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DaveManuel.com · Institutional Ownership · Who Owns It

DATAVAULT AI INC (DVLT)

Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.

98
Reporting holders
$20.4M
Reported value
0.0%
Calls
0.0%
Puts
+3
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
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
Cygnus Capital Advisors, LLC$106.0K304,3450.07%2q+493.3%+$88.1K
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
Virtu Financial LLC$53.0K150,7730.00%2q+8.7%+$4.2K
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+8.8%+$1.5K
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
SG Americas Securities, LLC$16.0K45,9860.00%2q+168.9%+$10.1K
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
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
FNY Investment Advisers, LLC$13.0K37,5000.00%newNEW
FourThought Financial Partners, LLC$12.2K34,7510.00%2qHELD
Jacobs Equity LLC$11.7K33,5100.01%newNEW
Penserra Capital Management LLC$11.0K32,4680.00%2q+131.3%+$6.2K
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
Cambridge Investment Research Advisors, Inc.$8.0K24,6740.00%newNEW
Acorn Wealth Advisors, LLC$7.8K22,3150.00%2q+47.2%+$2.5K
Apollon Wealth Management, LLC$7.7K22,0000.00%3qHELD
MERCER GLOBAL ADVISORS INC /ADV$7.4K21,0100.00%2q-8.7%
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
Alternative Investment Advisors, LLC.$6.3K17,9500.00%2q+67.8%+$2.5K
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
WEDBUSH SECURITIES INC$4.0K10,0000.00%4qHELD
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
Core Capital Management & Research, inc.$3221,0270.00%newFIRST
Highland Investment Advisors LLC$541530.00%newFIRST
SBI Securities Co., Ltd.$491410.00%7qHELD
CoreCap Advisors, LLC$21600.00%4qHELD
HOEY INVESTMENTS, INC$4100.00%7qHELD
ROYAL BANK OF CANADA$05800.00%3q-88.4%
Avion Wealth$02,0180.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-262026-10-20Previously issued financials cannot be relied onfiling
2026-10-152026-10-15Material agreement enteredfiling
2026-10-152026-10-11Directors or officers departed or appointedfiling
2026-10-062026-10-01Directors or officers departed or appointedfiling
2026-08-252026-08-25Delisting noticefiling
2026-08-192026-08-19Material agreement enteredfiling
2026-08-192026-08-18Material agreement enteredfiling
2026-08-192026-08-18Acquisition or disposal completed Material agreement enteredfiling
2026-08-182026-08-17Material agreement enteredfiling

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
Q3 202624$772.2K4,954,5985550.0%
Q2 202698$20.4M58,346,0742432150.0%
Q1 202695$22.7M36,707,127343070.0%
Q4 202575$23.9M36,677,088471470.0%
Q3 202547$8.5M7,725,84227920.0%
Q2 202526$3.2M4,796,46910360.0%
Q1 202519$4.4M5,202,4196700.0%
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%