Serina Therapeutics, Inc. (SER)

Accumulating

Strong institutional accumulation: ownership increased +7.93% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

11.95%

QoQ Change

+7.93%

Total Value

$2.9B

Shares Outstanding

12.3M

Crowding AnalysisCrowded

Holders24of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

52th percentile

16 buying8 selling

+10

New

-7

Closed

+1.0M

Net shares

Holding Period Distribution

estimate

Median: 3 QAvg: 2.8 QHolders: 24

Ownership Concentration

Top 5: 91.7%Top 10: 99.3%

Sio Capital Management,67.9%

VANGUARD CAPITAL MANAGEMENT10.8%

Waverly Advisors,4.6%

GEODE CAPITAL MANAGEMENT,4.4%

BlackRock,4.0%

Others (19)8.3%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.03%Max: 0.28%High conviction (>1%): 0

Sio Capital Management,

VANGUARD CAPITAL MANAGEMENT

Waverly Advisors,

GEODE CAPITAL MANAGEMENT,

BlackRock,

JANE STREET GROUP,

Keel Point,

VANGUARD FIDUCIARY TRUST

Avidian Wealth Enterprises,

STATE STREET

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWSio Capital Management$2M1.0M shr

NEWVANGUARD CAPITAL MANAGEMENT$309K159K shr

BOUGHTBlackRock$80K41K shr

NEWJANE STREET GROUP$77K40K shr

BOUGHTGEODE CAPITAL MANAGEMENT$67K35K shr

SOLDBROADWOOD CAPITAL$55K29K shr

SOLDHighTower Advisors$12K6K shr

BOUGHTBlackRock$8K4K shr

BOUGHTGEODE CAPITAL MANAGEMENT$2K801 shr

SOLDNORTHERN TRUST$870455 shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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