LPL Financial’s Datavault AI DVLT Stock Holding History

LPL Financial’s Portfolio DVLT Stock Details DVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$257K	Buy	415,478 +68,401	+20%	+$51.9K	﹤0.01%	5310
2025 Q4	$223K	Buy	+347,077	New	+$607K	﹤0.01%	5384

Other funds holding DVLT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $162M AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's DVLT Position: Q1 2026 in Review

LPL Financial increased its Datavault AI (DVLT) stake by 20% in Q1 2026, buying an estimated $51.9K and bringing the position to 415,478 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #5310.

LPL Financial first reported a position in DVLT in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold DVLT as of Q1 2026.

LPL Financial held 415,478 shares of Datavault AI worth $257K as of Q1 2026.
LPL Financial bought 68,401 Datavault AI shares in Q1 2026, an estimated $51.9K.
Datavault AI made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5310 holding.
LPL Financial first reported a position in Datavault AI in Q4 2025 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held Datavault AI as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.