Serina Therapeutics Inc. (SER)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Ashton Thomas Private Wealth, LLC

NEW

Shares88,888

Change+88,888

Value$177.8K

Filed 2026-11-03

Geode Capital Management, LLC

DECREASED

Shares32,203 from 51,007

Change-18,804 (-37%)

Value$64.4K (-$34.5K)

Filed 2026-11-06

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares18,800 from 18,800

Change0 (0%)

Value$37.6K (+$1.1K)

Filed 2026-10-08

Citigroup Inc

NEW

Shares5,230

Change+5,230

Value$10.5K

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares3,682 from 3,744

Change-62 (-2%)

Value$7.4K (+$101)

Filed 2026-10-29

Piscataqua Savings Bank

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$56 (+$2)

Filed 2026-10-21

Albion Financial Group

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$16 ($0)

Filed 2026-10-21

Pacifica Partners Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$16 (+$1)

Filed 2026-10-09

Barclays PLC

DECREASED

Shares4 from 545

Change-541 (-99%)

Value$8 (-$1.0K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2 ($0)

Filed 2026-10-08

Avion Wealth

CLOSED

Shares0 from 312

Change-312 (-100%)

Value$0 ($0)

Filed 2026-11-04

Sio Capital Management, LLC

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 162,198

Change-162,198 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 67,492

Change-67,492 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 21,508

Change-21,508 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 20,771

Change-20,771 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 20,009

Change-20,009 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,444

Change-15,444 (-100%)

Value—

State Street Corp

N/A

Shares— from 12,758

Change-12,758 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,611

Change-3,611 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,570

Change-2,570 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,378

Change-2,378 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,002

Change-2,002 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,347

Change-1,347 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 14

Change-14 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2

Change-2 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2

Change-2 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Ashton Thomas Private Wealth, LLC	NEW	88,888	—	+88,888	—	—	$177.8K	—	2026-11-03
Geode Capital Management, LLC	DECREASED	32,203	51,007	-18,804	-37%	$99.0K	$64.4K	-$34.5K	2026-11-06
Avidian Wealth Enterprises, LLC	UNCHANGED	18,800	18,800	0	0%	$36.5K	$37.6K	+$1.1K	2026-10-08
Citigroup Inc	NEW	5,230	—	+5,230	—	—	$10.5K	—	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	3,682	3,744	-62	-2%	$7.3K	$7.4K	+$101	2026-10-29
Piscataqua Savings Bank	UNCHANGED	28	28	0	0%	$54	$56	+$2	2026-10-21
Albion Financial Group	UNCHANGED	8	8	0	0%	$16	$16	$0	2026-10-21
Pacifica Partners Inc.	UNCHANGED	8	8	0	0%	$15	$16	+$1	2026-10-09
Barclays PLC	DECREASED	4	545	-541	-99%	$1.1K	$8	-$1.0K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	1	1	0	0%	$2	$2	$0	2026-10-08
Avion Wealth	CLOSED	0	312	-312	-100%	$0	$0	$0	2026-11-04
Sio Capital Management, LLC	N/A	—	1,000,000	-1,000,000	-100%	$1.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	162,198	-162,198	-100%	$314.7K	—	—	—
Waverly Advisors, LLC	N/A	—	67,492	-67,492	-100%	$130.9K	—	—	—
Keel Point, LLC	N/A	—	21,508	-21,508	-100%	$41.7K	—	—	—
Northern Trust Corp	N/A	—	20,771	-20,771	-100%	$40.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	20,009	-20,009	-100%	$38.8K	—	—	—
Jane Street Group, LLC	N/A	—	15,444	-15,444	-100%	$30.0K	—	—	—
State Street Corp	N/A	—	12,758	-12,758	-100%	$24.8K	—	—	—
Wells Fargo & Company	N/A	—	3,611	-3,611	-100%	$7.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,570	-2,570	-100%	$5.0K	—	—	—
BlackRock, Inc.	N/A	—	2,378	-2,378	-100%	$4.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,002	-2,002	-100%	$3.9K	—	—	—
UBS Group AG	N/A	—	1,347	-1,347	-100%	$2.6K	—	—	—
Morgan Stanley	N/A	—	14	-14	-100%	$28	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2	-2	-100%	$4	—	—	—
BNP Paribas Financial Markets	N/A	—	2	-2	-100%	$4	—	—	—
Global Retirement Partners, LLC	N/A	—	1	-1	-100%	$2	—	—	—
JPMorgan Chase & Co	N/A	—	1	-1	-100%	$2	—	—	—

Showing 29 of 29 institutions