Company · Ownership research

SERA PROGNOSTICS, INC. SERA

CIK 0001534969 · CUSIP 81749D107

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 29 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Aberdeen Group plc CIK 1716774 · Amended · View history	$6.17M 2,953,194 shares	0.01%	+199.67K(+7.30%)Added	SEC filing ↗ Nov 10, 2026	▾
02	PSP Research LLC CIK 2106939 · View history	$5.01M 2,396,685 shares	3.43%	+2.40MNew	SEC filing ↗ Oct 21, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$729.75K 348,967 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
04	SANDERS MORRIS HARRIS LLC CIK 1053994 · View history	$642.50K 314,950 shares	0.09%	+314.95KNew	SEC filing ↗ Oct 14, 2026	▾
05	CAPTRUST FINANCIAL ADVISORS CIK 1512024 · View history	$641.34K 306,863 shares	0.00%	-228.89K(-42.70%)Reduced	SEC filing ↗ Nov 12, 2026	▾
06	STATE STREET CORP CIK 93751 · View history	$260.81K 124,792 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
07	Perigon Wealth Management, LLC CIK 1575239 · View history	$151.91K 72,685 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
08	Bank of New York Mellon Corp CIK 1390777 · View history	$127.34K 60,927 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
09	Requisite Capital Management, LLC CIK 1730573 · View history	$116.30K 55,648 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
10	Twelve Points Wealth Management LLC CIK 1877090 · View history	$88.51K 43,388 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Nov 3, 2026	▾
11	HighTower Advisors, LLC CIK 1462245 · View history	$88.27K 42,234 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 10, 2026	▾
12	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$58.05K 27,917 shares	0.00%	-1.58K(-5.40%)Reduced	SEC filing ↗ Nov 4, 2026	▾
13	Birch Hill Investment Advisors LLC CIK 1424177 · View history	$57.04K 27,293 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 16, 2026	▾
14	Riverview Capital Advisers, LLC CIK 1962933 · View history	$26.50K 12,681 shares	0.01%	+12(+0.10%)Added	SEC filing ↗ Nov 12, 2026	▾
15	Wagner Wealth Management, LLC CIK 1728657 · View history	$25.92K 12,400 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 21, 2026	▾
16	Focus Partners Wealth CIK 1542153 · View history	$25.41K 12,156 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
17	Geneos Wealth Management Inc. CIK 1764754 · View history	$22.57K 10,800 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 9, 2026	▾
18	Diversify Advisory Services, LLC CIK 2021232 · View history	$21.50K 10,591 shares	0.00%	+10.59KNew	SEC filing ↗ Oct 20, 2026	▾
19	DIVERSIFY WEALTH MANAGEMENT, LLC CIK 2030780 · View history	$21.50K 10,591 shares	0.00%	+10.59KNew	SEC filing ↗ Oct 20, 2026	▾
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$21.21K 10,500 shares	0.00%	-4(0.00%)Reduced	SEC filing ↗ Oct 13, 2026	▾

Showing 20 / 29 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

6,860,329

Not deduplicated across managers

Disclosed value

$14.32M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

SERA PROGNOSTICS, INC. · Q3 2026

Explore all 29 reporting institutions.

This page includes 20 of 29 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.