Sera Prognostics Inc (SERA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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PSP Research LLC

NEW

Shares2,396,685

Change+2,396,685

Value$5.0M

Filed 2026-10-21

Geode Capital Management, LLC

UNCHANGED

Shares348,967 from 348,967

Change0 (0%)

Value$729.8K (+$94.3K)

Filed 2026-11-06

Sanders Morris Harris LLC

NEW

Shares314,950

Change+314,950

Value$642.5K

Filed 2026-10-14

Perigon Wealth Management, LLC

UNCHANGED

Shares72,685 from 72,685

Change0 (0%)

Value$151.9K (+$19.6K)

Filed 2026-10-22

Bank of New York Mellon Corp

UNCHANGED

Shares60,927 from 60,927

Change0 (0%)

Value$127.3K (+$16.5K)

Filed 2026-11-05

Twelve Points Wealth Management LLC

UNCHANGED

Shares43,388 from 43,388

Change0 (0%)

Value$88.5K (+$9.5K)

Filed 2026-11-03

Dimensional Fund Advisors LP

DECREASED

Shares27,917 from 29,499

Change-1,582 (-5%)

Value$58.1K (+$4.4K)

Filed 2026-11-04

Birch Hill Investment Advisors LLC

UNCHANGED

Shares27,293 from 27,293

Change0 (0%)

Value$57.0K (+$7.4K)

Filed 2026-10-16

Wagner Wealth Management, LLC

UNCHANGED

Shares12,400 from 12,400

Change0 (0%)

Value$25.9K (+$3.3K)

Filed 2026-10-21

Diversify Advisory Services, LLC

NEW

Shares10,591

Change+10,591

Value$21.5K

Filed 2026-10-20

Diversify Wealth Management, LLC

NEW

Shares10,591

Change+10,591

Value$21.5K

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares10,500 from 10,504

Change-4 (0%)

Value$21.2K (+$517)

Filed 2026-10-13

Aberdeen Group plc

DECREASED

Shares6,856 from 2,753,525

Change-2,746,669 (-100%)

Value$1.2M (-$3.8M)

Filed 2026-11-06

Toth Financial Advisory Corp

NEW

Shares255

Change+255

Value$533

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$270 (+$35)

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$8 (+$1)

Filed 2026-10-29

SBI Securities Co., Ltd.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$8 (+$1)

Filed 2026-10-22

Barclays PLC

CLOSED

Shares0 from 3,179

Change-3,179 (-100%)

Value$0 (-$5.8K)

Filed 2026-11-06

Baker Bros. Advisors LP

N/A

Shares— from 5,498,170

Change-5,498,170 (-100%)

Value—

Whetstone Capital Advisors, LLC

N/A

Shares— from 3,306,889

Change-3,306,889 (-100%)

Value—

Vivo Capital, LLC

N/A

Shares— from 1,650,440

Change-1,650,440 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,297,792

Change-1,297,792 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 535,755

Change-535,755 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 221,369

Change-221,369 (-100%)

Value—

AWM Investment Company, Inc.

N/A

Shares— from 207,382

Change-207,382 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 170,908

Change-170,908 (-100%)

Value—

State Street Corp

N/A

Shares— from 124,792

Change-124,792 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 73,986

Change-73,986 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 68,595

Change-68,595 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 55,705

Change-55,705 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 55,648

Change-55,648 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 50,972

Change-50,972 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 50,871

Change-50,871 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 49,664

Change-49,664 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 42,234

Change-42,234 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 41,411

Change-41,411 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 38,890

Change-38,890 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,541

Change-32,541 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,808

Change-16,808 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 16,221

Change-16,221 (-100%)

Value—

Riverview Capital Advisers, LLC

N/A

Shares— from 12,669

Change-12,669 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,156

Change-12,156 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,309

Change-11,309 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 11,169

Change-11,169 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,539

Change-2,539 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 222

Change-222 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 186

Change-186 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 57

Change-57 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 45

Change-45 (-100%)

Value—

	Status
PSP Research LLC	NEW	2,396,685	—	+2,396,685	—	—	$5.0M	—	2026-10-21
Geode Capital Management, LLC	UNCHANGED	348,967	348,967	0	0%	$635.5K	$729.8K	+$94.3K	2026-11-06
Sanders Morris Harris LLC	NEW	314,950	—	+314,950	—	—	$642.5K	—	2026-10-14
Perigon Wealth Management, LLC	UNCHANGED	72,685	72,685	0	0%	$132.3K	$151.9K	+$19.6K	2026-10-22
Bank of New York Mellon Corp	UNCHANGED	60,927	60,927	0	0%	$110.9K	$127.3K	+$16.5K	2026-11-05
Twelve Points Wealth Management LLC	UNCHANGED	43,388	43,388	0	0%	$79.0K	$88.5K	+$9.5K	2026-11-03
Dimensional Fund Advisors LP	DECREASED	27,917	29,499	-1,582	-5%	$53.7K	$58.1K	+$4.4K	2026-11-04
Birch Hill Investment Advisors LLC	UNCHANGED	27,293	27,293	0	0%	$49.7K	$57.0K	+$7.4K	2026-10-16
Wagner Wealth Management, LLC	UNCHANGED	12,400	12,400	0	0%	$22.6K	$25.9K	+$3.3K	2026-10-21
Diversify Advisory Services, LLC	NEW	10,591	—	+10,591	—	—	$21.5K	—	2026-10-20
Diversify Wealth Management, LLC	NEW	10,591	—	+10,591	—	—	$21.5K	—	2026-10-20
Wealth Enhancement Advisory Services, LLC	DECREASED	10,500	10,504	-4	0%	$20.7K	$21.2K	+$517	2026-10-13
Aberdeen Group plc	DECREASED	6,856	2,753,525	-2,746,669	-100%	$5.0M	$1.2M	-$3.8M	2026-11-06
Toth Financial Advisory Corp	NEW	255	—	+255	—	—	$533	—	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	129	129	0	0%	$235	$270	+$35	2026-10-20
Caitong International Asset Management Co., Ltd	UNCHANGED	4	4	0	0%	$7	$8	+$1	2026-10-29
SBI Securities Co., Ltd.	UNCHANGED	4	4	0	0%	$7	$8	+$1	2026-10-22
Barclays PLC	CLOSED	0	3,179	-3,179	-100%	$5.8K	$0	-$5.8K	2026-11-06
Baker Bros. Advisors LP	N/A	—	5,498,170	-5,498,170	-100%	$10.0M	—	—	—
Whetstone Capital Advisors, LLC	N/A	—	3,306,889	-3,306,889	-100%	$6.0M	—	—	—
Vivo Capital, LLC	N/A	—	1,650,440	-1,650,440	-100%	$3.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,297,792	-1,297,792	-100%	$2.4M	—	—	—
Captrust Financial Advisors	N/A	—	535,755	-535,755	-100%	$975.1K	—	—	—
BlackRock, Inc.	N/A	—	221,369	-221,369	-100%	$402.9K	—	—	—
AWM Investment Company, Inc.	N/A	—	207,382	-207,382	-100%	$377.4K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	170,908	-170,908	-100%	$311.1K	—	—	—
State Street Corp	N/A	—	124,792	-124,792	-100%	$227.1K	—	—	—
Millennium Management LLC	N/A	—	73,986	-73,986	-100%	$134.7K	—	—	—
Northern Trust Corp	N/A	—	68,595	-68,595	-100%	$124.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	55,705	-55,705	-100%	$101.4K	—	—	—
Requisite Capital Management, LLC	N/A	—	55,648	-55,648	-100%	$101.3K	—	—	—
Morgan Stanley	N/A	—	50,972	-50,972	-100%	$92.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	50,871	-50,871	-100%	$92.6K	—	—	—
Ballentine Partners, LLC	N/A	—	49,664	-49,664	-100%	$90.4K	—	—	—
HighTower Advisors, LLC	N/A	—	42,234	-42,234	-100%	$76.9K	—	—	—
Citadel Advisors LLC	N/A	—	41,411	-41,411	-100%	$75.4K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	38,890	-38,890	-100%	$70.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	32,541	-32,541	-100%	$59.2K	—	—	—
Cetera Investment Advisers	N/A	—	25,000	-25,000	-100%	$45.5K	—	—	—
XTX Topco Ltd	N/A	—	16,808	-16,808	-100%	$30.6K	—	—	—
Two Sigma Investments, LP	N/A	—	16,221	-16,221	-100%	$29.5K	—	—	—
Riverview Capital Advisers, LLC	N/A	—	12,669	-12,669	-100%	$23.1K	—	—	—
Focus Partners Wealth	N/A	—	12,156	-12,156	-100%	$22.1K	—	—	—
UBS Group AG	N/A	—	11,309	-11,309	-100%	$20.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	11,169	-11,169	-100%	$20.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	10,800	-10,800	-100%	$19.7K	—	—	—
FMR LLC	N/A	—	2,539	-2,539	-100%	$4.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,000	-1,000	-100%	$1.8K	—	—	—
JPMorgan Chase & Co	N/A	—	222	-222	-100%	$402	—	—	—
BNP Paribas Financial Markets	N/A	—	186	-186	-100%	$339	—	—	—
Silicon Valley Capital Partners	N/A	—	57	-57	-100%	$104	—	—	—
Royal Bank of Canada	N/A	—	45	-45	-100%	$0	—	—	—

Showing 52 of 52 institutions