Velo3D Ownership 2024 | Who Owns Velo3D Now?
Institutional Ownership
0.00%
Insider Ownership
0.80%
Retail Ownership
99.20%
Institutional Holders
1.00
Velo3D Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 0.42% | 0.74% | 1,081,837 | -36,782,403 | -97.14% | 3,591,699 | Jun 30, 2024 |
| VK SERVICES, LLC | 0.33% | 0.70% | 867,164 | -29,483,580 | -97.14% | 2,878,984 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 6,574 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,600 | -23,161 | -93.54% | 192 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,289 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -38,958 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -167,023 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,312,804 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -864,301 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -24,900 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -1,617,281 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -6,965,226 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -65,191 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -160,700 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -59,489 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,976 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -10,607 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -29,931 | -100.00% | - | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,449 | -100.00% | - | Jun 30, 2024 |
Velo3D's largest institutional shareholder is DEER MANAGEMENT CO. LLC, holding 0.42% of the company's total share outstanding, currently valued at $3.59M. The top 10 institutional shareholders own together 0.75% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 0.42% | 0.74% | 1,081,837 | -36,782,403 | -97.14% | 3,591,699 | Jun 30, 2024 |
| VK SERVICES, LLC | 0.33% | 0.70% | 867,164 | -29,483,580 | -97.14% | 2,878,984 | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 6,574 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 1,600 | -23,161 | -93.54% | 192 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,289 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -38,958 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -167,023 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,312,804 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -864,301 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -24,900 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -1,617,281 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -6,965,226 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -65,191 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -160,700 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -59,489 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,976 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -10,607 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -29,931 | -100.00% | - | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,449 | -100.00% | - | Jun 30, 2024 |
The largest Velo3D shareholder by % of total assets is DEER MANAGEMENT CO. LLC. The company owns 1.08M shares of Velo3D (VLD), representing 0.74% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BYRNE ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 6,574 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -64 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -240 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| CITY STATE BANK | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,550 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -1,957 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,976 | -100.00% | - | Jun 30, 2024 |
| CWM, LLC | - | - | - | -2,207 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -3,089 | -100.00% | - | Jun 30, 2024 |
| TD WATERHOUSE CANADA INC. | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -8,778 | -100.00% | - | Jun 30, 2024 |
| RESOLUTE ADVISORS LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -10,435 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,449 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -10,607 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -11,678 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -12,508 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Velo3D's largest institutional buyer is BYRNE ASSET MANAGEMENT LLC. The company purchased 1.90K stocks of VLD, valued at $6.57K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 0.42% | 0.74% | 1,081,837 | -36,782,403 | -97.14% | 3,591,699 | Jun 30, 2024 |
| VK SERVICES, LLC | 0.33% | 0.70% | 867,164 | -29,483,580 | -97.14% | 2,878,984 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | - | - | - | -11,088,065 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -6,965,226 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -6,277,275 | -100.00% | - | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | - | - | - | -6,277,275 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -5,629,904 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -4,000,000 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -2,525,547 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -1,617,281 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,312,804 | -100.00% | - | Jun 30, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | - | - | - | -1,091,237 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -898,757 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -864,301 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -650,000 | -100.00% | - | Jun 30, 2024 |
| NOKOMIS CAPITAL, L.L.C. | - | - | - | -560,400 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -437,201 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -424,800 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -351,616 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -316,196 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Velo3D's biggest institutional seller is DEER MANAGEMENT CO. LLC. The company sold -36.78M shares of VLD, valued at $3.59M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BYRNE ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,900 | 1,900 | 100.00% | 6,574 | Jun 30, 2024 |
Velo3D's largest new institutional shareholder by number of shares is BYRNE ASSET MANAGEMENT LLC, purchased 1.90K shares, valued at $6.57K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARK INVESTMENT MANAGEMENT LLC | - | - | - | -11,088,065 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -6,965,226 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -6,277,275 | -100.00% | - | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | - | - | - | -6,277,275 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -5,629,904 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -4,000,000 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -2,525,547 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -1,617,281 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,312,804 | -100.00% | - | Jun 30, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | - | - | - | -1,091,237 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -898,757 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -864,301 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -650,000 | -100.00% | - | Jun 30, 2024 |
| NOKOMIS CAPITAL, L.L.C. | - | - | - | -560,400 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -437,201 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -424,800 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -351,616 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -316,196 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -301,961 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -265,043 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -235,273 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -167,023 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -162,490 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -160,700 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -147,185 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -120,571 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -117,994 | -100.00% | - | Jun 30, 2024 |
| RHUMBLINE ADVISERS | - | - | - | -109,606 | -100.00% | - | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | - | - | - | -87,538 | -100.00% | - | Jun 30, 2024 |
| IPG INVESTMENT ADVISORS LLC | - | - | - | -70,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -65,191 | -100.00% | - | Jun 30, 2024 |
| FMR LLC | - | - | - | -59,489 | -100.00% | - | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -50,600 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -45,289 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -45,282 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| CASCADE FINANCIAL PARTNERS, LLC | - | - | - | -39,000 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -38,958 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -32,654 | -100.00% | - | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -31,940 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | - | - | - | -30,703 | -100.00% | - | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| STERLING INVESTMENT COUNSEL, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -29,931 | -100.00% | - | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -29,058 | -100.00% | - | Jun 30, 2024 |
| SAXON INTERESTS, INC. | - | - | - | -26,178 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -24,900 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -23,000 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -22,836 | -100.00% | - | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | - | - | - | -20,700 | -100.00% | - | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -20,462 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -20,430 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | - | - | - | -20,090 | -100.00% | - | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -19,053 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE ADVISORY GROUP L.L.C. | - | - | - | -18,474 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -18,419 | -100.00% | - | Jun 30, 2024 |
| STONEX GROUP INC. | - | - | - | -18,400 | -100.00% | - | Jun 30, 2024 |
| HARBOR GROUP, INC. | - | - | - | -18,292 | -100.00% | - | Jun 30, 2024 |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | - | - | - | -17,764 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -16,511 | -100.00% | - | Jun 30, 2024 |
| ABEL HALL, LLC | - | - | - | -15,421 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -15,105 | -100.00% | - | Jun 30, 2024 |
| WESTERN WEALTH MANAGEMENT, LLC | - | - | - | -14,856 | -100.00% | - | Jun 30, 2024 |
| ASPEN GROVE CAPITAL, LLC | - | - | - | -14,000 | -100.00% | - | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | - | - | - | -13,719 | -100.00% | - | Jun 30, 2024 |
| COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | - | - | - | -12,570 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -12,508 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -11,678 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -10,607 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,449 | -100.00% | - | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -10,435 | -100.00% | - | Jun 30, 2024 |
| RESOLUTE ADVISORS LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| AMERITAS INVESTMENT PARTNERS, INC. | - | - | - | -8,778 | -100.00% | - | Jun 30, 2024 |
| TD WATERHOUSE CANADA INC. | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -3,089 | -100.00% | - | Jun 30, 2024 |
| CWM, LLC | - | - | - | -2,207 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -1,976 | -100.00% | - | Jun 30, 2024 |
| AMALGAMATED BANK | - | - | - | -1,957 | -100.00% | - | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -1,550 | -100.00% | - | Jun 30, 2024 |
| CITY STATE BANK | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -240 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -64 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
Velo3D's largest sold out institutional shareholder by shares sold is ARK INVESTMENT MANAGEMENT LLC, sold -11.09M shares, valued at -, as of undefined.
Velo3D Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Ark ETF Trust | 1.50% | 12,036,072 | -1,788,066 | -12.93% | Jan 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.49% | 3,455,983 | - | - | Mar 31, 2024 |
| BARON SELECT FUNDS | 0.44% | 4,653,473 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.24% | 122,900 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.05% | 7,928 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 153,863 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.02% | 162,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 13,864 | - | - | Mar 31, 2024 |
| PFS FUNDS | 0.02% | 249,765 | - | - | Feb 29, 2024 |
| Nushares ETF Trust | 0.02% | 130,064 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,956,075 | -1,110,895 | -15.72% | Mar 31, 2024 |
| NEXPOINT FUNDS I | 0.00% | 18,700 | - | - | Dec 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 203,467 | -23,266 | -10.26% | Jan 31, 2024 |
| North Square Investments Trust | 0.00% | 34,714 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 8,778 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 94,353 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 557,829 | -324,690 | -36.79% | Feb 29, 2024 |
| Voya PARTNERS INC | 0.00% | 190,000 | - | - | Mar 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 235,900 | 36,380 | 18.23% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 5,421 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 34,873 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 16,463 | - | - | Jan 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 73,257 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 428,633 | 16,182 | 3.92% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,767 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 33,433 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 29,600 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 108,371 | 7,533 | 7.47% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 4,508 | - | - | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 420,262 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 6,501 | 2,119 | 48.36% | Mar 31, 2024 |
| Pacer Funds Trust | 0.00% | 10,661 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 407,331 | 54,092 | 15.31% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 812 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 3,189,519 | -170,551 | -5.08% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 27,069 | -12,141 | -30.96% | Mar 28, 2024 |
| EQ ADVISORS TRUST | 0.00% | 193,503 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 34,913 | 615 | 1.79% | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 351,028 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 13,912 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 403 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 8,933 | - | - | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 34,150 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 9,969 | -3,143 | -23.97% | Jan 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 14,732 | 4,138 | 39.06% | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,800 | - | - | Mar 28, 2024 |
| ProFunds | 0.00% | 714 | -52 | -6.79% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 13,329 | 1,825 | 15.86% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 53 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 45,774 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 71,500 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 10,307 | 182 | 1.80% | Jan 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 22,076 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,325 | - | - | Feb 29, 2024 |
| Series Portfolios Trust | 0.00% | 127 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 258 | - | - | Jan 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 44,406 | 4,989 | 12.66% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 20,462 | -2,999 | -12.78% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 28,622 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 15,826 | - | - | Mar 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 278 | 49 | 21.40% | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 11,461 | - | - | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 16,833 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 12,508 | 3,727 | 42.44% | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 515 | - | - | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 21,200 | - | - | Feb 29, 2024 |
| Virtus Event Opportunities Trust | 0.00% | 2 | - | - | Mar 28, 2024 |
Velo3D's largest mutual fund holder by % of total assets is "Ark ETF Trust", owning 12.04M shares, compromising 1.50% of its total assets.
Velo3D Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | -99.01% |
| 31 Mar, 24 | 101 | 8.60% |
| 31 Dec, 23 | 93 | -10.58% |
| 30 Sep, 23 | 104 | -5.45% |
| 30 Jun, 23 | 110 | -1.79% |
| 31 Mar, 23 | 112 | 10.89% |
| 31 Dec, 22 | 101 | 4.12% |
| 30 Sep, 22 | 97 | 6.59% |
| 30 Jun, 22 | 91 | 28.17% |
| 31 Mar, 22 | 71 | 2.90% |
| 31 Dec, 21 | 69 | 40.82% |
| 30 Sep, 21 | 49 | - |
As of 30 Jun 24, 1 institutions are holding Velo3D's shares, representing a decrease of -99.01% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,900 | -100.00% |
| 31 Mar, 24 | 122,126,667 | -20.01% |
| 31 Dec, 23 | 152,680,466 | 26.76% |
| 30 Sep, 23 | 120,452,257 | -0.47% |
| 30 Jun, 23 | 121,019,777 | 0.06% |
| 31 Mar, 23 | 120,943,917 | 2.08% |
| 31 Dec, 22 | 118,480,282 | -4.78% |
| 30 Sep, 22 | 124,424,740 | 3.66% |
| 30 Jun, 22 | 120,033,646 | 21.11% |
| 31 Mar, 22 | 99,111,725 | 4.66% |
| 31 Dec, 21 | 94,696,107 | 4.25% |
| 30 Sep, 21 | 90,831,545 | - |
Velo3D (VLD) has 1.90K shares outstanding as of 30 Jun 24, down -100.00% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 0.00% | - |
| 31 Mar, 24 | 61.88% | 1.04% |
| 31 Dec, 23 | 77.18% | 2.00% |
| 30 Sep, 23 | 62.12% | 1.52% |
| 30 Jun, 23 | 63.83% | 1.57% |
| 31 Mar, 23 | 63.79% | 1.53% |
| 31 Dec, 22 | 64.55% | 1.44% |
| 30 Sep, 22 | 67.05% | 1.58% |
| 30 Jun, 22 | 65.14% | 2.23% |
| 31 Mar, 22 | 54.01% | 2.02% |
| 31 Dec, 21 | 51.70% | 2.10% |
| 30 Sep, 21 | 49.59% | - |
As of 30 Jun 24, Velo3D is held by 0.00% institutional shareholders, representing a 0.00% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1 | -98.21% |
| 31 Mar, 24 | 56 | 24.44% |
| 31 Dec, 23 | 45 | -13.46% |
| 30 Sep, 23 | 52 | -17.46% |
| 30 Jun, 23 | 63 | 21.15% |
| 31 Mar, 23 | 52 | -1.89% |
| 31 Dec, 22 | 53 | - |
| 30 Sep, 22 | 53 | -23.19% |
| 30 Jun, 22 | 69 | 86.49% |
| 31 Mar, 22 | 37 | -21.28% |
| 31 Dec, 21 | 47 | 9.30% |
| 30 Sep, 21 | 43 | - |
1 institutional shareholders have increased their position in VLD stock as of 30 Jun 24 compared to 56 in the previous quarter (a -98.21% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | - | -100.00% |
| 31 Mar, 24 | 23 | -11.54% |
| 31 Dec, 23 | 26 | 62.50% |
| 30 Sep, 23 | 16 | -15.79% |
| 30 Jun, 23 | 19 | -42.42% |
| 31 Mar, 23 | 33 | 17.86% |
| 31 Dec, 22 | 28 | 33.33% |
| 30 Sep, 22 | 21 | 75.00% |
| 30 Jun, 22 | 12 | -33.33% |
| 31 Mar, 22 | 18 | 157.14% |
| 31 Dec, 21 | 7 | - |
| 30 Sep, 21 | - | - |
- institutional shareholders have reduced their position in VLD stock as of 30 Jun 24 compared to 23 in the previous quarter (a -100.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1 | -99.01% | 1,900 | -100.00% | 0.00% | - | 1 | -98.21% | - | -100.00% |
| 31 Mar, 24 | 101 | 8.60% | 122,126,667 | -20.01% | 61.88% | 1.04% | 56 | 24.44% | 23 | -11.54% |
| 31 Dec, 23 | 93 | -10.58% | 152,680,466 | 26.76% | 77.18% | 2.00% | 45 | -13.46% | 26 | 62.50% |
| 30 Sep, 23 | 104 | -5.45% | 120,452,257 | -0.47% | 62.12% | 1.52% | 52 | -17.46% | 16 | -15.79% |
| 30 Jun, 23 | 110 | -1.79% | 121,019,777 | 0.06% | 63.83% | 1.57% | 63 | 21.15% | 19 | -42.42% |
| 31 Mar, 23 | 112 | 10.89% | 120,943,917 | 2.08% | 63.79% | 1.53% | 52 | -1.89% | 33 | 17.86% |
| 31 Dec, 22 | 101 | 4.12% | 118,480,282 | -4.78% | 64.55% | 1.44% | 53 | - | 28 | 33.33% |
| 30 Sep, 22 | 97 | 6.59% | 124,424,740 | 3.66% | 67.05% | 1.58% | 53 | -23.19% | 21 | 75.00% |
| 30 Jun, 22 | 91 | 28.17% | 120,033,646 | 21.11% | 65.14% | 2.23% | 69 | 86.49% | 12 | -33.33% |
| 31 Mar, 22 | 71 | 2.90% | 99,111,725 | 4.66% | 54.01% | 2.02% | 37 | -21.28% | 18 | 157.14% |
| 31 Dec, 21 | 69 | 40.82% | 94,696,107 | 4.25% | 51.70% | 2.10% | 47 | 9.30% | 7 | - |
| 30 Sep, 21 | 49 | - | 90,831,545 | - | 49.59% | - | 43 | - | - | - |
Velo3D Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Velo3D's stock was made by Kreger Bradley Allen on Jul 03 2024, selling 327 shares at $3.16 per share (valued at $1.03K).
Velo3D Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 7 | 7 | 100.00% |
| Q1 2024 | 20 | 86 | 23.26% |
| Q4 2023 | 24 | 47 | 51.06% |
| Q3 2023 | 19 | 20 | 95.00% |
| Q2 2023 | 24 | 22 | 109.09% |
| Q1 2023 | 17 | 18 | 94.44% |
| Q4 2022 | 19 | 20 | 95.00% |
| Q3 2022 | 4 | 5 | 80.00% |
| Q2 2022 | 8 | 3 | 266.67% |
| Q1 2022 | 5 | 1 | 500.00% |
| Q4 2021 | 14 | - | - |
| Q3 2021 | 14 | 2 | 700.00% |
| Q4 2020 | - | 6 | - |
7 total buy trades, and 7 total sell trades (buy/sell ratio of 1.00%) were made by Velo3D's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 4 | - |
| Q1 2024 | - | 67 | - |
| Q4 2023 | - | 25 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | 5 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | - | - | - |
| Q4 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Velo3D's stocks.
VLD Ownership FAQ
Who Owns Velo3D?
Velo3D is owned by institutional shareholders (0.00%), insiders (0.80%), and public (99.20%). The largest institutional shareholder of Velo3D is DEER MANAGEMENT CO. LLC (0.42% of total shares) and the top mutual fund owner is Ark ETF Trust (1.50% of total shares).
Who are the major institutional shareholders of Velo3D?
Velo3D's major institutional shareholders are DEER MANAGEMENT CO. LLC, VK SERVICES, LLC, BYRNE ASSET MANAGEMENT LLC, ADVISOR GROUP HOLDINGS, INC., and AMERICAN INTERNATIONAL GROUP, INC.. The top five shareholders own together 0.75% of the company's share outstanding.
How many Velo3D shareholders are there?
As of Jun 2024, there are 1 institutional shareholders of Velo3D.
What percentage of Velo3D is owned by DEER MANAGEMENT CO. LLC?
DEER MANAGEMENT CO. LLC owns 1.08M shares of Velo3D, representing 0.42% of the company's total shares outstanding, valued at $3.59M (as of Jun 2024).
What percentage of Velo3D is owned by VK SERVICES, LLC?
As of Jun 2024, VK SERVICES, LLC holds 867.16K shares of Velo3D (VLD), compromising 0.33% of the company, valued at $2.88M.
What percentage of Velo3D is owned by BYRNE ASSET MANAGEMENT LLC?
BYRNE ASSET MANAGEMENT LLC is the third largest holder of Velo3D. The company owns 1.9K of the company's shares outstanding (worth $6.57K).