Serve Robotics Inc. /DE/ (SERV) — Institutional Holders, Q2 2026 (page 2)
198 institutional investment managers reported a SERV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $213.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 198. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SERV 13F holders ranked 101–198 of 198
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ALLSTATE#101 · 17,990 sh | 17,990 | $118.4K | <0.01% | New |
| 102 | OPPENHEIMER#102 · 17,783 sh | 17,783 | $117.0K | — | -13.7% |
| 103 | INDEPENDENT FINANCIAL GROUP#103 · 17,287 sh | 17,287 | $113.7K | — | New |
| 104 | Phoenix Financial Ltd.#104 · 17,000 sh | 17,000 | $111.5K | <0.01% | 0.0% |
| 105 | Arizona State Retirement System#105 · 16,708 sh | 16,708 | $109.9K | <0.01% | +2.1% |
| 106 | Wealthfront Advisers#106 · 15,472 sh | 15,472 | $101.8K | <0.01% | +4.6% |
| 107 | NEW YORK STATE COMMON RETIREMENT FUND#107 · 14,800 sh | 14,800 | $97.4K | <0.01% | 0.0% |
| 108 | Vanguard Investments Australia, Ltd.#108 · 14,565 sh | 14,565 | $95.8K | <0.01% | 0.0% |
| 109 | SEI INVESTMENTS#109 · 14,388 sh | 14,388 | $94.7K | <0.01% | -0.6% |
| 110 | VOYA INVESTMENT MANAGEMENT#110 · 13,822 sh | 13,822 | $90.9K | <0.01% | +30.8% |
| 111 | WINTON GROUP Ltd#111 · 13,500 sh | 13,500 | $88.8K | <0.01% | New |
| 112 | Vanguard Capital Wealth Advisors#112 · 13,500 sh | 13,500 | $88.8K | — | -5.6% |
| 113 | Tower Research Capital (TRC)#113 · 13,008 sh | 13,008 | $85.6K | <0.01% | +21.3% |
| 114 | Sage Capital Management#114 · 12,485 sh | 12,485 | $82.2K | — | New |
| 115 | Mariner#115 · 12,268 sh | 12,268 | $80.7K | <0.01% | New |
| 116 | KLP KAPITALFORVALTNING AS#116 · 12,100 sh | 12,100 | $79.6K | <0.01% | 0.0% |
| 117 | Pallas Capital Advisors#117 · 12,000 sh | 12,000 | $79.0K | <0.01% | 0.0% |
| 118 | Sigma Planning#118 · 11,871 sh | 11,871 | $78.1K | — | +13.6% |
| 119 | EFG International AG#119 · 11,599 sh | 11,599 | $76.3K | <0.01% | +47.8% |
| 120 | FORA Capital#120 · 11,506 sh | 11,506 | $75.8K | <0.01% | -35.3% |
| 121 | PRUDENTIAL FINANCIAL#121 · 11,510 sh | 11,510 | $75.7K | <0.01% | New |
| 122 | Cetera Investment Advisers#122 · 11,335 sh | 11,335 | $74.6K | <0.01% | +3.7% |
| 123 | Global Retirement Partners#123 · 11,080 sh | 11,080 | $72.9K | <0.01% | — |
| 124 | BNP PARIBAS FINANCIAL MARKETS#124 · 10,979 sh | 10,979 | $72.2K | 0.00% | -60.3% |
| 125 | BARCLAYS PLC#125 · 10,921 sh | 10,921 | $71.9K | 0.00% | -51.6% |
| 126 | Mirae Asset Global Investments , Ltd.#126 · 10,854 sh | 10,854 | $71.4K | <0.01% | +7.8% |
| 127 | Concurrent Investment Advisors#127 · 10,843 sh | 10,843 | $71.3K | — | New |
| 128 | Independent Advisor Alliance#128 · 10,624 sh | 10,624 | $69.9K | <0.01% | New |
| 129 | Archford Capital Strategies#129 · 10,200 sh | 10,200 | $67.1K | — | 0.0% |
| 130 | Venture Visionary Partners#130 · 10,200 sh | 10,200 | $67.1K | — | New |
| 131 | MERCER GLOBAL ADVISORS#131 · 10,052 sh | 10,052 | $66.1K | <0.01% | New |
| 132 | WEALTH ENHANCEMENT ADVISORY SERVICES#132 · 10,287 sh | 10,287 | $60.9K | — | New |
| 133 | Caitong International Asset Management , Ltd#133 · 6,861 sh | 6,861 | $45.1K | <0.01% | +75.2% |
| 134 | Ameritas Investment Partners#134 · 6,511 sh | 6,511 | $42.8K | <0.01% | +28.3% |
| 135 | Newbridge Financial Services Group#135 · 6,200 sh | 6,200 | $40.8K | — | -46.4% |
| 136 | Bogart Wealth#136 · 5,200 sh | 5,200 | $34.2K | <0.01% | +329.0% |
| 137 | N.E.W. Advisory Services#137 · 5,000 sh | 5,000 | $32.9K | <0.01% | -3.8% |
| 138 | FMR#138 · 4,929 sh | 4,929 | $32.4K | 0.00% | -33.7% |
| 139 | SIGNATUREFD#139 · 4,646 sh | 4,646 | $30.6K | — | +7.3% |
| 140 | SRS Capital Advisors#140 · 4,143 sh | 4,143 | $27.3K | <0.01% | New |
| 141 | HARBOUR INVESTMENTS#141 · 4,011 sh | 4,011 | $26.4K | <0.01% | 0.0% |
| 142 | FNY Investment Advisers#142 · 4,000 sh | 4,000 | $26.0K | — | New |
| 143 | Allworth Financial#143 · 3,942 sh | 3,942 | $25.9K | <0.01% | +21.2% |
| 144 | Parkside Financial Bank#144 · 3,320 sh | 3,320 | $21.8K | — | +100.0% |
| 145 | EverSource Wealth Advisors#145 · 3,003 sh | 3,003 | $19.8K | <0.01% | +3061.1% |
| 146 | KBC Group NV#146 · 2,711 sh | 2,711 | $18.0K | — | 0.0% |
| 147 | BFSG#147 · 2,375 sh | 2,375 | $15.6K | <0.01% | 0.0% |
| 148 | Integrated Wealth Concepts#148 · 2,124 sh | 2,124 | $14.0K | <0.01% | New |
| 149 | IFP Advisors#149 · 2,116 sh | 2,116 | $13.9K | — | +1724.1% |
| 150 | Spire Wealth Management#150 · 1,910 sh | 1,910 | $12.6K | <0.01% | 0.0% |
| 151 | Rockefeller Capital Management L.P.#151 · 1,872 sh | 1,872 | $12.3K | 0.00% | +30.7% |
| 152 | Vermillion Wealth Management#152 · 1,500 sh | 1,500 | $9.9K | — | New |
| 153 | Westfuller Advisors#153 · 1,421 sh | 1,421 | $9.3K | <0.01% | 0.0% |
| 154 | Farther Finance Advisors#154 · 1,300 sh | 1,300 | $8.5K | — | +6.5% |
| 155 | BNP Paribas Asset Management Holding S.A.#155 · 1,186 sh | 1,186 | $7.8K | 0.00% | -2.5% |
| 156 | Sterling Capital Management#156 · 1,116 sh | 1,116 | $7.3K | — | +74.6% |
| 157 | Tradewinds Capital Management#157 · 1,099 sh | 1,099 | $7.2K | — | New |
| 158 | Geneos Wealth Management#158 · 1,013 sh | 1,013 | $6.7K | <0.01% | +97.5% |
| 159 | Clearstead#159 · 1,007 sh | 1,007 | $6.6K | <0.01% | 0.0% |
| 160 | Federation des caisses Desjardins du Quebec#160 · 975 sh | 975 | $6.4K | 0.00% | 0.0% |
| 161 | Belvedere Trading#161 · 957 sh | 957 | $6.3K | 0.00% | New |
| 162 | NewEdge Advisors#162 · 798 sh | 798 | $5.3K | 0.00% | New |
| 163 | SUMMIT SECURITIES GROUP#163 · 615 sh | 615 | $4.0K | <0.01% | -21.7% |
| 164 | GAMMA Investing#164 · 611 sh | 611 | $4.0K | — | -0.8% |
| 165 | NISA INVESTMENT ADVISORS#165 · 591 sh | 591 | $3.9K | — | -89.7% |
| 166 | Steward Partners Investment Advisory#166 · 500 sh | 500 | $3.3K | 0.00% | New |
| 167 | Hurley Capital#167 · 331 sh | 331 | $2.2K | <0.01% | 0.0% |
| 168 | BARRETT & COMPANY#168 · 310 sh | 310 | $2.0K | — | New |
| 169 | IFG Advisory#169 · 300 sh | 300 | $2.0K | <0.01% | New |
| 170 | HRT FINANCIAL#170 · 273,900 sh | 273,900 | $1.8K | 0.00% | +64.3% |
| 171 | MARSHALL INVESTMENT MANAGEMENT#171 · 272 sh | 272 | $1.8K | <0.01% | 0.0% |
| 172 | Aspect Partners#172 · 248 sh | 248 | $1.6K | — | +28.5% |
| 173 | Quarry#173 · 241 sh | 241 | $1.6K | <0.01% | New |
| 174 | LOS ANGELES CAPITAL MANAGEMENT#174 · 233 sh | 233 | $1.5K | 0.00% | 0.0% |
| 175 | CrossGen Wealth#175 · 208 sh | 208 | $1.4K | <0.01% | 0.0% |
| 176 | Harborfront Financial Group#176 · 200 sh | 200 | $1.3K | <0.01% | — |
| 177 | Union Bankshares#177 · 200 sh | 200 | $1.3K | 0.00% | 0.0% |
| 178 | Gen-Wealth Partners#178 · 196 sh | 196 | $1.3K | <0.01% | 0.0% |
| 179 | TSFG#179 · 175 sh | 175 | $1.0K | — | 0.0% |
| 180 | HAZLETT, BURT & WATSON#180 · 130 sh | 130 | $1.0K | <0.01% | New |
| 181 | Signature Resources Capital Management#181 · 125 sh | 125 | $822.00 | — | New |
| 182 | Ameritas Advisory Services#182 · 100 sh | 100 | $658.00 | 0.00% | New |
| 183 | City State Bank#183 · 100 sh | 100 | $658.00 | — | 0.0% |
| 184 | Acumen Wealth Advisors#184 · 100 sh | 100 | $658.00 | <0.01% | New |
| 185 | Parallel Advisors#185 · 80 sh | 80 | $526.00 | 0.00% | 0.0% |
| 186 | Rialto Wealth Management#186 · 79 sh | 79 | $520.00 | <0.01% | +51.9% |
| 187 | Silver Grove Financial Group#187 · 78 sh | 78 | $513.00 | <0.01% | New |
| 188 | HOEY INVESTMENTS#188 · 48 sh | 48 | $316.00 | 0.00% | 0.0% |
| 189 | PNC FINANCIAL SERVICES GROUP#189 · 36 sh | 36 | $237.00 | 0.00% | New |
| 190 | SJS Investment Consulting#190 · 34 sh | 34 | $224.00 | — | 0.0% |
| 191 | Continuum Advisory#191 · 23 sh | 23 | $151.00 | 0.00% | New |
| 192 | Leo H. Evart#192 · 20 sh | 20 | $132.00 | <0.01% | 0.0% |
| 193 | Transamerica Financial Advisors#193 · 14 sh | 14 | $92.00 | 0.00% | New |
| 194 | Your Advocates Ltd., LLP#194 · 10 sh | 10 | $66.00 | 0.00% | 0.0% |
| 195 | Gordian Capital Singapore Pte Ltd#195 · 10 sh | 10 | $66.00 | <0.01% | New |
| 196 | Clearstead Advisors#196 · 3 sh | 3 | $20.00 | 0.00% | New |
| 197 | Covestor Ltd#197 · 27 sh | 27 | $0.00 | 0.00% | +237.5% |
| 198 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#198 · 77,103 sh | 77,103 | — | — | +41.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.