Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was StoneX Group Inc. (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
14 tracked 13F filers disclose a position in SOAR as of the latest SEC 13F filings, a combined $169K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 428K | $69K | ▲44× Added · +418K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 191K | $31K | ▲+36% Added · +50K sh | Q2 2026 | |
| 3 | UBS Group AG | 81K | $19K | ▲+679% Added · +71K sh | Q1 2026 | |
| 4 | StoneX Group Inc. | 80K | $13K | ▲New +80K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 65K | $15K | ▲New +65K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 52K | $8K | —Held | Q2 2026 | |
| 7 | XTX Topco Ltd | 26K | $6K | ▲New +26K sh | Q1 2026 | |
| 8 | Northern Trust Corp | 16K | $4K | —Held | Q1 2026 | |
| 9 | Susquehanna International Group, LLP | 12K | $3K | ▲New +12K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | 5K | $811 | ▲New +5K sh | Q2 2026 | |
| 11 | Citigroup Inc | 2K | $496 | ▲New +2K sh | Q1 2026 | |
| 12 | PNC Financial Services Group, Inc. | 200 | $46 | —Held | Q1 2026 | |
| 13 | SBI Securities Co., Ltd. | 125 | $20 | ▲125× Added · +124 sh | Q2 2026 | |
| 14 | National Bank Of Canada | 3 | $1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in SOAR and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $672.8M |
| Vanguard S&P 500 ETFVOO | 4 funds | $436.0M |
| Apple IncAAPL | 4 funds | $321.4M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $269.7M |
| Amazon.com IncAMZN | 4 funds | $206.3M |
| Alphabet Inc-CL AGOOGL | 4 funds | $188.1M |
| Microsoft CorpMSFT | 4 funds | $168.0M |
| Micron Technology IncMU | 4 funds | $154.8M |
| Alphabet Inc-CL CGOOG | 4 funds | $147.5M |
| Tesla IncTSLA | 4 funds | $142.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $139.8M |
| Vanguard Tot World STK ETFVT | 4 funds | $130.2M |
Ranked by how many of SOAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOAR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2025 | Cooper Nicholas James | Director, 10% Owner | Sell (S) | 21K | $27K |
| Jun 27, 2025 | Cooper Nicholas James | Director, 10% Owner | Sell (S) | 2K | $2K |
| Jun 26, 2025 | Cooper Nicholas James | Director, 10% Owner | Sell (S) | 3K | $4K |
| Dec 30, 2024 | Cooper Nicholas James | Chief Commercial Officer, Director, 10% Owner | Sell (S) | 459K | $119K |
| Jun 7, 2024 | Prachar Michael Patrick | Chief Operating Officer | Buy (P) | 1K | $988 |
| Jun 6, 2024 | Heinen Mark | Chief Financial Officer | Buy (P) | 9K | $7K |
| Jun 6, 2024 | Liotta Matthew | Chief Executive Officer, Director, 10% Owner | Buy (P) | 6K | $5K |
| Mar 28, 2024 | Liotta Matthew | CEO and Director, Director, 10% Owner | Buy (P) | 3K | $11K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SOARthis pagecs | 14 funds | $169K |
| SOARWWT | 1 funds | $78 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SOAR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOAR/capital-change-brief"
Use Arkolith's capital_change_brief for SOAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SOAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.