Volta Inc. - 92873V102
Detailed investor-level table based on 13F positions.
Early Q1 2023 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 6,457,777 | 2,295 | 0.0% | 0.0% | 1 | -46,630 | -0.72% | Q4 2022 | Feb 10, 2023 |
| STATE STREET CORP | History | Added to | 5,613,023 | 1,994 | 0.0% | 0.0% | 2 | +1,944,398 | 53.0% | Q4 2022 | May 15, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,251,033 | 800 | 0.0% | 0.0% | 3 | +40,407 | 1.83% | Q4 2022 | Feb 13, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 1,773,511 | 631 | 0.0% | 0.0% | 4 | +1,200,007 | 209.24% | Q4 2022 | Feb 13, 2023 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,088,199 | 386 | 0.0% | 0.0% | 5 | -2,232 | -0.2% | Q4 2022 | Feb 09, 2023 |
| NORTHERN TRUST CORP | History | Reduced | 1,032,689 | 367 | 0.0% | 0.0% | 6 | -32,427 | -3.04% | Q4 2022 | Feb 13, 2023 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 910,751 | 323 | 0.01% | 0.04% | 7 | 0 | 0.0% | Q4 2022 | Feb 07, 2023 |
| Bank of New York Mellon Corp | History | Added to | 864,937 | 307 | 0.0% | 0.07% | 8 | +399,353 | 85.77% | Q4 2022 | Feb 14, 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 795,965 | 282 | 0.66% | 2.69% | 9 | -102,817 | -11.44% | Q4 2022 | Jan 04, 2024 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 567,079 | 201 | 0.0% | 0.0% | 10 | -123,409 | -17.87% | Q4 2022 | May 14, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 434,000 | 154 | 0.0% | — | 11 | +434,000 | New | Q4 2022 | Feb 14, 2023 |
| MORGAN STANLEY | History | Added to | 390,248 | 138 | 0.0% | 0.0% | 12 | +189,424 | 94.32% | Q4 2022 | Feb 14, 2023 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | No change | 375,000 | 135 | 0.0% | 0.01% | 13 | 0 | 0.0% | Q4 2022 | Feb 13, 2023 |
| CITADEL ADVISORS LLC | History | Added to | 263,145 | 93 | 0.0% | 0.0% | 14 | +95,845 | 57.29% | Q4 2022 | Feb 14, 2023 |
| WILEY BROS.-AINTREE CAPITAL, LLC | History | No change | 215,000 | 76 | 0.04% | 0.15% | 15 | 0 | 0.0% | Q4 2022 | Jan 10, 2023 |
| RHUMBLINE ADVISERS | History | Added to | 185,435 | 66 | 0.0% | 0.0% | 16 | +820 | 0.44% | Q4 2022 | Feb 14, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 159,887 | 56 | 0.0% | 0.0% | 17 | +143,414 | 870.6% | Q4 2022 | Feb 10, 2023 |
| IFP Advisors, Inc | History | No change | 5,696 | 51 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2022 | Feb 07, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 140,555 | 49 | 0.0% | 0.0% | 19 | +38,370 | 37.55% | Q4 2022 | Feb 13, 2023 |
| BARCLAYS PLC | History | Added to | 126,555 | 44 | 0.0% | 0.0% | 20 | +28,074 | 28.51% | Q4 2022 | Mar 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 104,197 | 37 | 0.0% | 0.0% | 21 | -157,820 | -60.23% | Q4 2022 | Feb 14, 2023 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 88,086 | 31 | 0.0% | 0.0% | 22 | +286 | 0.33% | Q4 2022 | Oct 08, 2025 |
| TWO SIGMA ADVISERS, LP | History | Added to | 74,800 | 26 | 0.0% | 0.0% | 23 | +29,100 | 63.68% | Q4 2022 | Feb 14, 2023 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 60,755 | 21 | 0.0% | 0.0% | 24 | +35,148 | 137.26% | Q4 2022 | Feb 14, 2023 |
| Invesco Ltd. | History | Reduced | 54,810 | 19 | 0.0% | 0.0% | 25 | -6,092 | -10.0% | Q4 2022 | Feb 13, 2023 |
| UBS Group AG | History | Reduced | 55,187 | 19 | 0.0% | 0.0% | 26 | -5,819 | -9.54% | Q4 2022 | Feb 08, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | History | Reduced | 52,666 | 19 | 0.0% | 0.0% | 27 | -949 | -1.77% | Q4 2022 | Feb 10, 2023 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 49,307 | 17 | 0.0% | 0.0% | 29 | -99,676 | -66.9% | Q4 2022 | Feb 14, 2023 |
| DEUTSCHE BANK AG\ | History | Added to | 50,427 | 17 | 0.0% | 0.0% | 28 | +819 | 1.65% | Q4 2022 | Feb 13, 2023 |
| HighTower Advisors, LLC | History | Added to | 47,382 | 16 | 0.0% | 0.0% | 31 | +33,242 | 235.09% | Q4 2022 | Feb 09, 2023 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 47,356 | 16 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2022 | Feb 07, 2025 |
| GROUP ONE TRADING, L.P. | History | Reduced | 44,201 | 15 | 0.0% | 0.0% | 32 | -16,945 | -27.71% | Q4 2022 | Feb 09, 2023 |
| Marex Group plc | History | New | 44,300 | 14 | 0.0% | — | 33 | +44,300 | New | Q4 2022 | Apr 02, 2026 |
| Squarepoint Ops LLC | History | New | 36,215 | 12 | 0.0% | — | 35 | +36,215 | New | Q4 2022 | Feb 14, 2023 |
| BANK OF MONTREAL /CAN/ | History | New | 35,922 | 12 | 0.0% | — | 34 | +35,922 | New | Q4 2022 | Feb 01, 2023 |
| Mariner, LLC | History | Reduced | 30,762 | 11 | 0.0% | 0.0% | 36 | -7,073 | -18.69% | Q4 2022 | Feb 14, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 26,020 | 9 | 0.0% | 0.0% | 38 | -20,412 | -43.96% | Q4 2022 | Feb 14, 2023 |
| Tower Research Capital LLC (TRC) | History | Added to | 26,754 | 9 | 0.0% | 0.0% | 39 | +10,501 | 64.61% | Q4 2022 | Feb 10, 2023 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,789 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2022 | Feb 09, 2023 |
| Rockefeller Capital Management L.P. | History | Added to | 25,106 | 8 | 0.0% | 0.0% | 42 | +19,500 | 347.84% | Q4 2022 | Mar 06, 2023 |
| Creative Planning | History | Reduced | 23,820 | 8 | 0.0% | 0.0% | 41 | -4,500 | -15.89% | Q4 2022 | Feb 10, 2023 |
| BANQUE PICTET & CIE SA | History | No change | 25,286 | 8 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2022 | Feb 06, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 21,751 | 7 | 0.0% | 0.0% | 43 | -30,976 | -58.75% | Q4 2022 | Aug 11, 2023 |
| Belvedere Trading LLC | History | New | 21,650 | 7 | 0.0% | — | 45 | +21,650 | New | Q4 2022 | Feb 15, 2023 |
| LPL Financial LLC | History | Reduced | 19,999 | 7 | 0.0% | 0.0% | 44 | -3,885 | -16.27% | Q4 2022 | Feb 07, 2023 |
| Vanguard Personalized Indexing Management, LLC | History | New | 17,239 | 6 | 0.0% | — | 47 | +17,239 | New | Q4 2022 | Feb 10, 2023 |
| MARSHALL WACE, LLP | History | Reduced | 17,209 | 6 | 0.0% | 0.0% | 46 | -149 | -0.86% | Q4 2022 | Feb 14, 2023 |
| SIMPLEX TRADING, LLC | History | Reduced | 15,227 | 5 | 0.0% | 0.0% | 49 | -50,149 | -76.71% | Q4 2022 | Feb 02, 2023 |
| ProShare Advisors LLC | History | Added to | 15,892 | 5 | 0.0% | 0.0% | 48 | +2,422 | 17.98% | Q4 2022 | Feb 02, 2023 |
| Legal & General Group Plc | History | Reduced | 11,882 | 4 | 0.0% | 0.0% | 50 | -28,515 | -70.59% | Q4 2022 | Feb 14, 2023 |
| Apollon Wealth Management, LLC | History | Added to | 11,635 | 4 | 0.0% | 0.0% | 52 | +1,635 | 16.35% | Q4 2022 | Feb 15, 2023 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,472 | 4 | 0.0% | 0.0% | 51 | -4 | -0.03% | Q4 2022 | Apr 25, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,987 | 3 | 0.0% | 0.0% | 53 | -257,556 | -95.91% | Q4 2022 | Feb 14, 2023 |
| Marathon Trading Investment Management LLC | History | No change | 10,000 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2022 | May 24, 2023 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,196 | 2 | 0.0% | 0.0% | 55 | -22,116 | -75.45% | Q4 2022 | Feb 13, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 4,628 | 1 | 0.0% | 0.0% | 58 | -4,617 | -49.94% | Q4 2022 | Feb 01, 2023 |
| FMR LLC | History | Added to | 3,571 | 1 | 0.0% | 0.0% | 56 | +975 | 37.56% | Q4 2022 | Feb 13, 2023 |
| TORONTO DOMINION BANK | History | No change | 1,480 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2022 | Feb 07, 2023 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -705,575 | -100.0% | Q3 2022 | Nov 14, 2022 |
| Toroso Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -397,528 | -100.0% | Q3 2022 | Nov 23, 2022 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -270,100 | -100.0% | Q3 2022 | Nov 09, 2022 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 550 | 0 | — | 0.0% | — | -88,300 | -99.38% | Q4 2022 | Jan 24, 2023 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77,687 | -100.0% | Q3 2022 | Feb 10, 2023 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -74,455 | -100.0% | Q3 2022 | May 10, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,926 | -100.0% | Q3 2022 | Nov 14, 2022 |
| BNP PARIBAS ARBITRAGE, SNC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,386 | -100.0% | Q3 2022 | Nov 16, 2022 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,824 | -100.0% | Q3 2022 | Nov 15, 2022 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -31,933 | -100.0% | Q3 2022 | Nov 14, 2022 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -31,813 | -100.0% | Q3 2022 | Nov 07, 2022 |
| Polar Capital Holdings Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -26,263 | -100.0% | Q3 2022 | Nov 14, 2022 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,496 | -100.0% | Q3 2022 | Jan 13, 2023 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -21,700 | -100.0% | Q3 2022 | Nov 14, 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,618 | -100.0% | Q3 2022 | Nov 14, 2022 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,892 | -100.0% | Q3 2022 | Nov 03, 2022 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -15,669 | -100.0% | Q3 2022 | Nov 09, 2022 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,459 | -100.0% | Q3 2022 | Nov 09, 2022 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,480 | -100.0% | Q3 2022 | Nov 16, 2022 |
| CITIGROUP INC | History | Reduced | 1,209 | 0 | — | 0.0% | — | -4,486 | -78.77% | Q4 2022 | Feb 09, 2023 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2022 | Nov 10, 2022 |
| Advisory Services Network, LLC | History | New | 1,850 | 0 | — | — | — | +1,850 | New | Q4 2022 | Feb 13, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 100 | 0 | — | 0.0% | — | -1,750 | -94.59% | Q4 2022 | Feb 10, 2023 |
| CIBC Private Wealth Group, LLC | History | Added to | 12,600 | 0 | — | 0.0% | — | +1,275 | 11.26% | Q4 2022 | Jun 01, 2023 |
| Farther Finance Advisors, LLC | History | New | 1,000 | 0 | — | — | — | +1,000 | New | Q4 2022 | Sep 12, 2023 |
| Parallel Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -650 | -99.09% | Q4 2022 | Feb 06, 2023 |
| NewEdge Advisors, LLC | History | New | 566 | 0 | — | — | — | +566 | New | Q4 2022 | Feb 14, 2023 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 310 | 0 | — | — | — | +310 | New | Q4 2022 | Feb 02, 2023 |
| HARBOUR INVESTMENTS, INC. | History | New | 300 | 0 | — | — | — | +300 | New | Q4 2022 | Feb 16, 2023 |
| FIFTH THIRD BANCORP | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2022 | Jan 25, 2023 |
| US BANCORP \DE\ | History | No change | 1,875 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2022 | Feb 13, 2023 |
| Clearstead Advisors, LLC | History | No change | 250 | 0 | — | — | — | 0 | 0.0% | Q4 2022 | Feb 14, 2023 |
| Allworth Financial LP | History | No change | 198 | 0 | — | — | — | 0 | 0.0% | Q4 2022 | Jan 13, 2023 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,950 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2022 | Aug 15, 2024 |