | History | New | 5,230 | 10 | 0.0% | — | 12 | +5,230 | New | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3,682 | 7 | 0.0% | 0.0% | 14 | -62 | -1.66% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,611 | 7 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,570 | 4 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 2,378 | 4 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,002 | 3 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 5 | 0 | — | 0.0% | — | -1,342 | -99.63% | Q3 2026 | Nov 10, 2026 |
| BARCLAYS PLC | History | Reduced | 4 | 0 | — | 0.0% | — | -541 | -99.27% | Q3 2026 | Nov 06, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -312 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacifica Partners Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Piscataqua Savings Bank | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |