SERA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +4.4% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 10.50K | $21,210 | n/a | n/a |
| Q2 2026 | 24 | -4 | 5.77M | $10.51M | n/a | −5 |
| Q1 2026 | 30 | -7 | 5.90M | $11.98M | n/a | −7 |
| Q4 2025 | 37 | +1 | 6.48M | $19.10M | +1 | n/a |
| Q3 2025 | 11 | +1 | 2.82M | $8.63M | +1 | n/a |
| Q2 2025 | 7 | -1 | 2.56M | $7.09M | n/a | −1 |
| Q1 2025 | 5 | -1 | 1.77M | $6.50M | n/a | −1 |
| Q4 2024 | 6 | +3 | 1.13M | $9.26M | +4 | −1 |
| Q3 2024 | 2 | -5 | 603.00K | $4.70M | +1 | −6 |
| Q2 2024 | 7 | n/a | 812.80K | $4.81M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 1.22M | +4.6% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Citadel Advisors ✦ | 653.75K | +3.9% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passive) | 331.12K | +9.5% | $1.01M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (passive) | 178.98K | +23.2% | $547,670 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Millennium Management ✦ | 127.29K | -31.0% | $389,498 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 124.79K | +2.6% | $381,864 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 84.01K | n/a | $257,082 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Goldman Sachs Group ✦ | 54.84K | n/a | $167,807 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 31.74K | New | $97,112 | 0.0% | New | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 14.85K | 0.0% | $45,426 | 0.0% | Held | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 444 | n/a | $1,358 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $97,112 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 56 holders, 20.04M shares, $40.47M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 8.02K sh · $16,289
Officer · 1.80K sh · $3,600
Officer · 486 sh · $972
Officer · 2.19K sh · $4,380
Officer, Director · 7.02K sh · $14,044
Officer, Director · 20.14K sh · $40,278
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology