Who owns SERV (SERV)
Which tracked institutional funds hold SERV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SERV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
21 tracked funds added or opened SERV while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SERV’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SERV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SERV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 195 tracked filers holding SERV, 120 increased or opened the position and 80 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SERV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- VANGUARD CAPITAL MANAGEMENT LLC$23M
- AMERIPRISE FINANCIAL INC$7M
- VANGUARD FIDUCIARY TRUST CO$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- Grange Capital, LLC$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
Full exits 11
- VANGUARD GROUP INC$32M
- Point72 Asset Management, L.P.$3M
- Walleye Trading LLC$2M
- Davidson Kempner Capital Management LP$2M
- VARCOV Co.$2M
- Main Management ETF Advisors, LLC$2M
Largest adds
- MORGAN STANLEY$1M
- BALYASNY ASSET MANAGEMENT L.P.$1M
- Aquatic Capital Management LLC$1M
- Legal & General Group Plc$930K
- Sculptor Capital LP$895K
- Brevan Howard Capital Management LP$699K
Largest trims
- BlackRock, Inc.$9M
- CAPITAL FUND MANAGEMENT S.A.$5M
- Uber Technologies, Inc$4M
- CITADEL ADVISORS LLC$3M
- FIRST TRUST ADVISORS LP$3M
- GROUP ONE TRADING LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,850,232 | $41M | 12.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,771,761 | $23M | 7.4% | 2026-Q1 |
| Uber Technologies, Inc | 2,070,629 | $17M | 5.5% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,597,252 | $13M | 4.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,546,666 | $13M | 4.1% | 2026-Q1 |
| STATE STREET CORP added | 1,287,944 | $11M | 3.4% | 2026-Q1 |
| Legal & General Group Plc added | 1,107,859 | $10M | 3.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 958,853 | $8M | 2.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 834,878 | $7M | 2.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 786,046 | $7M | 2.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 801,047 | $7M | 2.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 761,136 | $6M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 686,951 | $6M | 1.8% | 2026-Q1 |
| Nuveen, LLC added | 608,765 | $5M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 532,771 | $4M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 516,886 | $4M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 511,464 | $4M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 481,818 | $4M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 415,888 | $4M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 387,000 | $3M | 1.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 338,424 | $3M | 0.9% | 2026-Q1 |
| Creek Drive Management Group LLC trimmed | 335,000 | $3M | 0.9% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 318,346 | $3M | 0.8% | 2026-Q1 |
| Grange Capital, LLC new | 287,427 | $2M | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 256,073 | $2M | 0.7% | 2026-Q1 |
| Headlands Technologies LLC added | 221,394 | $2M | 0.6% | 2026-Q1 |
| Sculptor Capital LP added | 219,300 | $2M | 0.6% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 211,406 | $2M | 0.6% | 2026-Q1 |
| TORONTO DOMINION BANK new | 200,000 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 198,616 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 195,534 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 188,080 | $2M | 0.5% | 2026-Q1 |
| DNB Asset Management AS trimmed | 182,371 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 179,781 | $2M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 169,304 | $1M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 166,714 | $1M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 154,849 | $1M | 0.4% | 2026-Q1 |
| Walleye Capital LLC added | 150,962 | $1M | 0.4% | 2026-Q1 |
| Aquatic Capital Management LLC added | 149,822 | $1M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 149,452 | $1M | 0.4% | 2026-Q1 |
| MIRAE ASSET SECURITIES (USA) INC. new | 147,826 | $1M | 0.4% | 2026-Q1 |
| Longaeva Partners L.P. new | 129,367 | $1M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 117,800 | $994K | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 114,606 | $967K | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 100,870 | $851K | 0.3% | 2026-Q1 |
| Themes Management Co LLC added | 84,703 | $715K | 0.2% | 2026-Q1 |
| Sphera Management Technology Funds Ltd | 80,000 | $675K | 0.2% | 2026-Q1 |
| AlphaCentric Advisors LLC | 75,000 | $633K | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 74,978 | $633K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 72,894 | $615K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 70,589 | $596K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 55,200 | $573K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 66,140 | $558K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 65,828 | $556K | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. added | 62,673 | $529K | 0.2% | 2026-Q1 |
| Inspire Investing, LLC added | 62,065 | $524K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 60,071 | $507K | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 58,526 | $494K | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 57,870 | $488K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 56,323 | $475K | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 54,647 | $461K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 52,147 | $440K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,146 | $406K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 48,030 | $405K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 43,578 | $368K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 46,331 | $358K | 0.1% | 2026-Q1 |
| WHITE PINE CAPITAL LLC added | 41,591 | $351K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 39,318 | $332K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,118,893 | $32M | 10.2% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 251,408 | $3M | 0.9% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 264,477 | $3M | 0.9% | 2025-Q4 stale |
| Walleye Trading LLC added | 213,003 | $2M | 0.7% | 2025-Q4 stale |
| Davidson Kempner Capital Management LP new | 200,000 | $2M | 0.7% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 358,994 | $2M | 0.7% | 2025-Q1 stale |
| VARCOV Co. new | 168,672 | $2M | 0.6% | 2025-Q4 stale |
| Main Management ETF Advisors, LLC added | 166,779 | $2M | 0.5% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 130,194 | $1M | 0.5% | 2025-Q2 stale |
| JUPITER ASSET MANAGEMENT LTD new | 137,477 | $1M | 0.5% | 2025-Q4 stale |
| IMC-Chicago, LLC added | 130,571 | $1M | 0.4% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 114,935 | $1M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP new | 188,179 | $1M | 0.3% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC added | 96,112 | $998K | 0.3% | 2025-Q4 stale |
| Militia Capital Partners, LP new | 80,733 | $924K | 0.3% | 2025-Q2 stale |
| Sender Co & Partners, Inc. new | 69,300 | $793K | 0.3% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 61,348 | $713K | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC new | 109,000 | $627K | 0.2% | 2025-Q1 stale |
| Jump Financial, LLC trimmed | 53,100 | $618K | 0.2% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 51,472 | $603K | 0.2% | 2025-Q3 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 50,016 | $582K | 0.2% | 2025-Q3 stale |
| XTX Topco Ltd trimmed | 49,736 | $578K | 0.2% | 2025-Q3 stale |
| Prosperity Wealth Management, Inc. added | 42,000 | $488K | 0.2% | 2025-Q3 stale |
| Harbour Capital Advisors, LLC trimmed | 38,810 | $459K | 0.1% | 2025-Q4 stale |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. trimmed | 39,619 | $411K | 0.1% | 2025-Q4 stale |
| Soviero Asset Management, LP new | 35,000 | $400K | 0.1% | 2025-Q2 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 33,784 | $393K | 0.1% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP new | 65,406 | $376K | 0.1% | 2025-Q1 stale |
| EntryPoint Capital, LLC new | 62,261 | $358K | 0.1% | 2025-Q1 stale |
| Bulltick Wealth Management, LLC new | 31,000 | $355K | 0.1% | 2025-Q2 stale |
| CreativeOne Wealth, LLC added | 30,289 | $352K | 0.1% | 2025-Q3 stale |
| Chico Wealth RIA new | 29,473 | $343K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.