VOLT Institutional Ownership & Shareholders
TEMA ELECTRIFICATION (VOLT) is currently held by 137 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $312.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of VOLT tracked by InsiderSet, reporting ownership valued at approximately $55.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.26M, representing an estimated loss of -19.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed VOLT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Thrivent Financial For Lutherans, Members Advisory Group Llc, and several other long-term asset managers with concentrated positions in TEMA ELECTRIFICATION (VOLT).
This page ranks the largest institutional VOLT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
137
Total Reported Value
$312.35M
Largest Holder
Lpl Financial Llc
Largest Position
$55.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
152
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,336,409 | $55,982,166 | $45,264,173 | -$10,717,993 | -19.15% | |
| Thrivent Financial For Lutherans | 0.08% | 1,133,708 | $47,484,000 | $38,398,690 | -$9,085,310 | -19.13% | |
| Members Advisory Group Llc | 5.62% | 480,790 | $20,140,373 | $16,284,357 | -$3,856,016 | -19.15% | |
| Arrow Financial Corp | 1.70% | 526,041 | $18,637,660 | $17,817,009 | -$820,651 | -4.40% | |
| Ubs Group Ag | 0.00% | 316,421 | $13,254,875 | $10,717,179 | -$2,537,696 | -19.15% | |
| Baird Financial Group, Inc. | 0.02% | 302,721 | $12,680,983 | $10,253,160 | -$2,427,823 | -19.15% | |
| Raymond James Financial Inc | 0.00% | 196,181 | $8,218,022 | $6,644,650 | -$1,573,372 | -19.15% | |
| Avaii Wealth Management, Llc | 2.33% | 219,907 | $8,077,184 | $7,448,250 | -$628,934 | -7.79% | |
| Hengehold Capital Management Llc | 0.60% | 222,592 | $7,886,435 | $7,539,191 | -$347,244 | -4.40% | |
| Avid Wealth Partners Llc | 3.17% | 195,703 | $6,933,743 | $6,628,461 | -$305,282 | -4.40% | |
| Jpmorgan Chase & Co | 0.00% | 146,297 | $5,964,529 | $4,955,079 | -$1,009,450 | -16.92% | |
| Fortis Advisors, Llc | 2.51% | 127,977 | $5,360,957 | $4,334,581 | -$1,026,376 | -19.15% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 2.31% | 137,580 | $4,874,459 | $4,659,835 | -$214,624 | -4.40% | |
| Janney Montgomery Scott Llc | 0.01% | 109,210 | $4,575,000 | $3,698,943 | -$876,057 | -19.15% | |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | 117,474 | $4,162,103 | $3,978,844 | -$183,259 | -4.40% | |
| San Luis Wealth Advisors Llc | 0.58% | 111,846 | $3,962,719 | $3,788,224 | -$174,495 | -4.40% | |
| Saxon Interests, Inc. | 1.35% | 109,677 | $3,885,856 | $3,714,760 | -$171,096 | -4.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 107,800 | $3,819,350 | $3,651,186 | -$168,164 | -4.40% | |
| Captrust Financial Advisors | 0.01% | 89,246 | $3,738,515 | $3,022,762 | -$715,753 | -19.15% | |
| Stifel Financial Corp | 0.00% | 84,433 | $3,536,905 | $2,859,746 | -$677,159 | -19.15% | |
| Torrey-Payne Wealth Management, Llc | 2.77% | 80,411 | $3,368,417 | $2,723,521 | -$644,896 | -19.15% | |
| Truist Financial Corp | 0.00% | 91,125 | $3,228,559 | $3,086,404 | -$142,155 | -4.40% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 61,097 | $2,559,358 | $2,069,355 | -$490,003 | -19.15% | |
| Willow Financial Llc | 2.47% | 83,851 | $2,425,399 | $2,840,033 | +$414,634 | +17.10% | |
| Iam Advisory, Llc | 0.44% | 53,763 | $2,252,136 | $1,820,953 | -$431,183 | -19.15% | |
| Channel Wealth Llc | 0.49% | 51,698 | $2,165,629 | $1,751,011 | -$414,618 | -19.15% | |
| Envestnet Asset Management Inc | 0.00% | 46,048 | $1,928,948 | $1,559,646 | -$369,302 | -19.15% | |
| Arkadios Wealth Advisors | 0.03% | 44,886 | $1,880,262 | $1,520,289 | -$359,973 | -19.14% | |
| Wealthcare Advisory Partners Llc | 0.03% | 52,412 | $1,856,961 | $1,775,194 | -$81,767 | -4.40% | |
| Per Stirling Capital Management, Llc. | 0.17% | 43,196 | $1,809,480 | $1,463,049 | -$346,431 | -19.15% | |
| Perennial Investment Advisors, Llc | 0.12% | 41,962 | $1,757,791 | $1,421,253 | -$336,538 | -19.15% | |
| Freegulliver Llc | 0.61% | 41,592 | $1,742,289 | $1,408,721 | -$333,568 | -19.15% | |
| Benson Wealth Management Inc | 1.72% | 40,797 | $1,708,986 | $1,381,794 | -$327,192 | -19.15% | |
| Old Port Advisors | 0.34% | 47,753 | $1,691,889 | $1,617,394 | -$74,495 | -4.40% | |
| Newedge Advisors, Llc | 0.00% | 38,219 | $1,600,991 | $1,294,478 | -$306,513 | -19.15% | |
| Advisory Services Network, Llc | 0.02% | 37,910 | $1,588,050 | $1,284,012 | -$304,038 | -19.15% | |
| Teamwork Financial Advisors, Llc | 0.18% | 44,655 | $1,582,139 | $1,512,465 | -$69,674 | -4.40% | |
| Arax Advisory Partners | 0.01% | 37,693 | $1,578,980 | $1,276,662 | -$302,318 | -19.15% | |
| Brookstone Capital Management | 0.02% | 42,783 | $1,515,802 | $1,449,060 | -$66,742 | -4.40% | |
| Outlook Wealth Advisors, Llc | 0.31% | 40,741 | $1,443,437 | $1,379,898 | -$63,539 | -4.40% | |
| Mgo One Seven Llc | 0.02% | 38,376 | $1,359,645 | $1,299,795 | -$59,850 | -4.40% | |
| Jane Street Group, Llc | 0.00% | 31,937 | $1,337,841 | $1,081,706 | -$256,135 | -19.15% | |
| Pcg Wealth Advisors, Llc | 0.28% | 30,407 | $1,273,752 | $1,029,885 | -$243,867 | -19.15% | |
| Kingsview Wealth Management, Llc | 0.01% | 28,350 | $1,187,582 | $960,214 | -$227,368 | -19.15% | |
| Highline Wealth Partners Llc | 0.22% | 33,109 | $1,173,052 | $1,121,402 | -$51,650 | -4.40% | |
| Rothschild Capital Partners, Llc | 0.22% | 24,512 | $1,026,808 | $830,221 | -$196,587 | -19.15% | |
| Tidal Investments Llc | 0.00% | 19,607 | $821,337 | $664,089 | -$157,248 | -19.15% | |
| Lido Advisors, Llc | 0.00% | 19,175 | $803,240 | $649,457 | -$153,783 | -19.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 18,566 | $777,742 | $628,830 | -$148,912 | -19.15% | |
| Oder Investment Management, Llc | 0.50% | 17,934 | $751,255 | $607,425 | -$143,830 | -19.15% |
Frequently asked questions about VOLT
Who are the largest institutional holders of VOLT?
The largest institutional holders of VOLT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Thrivent Financial For Lutherans, Members Advisory Group Llc, Arrow Financial Corp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported VOLT position.
What is VOLT institutional ownership?
This page tracks VOLT positions reported by institutional investment managers through SEC Form 13F. TEMA ELECTRIFICATION (VOLT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VOLT?
InsiderSet currently tracks 137 institutional managers reporting VOLT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VOLT shareholders.
How much VOLT stock do institutions own?
Institutional investment managers disclosed approximately $312.35M in VOLT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VOLT institutional ownership last updated?
The latest VOLT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VOLT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VOLT position after the reporting date.
Are institutions buying or selling VOLT?
Institutional buying and selling can be analyzed by comparing VOLT positions across consecutive 13F reporting periods. InsiderSet's VOLT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VOLT ownership changes.
How has VOLT institutional ownership changed over time?
InsiderSet tracks VOLT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.