LPL Financial
VELO

LPL Financial’s Velo3D Inc VELO Stock Holding History

LPL Financial’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Buy
+114,318
New +$1.98M ﹤0.01% 3736

Other funds holding VELO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

LPL Financial's VELO Position: Q2 2026 in Review

LPL Financial opened a new position in Velo3D Inc (VELO) in Q2 2026: 114,318 shares worth $2.01M. The stake represents ﹤0.01% of the portfolio and ranks #3736 among its holdings.

60 funds tracked by Wall St. Rank hold VELO as of Q2 2026.

  • LPL Financial held 114,318 shares of Velo3D Inc worth $2.01M as of Q2 2026.
  • Velo3D Inc was a new LPL Financial position in Q2 2026.
  • Velo3D Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3736 holding.
  • 60 funds tracked by Wall St. Rank held Velo3D Inc as of Q2 2026.

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