Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XPL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | EdgePoint Investment Group Inc. | 7.3M | $6.0M | 0.0% | 7.814% | 0.05% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $2.1M | — | 2.707% | 0.00% |
| 3 | WEXFORD CAPITAL LP | 1.8M | $1.5M | -66.5% | 1.982% | 0.25% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 1.6M | $1.3M | +24.4% | 1.732% | 0.00% |
| 5 | Long Focus Capital Management, LLC | 1.4M | $1.2M | 0.0% | 1.515% | 0.03% |
| 6 | Lido Advisors, LLC | 864K | $709K | -3.4% | 0.929% | 0.00% |
| 7 | Focused Wealth Management, Inc | 763K | $626K | +24.9% | 0.820% | 0.07% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 707K | $580K | +8.7% | 0.760% | 0.00% |
| 9 | AEGIS FINANCIAL CORP | 632K | $519K | 0.0% | 0.680% | 0.09% |
| 10 | NATIONAL BANK OF CANADA /FI/ | 344K | $392K | +32.8% | 0.370% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 387K | $317K | — | 0.415% | 0.00% |
| 12 | U S GLOBAL INVESTORS INC | 310K | $254K | 0.0% | 0.333% | 0.03% |
| 13 | Shay Capital LLC | 268K | $220K | — | 0.288% | 0.02% |
| 14 | Private Advisor Group, LLC | 228K | $187K | 0.0% | 0.245% | 0.00% |
| 15 | Total Wealth Planning & Management, Inc. | 206K | $169K | +10.2% | 0.221% | 0.14% |
| 16 | CITADEL ADVISORS LLC | 195K | $160K | -51.4% | 0.209% | 0.00% |
| 17 | NORTHERN TRUST CORP | 161K | $132K | -2.7% | 0.173% | 0.00% |
| 18 | BANQUE PICTET & CIE SA | 100K | $82K | 0.0% | 0.107% | 0.00% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 90K | $73K | 0.0% | 0.096% | 0.00% |
| 20 | Neuberger Berman Group LLC | 87K | $71K | 0.0% | 0.093% | 0.00% |
| 21 | XTX Topco Ltd | 84K | $69K | +59.2% | 0.091% | 0.00% |
| 22 | STATE STREET CORP | 70K | $57K | 0.0% | 0.075% | 0.00% |
| 23 | Signature Equity Partners, LLC | 56K | $46K | 0.0% | 0.060% | 0.02% |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 52K | $44K | 0.0% | 0.056% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 45K | $37K | 0.0% | 0.048% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in XPL — a direct measure of their conviction.
Filings activity in XPL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 49 | +14% | 22.99% | +2.39 pp | $17M | +12% |
| Q4 2025 | 43 | 2.3% | 20.60% | +0.60 pp | $15M | +3.0% |
| Q3 2025 | 44 | +7.3% | 20.00% | +1.91 pp | $15M | +11% |
| Q2 2025 | 41 | +11% | 18.09% | +5.98 pp | $13M | +49% |
| Q1 2025 | 37 | 2.6% | 12.11% | +0.09 pp | $9M | +0.8% |
| Q4 2024 | 38 | +5.6% | 12.02% | 0.94 pp | $9M | 7.3% |
| Q3 2024 | 36 | 2.7% | 12.96% | 11.50 pp | $10M | 47% |
| Q2 2024 | 37 | — | 24.46% | — | $18M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying XPL stock.
Based on Q1 2026 13F filings, institutional ownership of Solitario Zinc Corp. stands at 23.0%, held across 49 reporting institutions.
EdgePoint Investment Group Inc. is the largest reported institutional holder of XPL, with approximately 7,272,727 shares worth $0.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of XPL, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for XPL is 71 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in XPL during Q1 2026, while 5 fully exited. 34 added to existing positions and 4 trimmed.
XPL institutional ownership rose by 2.39 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 87.4% of all reported 13F value in XPL, and the top 25 account for 98.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Solitario Zinc Corp. (XPL) Institutional Ownership