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Serve Robotics Inc (SERV)

CUSIP: 81758H106 | NYSE | Industrials · Specialty Industrial Machinery | Small Cap | 375 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC1,962,848
0.0% of portfolio›$9.1M
Exchange Traded Concepts, LLC1,834,280
0.0% of portfolio›$8.5M
Themes Management Co LLC418,324
1.3% of portfolio›$1.9M
Daiwa Securities Group Inc.347,700
0.0% of portfolio›$1.6M
Bank of New York Mellon Corp252,978
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC143,230
0.0% of portfolio›$666.0K
Vontobel Holding Ltd.138,659
0.0% of portfolio›$644.8K
Mitsubishi UFJ Asset Management Co., Ltd.138,309
0.0% of portfolio›$643.1K
LPL Financial LLC126,742
0.0% of portfolio›$589.4K
AlphaCentric Advisors LLC100,000
0.4% of portfolio›$465.0K
Creative Planning73,751
0.0% of portfolio›$342.9K
Deutsche Bank Ag\61,529
0.0% of portfolio›$286.1K
Citigroup Inc51,260
0.0% of portfolio›$238.4K
Cambridge Investment Research Advisors, Inc.44,340
0.0% of portfolio›$206
Integrity Alliance, Llc.35,267
0.0% of portfolio›$164.0K
Wedbush Securities Inc32,880
0.0% of portfolio›$153
Gruss & Co., LLC30,600
0.1% of portfolio›$142.3K
Barclays PLC28,189
0.0% of portfolio›$131.1K
Russell Investments Group, Ltd.27,309
0.0% of portfolio›$127.0K
Imc-Chicago, LLC26,010
0.0% of portfolio›$120.9K
International Assets Investment Management, LLC24,560
0.0% of portfolio›$116.7K
SBI Securities Co., Ltd.22,001
0.0% of portfolio›$102.3K
United Advisor Group, LLC15,845
0.0% of portfolio›$73.7K
Independent Financial Group, LLC15,792
0.0% of portfolio›$73.4K
Mirae Asset Global Investments Co., Ltd.13,190
0.0% of portfolio›$61.3K
Vanguard Capital Wealth Advisors11,500
0.0% of portfolio›$53.5K
Anchyra Partners LLC10,624
0.0% of portfolio›$49.4K
Sigma Planning Corp10,371
0.0% of portfolio›$48.2K
Allworth Financial LP6,022
0.0% of portfolio›$39.6K
Signaturefd, LLC5,547
0.0% of portfolio›$25.8K
Nfsg Corp5,500
0.0% of portfolio›$25.6K
Versant Capital Management, Inc4,339
0.0% of portfolio›$20.2K
Birch Financial Group, LLC3,102
0.0% of portfolio›$14.4K
Bfsg, LLC2,375
0.0% of portfolio›$11.0K
Farther Finance Advisors, LLC2,339
0.0% of portfolio›$10.9K
IFP Advisors, Inc2,116
0.0% of portfolio›$9.8K
Next Level Wealth Planning, LLC1,897
0.0% of portfolio›$8.8K
Sterling Capital Management LLC1,674
0.0% of portfolio›$7.8K
Parkside Financial Bank & Trust1,660
0.0% of portfolio›$7.7K
Summit Securities Group LLC1,636
0.0% of portfolio›$7.6K
Larson Financial Group LLC1,547
0.0% of portfolio›$7.2K
Spire Wealth Management1,410
0.0% of portfolio›$6.6K
Parallel Advisors, LLC1,304
0.0% of portfolio›$6.1K
EverSource Wealth Advisors, LLC1,162
0.0% of portfolio›$5.4K
Gamma Investing LLC1,094
0.0% of portfolio›$5.1K
Clearstead Trust, LLC1,007
0.0% of portfolio›$4.7K
Vermillion Wealth Management, Inc.1,000
0.0% of portfolio›$4.7K
NBH Bank775
0.0% of portfolio›$3.6K
Nisa Investment Advisors, LLC517
0.0% of portfolio›$2.4K
PNC Financial Services Group, Inc.500
0.0% of portfolio›$2.3K
Hurley Capital, LLC331
0.0% of portfolio›$1.5K
Root Financial Partners, LLC270
0.0% of portfolio›$1.3K
Aspect Partners, LLC269
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.241
0.0% of portfolio›$1.1K
CrossGen Wealth, LLC208
0.0% of portfolio›$967
GK Wealth Management LLC200
0.0% of portfolio›$930
Gen-Wealth Partners Inc196
0.0% of portfolio›$911
Silver Grove Financial Group, Inc.187
0.0% of portfolio›$870
Tsfg, LLC175
0.0% of portfolio›$1
TD Waterhouse Canada Inc.140
0.0% of portfolio›$668
Acumen Wealth Advisors, LLC110
0.0% of portfolio›$512
City State Bank100
0.0% of portfolio›$465
MassMutual Private Wealth & Trust, FSB69
0.0% of portfolio›$321
Hoey Investments, Inc48
0.0% of portfolio›$224
Covestor Ltd38
0.0% of portfolio›$0
Ascentis Wealth Management, LLC31
0.0% of portfolio›$144
Your Advocates Ltd., LLP10
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,962,848$9.1M0.0%IndexVery LowBoston, MA2026-11-06
Exchange Traded Concepts, LLC
1,834,280$8.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Themes Management Co LLC
418,324$1.9M1.3%GARPMediumGreenwich, CT2026-10-29
Daiwa Securities Group Inc.
347,700$1.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Bank of New York Mellon Corp
252,978$1.2M0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
143,230$666.0K0.0%ETFLowWaltham, MA2026-11-02
Vontobel Holding Ltd.
138,659$644.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
138,309$643.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
LPL Financial LLC
126,742$589.4K0.0%IndexVery LowFort Mill, SC2026-11-06
AlphaCentric Advisors LLC
100,000$465.0K0.4%CoreHighSan Juan, PR2026-11-03
Creative Planning
73,751$342.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Deutsche Bank Ag\
61,529$286.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Citigroup Inc
51,260$238.4K0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
44,340$2060.0%ETFLowFairfield, IA2026-11-02
Integrity Alliance, Llc.
35,267$164.0K0.0%ETFMediumUrbandale, IA2026-10-29
Wedbush Securities Inc
32,880$1530.0%CoreLowPasadena, CA2026-10-22
Gruss & Co., LLC
30,600$142.3K0.1%GrowthMediumWest Palm Beach, FL2026-11-02
Barclays PLC
28,189$131.1K0.0%CoreMediumLondon, United Kingdom2026-11-06
Russell Investments Group, Ltd.
27,309$127.0K0.0%CoreLowSeattle, WA2026-11-06
Imc-Chicago, LLC
26,010$120.9K0.0%GARPVery HighChicago, IL2026-11-05
International Assets Investment Management, LLC
24,560$116.7K0.0%CoreVery HighOrlando, FL2026-11-02
SBI Securities Co., Ltd.
22,001$102.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
United Advisor Group, LLC
15,845$73.7K0.0%ETFLowCincinnati, OH2026-11-03
Independent Financial Group, LLC
15,792$73.4K0.0%GrowthLowSan Diego, CA2026-10-13
Mirae Asset Global Investments Co., Ltd.
13,190$61.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Vanguard Capital Wealth Advisors
11,500$53.5K0.0%GrowthMediumDenver, CO2026-10-16
Anchyra Partners LLC
10,624$49.4K0.0%CoreLowAtlanta, GA2026-10-13
Sigma Planning Corp
10,371$48.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Allworth Financial LP
6,022$39.6K0.0%IndexLowFolsom, CA2026-11-06
Signaturefd, LLC
5,547$25.8K0.0%IndexLowAtlanta, GA2026-10-23
Nfsg Corp
5,500$25.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Versant Capital Management, Inc
4,339$20.2K0.0%GARPLowPhoenix, AZ2026-10-02
Birch Financial Group, LLC
3,102$14.4K0.0%CoreLowKeene, NH2026-10-27
Bfsg, LLC
2,375$11.0K0.0%CoreLowIrvine, CA2026-10-30
Farther Finance Advisors, LLC
2,339$10.9K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
2,116$9.8K0.0%GrowthLowTampa, FL2026-10-16
Next Level Wealth Planning, LLC
1,897$8.8K0.0%ETFVery LowMeridian, ID2026-10-29
Sterling Capital Management LLC
1,674$7.8K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
1,660$7.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Summit Securities Group LLC
1,636$7.6K0.0%CoreVery HighNew York, NY2026-11-05
Larson Financial Group LLC
1,547$7.2K0.0%GrowthLowSt Louis, MO2026-11-05
Spire Wealth Management
1,410$6.6K0.0%GrowthMediumMclean, VA2026-10-30
Parallel Advisors, LLC
1,304$6.1K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
1,162$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
1,094$5.1K0.0%IndexVery LowFoster City, CA2026-10-08
Clearstead Trust, LLC
1,007$4.7K0.0%GrowthLowPortland, ME2026-11-06
Vermillion Wealth Management, Inc.
1,000$4.7K0.0%ValueLowRosemount, MN2026-10-26
NBH Bank
775$3.6K0.0%CoreN/AGreenwood Village, CO2026-11-05
Nisa Investment Advisors, LLC
517$2.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
PNC Financial Services Group, Inc.
500$2.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Hurley Capital, LLC
331$1.5K0.0%GARPMediumNew York, NY2026-11-05
Root Financial Partners, LLC
270$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Aspect Partners, LLC
269$1.3K0.0%ETFMediumFairfax, VA2026-10-20
SJS Investment Consulting Inc.
241$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
CrossGen Wealth, LLC
208$9670.0%CoreVery LowGreenville, NC2026-10-30
GK Wealth Management LLC
200$9300.0%GARPVery HighReno, NV2026-10-09
Gen-Wealth Partners Inc
196$9110.0%CoreLowZeeland, MI2026-11-04
Silver Grove Financial Group, Inc.
187$8700.0%CoreMediumOrchard Park, NY2026-11-05
Tsfg, LLC
175$10.0%ETFLowLake Forest, IL2026-10-23
TD Waterhouse Canada Inc.
140$6680.0%CoreLowToronto, Australia2026-10-16
Acumen Wealth Advisors, LLC
110$5120.0%GrowthHighChattanooga, TN2026-11-05
City State Bank
100$4650.0%GrowthVery LowNorwalk, IA2026-10-20
MassMutual Private Wealth & Trust, FSB
69$3210.0%CoreLowSpringfield, MA2026-10-05
Hoey Investments, Inc
48$2240.0%Agg GrowthLowCoatesville, PA2026-10-29
Covestor Ltd
38$00.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
31$1440.0%Agg GrowthLowDallas, TX2026-11-03
Your Advocates Ltd., LLP
10$470.0%ETFLowHouston, TX2026-11-03