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Security record

VOLT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025
31Tracked holders
+9Δ holders
3.38MShares held
$141.46MReported value
+10New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 31 +9 3.38M $141.46M +10 −1
Q1 2026 22 +4 1.85M $63.27M +5 −1
Q4 2025 18 +2 718.38K $20.78M +2
Q3 2025 1 233 $6,708
Q1 2025 1 +1 133.52K $2.85M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.34M +65.6% $55.98M 0.0% ▲ Add 3 SEC ↗
2 HighTower Advisors, LLC 570.15K +207.3% $23.88M 0.0% ▲ Add 3 SEC ↗
3 UBS Group AG 316.42K +88.7% $13.25M 0.0% ▲ Add 3 SEC ↗
4 UBS Group AG 316.42K +88.7% $13.25M 0.0% ▲ Add 3 SEC ↗
5 UBS Group AG 316.42K +88.7% $13.25M 0.0% ▲ Add 3 SEC ↗
6 Baird Financial Group, Inc. 302.72K +65.0% $12.68M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 196.18K New $8.22M 0.0% New 1 SEC ↗
8 Raymond James Financial Inc 196.18K New $8.22M 0.0% New 1 SEC ↗
9 JPMorgan Chase 146.30K +3733.8% $5.96M 0.0% ▲ Add 3 SEC ↗
10 JPMorgan Chase 146.30K +3733.8% $5.96M 0.0% ▲ Add 3 SEC ↗
11 Commonwealth Equity Services, Llc 100.95K +300.6% $4.23M 0.0% ▲ Add 3 SEC ↗
12 Captrust Financial Advisors 89.25K +25.0% $3.74M 0.0% ▲ Add 3 SEC ↗
13 Stifel Financial Corp 84.43K +29.2% $3.54M 0.0% ▲ Add 3 SEC ↗
14 Truist Financial Corp 47.20K +12.0% $1.98M 0.0% ▲ Add 3 SEC ↗
15 Envestnet Asset Management Inc 46.05K -16.0% $1.93M 0.0% ▼ Trim 3 SEC ↗
16 Jane Street Group, Llc 31.94K -81.0% $1.34M 0.0% ▼ Trim 3 SEC ↗
17 Tidal Investments LLC 19.61K +12.6% $821,337 0.0% ▲ Add 2 SEC ↗
18 Lido Advisors, LLC 19.18K New $803,240 0.0% New 1 SEC ↗
19 Lido Advisors, LLC 19.18K New $803,240 0.0% New 1 SEC ↗
20 Wealth Enhancement Advisory… 16.27K New $632,585 0.0% New 1 SEC ↗
21 Cetera Investment Advisers 11.74K +10.3% $492,009 0.0% ▲ Add 2 SEC ↗
22 D. E. Shaw & Co. 10.31K New $431,844 0.0% New 1 SEC ↗
23 Barclays Plc 7.50K New $314,175 0.0% New 1 SEC ↗
24 Corient Private Wealth LP 7.49K 0.0% $313,840 0.0% Held 3 SEC ↗
25 Mml Investors Services, Llc 5.28K New $221,247 0.0% New 1 SEC ↗
26 Jones Financial Companies Lllp 4.44K +1120.9% $179,271 0.0% ▲ Add 2 SEC ↗
27 Rockefeller Capital Management L.P. 4.25K +74.3% $178,116 0.0% ▲ Add 3 SEC ↗
28 Morgan Stanley 2.66K +1040.3% $111,302 0.0% ▲ Add 4 SEC ↗
29 Bank Julius Baer & Co. Ltd, Zurich 1.80K New $75,401 0.0% New 1 SEC ↗
30 Osaic Holdings, Inc. 1.26K -44.5% $52,697 0.0% ▼ Trim 3 SEC ↗
31 Osaic Holdings, Inc. 1.26K -44.5% $52,697 0.0% ▼ Trim 3 SEC ↗
32 Royal Bank Of Canada 1.14K +35.7% $48,000 0.0% ▲ Add 3 SEC ↗
33 Royal Bank Of Canada 1.14K +35.7% $48,000 0.0% ▲ Add 3 SEC ↗
34 Bank Of Montreal /Can/ 678 New $28,401 0.0% New 1 SEC ↗
35 Us Bancorp \De\ 350 -50.6% $14,662 0.0% ▼ Trim 2 SEC ↗
36 Simplex Trading, Llc 116 New $4,859 0.0% New 1 SEC ↗
37 Group One Trading Llc 94 New $3,938 0.0% New 1 SEC ↗
38 Wells Fargo & Company/Mn 16 0.0% $670 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Raymond James Financial Inc $8.22M 0.0%
Raymond James Financial Inc $8.22M 0.0%
Lido Advisors, LLC $803,240 0.0%
Lido Advisors, LLC $803,240 0.0%
Wealth Enhancement Advisory… $632,585 0.0%
D. E. Shaw & Co. $431,844 0.0%
Barclays Plc $314,175 0.0%
Mml Investors Services, Llc $221,247 0.0%
Bank Julius Baer & Co. Ltd… $75,401 0.0%
Bank Of Montreal /Can/ $28,401 0.0%
Simplex Trading, Llc $4,859 0.0%
Group One Trading Llc $3,938 0.0%

Exited

Susquehanna International… $1.05M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 79 holders, 5.08M shares, $144.02M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API