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SERV NASDAQ

Serve Robotics Inc.
1W: +0.8% 1M: -10.3% 3M: -7.2% YTD: -25.5% 1Y: -11.5%
$8.70
-0.11 (-1.25%)
 
Weekly Expected Move ±8.4%
$7 $8 $8 $9 $10
NASDAQ · Industrials · Industrial - Machinery · Alpha Radar Sell · Power 36 · $579.4M mcap · 55M float · 7.19% daily turnover · Short 63% of daily vol

Institutional Ownership — SERV

232
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
$247M
Total Invested
41
New Positions
70
Increased
87
Reduced
51
Closed
1.08
Put/Call Ratio

Ownership Trends

Top Institutional Holders (267 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANGUARD CAPITAL MANAGEMENT LLC NEW 5,543,522 $$48M +0.0% 1Q SEC ↗
2 BlackRock, Inc. 4,850,232 $$42M +71,471 +1.5% 7Q SEC ↗
3 VANGUARD GROUP INC 3,605,911 $$31M +1,011,042 +39.0% 6Q SEC ↗
4 Uber Technologies, Inc 2,070,629 $$18M +0.0% 6Q SEC ↗
5 EXCHANGE TRADED CONCEPTS, LLC 1,597,252 $$14M +349,693 +28.0% 6Q SEC ↗
6 GEODE CAPITAL MANAGEMENT, LLC 1,546,666 $$13M +88,701 +6.1% 8Q SEC ↗
7 STATE STREET CORP 1,287,944 $$11M +42,533 +3.4% 7Q SEC ↗
8 Legal & General Group Plc 1,107,859 $$10M +267,926 +31.9% 6Q SEC ↗
9 FIRST TRUST ADVISORS LP 958,853 $$8M -63,606 -6.2% 3Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 834,878 $$7M -9,422 -1.1% 7Q SEC ↗
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 801,047 $$7M +26,961 +3.5% 6Q SEC ↗
12 AMERIPRISE FINANCIAL INC NEW 786,046 $$7M +0.0% 1Q SEC ↗
13 CAPTRUST FINANCIAL ADVISORS 761,136 $$7M +54,134 +7.7% 6Q SEC ↗
14 CITADEL ADVISORS LLC 691,740 $$6M -902,938 -56.6% 5Q SEC ↗
15 Nuveen, LLC 608,765 $$5M +560 +0.1% 4Q SEC ↗
16 NORTHERN TRUST CORP 532,771 $$5M +42,452 +8.7% 8Q SEC ↗
17 CHARLES SCHWAB INVESTMENT MANAGEMENT I 511,464 $$4M +16,465 +3.3% 6Q SEC ↗
18 UBS Group AG 481,818 $$4M -52,088 -9.8% 6Q SEC ↗
19 MORGAN STANLEY 430,919 $$4M -57,737 -11.8% 6Q SEC ↗
20 VANGUARD FIDUCIARY TRUST CO NEW 415,888 $$4M +0.0% 1Q SEC ↗
21 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 387,000 $$3M +0.0% 1Q SEC ↗
22 NATIONAL BANK OF CANADA /FI 338,424 $$3M +29,489 +9.5% 6Q SEC ↗
23 Creek Drive Management Group LLC 335,000 $$3M -138,200 -29.2% 2Q SEC ↗
24 CAPITAL FUND MANAGEMENT S.A. 318,346 $$3M -404,615 -56.0% 5Q SEC ↗
25 Grange Capital, LLC NEW 287,427 $$3M +0.0% 1Q SEC ↗
26 LPL Financial LLC 256,073 $$2M +103,545 +67.9% 6Q SEC ↗
27 Headlands Technologies LLC 221,394 $$2M +77,741 +54.1% 5Q SEC ↗
28 Sculptor Capital LP 219,300 $$2M +127,200 +138.1% 5Q SEC ↗
29 Walleye Trading LLC 213,003 $$2M +165,762 +350.9% 4Q SEC ↗
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW 211,406 $$2M +0.0% 1Q SEC ↗
31 TORONTO DOMINION BANK NEW 200,000 $$2M +0.0% 1Q SEC ↗
32 RAYMOND JAMES FINANCIAL INC 198,616 $$2M -143,155 -41.9% 6Q SEC ↗
33 GOLDMAN SACHS GROUP INC 195,534 $$2M -109,598 -35.9% 6Q SEC ↗
34 COMMONWEALTH EQUITY SERVICES, LLC 188,080 $$2M +13,900 +8.0% 6Q SEC ↗
35 DNB Asset Management AS 182,371 $$2M -56,834 -23.8% 7Q SEC ↗
36 Bank of New York Mellon Corp 179,781 $$2M +27,881 +18.4% 4Q SEC ↗
37 HSBC HOLDINGS PLC 169,304 $$1M -35,196 -17.2% 2Q SEC ↗
38 VARCOV Co. NEW 168,672 $$1M +0.0% 1Q SEC ↗
39 HRT FINANCIAL LP NEW 166,714 $$1M +0.0% 1Q SEC ↗
40 BANK OF AMERICA CORP /DE 154,849 $$1M +46,017 +42.3% 8Q SEC ↗
41 Walleye Capital LLC 150,962 $$1M +7,759 +5.4% 5Q SEC ↗
42 Aquatic Capital Management LLC 149,822 $$1M +125,743 +522.2% 2Q SEC ↗
43 Balyasny Asset Management L.P. 149,452 $$1M +135,060 +938.4% 3Q SEC ↗
44 MIRAE ASSET SECURITIES (USA) INC. NEW 147,826 $$1M +0.0% 1Q SEC ↗
45 Longaeva Partners L.P. NEW 129,367 $$1M +0.0% 1Q SEC ↗
46 Swiss National Bank 117,800 $$1M +5,800 +5.2% 2Q SEC ↗
47 D. E. Shaw & Co., Inc. 114,935 $$1000K -277,470 -70.7% 2Q SEC ↗
48 Caitong International Asset Management 114,583 $$997K +106,151 +1258.9% 4Q SEC ↗
49 TWO SIGMA INVESTMENTS, LP 112,647 $$980K -3,343 -2.9% 5Q SEC ↗
50 UBS AM, a distinct business unit of UB 100,870 $$878K -38,800 -27.8% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
VANGUARD GROUP INC +1,011,042 +39.0% 3,605,911
EXCHANGE TRADED CONCEPTS, LLC +349,693 +28.0% 1,597,252
Legal & General Group Plc +267,926 +31.9% 1,107,859
Walleye Trading LLC +165,762 +350.9% 213,003
Balyasny Asset Management L.P. +135,060 +938.4% 149,452
Sculptor Capital LP +127,200 +138.1% 219,300
Aquatic Capital Management LLC +125,743 +522.2% 149,822
Caitong International Asset Managem +106,151 +1258.9% 114,583
LPL Financial LLC +103,545 +67.9% 256,073
GEODE CAPITAL MANAGEMENT, LLC +88,701 +6.1% 1,546,666
Headlands Technologies LLC +77,741 +54.1% 221,394
BlackRock, Inc. +71,471 +1.5% 4,850,232
CAPTRUST FINANCIAL ADVISORS +54,134 +7.7% 761,136
WELLS FARGO & COMPANY/MN +49,488 +139.3% 85,015
BANK OF AMERICA CORP /DE +46,017 +42.3% 154,849
Themes Management Co LLC +44,377 +110.0% 84,703
STATE STREET CORP +42,533 +3.4% 1,287,944
NORTHERN TRUST CORP +42,452 +8.7% 532,771
ALLIANCEBERNSTEIN L.P. +34,100 +161.6% 55,200
Vontobel Holding Ltd. +33,325 +113.6% 62,673
Biggest Decreases (20)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -902,938 -56.6% 691,740
CAPITAL FUND MANAGEMENT S.A. -404,615 -56.0% 318,346
D. E. Shaw & Co., Inc. -277,470 -70.7% 114,935
GROUP ONE TRADING LLC -208,244 -78.3% 57,870
RAYMOND JAMES FINANCIAL INC -143,155 -41.9% 198,616
Creek Drive Management Group LLC -138,200 -29.2% 335,000
GOLDMAN SACHS GROUP INC -109,598 -35.9% 195,534
BARCLAYS PLC -74,849 -76.8% 22,576
FIRST TRUST ADVISORS LP -63,606 -6.2% 958,853
Verition Fund Management LLC -58,605 -76.2% 18,339
MORGAN STANLEY -57,737 -11.8% 430,919
DNB Asset Management AS -56,834 -23.8% 182,371
UBS Group AG -52,088 -9.8% 481,818
UBS AM, a distinct business unit of -38,800 -27.8% 100,870
HSBC HOLDINGS PLC -35,196 -17.2% 169,304
Phoenix Financial Ltd. -34,000 -66.7% 17,000
IFP Advisors, Inc -29,693 -99.6% 116
Quantbot Technologies LP -15,166 -77.1% 4,496
Global Retirement Partners, LLC -12,500 -92.6% 1,001
Cambridge Investment Research Advis -9,520 -16.5% 48,146

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms