The cluster is dominated by mega-passive rebalancing (Vanguard, BlackRock, UBS, Northern Trust) rather than active conviction. With a 45-day reporting lag, these Q2-end positions may already be stale. Monitor for any insider buying or a subsequent 13F showing unwinding of these passive adds.
Executive Summary
15 institutional investors increased their Datavault AI holdings by a net $1.2M in Q2 2026, while 4 trimmed by $1.2M, resulting in a net-zero aggregate dollar change. The buying is dominated by mega-passive index managers (Vanguard, BlackRock, UBS, Northern Trust) doubling or adding positions, while Morgan Stanley and Goldman Sachs each cut over 50% of their stakes. The cluster reflects passive rebalancing into a micro-cap AI stock rather than active conviction, and the stale 45-day lag means these positions may already be unwound.
Key Financial Metrics
Institutional Positions
Net institutional flow: $0.00
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard | ADD | +72.7% | $10.6M | -$236.0K |
| BlackRock | DOUBLED | +155% | $4.0M | $1.2M |
| UBS | DOUBLED | +119.2% | $827.0K | $161.0K |
| Northern Trust | ADD | +89.4% | $477.0K | $32.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -55% | $1.0M | -$746.0K |
| Goldman Sachs | TRIM | -54.3% | $607.0K | -$450.0K |
| Royal Bank Of Canada | NEAR_EXIT | -88.4% | $3.0K | -$3.0K |
| Jones Financial Companies Lllp | TRIM | -42.2% | $48.0K | -$31.0K |
Key Facts
- 15 buyers added $1.2M in new holdings; 4 sellers reduced by $1.2M — net aggregate change is zero.
- Vanguard added 12.81M shares (+72.7%), now holding 30.43M shares worth $10.6M.
- BlackRock more than doubled its position (+155%), adding 7.00M shares for a total of 11.51M shares worth $4.0M.
- Morgan Stanley cut 55% of its stake, selling 890.1K shares worth $746K.
- Goldman Sachs trimmed 54.3%, selling 533.5K shares worth $450K.
- UBS doubled its position (+119.2%), adding 1.28M shares.
- Northern Trust added 89.4%, increasing by 643.6K shares.
- All 4 sellers are passive or asset-manager firms; no activist or event-driven funds appear in the cluster.
Financial Impact
Aggregate net institutional dollar change is approximately $0 (buyers added $1.2M, sellers removed $1.2M). Total institutional holdings in the cluster are ~$16.3M.
Risk Factors
- 13F data is 45 days stale — Q2-end positions may have already been reversed.
- Micro-cap stock with low liquidity; passive rebalancing can create misleading signals.
- No activist or event-driven funds in the cluster — no catalyst thesis is evident.
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-DVLT-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $0.1343 | awaiting T+60 | — | — |
Oct 15, 2026 11d ago | 8-K | $0.1320 | awaiting T+60 | — | — |
Oct 15, 2026 11d ago | 8-K | $0.1320 | awaiting T+60 | — | — |
Oct 6, 2026 20d ago | 3 | $0.1545 | awaiting T+60 | — | — |
Oct 6, 2026 20d ago | 8-K | $0.1545 | awaiting T+60 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $0.1663 | awaiting T+60 | — | — |
Aug 19, 2026 9w ago | 8-K | $0.2962 | awaiting T+60 | — | — |
Aug 19, 2026 9w ago | 8-K | $0.2962 | awaiting T+60 | — | — |
Aug 17, 2026 10w ago | 8-K | $0.3867 | awaiting T+60 | — | — |
Aug 12, 2026 10w ago | S-3 | $0.3240 | awaiting T+60 | — | — |
US Market Status
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