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Institutional Holdings

SOAR

Ownership Summary

Institutions Holding
15
Total Shares Held
941,700
Total Value Held
$152,629
Quarter
2026-06-30

Active Positions

Increased Positions
5
296,121 shares
Decreased Positions
1
80,458 shares
Held Positions
2
203 shares
New Positions
4
564,918 shares
Sold Out Positions
3
77,640 shares
Institution Shares Value Change % of Portfolio Reported
VANGUARD CAPITAL MANAGEMENT LLC 427,843 $69,311 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 190,927 $30,967 ▲ +50,491 0.00% 2026-06-30
UBS Group AG 80,458 $13,034 ▼ -722 0.00% 2026-06-30
StoneX Group Inc. 80,000 $12,976 New position 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 52,075 $8,436 New position 0.00% 2026-06-30
NORTHERN TRUST CORP 48,125 $7,806 ▲ +32,034 0.00% 2026-06-30
XTX Topco Ltd 28,625 $4,643 ▲ +2,508 0.00% 2026-06-30
CITIGROUP INC 28,319 $4,593 ▲ +26,166 0.00% 2026-06-30
IFP Advisors, Inc 5,000 $811 New position 0.00% 2026-06-30
PNC Financial Services Group, Inc. 200 $32 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 125 $20 ▲ +124 0.00% 2026-06-30
NATIONAL BANK OF CANADA /FI/ 3 $0 Unchanged 0.00% 2026-06-30
JANE STREET GROUP, LLC 0 $0 Sold out 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0 Sold out 2026-06-30
QUADRANT CAPITAL GROUP LLC 0 $0 Sold out 2026-06-30