As of the latest SEC filings, Serve Robotics Inc. /DE/ (SERV) is held by 141 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $17,188,642.36 in market value, representing a significant portion of its portfolio.
Funds holding Serve Robotics Inc. /DE/ (SERV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SERV
- CIK:
- 0001832483
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,188,642.36 | 2,036,569 | Mar 31, 2026 | May 28, 2026 |
|
ROBO
ROBO Global Robotics and Automation Index ETF
|
ETF | Independent / Boutique | 0.85% | $15,062,086.36 | 1,597,252 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Bond Fund
|
ETF | John Hancock | 0.05% | $13,811,201.43 | 15,708,898 | Feb 28, 2026 | Apr 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,648,931.68 | 1,617,172 | Mar 31, 2026 | May 28, 2026 |
|
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
ETF | First Trust | 1.32% | $8,092,719.32 | 958,853 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,127,001.05 | 649,735 | Apr 30, 2026 | Jun 26, 2026 |
|
BOTZ
Global X Robotics & Artificial Intelligence ETF
|
ETF | Independent / Boutique | 0.16% | $5,680,963.35 | 568,665 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,628,121.16 | 666,839 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.11% | $4,116,572.20 | 436,540 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $4,027,643.96 | 477,209 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,150,586.26 | 315,374 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,096,370.53 | 309,947 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,869,947.18 | 287,282 | Feb 28, 2026 | Apr 24, 2026 |
|
TAUSX
Investment Grade Bond Fund
|
MF | John Hancock | 0.05% | $2,218,513.17 | 2,523,343 | Feb 28, 2026 | Apr 28, 2026 |
|
JAGBX
Select Bond Trust
|
MF | John Hancock | 0.08% | $1,500,613.90 | 1,745,328 | Mar 31, 2026 | May 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $1,399,849.96 | 165,859 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,360,268.07 | 144,249 | Apr 30, 2026 | Jun 25, 2026 |
|
SVBAX
Balanced Fund
|
MF | John Hancock | 0.02% | $1,346,937.67 | 1,571,174 | Apr 30, 2026 | Jun 25, 2026 |
|
JMAEX
John Hancock Managed Account Shares Securitized Debt Portfolio
|
MF | John Hancock | 0.48% | $1,327,280.01 | 1,509,652 | Feb 28, 2026 | Apr 28, 2026 |
|
JHCR
John Hancock Core Bond ETF
|
ETF | John Hancock | 0.06% | $1,323,209.43 | 1,538,993 | Mar 31, 2026 | May 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,103,445.45 | 110,455 | Feb 28, 2026 | Apr 24, 2026 |
|
TSEC
Touchstone ETF Trust-Touchstone Securitized Income ETF
|
ETF | Independent / Boutique | 0.74% | $1,016,556.71 | 1,069,274 | Mar 31, 2026 | May 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.02% | $893,247.40 | 105,835 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $871,058.07 | 87,193 | Feb 28, 2026 | Apr 24, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $840,666.20 | 99,605 | Mar 31, 2026 | May 28, 2026 |
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