HolderBook

VERTICAL AEROSPACE LTD (EVTLXXXX)

Institutional ownership reported to the SEC as of Q2 2024, across 11 quarters.

18
Reporting holders
$464.0K
Reported value
10.9%
Calls
9.8%
Puts
+1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
MILLENNIUM MANAGEMENT LLC$162.1K220,6650.00%4q-59.4%-$237.5K
GTS SECURITIES LLC$74.1K23,9620.00%5qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$39.4K37,0540.00%11q-7.3%-$3.1K
GROUP ONE TRADING, L.P.$36.5K49,6810.00%6q+3.1%+$1.1K
CITADEL ADVISORS LLC$27.6Koptions only0.00%11qOPTIONS
BANK OF AMERICA CORP /DE/$21.2K28,9070.00%4qHELD
MORGAN STANLEY$20.8K28,3530.00%11q-57.7%-$28.4K
STATE STREET CORP$16.6K22,6440.00%8qHELD
EP Wealth Advisors, LLC$14.7K20,0000.00%6qHELD
NORTHWEST WEALTH MANAGEMENT, LLC$12.9K17,6210.00%newNEW
BUCKINGHAM STRATEGIC PARTNERS, LLC$12.9K17,6210.00%newNEW
Private Advisor Group, LLC$8.3K11,2350.00%3qHELD
HRT FINANCIAL LP$8.0K12,2400.00%newNEW
Oasis Management Co Ltd.$7.3K10,0000.00%8qHELD
Spire Wealth Management$7351,0070.00%9q+0.7%
BIRCHBROOK, INC.$5157000.00%3qHELD
OSAIC HOLDINGS, INC.$931280.00%6qHELD
WELLS FARGO & COMPANY/MN$731000.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-2413D/AMudrick Capital Management, L.P.with 19 co-filers64.2%

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 202418$464.0K501,91832320.7%
Q1 202417$1.1M826,69004813.0%
Q4 202330$1.8M2,278,1721211412.2%
Q3 202322$6.9M5,438,6927646.8%
Q2 202322$11.9M5,710,7325475.8%
Q1 202328$14.1M6,001,1996789.5%
Q4 202228$15.4M3,554,78793621.8%
Q3 202225$39.5M2,977,595142529.5%
Q2 202216$3.8M592,88861550.7%
Q1 202220$8.2M328,50875272.1%
Q4 202123$13.3M363,790220081.7%