VERI · Veritone, Inc.

$0.80 -0.02 (-2.87%)

Russell 2000 member Rebalance outlook locked

Market Cap

$80.50M

100.46M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 93

Total Value: $39,170,805

Total Shares: 28,591,867

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 93 13F filers · Δ vs Mar 31, 2026

Top Holder

23.0%

+7.5 pts

Top 5

60.8%

+18.2 pts

Top 10

78.7%

+13.0 pts

HHI

1,002

Broadly held+409

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -5

Institutional value: -19.2%

Shares held: +16.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+4,961,294	6,571,445
Mega GEODE CAPITAL MANAGEMENT, LLC	+1,227,974	2,205,244
Large SILVERCREST ASSET MANAGEMENT GROUP LLC	+1,049,698	2,160,460
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+589,843	671,914
Mega STATE STREET CORP	+549,952	948,333

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega MILLENNIUM MANAGEMENT LLC	−1,085,822	214,906
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−759,300	506,649
Mega GOLDMAN SACHS GROUP INC	−570,965	94,377
Mega JANE STREET GROUP, LLC	−303,647	42,300
Mega BARCLAYS PLC	−288,992	20,985

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Bank of New York Mellon Corp	214,110	$293,329
Mid Quantbot Technologies LP	131,955	$180,778
Mega Nuveen, LLC	111,702	$153,031
Mega DEUTSCHE BANK AG\	82,232	$112,657
Mega RHUMBLINE ADVISERS	57,597	$78,907

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large ROYCE & ASSOCIATES LP	1,322,000	$2,604,340
Mega Qube Research & Technologies Ltd	561,696	$1,106,541
Mid THOMPSON SIEGEL & WALMSLEY LLC	343,213	$676,129
Large HRT FINANCIAL LP	266,893	$525,779
Large Squarepoint Ops LLC	208,277	$410,305

Filter: New 29 Increased 29 Reduced 16 Sold out 34 Unchanged 19

Showing 98 of 98

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$9,002,877

22.98%

6,571,445

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	17,004	$23,295	0.3%	Sole
BlackRock Investment Management, LLC	271,640	$372,146	4.1%	Sole
BLACKROCK ADVISORS LLC	198,768	$272,312	3.0%	Sole
BlackRock Fund Advisors	3,600,569	$4,932,779	54.8%	Sole
BlackRock Institutional Trust Company, N.A.	2,483,464	$3,402,345	37.8%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$5,230,309

13.35%

3,817,744

BANTA ASSET MANAGEMENT LP

$3,611,125

9.22%

2,635,858

GEODE CAPITAL MANAGEMENT, LLC

$3,021,183

7.71%

2,205,244

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	312,142	$427,634	14.2%	Defined
Held directly	1,893,102	$2,593,549	85.8%	Defined

SILVERCREST ASSET MANAGEMENT GROUP LLC

$2,959,830

7.56%

2,160,460

UBS Group AG

$1,728,773

4.41%

1,261,879

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	2,134	$2,923	0.2%	Defined
UBS AG	1,244,400	$1,704,828	98.6%	Defined
UBS Securities LLC	15,345	$21,022	1.2%	Defined

STATE STREET CORP

$1,299,216

3.32%

948,333

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	948,333	$1,299,216	100.0%	Defined

CITADEL ADVISORS LLC

$1,211,380

3.09%

884,220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	567,981	$778,133	64.2%	Defined
Held directly	316,239	$433,247	35.8%	Defined

TWO SIGMA INVESTMENTS, LP

$929,087

2.37%

678,166

VANGUARD PORTFOLIO MANAGEMENT LLC

$920,522

2.35%

671,914

NORTHERN TRUST CORP

$904,637

2.31%

660,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	647,184	$886,641	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	13,136	$17,996	2.0%	Other

VANGUARD FIDUCIARY TRUST CO

$797,938

2.04%

582,437

Inspire Investing, LLC

$687,509

1.76%

501,832

UBS Group AG

$509,640

1.30%

372,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	372,000	$509,640	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$410,013

1.05%

299,280

Themes Management Co LLC

$405,439

1.04%

295,941

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$354,896

0.91%

259,049

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	229,868	$314,919	88.7%	Other
G1 EXECUTION SERVICES, LLC	29,181	$39,977	11.3%	Other

MILLENNIUM MANAGEMENT LLC

$294,421

0.75%

214,906

Bank of New York Mellon Corp

$293,329

0.75%

214,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	73,798	$101,103	34.5%	Defined
The Bank of New York Mellon	140,310	$192,224	65.5%	Defined
Held directly	2	$2	0.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$281,737

0.72%

205,648

CITADEL ADVISORS LLC

$266,054

0.68%

194,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	194,200	$266,054	100.0%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$242,627

0.62%

177,100

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$223,995

0.57%

163,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	163,500	$223,995	100.0%	Other

PRICE T ROWE ASSOCIATES INC /MD/

$189,420

0.48%

138,263

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	138,263	$189,420	100.0%	Defined

BANK OF AMERICA CORP /DE/

$185,093

0.47%

135,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	48,744	$66,779	36.1%	Defined
BOFA SECURITIES, INC.	86,361	$118,314	63.9%	Defined

MORGAN STANLEY

$182,959

0.47%

133,549

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	90	$123	0.1%	Defined
MORGAN STANLEY & CO. LLC	23,115	$31,667	17.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	106,947	$146,517	80.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,833	$3,880	2.1%	Defined
Morgan Stanley Bank, N.A.	169	$231	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	395	$541	0.3%	Defined

Quantbot Technologies LP

$180,778

0.46%

131,955

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	131,955	$180,778	100.0%	Sole

Nuveen, LLC

$153,031

0.39%

111,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	111,702	$153,031	100.0%	Defined

GOLDMAN SACHS GROUP INC

$129,296

0.33%

94,377

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	15,641	$21,428	16.6%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	78,736	$107,868	83.4%	Defined

WELLS FARGO & COMPANY/MN

$126,012

0.32%

91,980

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	75,657	$103,650	82.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	4,000	$5,480	4.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	12,323	$16,882	13.4%	Defined

CITADEL ADVISORS LLC

$121,519

0.31%

88,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	88,700	$121,519	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$115,217

0.29%

84,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	84,100	$115,217	100.0%	Other

DEUTSCHE BANK AG\

$112,657

0.29%

82,232

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	82,232	$112,657	100.0%	Defined

GROUP ONE TRADING LLC

$105,705

0.27%

77,157

Vanguard Capital Wealth Advisors

$95,557

0.24%

69,750

LPL Financial LLC

$89,762

0.23%

65,520

Caption Management, LLC

$82,200

0.21%

60,000

RHUMBLINE ADVISERS

$78,907

0.20%

57,597

Virtu Financial LLC

$74,678

0.19%

54,510

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	54,510	$74,678	100.0%	Defined

XTX Topco Ltd

$74,174

0.19%

54,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	54,142	$74,174	100.0%	Defined

Clearstead Advisors, LLC

$68,734

0.18%

50,171

IMC-Chicago, LLC

$68,412

0.17%

49,936

DIMENSIONAL FUND ADVISORS LP

$66,915

0.17%

48,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Ireland Ltd	14,921	$20,441	30.5%	Defined
Held directly	33,923	$46,474	69.5%	Sole

JPMORGAN CHASE & CO

$61,473

0.16%

44,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	34,940	$47,867	77.9%	Defined
J.P. Morgan Securities plc	9,932	$13,606	22.1%	Defined

Invesco Ltd.

$61,465

0.16%

44,866

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	11,259	$15,424	25.1%	Defined
Invesco Trust Co joint	33,607	$46,041	74.9%	Defined

Farther Finance Advisors, LLC

$60,280

0.15%

44,000

JANE STREET GROUP, LLC

$57,951

0.15%

42,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	42,300	$57,951	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$54,800

0.14%

40,000

TUDOR INVESTMENT CORP ET AL

$54,800

0.14%

40,000

CITIGROUP INC

$53,558

0.14%

39,094

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	39,094	$53,558	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$53,166

0.14%

38,808

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	38,808	$53,166	100.0%	Defined

NBZ Investment Advisors LLC

$50,836

0.13%

37,107

Cambridge Investment Research Advisors, Inc.

$50,662

0.13%

36,980

BENJAMIN EDWARDS INC

$49,320

0.13%

36,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	36,000	$49,320	100.0%	Defined

FMR LLC

$45,927

0.12%

33,524

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	33,524	$45,927	100.0%	Defined

Police & Firemen's Retirement System of New Jersey

$45,801

0.12%

33,432

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	33,432	$45,801	100.0%	Defined

Vanguard Global Advisers, LLC

$44,518

0.11%

32,495

TWO SIGMA SECURITIES, LLC

$38,101

0.10%

27,811

CITIZENS FINANCIAL GROUP INC/RI

$37,321

0.10%

27,242

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CITIZENS PRIVATE WEALTH, LLC	27,242	$37,321	100.0%	Defined

BANK OF MONTREAL /CAN/

$36,176

0.09%

26,406

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Bank N.A.	6	$8	0.0%	Defined
BMO NESBITT BURNS INC.	26,400	$36,168	100.0%	Defined

Caitong International Asset Management Co., Ltd

$34,176

0.09%

24,946

AMERIPRISE FINANCIAL INC

$33,811

0.09%

24,680

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	20,280	$27,783	82.2%	Defined
Ameriprise Financial Services, LLC	4,400	$6,028	17.8%	Defined

Abel Hall, LLC

$32,752

0.08%

23,907

BARCLAYS PLC

$28,748

0.07%

20,985

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	9,802	$13,428	46.7%	Defined
BARCLAYS CAPITAL INC.	11,183	$15,320	53.3%	Defined

INTECH INVESTMENT MANAGEMENT LLC

$26,686

0.07%

19,479

ROYAL BANK OF CANADA

$24,546

0.06%

17,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	2,592	$3,551	14.5%	Defined
RBC Capital Markets, LLC	13,865	$18,995	77.4%	Defined
RBC Dominion Securities Inc.	1,460	$2,000	8.1%	Defined

State of Wyoming

$20,021

0.05%

14,614

BNP PARIBAS ARBITRAGE, SA

$18,599

0.05%

13,576

Mariner, LLC

$18,507

0.05%

13,509

CAPTRUST FINANCIAL ADVISORS

$18,460

0.05%

13,475

PRUDENTIAL FINANCIAL INC

$16,946

0.04%

12,370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	12,370	$16,946	100.0%	Defined

Kestra Advisory Services, LLC

$15,154

0.04%

11,062

ProShare Advisors LLC

$15,120

0.04%

11,037

STATE OF WISCONSIN INVESTMENT BOARD

$13,974

0.04%

10,200

Balefire, LLC

$13,700

0.03%

10,000

SBI Securities Co., Ltd.

$11,635

0.03%

8,493

Legal & General Group Plc

$11,199

0.03%

8,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	8,175	$11,199	100.0%	Defined

Ameritas Investment Partners, Inc.

$10,479

0.03%

7,649

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	7,649	$10,479	100.0%	Other

OSAIC HOLDINGS, INC.

$9,781

0.02%

7,140

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,140	$5,671	58.0%	Defined
Osaic Advisory Services, LLC	3,000	$4,110	42.0%	Defined

Russell Investments Group, Ltd.

$9,166

0.02%

6,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	6,691	$9,166	100.0%	Defined

NFSG Corp

$8,220

0.02%

6,000

Federation des caisses Desjardins du Quebec

$7,398

0.02%

5,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	5,200	$7,124	96.3%	Defined
Held directly	200	$274	3.7%	Defined

Tower Research Capital LLC (TRC)

$6,596

0.02%

4,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	4,815	$6,596	100.0%	Defined

FIFTH THIRD BANCORP

$5,770

0.01%

4,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	4,212	$5,770	100.0%	Defined

Allworth Financial LP

$4,795

0.01%

3,500

Tradewinds Capital Management, LLC

$4,489

0.01%

3,277

JONES FINANCIAL COMPANIES LLLP

$1,602

0.00%

1,170

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,170	$1,602	100.0%	Sole

Sterling Capital Management LLC

$1,394

0.00%

1,018

Strategic Wealth Partners, Ltd.

$1,308

0.00%

955

KERR FINANCIAL PLANNING Corp

$685

0.00%

500

GHP Investment Advisors, Inc.

$471

0.00%

344

Transamerica Financial Advisors, LLC

$268

0.00%

196

Front Row Advisors LLC

$205

0.00%

150

DHJJ Financial Advisors, Ltd.

$137

0.00%

100

Hurley Capital, LLC

$137

0.00%

100

ELEVATION WEALTH PARTNERS, LLC

$83

0.00%

Frazier Financial Advisors, LLC

$68

0.00%

HUNTINGTON NATIONAL BANK

0.00%

Key facts CIK 1615165 CUSIP 92347M100 13F (30d) 78 filings 77 filers Visit website Investor relations