Filing Research | VERI - VERITONE INC Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

14 / 14 loaded

#		Instrument	quantity
1	BANTA ASSET MANAGEMENT LP	Shares	2.6MSH	$3.6M
2	Themes Management Co LLC	Shares	295.9KSH	$405.4K
3	Vanguard Capital Wealth Advisors	Shares	69.8KSH	$95.6K
4	Farther Finance Advisors, LLC	Shares	44.0KSH	$60.3K
5	BENJAMIN EDWARDS INC	Shares	36.0KSH	$49.3K
6	Police & Firemen's Retirement System of New Jersey	Shares	33.4KSH	$45.8K
7	Abel Hall, LLC	Shares	23.9KSH	$32.8K
8	Balefire, LLC	Shares	10.0KSH	$13.7K
9	SBI Securities Co., Ltd.	Shares	8.5KSH	$11.6K
10	Tradewinds Capital Management, LLC	Shares	3.3KSH	$4.5K
11	KERR FINANCIAL PLANNING Corp	Shares	500SH	$685
12	GHP Investment Advisors, Inc.	Shares	344SH	$472
13	DHJJ Financial Advisors, Ltd.	Shares	100SH	$137
14	ELEVATION WEALTH PARTNERS, LLC	Shares	61SH	$84

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	Police & Firemen's Retirement System of New Jersey new	Shares	+33.4K	+$45.8K	$45.8K
2	Abel Hall, LLC new	Shares	+23.9K	+$32.8K	$32.8K
3	Balefire, LLC new	Shares	+10.0K	+$13.7K	$13.7K
4	Tradewinds Capital Management, LLC new	Shares	+3.3K	+$4.5K	$4.5K
5	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$37	$84
6	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$60	$137
7	GHP Investment Advisors, Inc. unchanged	Shares	0	-$206	$472
8	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	-$374	$685
9	Physician Wealth Advisors, Inc. exited	Shares	-441	-$869	$0
10	Signature Resources Capital Management, LLC exited	Shares	-1.3K	-$2.6K	$0
11	SBI Securities Co., Ltd. added	Shares	+985	-$3.2K	$11.6K
12	PROFFITT & GOODSON INC exited	Shares	-3.0K	-$5.9K	$0
13	Farther Finance Advisors, LLC trimmed	Shares	-90	-$18.6K	$60.3K
14	BENJAMIN EDWARDS INC unchanged	Shares	0	-$21.6K	$49.3K
15	Vanguard Capital Wealth Advisors unchanged	Shares	0	-$41.9K	$95.6K
16	Themes Management Co LLC trimmed	Shares	-30.6K	-$237.9K	$405.4K
17	PERKINS CAPITAL MANAGEMENT INC exited	Shares	-157.3K	-$309.8K	$0
18	BANTA ASSET MANAGEMENT LP added	Shares	+177.8K	-$1.2M	$3.6M

Filing Research | VERI - VERITONE INC Institutional Holdings