Serina Therapeutics, Inc. - SER
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 180,013 | 344 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | No change | 67,492 | 129 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROADWOOD CAPITAL INC | History | Reduced | 54,484 | 104 | 0.01% | 0.03% | 3 | -28,711 | -34.51% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 30,409 | 58 | 0.0% | 0.0% | 4 | +801 | 2.71% | Q4 2025 | Feb 09, 2026 |
| Linscomb Wealth, Inc. | History | No change | 18,800 | 35 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | No change | 17,774 | 34 | 0.0% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 17,249 | 32 | 0.0% | 0.0% | 7 | +4,127 | 31.45% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 14,082 | 26 | 0.0% | 0.0% | 8 | -455 | -3.13% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 12,758 | 24 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,980 | 22 | 0.0% | 0.0% | 10 | -6,231 | -34.22% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,604 | 6 | 0.0% | — | 11 | +3,602 | 180100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 433 | 0 | — | 0.0% | — | -3,033 | -87.51% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,323 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 449 | 0 | — | — | — | +286 | 175.46% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3 | 0 | — | 0.0% | — | -212 | -98.6% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 26, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 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% | Q4 2025 | Jan 09, 2026 |
| Piscataqua Savings Bank | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |