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Institutional Ownership · SEC Form 13F

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.

195
Institutional holders
31,064,870
Shares held (tracked funds)
41.6%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,850,232$41M12.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,771,761$23M7.4%2026-Q1
Uber Technologies, Inc2,070,629$17M5.5%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added1,597,252$13M4.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,546,666$13M4.1%2026-Q1
STATE STREET CORP added1,287,944$11M3.4%2026-Q1
Legal & General Group Plc added1,107,859$10M3.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed958,853$8M2.6%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed834,878$7M2.2%2026-Q1
AMERIPRISE FINANCIAL INC added786,046$7M2.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added801,047$7M2.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added761,136$6M2.0%2026-Q1
MORGAN STANLEY added686,951$6M1.8%2026-Q1
Nuveen, LLC added608,765$5M1.6%2026-Q1
NORTHERN TRUST CORP added532,771$4M1.4%2026-Q1
CITADEL ADVISORS LLC trimmed516,886$4M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added511,464$4M1.4%2026-Q1
UBS Group AG trimmed481,818$4M1.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new415,888$4M1.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new387,000$3M1.0%2026-Q1
NATIONAL BANK OF CANADA /FI/ added338,424$3M0.9%2026-Q1
Creek Drive Management Group LLC trimmed335,000$3M0.9%2026-Q1
CAPITAL FUND MANAGEMENT S.A. trimmed318,346$3M0.8%2026-Q1
Grange Capital, LLC new287,427$2M0.8%2026-Q1
LPL Financial LLC added256,073$2M0.7%2026-Q1
Headlands Technologies LLC added221,394$2M0.6%2026-Q1
Sculptor Capital LP added219,300$2M0.6%2026-Q1
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new211,406$2M0.6%2026-Q1
TORONTO DOMINION BANK new200,000$2M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed198,616$2M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added195,534$2M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added188,080$2M0.5%2026-Q1
DNB Asset Management AS trimmed182,371$2M0.5%2026-Q1
Bank of New York Mellon Corp added179,781$2M0.5%2026-Q1
HSBC HOLDINGS PLC added169,304$1M0.5%2026-Q1
HRT FINANCIAL LP added166,714$1M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added154,849$1M0.4%2026-Q1
Walleye Capital LLC added150,962$1M0.4%2026-Q1
Aquatic Capital Management LLC added149,822$1M0.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added149,452$1M0.4%2026-Q1
MIRAE ASSET SECURITIES (USA) INC. new147,826$1M0.4%2026-Q1
Longaeva Partners L.P. new129,367$1M0.3%2026-Q1
Swiss National Bank added117,800$994K0.3%2026-Q1
Brevan Howard Capital Management LP added114,606$967K0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed100,870$851K0.3%2026-Q1
Themes Management Co LLC added84,703$715K0.2%2026-Q1
Sphera Management Technology Funds Ltd80,000$675K0.2%2026-Q1
AlphaCentric Advisors LLC75,000$633K0.2%2026-Q1
Cambria Investment Management, L.P. added74,978$633K0.2%2026-Q1
RHUMBLINE ADVISERS added72,894$615K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed70,589$596K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.55,200$573K0.2%2026-Q1
CITIGROUP INC added66,140$558K0.2%2026-Q1
Invesco Ltd. added65,828$556K0.2%2026-Q1
Vontobel Holding Ltd. added62,673$529K0.2%2026-Q1
Inspire Investing, LLC added62,065$524K0.2%2026-Q1
PFG Investments, LLC added60,071$507K0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added58,526$494K0.2%2026-Q1
GROUP ONE TRADING LLC trimmed57,870$488K0.2%2026-Q1
DEUTSCHE BANK AG\ added56,323$475K0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed54,647$461K0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed52,147$440K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed48,146$406K0.1%2026-Q1
Advisory Services Network, LLC added48,030$405K0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed43,578$368K0.1%2026-Q1
JPMORGAN CHASE & CO added46,331$358K0.1%2026-Q1
WHITE PINE CAPITAL LLC added41,591$351K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed39,318$332K0.1%2026-Q1
VANGUARD GROUP INC added3,118,893$32M10.2%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP new251,408$3M0.9%2025-Q3 stale
Point72 Asset Management, L.P. new264,477$3M0.9%2025-Q4 stale
Walleye Trading LLC added213,003$2M0.7%2025-Q4 stale
Davidson Kempner Capital Management LP new200,000$2M0.7%2025-Q4 stale
Cubist Systematic Strategies, LLC new358,994$2M0.7%2025-Q1 stale
VARCOV Co. new168,672$2M0.6%2025-Q4 stale
Main Management ETF Advisors, LLC added166,779$2M0.5%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC added130,194$1M0.5%2025-Q2 stale
JUPITER ASSET MANAGEMENT LTD new137,477$1M0.5%2025-Q4 stale
IMC-Chicago, LLC added130,571$1M0.4%2025-Q4 stale
D. E. Shaw & Co., Inc. trimmed114,935$1M0.4%2025-Q4 stale
MARSHALL WACE, LLP new188,179$1M0.3%2025-Q1 stale
SIMPLEX TRADING, LLC added96,112$998K0.3%2025-Q4 stale
Militia Capital Partners, LP new80,733$924K0.3%2025-Q2 stale
Sender Co & Partners, Inc. new69,300$793K0.3%2025-Q2 stale
TUDOR INVESTMENT CORP ET AL61,348$713K0.2%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC new109,000$627K0.2%2025-Q1 stale
Jump Financial, LLC trimmed53,100$618K0.2%2025-Q3 stale
WOLVERINE TRADING, LLC added51,472$603K0.2%2025-Q3 stale
PRELUDE CAPITAL MANAGEMENT, LLC added50,016$582K0.2%2025-Q3 stale
XTX Topco Ltd trimmed49,736$578K0.2%2025-Q3 stale
Prosperity Wealth Management, Inc. added42,000$488K0.2%2025-Q3 stale
Harbour Capital Advisors, LLC trimmed38,810$459K0.1%2025-Q4 stale
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. trimmed39,619$411K0.1%2025-Q4 stale
Soviero Asset Management, LP new35,000$400K0.1%2025-Q2 stale
GSA CAPITAL PARTNERS LLP trimmed33,784$393K0.1%2025-Q3 stale
ExodusPoint Capital Management, LP new65,406$376K0.1%2025-Q1 stale
EntryPoint Capital, LLC new62,261$358K0.1%2025-Q1 stale
Bulltick Wealth Management, LLC new31,000$355K0.1%2025-Q2 stale
CreativeOne Wealth, LLC added30,289$352K0.1%2025-Q3 stale
Chico Wealth RIA new29,473$343K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership