Who Owns Solitario Resources Stock?
NYSE: XPLBasic MaterialsPrecious MetalsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 22.99%
- Held by insiders
- 16.79%
- Institutional holders
- 58
- Institutions 23.0%
- Insiders 16.8%
- Public and other 60.2%
Who owns Solitario Resources stock?
Institutional investors own about 23.0% of Solitario Resources's shares, spread across 58 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 16.79% of XPL.
The largest institutional holders are Edgepoint Investment Group Inc. (7.68%), Vanguard Capital Management LLC (3.06%) and Renaissance Technologies, LLC (1.59%). Together, the top 10 institutions control 17.7% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their XPL positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of XPL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Edgepoint Investment Group Inc. | 7.27M | 7.68% | 0.0% |
| Vanguard Capital Management LLC | 2.89M | 3.06% | +14.8% |
| Renaissance Technologies, LLC | 1.51M | 1.59% | -6.6% |
| Long Focus Capital Management, LLC | 1.41M | 1.49% | 0.0% |
| Focused Wealth Management, Inc | 984.90K | 1.04% | +29.1% |
| Geode Capital Management, LLC | 683.81K | 0.72% | -3.3% |
| Aegis Financial Corporation | 632.46K | 0.67% | 0.0% |
| Lido Advisors, LLC | 511.38K | 0.54% | -40.8% |
| Vanguard Fiduciary Trust Co | 456.96K | 0.48% | +18.2% |
| Citadel Advisors Llc | 429.04K | 0.45% | +120.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of XPL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.87M | 1.98% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 929.87K | 0.98% |
| Aegis Funds-Aegis Value Fund | 620.43K | 0.66% |
| Jacob Funds Inc.-Jacob Discovery Fund | 601.31K | 0.64% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 372.10K | 0.39% |
| U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund | 310.00K | 0.33% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 103.25K | 0.11% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | 62.98K | 0.07% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 58.82K | 0.06% |
| SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund | 44.90K | 0.05% |
Frequently asked questions
Who is the largest shareholder of Solitario Resources?
Edgepoint Investment Group Inc. is the largest institutional shareholder of XPL, owning 7.68% of shares outstanding (7.27M shares) as of its latest 13F filing.
What percentage of Solitario Resources is owned by institutions?
Institutions own about 23.0% of XPL shares and 27.6% of the public float.
How much of Solitario Resources do insiders own?
Insiders, such as officers and directors, own about 16.79% of XPL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.