13FBOX
VOLATO GROUP INC · 13F Institutional Holdings
Options Calculator Rankings
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VOLATO GROUP INC

SOAR
Institutions
12
Combined AUM (Q2 2026)
$152,743
Combined Shares (Q2 2026)
942,397
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+615,085
9 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-78,365
5 institutions reduced · 4 exits
Est. sell amount
⚖️ Net Share Change
+536,720
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$152,743
Institutions
12
New Buys
4
Adds
5
Reduces
1
Exits
4
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#8$69,311427,843$2,2609,782+418,061+4,273.78%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#6$30,967190,927$32,384140,436+50,491+35.95%Add
UBS Group AG
<0.01%<0.01%#5$13,03480,458$18,75381,180-722-0.89%Reduce
StoneX Group Inc.
<0.01%#1$12,97680,000$00+80,000New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#4$8,43652,075$12,02952,07500.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#9$7,80648,125$3,71116,091+32,034+199.08%Add
XTX Topco Ltd
<0.01%<0.01%#2$4,64328,625$6,02326,117+2,508+9.60%Add
CITIGROUP INC
<0.01%<0.01%#7$4,59328,319$4962,153+26,166+1,215.33%Add
IFP Advisors, Inc
<0.01%#3$8115,000$00+5,000New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#11$114700$00+700New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#12$32200$4620000.00%Unchanged
SBI Securities Co., Ltd.
<0.01%#10$20125$00+125New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow