Who owns VOLT
Which tracked institutional funds hold VOLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOLT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VOLT is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VOLT’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VOLT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VOLT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 127 tracked filers holding VOLT, 105 increased or opened the position and 21 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VOLT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- RAYMOND JAMES FINANCIAL INC$8M
- Avid Wealth Partners LLC$8M
- CHANNEL WEALTH LLC$2M
- Arkadios Wealth Advisors$2M
- MGO ONE SEVEN LLC$2M
- FreeGulliver LLC$2M
Full exits 5
- Thrivent Financial for Lutherans$29M
- HighTower Advisors, LLC$6M
- Willow Financial LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Cambridge Investment Research Advisors, Inc.$662K
Largest adds
- LPL Financial LLC$28M
- UBS Group AG$8M
- Members Advisory Group LLC$7M
- Baird Financial Group, Inc.$6M
- JPMORGAN CHASE & CO$6M
- Arrow Financial Corp$5M
Largest trims
- JANE STREET GROUP, LLC$4M
- Kestra Advisory Services, LLC$947K
- Unique Wealth Strategies, LLC$386K
- Equitable Holdings, Inc.$305K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,336,409 | $56M | 21.4% | 2026-Q2 |
| Arrow Financial Corp added | 501,273 | $21M | 8.0% | 2026-Q2 |
| Members Advisory Group LLC added | 480,790 | $20M | 7.7% | 2026-Q2 |
| UBS Group AG added | 316,421 | $13M | 5.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 302,721 | $13M | 4.8% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 209,235 | $9M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 196,181 | $8M | 3.1% | 2026-Q2 |
| Avid Wealth Partners LLC new | 190,962 | $8M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 146,297 | $6M | 2.3% | 2026-Q2 |
| Fortis Advisors, LLC trimmed | 127,977 | $5M | 2.0% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 124,234 | $5M | 2.0% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 110,284 | $5M | 1.8% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 106,857 | $4M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 100,949 | $4M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 89,246 | $4M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 84,433 | $4M | 1.4% | 2026-Q2 |
| SAXON INTERESTS, INC. added | 81,670 | $3M | 1.3% | 2026-Q2 |
| Torrey-Payne Wealth Management, LLC added | 80,411 | $3M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 80,215 | $3M | 1.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 61,097 | $3M | 1.0% | 2026-Q2 |
| IAM Advisory, LLC added | 53,763 | $2M | 0.9% | 2026-Q2 |
| CHANNEL WEALTH LLC new | 51,698 | $2M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 47,202 | $2M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 46,048 | $2M | 0.7% | 2026-Q2 |
| Arkadios Wealth Advisors new | 44,886 | $2M | 0.7% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 43,196 | $2M | 0.7% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC added | 42,155 | $2M | 0.7% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 42,053 | $2M | 0.7% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 41,962 | $2M | 0.7% | 2026-Q2 |
| Outlook Wealth Advisors, LLC trimmed | 41,750 | $2M | 0.7% | 2026-Q2 |
| FreeGulliver LLC new | 41,592 | $2M | 0.7% | 2026-Q2 |
| Teamwork Financial Advisors, LLC added | 41,436 | $2M | 0.7% | 2026-Q2 |
| Benson Wealth Management INC new | 40,797 | $2M | 0.7% | 2026-Q2 |
| Brookstone Capital Management added | 39,068 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 38,219 | $2M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 37,910 | $2M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 37,693 | $2M | 0.6% | 2026-Q2 |
| Mezzasalma Advisors, LLC new | 37,245 | $2M | 0.6% | 2026-Q2 |
| Old Port Advisors new | 37,178 | $2M | 0.6% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 36,233 | $2M | 0.6% | 2026-Q2 |
| Unique Wealth Strategies, LLC trimmed | 34,287 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 31,937 | $1M | 0.5% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 30,407 | $1M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 28,350 | $1M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 26,922 | $1M | 0.4% | 2026-Q2 |
| Balboa Wealth Partners new | 25,003 | $1M | 0.4% | 2026-Q2 |
| Rothschild Capital Partners, LLC | 24,512 | $1M | 0.4% | 2026-Q2 |
| MIRAE ASSET SECURITIES (USA) INC. added | 21,416 | $897K | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 19,607 | $821K | 0.3% | 2026-Q2 |
| Lido Advisors, LLC new | 19,175 | $803K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,566 | $778K | 0.3% | 2026-Q2 |
| Oder Investment Management, LLC added | 17,934 | $751K | 0.3% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 16,551 | $693K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 16,266 | $633K | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC new | 15,068 | $631K | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 14,855 | $622K | 0.2% | 2026-Q2 |
| APS Management Group, Inc. new | 14,107 | $591K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 13,974 | $585K | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 12,850 | $538K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC new | 12,728 | $533K | 0.2% | 2026-Q2 |
| MWA Asset Management added | 11,894 | $498K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 11,745 | $492K | 0.2% | 2026-Q2 |
| Callan Family Office, LLC new | 11,700 | $490K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 11,077 | $464K | 0.2% | 2026-Q2 |
| MCF Advisors LLC | 10,439 | $437K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 10,309 | $432K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 10,016 | $420K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC new | 9,383 | $393K | 0.2% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC new | 9,001 | $377K | 0.1% | 2026-Q2 |
| MUSTICO FINANCIAL GROUP, INC. added | 8,912 | $340K | 0.1% | 2026-Q2 |
| WILLNER & HELLER, LLC new | 8,547 | $358K | 0.1% | 2026-Q2 |
| Capital Square, LLC new | 8,461 | $329K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 8,015 | $336K | 0.1% | 2026-Q2 |
| Intrepid Financial Planning Group LLC new | 7,758 | $325K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 7,663 | $321K | 0.1% | 2026-Q2 |
| BARCLAYS PLC new | 7,500 | $314K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 7,492 | $314K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 7,473 | $313K | 0.1% | 2026-Q2 |
| Weaver Consulting Group new | 7,211 | $302K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 7,083 | $297K | 0.1% | 2026-Q2 |
| Three Magnolias Financial Advisors, LLC | 7,050 | $295K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 7,003 | $293K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC new | 6,840 | $287K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,160 | $258K | 0.1% | 2026-Q2 |
| Post Resch Tallon Group Inc. new | 6,050 | $253K | 0.1% | 2026-Q2 |
| Grantvest Financial Group LLC new | 5,626 | $236K | 0.1% | 2026-Q2 |
| Jacobs Equity LLC new | 5,520 | $231K | 0.1% | 2026-Q2 |
| Resurgent Financial Advisors LLC new | 5,370 | $225K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 5,282 | $221K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 5,107 | $214K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 4,872 | $204K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,444 | $179K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 4,252 | $178K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 3,240 | $136K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,657 | $111K | 0.0% | 2026-Q2 |
| Graney & King, LLC new | 2,228 | $93K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2,071 | $87K | 0.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich new | 1,800 | $75K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 1,614 | $68K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,506 | $63K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.