Who owns SOLS (SOLS)
Which tracked institutional funds hold SOLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOLS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SOLS is one-sided between 2025-Q4 and 2026-Q1: 361 added or opened and 113 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SOLS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SOLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SOLS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1131 tracked filers holding SOLS, 537 increased or opened the position and 619 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SOLS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 101
- VANGUARD PORTFOLIO MANAGEMENT LLC$604M
- VANGUARD CAPITAL MANAGEMENT LLC$543M
- JANE STREET GROUP, LLC$231M
- COATUE MANAGEMENT LLC$126M
- VANGUARD FIDUCIARY TRUST CO$75M
- HRT FINANCIAL LP$62M
Full exits 54
- VANGUARD GROUP INC$872M
- Madison Avenue Partners, LP$135M
- NORGES BANK$128M
- PAULSON & CO. INC.$68M
- GOLDENTREE ASSET MANAGEMENT LP$47M
- MASON CAPITAL MANAGEMENT LLC$31M
Largest adds
- ALKEON CAPITAL MANAGEMENT LLC$225M
- PRICE T ROWE ASSOCIATES INC /MD/$171M
- XN LP$168M
- TWO SIGMA INVESTMENTS, LP$143M
- STATE STREET CORP$133M
- Castle Hook Partners LP$112M
Largest trims
- Sessa Capital IM, L.P.$149M
- FRANKLIN RESOURCES INC$51M
- MILLENNIUM MANAGEMENT LLC$44M
- BALYASNY ASSET MANAGEMENT L.P.$33M
- Schonfeld Strategic Advisors LLC$18M
- CANADA PENSION PLAN INVESTMENT BOARD$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 12,163,058 | $926M | 9.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,928,394 | $604M | 6.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,126,513 | $543M | 5.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,969,885 | $379M | 3.9% | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC added | 3,668,020 | $279M | 2.9% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 3,036,168 | $231M | 2.4% | 2026-Q1 |
| Sessa Capital IM, L.P. trimmed | 2,809,319 | $214M | 2.2% | 2026-Q1 |
| UBS Group AG trimmed | 2,671,584 | $203M | 2.1% | 2026-Q1 |
| XN LP added | 2,665,268 | $203M | 2.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,646,237 | $202M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,556,647 | $195M | 2.0% | 2026-Q1 |
| FMR LLC added | 2,474,886 | $188M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,450,069 | $187M | 1.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,421,376 | $184M | 1.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,334,493 | $178M | 1.8% | 2026-Q1 |
| Castle Hook Partners LP added | 2,226,617 | $170M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,810,160 | $138M | 1.4% | 2026-Q1 |
| COATUE MANAGEMENT LLC new | 1,654,589 | $126M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,575,971 | $120M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,455,055 | $111M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,437,188 | $109M | 1.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,367,124 | $104M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,334,194 | $102M | 1.0% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,238,796 | $94M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,204,419 | $87M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,088,199 | $83M | 0.9% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,046,286 | $80M | 0.8% | 2026-Q1 |
| BOWEN HANES & CO INC added | 1,008,031 | $77M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 986,731 | $75M | 0.8% | 2026-Q1 |
| TD Asset Management Inc added | 975,416 | $74M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 990,405 | $74M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 926,814 | $71M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP new | 820,634 | $62M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 820,175 | $62M | 0.6% | 2026-Q1 |
| Clearbridge Investments, LLC added | 818,366 | $62M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 762,907 | $58M | 0.6% | 2026-Q1 |
| Progeny 3, Inc. | 731,100 | $56M | 0.6% | 2026-Q1 |
| Kinetic Partners Management, LP trimmed | 727,800 | $55M | 0.6% | 2026-Q1 |
| Amundi new | 725,025 | $55M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 706,888 | $54M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 704,674 | $52M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 667,384 | $51M | 0.5% | 2026-Q1 |
| Merewether Investment Management, LP new | 642,451 | $49M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 639,069 | $49M | 0.5% | 2026-Q1 |
| Pennant Investors, LP trimmed | 635,000 | $48M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 610,737 | $47M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 598,155 | $46M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 591,821 | $45M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 576,261 | $44M | 0.5% | 2026-Q1 |
| Epoch Investment Partners, Inc. new | 540,683 | $41M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 517,163 | $39M | 0.4% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 509,138 | $39M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC new | 504,100 | $38M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 503,376 | $38M | 0.4% | 2026-Q1 |
| No Street GP LP added | 500,000 | $38M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 487,482 | $37M | 0.4% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 467,035 | $36M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 459,419 | $35M | 0.4% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed | 430,176 | $33M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 418,398 | $32M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 380,205 | $29M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 368,236 | $28M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 355,561 | $27M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 345,948 | $26M | 0.3% | 2026-Q1 |
| Swiss National Bank trimmed | 314,000 | $24M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 313,977 | $24M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC new | 313,363 | $24M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 310,264 | $24M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd trimmed | 306,640 | $23M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 471,738 | $23M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 295,999 | $23M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 285,255 | $22M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 279,061 | $21M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 274,995 | $21M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 274,497 | $21M | 0.2% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 253,378 | $21M | 0.2% | 2026-Q1 |
| PHILADELPHIA TRUST CO added | 269,865 | $21M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 264,876 | $20M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 259,800 | $20M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 258,927 | $20M | 0.2% | 2026-Q1 |
| Champlain Investment Partners, LLC new | 256,062 | $20M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 247,922 | $19M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 241,293 | $18M | 0.2% | 2026-Q1 |
| Covea Finance trimmed | 240,172 | $18M | 0.2% | 2026-Q1 |
| Private Wealth Partners, LLC trimmed | 237,719 | $18M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 224,021 | $17M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 223,078 | $17M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS new | 222,556 | $17M | 0.2% | 2026-Q1 |
| ING GROEP NV added | 220,900 | $17M | 0.2% | 2026-Q1 |
| Hel Ved Capital Management Ltd trimmed | 218,100 | $17M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC new | 17,948,890 | $872M | 9.0% | 2025-Q4 stale |
| Madison Avenue Partners, LP new | 2,782,460 | $135M | 1.4% | 2025-Q4 stale |
| NORGES BANK new | 2,642,400 | $128M | 1.3% | 2025-Q4 stale |
| PAULSON & CO. INC. new | 1,395,787 | $68M | 0.7% | 2025-Q4 stale |
| GOLDENTREE ASSET MANAGEMENT LP new | 975,345 | $47M | 0.5% | 2025-Q4 stale |
| MASON CAPITAL MANAGEMENT LLC new | 633,801 | $31M | 0.3% | 2025-Q4 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD new | 549,346 | $27M | 0.3% | 2025-Q4 stale |
| Clearline Capital LP new | 481,669 | $23M | 0.2% | 2025-Q4 stale |
| Pacer Advisors, Inc. new | 424,764 | $21M | 0.2% | 2025-Q4 stale |
| GLENVIEW CAPITAL MANAGEMENT, LLC new | 337,266 | $16M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.