LPL Financial
DVLT

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
Q2 		$171K Buy
489,456
+73,978
+18% +$40.5K ﹤0.01% 5813
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial's DVLT Position: Q2 2026 in Review

LPL Financial increased its Datavault AI (DVLT) stake by 18% in Q2 2026, buying an estimated $40.5K and bringing the position to 489,456 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #5813.

LPL Financial first reported a position in DVLT in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 97 funds tracked by Wall St. Rank hold DVLT as of Q2 2026.

  • LPL Financial held 489,456 shares of Datavault AI worth $171K as of Q2 2026.
  • LPL Financial bought 73,978 Datavault AI shares in Q2 2026, an estimated $40.5K.
  • Datavault AI made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5813 holding.
  • LPL Financial first reported a position in Datavault AI in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Datavault AI position peaked at $257K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Datavault AI as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.