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Sera Prognostics Inc (SERA)

CUSIP: 81749D107 | NYSE | Healthcare · Medical Devices | Micro Cap | 182 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

PSP Research LLC2,396,685
3.4% of portfolio›$5.0M
Sanders Morris Harris LLC314,950
0.1% of portfolio›$642.5K
Perigon Wealth Management, LLC72,685
0.0% of portfolio›$151.9K
Bank of New York Mellon Corp60,927
0.0% of portfolio›$127.3K
Twelve Points Wealth Management LLC43,388
0.0% of portfolio›$88.5K
Dimensional Fund Advisors LP27,917
0.0% of portfolio›$58.1K
Birch Hill Investment Advisors LLC27,293
0.0% of portfolio›$57.0K
Wagner Wealth Management, LLC12,400
0.0% of portfolio›$25.9K
Diversify Wealth Management, LLC10,591
0.0% of portfolio›$21.5K
Diversify Advisory Services, LLC10,591
0.0% of portfolio›$21.5K
Wealth Enhancement Advisory Services, LLC10,500
0.0% of portfolio›$21.2K
Toth Financial Advisory Corp255
0.0% of portfolio›$533
Nisa Investment Advisors, LLC129
0.0% of portfolio›$270
SBI Securities Co., Ltd.4
0.0% of portfolio›$8
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$8
StyleTurnoverLocationFiled
PSP Research LLC
2,396,685$5.0M3.4%ETFMediumLas Vegas, NV2026-10-21
Sanders Morris Harris LLC
314,950$642.5K0.1%GARPLowHouston, TX2026-10-14
Perigon Wealth Management, LLC
72,685$151.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Bank of New York Mellon Corp
60,927$127.3K0.0%CoreLowNew York, NY2026-11-05
Twelve Points Wealth Management LLC
43,388$88.5K0.0%ETFMediumConcord, MA2026-11-03
Dimensional Fund Advisors LP
27,917$58.1K0.0%IndexLowAustin, TX2026-11-04
Birch Hill Investment Advisors LLC
27,293$57.0K0.0%CoreVery LowBoston, MA2026-10-16
Wagner Wealth Management, LLC
12,400$25.9K0.0%ETFLowGreenville, SC2026-10-21
Diversify Wealth Management, LLC
10,591$21.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
10,591$21.5K0.0%GrowthLowSandy, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
10,500$21.2K0.0%CoreLowPlymouth, MN2026-10-13
Toth Financial Advisory Corp
255$5330.0%CoreLowLeesburg, VA2026-10-08
Nisa Investment Advisors, LLC
129$2700.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
4$80.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
4$80.0%GrowthVery HighHong Kong, South Korea2026-10-29