HolderBook

DATAVAULT AI INC (DVLT)

Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.

90
Reporting holders
$20.2M
Reported value
9.4%
Of shares outstanding
0.0%
Held as options
+1
Holder change

Institutions report 57,742,844 shares against 614,308,267 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$9.3M26,683,2270.00%2q+70.5%+$3.9M
BlackRock, Inc.$4.0M11,514,4690.00%6q+155.0%+$2.4M
VANGUARD FIDUCIARY TRUST CO$1.3M3,743,6700.00%2q+90.8%+$623.4K
STATE STREET CORP$1.1M3,109,1880.00%8q+103.1%+$552.4K
UBS Group AG$826.7K2,362,0860.00%9q+119.2%+$449.5K
Themes Management Co LLC$627.4K1,792,4770.42%2q-9.4%-$64.9K
NORTHERN TRUST CORP$477.3K1,363,8420.00%6q+89.4%+$225.3K
MORGAN STANLEY$254.8K728,0890.00%9q-55.0%-$311.6K
Balyasny Asset Management L.P.$230.9K659,6420.00%3q+555.1%+$195.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$186.9K533,9670.00%3q+54.7%+$66.0K
FRANKLIN RESOURCES INC$181.2K517,7760.00%3q+554.3%+$153.5K
LPL Financial LLC$171.3K489,4560.00%3q+17.8%+$25.9K
GOLDMAN SACHS GROUP INC$157.1K448,8320.00%3q-54.3%-$186.7K
SEB Asset Management AB$153.0K437,1940.00%2q+0.8%+$1.2K
Vanguard Global Advisers, LLC$97.4K278,2140.00%2q+85.7%+$44.9K
Creative Planning$93.2K266,3200.00%3qHELD
SageView Advisory Group, LLC$53.2K152,1330.00%2qHELD
Stonebridge Capital Advisors LLC$48.9K139,7560.00%5q+8.2%+$3.7K
Mariner, LLC$44.3K126,6900.00%4q+7.2%+$3.0K
Cetera Investment Advisers$44.1K126,1260.00%4qHELD
Brookstone Capital Management$40.2K114,8050.00%newNEW
Synergy Asset Management, LLC$37.2K106,3900.00%4q-18.7%-$8.6K
Cerity Partners LLC$35.9K102,4650.00%3q+49.9%+$11.9K
State of Wyoming$32.3K92,1990.00%2q+31.4%+$7.7K
BARCLAYS PLC$31.8K90,9280.00%4q+697.6%+$27.8K
COMMONWEALTH EQUITY SERVICES, LLC$29.8K85,0050.00%2q+431.1%+$24.1K
CITADEL ADVISORS LLC$28.6K81,5740.00%newNEW
Ashton Thomas Private Wealth, LLC$27.2K77,6170.00%3q+167.9%+$17.0K
TWO SIGMA SECURITIES, LLC$27.0K77,2140.00%3q+126.8%+$15.1K
Focus Partners Wealth$23.7K67,5740.00%newNEW
BANK OF AMERICA CORP /DE/$21.8K62,3010.00%9q-13.9%-$3.5K
RAYMOND JAMES FINANCIAL INC$21.7K61,8730.00%7q+32.9%+$5.4K
VICTORY CAPITAL MANAGEMENT INC$21.4K61,2290.00%3q+65.9%+$8.5K
Marex Group Ltd$21.0K60,0000.00%4qHELD
INDEPENDENT FINANCIAL GROUP, LLC$20.3K58,0000.00%4q-41.4%-$14.3K
WELLS FARGO & COMPANY/MN$19.0K54,4000.00%8q-45.6%-$16.0K
AQR CAPITAL MANAGEMENT LLC$18.8K53,5870.00%2q-28.0%-$7.3K
Rothschild Wealth LLC$18.8K53,5870.00%2q-28.0%-$7.3K
BANK OF MONTREAL /CAN/$17.3K49,5500.00%newNEW
JONES FINANCIAL COMPANIES LLLP$16.1K48,2580.00%3q-42.2%-$11.8K
HORAN Wealth, LLC$15.8K45,0000.00%newNEW
Bank of New York Mellon Corp$15.6K44,5800.00%3qHELD
United Capital Management of KS, Inc.$15.6K44,5000.00%2q-44.7%-$12.6K
MERCER GLOBAL ADVISORS INC /ADV$14.7K42,0200.00%2q+82.6%+$6.7K
HighTower Advisors, LLC$14.5K41,4590.00%2q-2.3%
OSAIC HOLDINGS, INC.$13.7K39,0770.00%5q+70.4%+$5.7K
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$13.0K20,0000.00%newNEW
FourThought Financial Partners, LLC$12.2K34,7510.00%2qHELD
Jacobs Equity LLC$11.7K33,5100.01%newNEW
Madison Wealth Partners, Inc$9.4K26,9780.00%3qHELD
Smartleaf Asset Management LLC$8.8K27,0270.00%2qHELD
WADDELL & ASSOCIATES, LLC$8.3K23,6960.00%3qHELD
Acorn Wealth Advisors, LLC$7.8K22,3150.00%2q+47.2%+$2.5K
Apollon Wealth Management, LLC$7.7K22,0000.00%3qHELD
HB Wealth Management, LLC$7.0K20,0000.00%3qHELD
Kestra Advisory Services, LLC$6.9K19,8500.00%newNEW
Leicht Financial Planning & Wealth Management, Inc.$6.9K19,7800.00%3qHELD
Gotham Asset Management, LLC$6.8K19,4940.00%newNEW
Sowell Financial Services LLC$6.7K19,0000.00%3qHELD
LCM Capital Management Inc$6.3K18,0000.00%newNEW
VALLEY NATIONAL ADVISERS INC$6.0K17,1000.00%3qHELD
Savant Capital, LLC$5.9K16,8080.00%newNEW
TUDOR INVESTMENT CORP ET AL$5.7K16,3260.00%newNEW
JPMORGAN CHASE & CO$5.6K17,3360.00%4q+313.9%+$4.3K
Allworth Financial LP$5.3K15,2250.00%2q-20.8%-$1.4K
SFE Investment Counsel$5.1K14,5000.00%2qHELD
Private Advisor Group, LLC$4.9K14,0000.00%newNEW
Brookwood Investment Group LLC$4.5K13,0000.00%newNEW
XTX Topco Ltd$4.3K12,3660.00%3q-98.2%-$237.8K
MATRIX PRIVATE CAPITAL GROUP LLC$3.7K10,5020.00%2qHELD
Rafferty Asset Management, LLC$3.7K10,5010.00%newNEW
MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.6K10,3090.00%newNEW
DKM Wealth Management, Inc.$3.5K10,0000.00%3qHELD
Bauman Advisory Group, LLC$3.5K10,0000.00%newNEW
EFG International AG$3.3K9,5000.00%3qHELD
American Capital Advisory, LLC$3.1K8,9990.00%5q+3.3%
CREATIVE FINANCIAL DESIGNS INC /ADV$2.2K6,3910.00%4qHELD
MassMutual Private Wealth & Trust, FSB$1.1K3,0000.00%2qHELD
IFP Advisors, Inc$1.1K3,0000.00%newNEW
Hurley Capital, LLC$7062,0160.00%3qHELD
SIGNATUREFD, LLC$7002,0000.00%newNEW
CITIGROUP INC$6201,7720.00%newNEW
Integrated Wealth Concepts LLC$1694830.00%newNEW
Highland Investment Advisors LLC$541530.00%newFIRST
Virtu Financial LLC$53150,7730.00%2q+8.7%
SBI Securities Co., Ltd.$491410.00%7qHELD
CoreCap Advisors, LLC$21600.00%4qHELD
SG Americas Securities, LLC$1645,9860.00%2q+168.9%
FNY Investment Advisers, LLC$1337,5000.00%newNEW
Penserra Capital Management LLC$1132,4680.00%2q+131.3%
Cambridge Investment Research Advisors, Inc.$824,6740.00%newNEW
WEDBUSH SECURITIES INC$410,0000.00%4qHELD
HOEY INVESTMENTS, INC$4100.00%7qHELD
ROYAL BANK OF CANADA$05800.00%3q-87.1%
Avion Wealth$02,0180.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202690$20.2M57,742,8442327150.0%
Q1 202689$22.6M36,508,382303070.0%
Q4 202573$23.9M36,664,688461470.0%
Q3 202542$8.4M7,628,53223820.0%
Q2 202524$3.2M4,710,0449260.0%
Q1 202517$4.4M5,132,6934700.0%
Q4 202415$1.3M675,9171510.0%
Q3 202413$692.6K444,2816220.0%
Q2 202411$242.0K94,18011000.0%
Q3 20221$6.0K0000100.0%
Q2 20221$6.0K0000100.0%
Q1 20222$18.0K0000100.0%
Q4 20212$95.0K0100100.0%
Q3 20212$273.0K0200100.0%
Q2 20211$6.0K0100100.0%