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Serina Therapeutics Inc. (SER)

CUSIP: 81751A108 | NYSE | Healthcare · Biotechnology | Micro Cap | 51 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASio Capital Management, LLC2,000,0007.9%New 5%+ stakeSep 30, 20261,000,000 sh (Jun 30, 2026)
13G/ASio Capital Management, LLC

Institutional Holders — Q3 2026

Ashton Thomas Private Wealth, LLC88,888
0.0% of portfolio›$177.8K
Geode Capital Management, LLC32,203
0.0% of portfolio›$64.4K
Avidian Wealth Enterprises, LLC18,800
0.0% of portfolio›$37.6K
Citigroup Inc5,230
0.0% of portfolio›$10.5K
Caitong International Asset Management Co., Ltd3,682
0.0% of portfolio›$7.4K
Piscataqua Savings Bank28
0.0% of portfolio›$56
Pacifica Partners Inc.8
0.0% of portfolio›$16
Albion Financial Group8
0.0% of portfolio›$16
Barclays PLC4
0.0% of portfolio›$8
Farther Finance Advisors, LLC1
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Ashton Thomas Private Wealth, LLC
88,888$177.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Geode Capital Management, LLC
32,203$64.4K0.0%IndexVery LowBoston, MA2026-11-06
Avidian Wealth Enterprises, LLC
18,800$37.6K0.0%ETFLowHouston, TX2026-10-08
Citigroup Inc
5,230$10.5K0.0%CoreMediumNew York, NY2026-11-04
Caitong International Asset Management Co., Ltd
3,682$7.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Piscataqua Savings Bank
28$560.0%CoreVery LowPortsmouth, NH2026-10-21
Pacifica Partners Inc.
8$160.0%CoreLowSurrey, South Africa2026-10-09
Albion Financial Group
8$160.0%GrowthLowSalt Lake City, UT2026-10-21
Barclays PLC
4$80.0%CoreMediumLondon, United Kingdom2026-11-06
Farther Finance Advisors, LLC
1$20.0%IndexLowSan Francisco, CA2026-10-08
2,000,000
7.9% of class · Sep 30, 2026New 5%+ stake
1,000,000 sh (Jun 30, 2026)