SERV · Serve Robotics Inc. · Shareholders & Ownership

$3.04 -0.01 (-0.32%)

Russell 2000 member Rebalance outlook locked

Market Cap

$264.46M

86.71M

Volume · Oct 21 1.12M Avg daily vol (3M) 3.7M

Every disclosed holder of SERV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SERV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	191	32,462,794	37.44%	Yes
Insiders (Forms 3, 4, 5)	11	7,217,787	8.32%	Yes
13D/G-only blocks	5	11,599,114	13.38%	Yes
Remaining	—	35,427,812	40.86%	Rest
Registered funds (N-PORT, not summed)	122	14,112,144	16.28%	No

Shares outstanding: 86,707,507, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SERV

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,040,854	6.97%	+1,190,622	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,922,044	6.83%	+2,359,589	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,841,852	2.12%	+224,680	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	489,072	0.56%	+429,063	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	241,301	0.28%	+75,442	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	185,815	0.21%	-291,394	Jun 30, 2026	iShares Trust, not summed
2	VK Services, LLC 13G CIK 1734961 · Unknown · Aug 15, 2025 Rule 13d-1(c), passive investor	4,801,324	5.54%	—	Aug 15, 2025	Rule 13d-1(c), passive investor
3	Kashani Ali Insider CIK 1983489 · Oct 2, 2026 Director, Chief Executive Officer, issuer-wide	3,593,443	4.14%	+344,440	Oct 2, 2026	Director, Chief Executive Officer, issuer-wide
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,931,905	3.38%	+160,144	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Davidson Kempner Capital Management LP 13G CIK 1595082 · Registered investment adviser · Jun 1, 2026 Rule 13d-1(c), passive investor	2,800,000	3.23%	—	Jun 1, 2026	Rule 13d-1(c), passive investor
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,456,658	2.83%	+1,168,714	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	929,475	1.07%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF Fund S000059701 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	28,502	0.03%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,400	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	3,864	0.00%	+459	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
6.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,935	0.00%	+504	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,163,769	2.50%	+127,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	Uber Technologies, Inc 13D CIK 1543151 · Unknown · Sep 19, 2025	2,070,629	2.39%	-3,228,204	Sep 19, 2025
9	Mark N. Tompkins 13G CIK 1455971 · Unknown · Jun 30, 2024 Rule 13d-1(c), passive investor	1,802,161	2.08%	-41,589	Jun 30, 2024	Rule 13d-1(c), passive investor
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,755,095	2.02%	+208,429	Jun 30, 2026	carried, not yet filed for the newest quarter
11	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,541,027	1.78%	+706,149	Jun 30, 2026	carried, not yet filed for the newest quarter
12	EXCHANGE TRADED CONCEPTS, LLC 13F CIK 1457320 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,522,616	1.76%	-74,636	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	ROBO Global Robotics and Automation Index ETF Fund S000042659 · Registered fund · Jul 31, 2026 EXCHANGE TRADED CONCEPTS TRUST, not summed	1,574,723	1.82%	-22,529	Jul 31, 2026	EXCHANGE TRADED CONCEPTS TRUST, not summed
13	Parang Touraj Insider CIK 1983441 · Oct 2, 2026 Director, President & COO, issuer-wide	1,501,503	1.73%	+241,252	Oct 2, 2026	Director, President & COO, issuer-wide
14	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,371,454	1.58%	+263,595	Jun 30, 2026	carried, not yet filed for the newest quarter
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,167,709	1.35%	+208,856	Jun 30, 2026	carried, not yet filed for the newest quarter
16	First Trust Nasdaq Artificial Intelligence and Robotics ETF Fund S000061316 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,167,709	1.35%	+208,856	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
17	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	857,318	0.99%	+170,367	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	815,926	0.94%	+14,879	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Global X Robotics & Artificial Intelligence ETF Fund S000054693 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	561,779	0.65%	-6,886	May 31, 2026	GLOBAL X FUNDS, not summed
18.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	34,256	0.04%	+6,523	Jul 31, 2026	GLOBAL X FUNDS, not summed
19	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	788,465	0.91%	+27,329	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	704,074	0.81%	+37,235	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	695,130	0.80%	+213,312	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	614,892	0.71%	+6,127	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	94,830	0.11%	+18,840	Jul 31, 2026	TIAA-CREF Funds, not summed
22.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,888	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
22.3	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	8,903	0.01%	-222	Jun 30, 2026	TIAA-CREF Life Funds, not summed
22.4	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,013	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
22.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	613	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	606,373	0.70%	+73,602	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,057	0.04%	+5,359	Jun 30, 2026	Northern Funds, not summed
24	Armenta Anthony Insider CIK 2044520 · Mar 13, 2026 Chief Software & Data Officer, issuer-wide	540,919	0.62%	-3,567	Mar 13, 2026	Chief Software & Data Officer, issuer-wide
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	504,252	0.58%	-7,212	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	282,704	0.33%	-4,578	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	174,291	0.20%	+30,042	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	42,695	0.05%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,785	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26	Jordan James Buckly Insider CIK 1986987 · Dec 6, 2024 Director, issuer-wide	497,380	0.57%	-38,646	Dec 6, 2024	Director, issuer-wide
27	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	483,620	0.56%	+96,620	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Read Brian Insider CIK 2021854 · Oct 2, 2026 Chief Financial Officer, issuer-wide	443,146	0.51%	+167,144	Oct 2, 2026	Chief Financial Officer, issuer-wide
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	423,146	0.49%	+7,258	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,163	0.41%	-158,723	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	337,386	0.39%	+27,439	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	280,996	0.32%	+24,923	Jun 30, 2026	carried, not yet filed for the newest quarter
33	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,448	0.31%	+272,448	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13F CIK 1536186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	271,781	0.31%	+60,375	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ExodusPoint Capital Management, LP 13F CIK 1736225 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	266,693	0.31%	+266,693	Jun 30, 2026	carried, not yet filed for the newest quarter
36	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	265,773	0.31%	+265,773	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	53,027	0.06%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
36.2	U.S. VECTOR EQUITY PORTFOLIO Fund S000000982 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,685	0.05%	—	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
36.3	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	14,732	0.02%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
36.4	Dimensional US Core Equity 1 ETF Fund S000081780 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	8,446	0.01%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
36.5	Dimensional US Core Equity Market ETF Fund S000069432 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,209	0.01%	—	Jul 31, 2026	Dimensional ETF Trust, not summed
37	IMC-Chicago, LLC 13F CIK 1452861 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	251,782	0.29%	+251,782	Jun 30, 2026	carried, not yet filed for the newest quarter
38	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	242,265	0.28%	+242,265	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Themes Humanoid Robotics ETF Fund S000081026 · Registered fund · Jun 30, 2026 Themes ETF Trust, not summed	237,530	0.27%	+152,827	Jun 30, 2026	Themes ETF Trust, not summed
40	Themes Management Co LLC 13F CIK 2107564 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	237,530	0.27%	+152,827	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Abraham Euan Insider CIK 1983554 · Mar 10, 2026 Chief Hardware & Mftg Offcr, issuer-wide	235,647	0.27%	-1,390	Mar 10, 2026	Chief Hardware & Mftg Offcr, issuer-wide
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	233,084	0.27%	+53,303	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	214,500	0.25%	+181,100	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Dunn Evan Insider CIK 2040436 · Mar 6, 2026 General Counsel, issuer-wide	202,294	0.23%	-538	Mar 6, 2026	General Counsel, issuer-wide
45	GROUP ONE TRADING LLC 13F CIK 932540 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	177,644	0.20%	+119,774	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	175,024	0.20%	-20,510	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,222	0.00%	+952	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,574	0.20%	-13,506	Jun 30, 2026	carried, not yet filed for the newest quarter
48	DNB Asset Management AS 13F CIK 1456670 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	162,225	0.19%	-20,146	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	156,229	0.18%	+109,898	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	145,137	0.17%	-9,712	Jun 30, 2026	carried, not yet filed for the newest quarter

10 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 272 holders

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Key facts CIK 1832483 CUSIP 81758H106 13F (30d) 18 filings 18 filers Visit website Investor relations