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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — SER
Institutional Holdings
Insider Transactions
US Institutional Ownership
5.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
Sio Capital Management, LLC
1.00M
$1.0M
3.94%
--
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
162.2K
--
0.64%
+3.1K
2026-06-30
Waverly Advisors, LLC
67.5K
--
0.27%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
51.0K
--
0.20%
-14.0K
2026-06-30
Keel Point, LLC
21.5K
--
0.08%
--
2026-06-30
NORTHERN TRUST CORP
20.8K
--
0.08%
+6.7K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
20.0K
--
0.08%
--
2026-06-30
Avidian Wealth Enterprises, LLC
18.8K
--
0.07%
--
2026-06-30
JANE STREET GROUP, LLC
15.4K
--
0.06%
-24.2K
2026-06-30
STATE STREET CORP
12.8K
--
0.05%
--
2026-06-30
Caitong International Asset Management Co., Ltd
3.7K
--
0.01%
-238
2026-06-30
WELLS FARGO & COMPANY/MN
3.6K
--
0.01%
+5
2026-06-30
Tower Research Capital LLC (TRC)
2.6K
--
0.01%
+1.7K
2026-06-30
BlackRock, Inc.
2.4K
--
0.01%
-55.9K
2026-06-30
OSAIC HOLDINGS, INC.
2.0K
--
0.01%
+1.0K
2026-06-30
UBS Group AG
1.3K
--
0.01%
+1.3K
2026-06-30
Avion Wealth
312
--
0.00%
--
2026-06-30
MORGAN STANLEY
14
--
0.00%
+6
2026-06-30
ALBION FINANCIAL GROUP /UT
8
--
0.00%
--
2026-06-30
Pacifica Partners Inc.
8
--
0.00%
--
2026-06-30
MERCER GLOBAL ADVISORS INC /ADV
5
--
0.00%
--
2026-06-30
Rockefeller Capital Management L.P.
2
--
0.00%
--
2026-06-30
BNP PARIBAS FINANCIAL MARKETS
2
--
0.00%
--
2026-06-30
Global Retirement Partners, LLC
1
--
0.00%
--
2026-06-30
JPMORGAN CHASE & CO
1
--
0.00%
-9
2026-06-30
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