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Soluna Holdings Inc (SLNH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
UNCHANGED
Shares261,551 from 261,551
Change0 (0%)
Value$298.2K (-$54.9K)
Filed 2026-11-05
WT Wealth Management
NEW
Shares200,432
Change+200,432
Value$228.5K
Filed 2026-10-13
RFG Advisory, LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$114.0K (-$21.0K)
Filed 2026-11-03
FNY Investment Advisers, LLC
NEW
Shares92,500
Change+92,500
Value$105
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares88,067 from 65,960
Change+22,107 (+34%)
Value$100.4K (+$11.4K)
Filed 2026-10-22
Activest Wealth Management
UNCHANGED
Shares83,000 from 83,000
Change0 (0%)
Value$94.6K (-$17.4K)
Filed 2026-10-15
Integrity Alliance, Llc.
NEW
Shares79,500
Change+79,500
Value$90.6K
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares71,350 from 63,850
Change+7,500 (+12%)
Value$81.3K (-$4.9K)
Filed 2026-11-05
Creative Planning
NEW
Shares52,870
Change+52,870
Value$60.3K
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
NEW
Shares50,000
Change+50,000
Value$57.0K
Filed 2026-11-05
Lauer Wealth, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$47.5K (-$8.5K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares30,750 from 73,750
Change-43,000 (-58%)
Value$35.1K (-$64.5K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares24,205 from 48,257
Change-24,052 (-50%)
Value$27.6K (-$37.6K)
Filed 2026-11-04
Marathon Strategic Advisors, LLC
NEW
Shares21,450
Change+21,450
Value$24.5K
Filed 2026-10-20
Alchemi Wealth, LLC
NEW
Shares20,000
Change+20,000
Value$22.8K
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares18,415 from 18,290
Change+125 (+1%)
Value$19.7K (-$5.0K)
Filed 2026-10-09
Chapin Davis, Inc.
NEW
Shares15,700
Change+15,700
Value$17.9K
Filed 2026-10-09
Truist Financial Corp
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$17.1K (-$3.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
UNCHANGED
Shares12,936 from 12,936
Change0 (0%)
Value$14.8K (-$2.7K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares12,187 from 13,728
Change-1,541 (-11%)
Value$13.9K (-$4.6K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares4,790 from 4,260
Change+530 (+12%)
Value$5.5K (-$290)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares2,420
Change+2,420
Value$2.8K
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares1,889 from 2,113
Change-224 (-11%)
Value$2.2K (-$700)
Filed 2026-10-22
Gamma Investing LLC
NEW
Shares1,240
Change+1,240
Value$1.4K
Filed 2026-10-08
Asset Dedication, LLC
INCREASED
Shares1,000 from 500
Change+500 (+100%)
Value$1.1K (+$465)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
NEW
Shares974
Change+974
Value$1.1K
Filed 2026-10-29
Covestor Ltd
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$0 (-$1)
Filed 2026-10-30
State of Wyoming
CLOSED
Shares0 from 49,205
Change-49,205 (-100%)
Value$0 (-$66.4K)
Filed 2026-10-28
Matauro, LLC
CLOSED
Shares0 from 35,755
Change-35,755 (-100%)
Value$0 (-$48.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 15,410
Change-15,410 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-13
IFP Advisors, Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 1,954
Change-1,954 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-03
BlackRock, Inc.
N/A
Shares— from 8,330,254
Change-8,330,254 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,577,158
Change-5,577,158 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,227,200
Change-5,227,200 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,661,391
Change-4,661,391 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 3,889,529
Change-3,889,529 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,384,409
Change-2,384,409 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,824,507
Change-1,824,507 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,695,300
Change-1,695,300 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,029,709
Change-1,029,709 (-100%)
Value—
UBS Group AG
N/A
Shares— from 999,446
Change-999,446 (-100%)
Value—
Alpine Fox Capital LLC
N/A
Shares— from 750,882
Change-750,882 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 737,906
Change-737,906 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 708,284
Change-708,284 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 525,459
Change-525,459 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 452,600
Change-452,600 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 430,738
Change-430,738 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 363,683
Change-363,683 (-100%)
Value—
Yorkville Advisors Global, LP
N/A
Shares— from 335,976
Change-335,976 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 255,611
Change-255,611 (-100%)
Value—
Scoggin Management LP
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 244,725
Change-244,725 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 220,696
Change-220,696 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 145,000
Change-145,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 142,521
Change-142,521 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 139,566
Change-139,566 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 137,558
Change-137,558 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 131,242
Change-131,242 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 123,107
Change-123,107 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 114,568
Change-114,568 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 108,692
Change-108,692 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 102,302
Change-102,302 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 102,217
Change-102,217 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 87,810
Change-87,810 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 86,094
Change-86,094 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 85,983
Change-85,983 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 78,235
Change-78,235 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 69,500
Change-69,500 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 63,600
Change-63,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,699
Change-46,699 (-100%)
Value—
Barclays PLC
N/A
Shares— from 44,157
Change-44,157 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 38,659
Change-38,659 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 34,229
Change-34,229 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 32,699
Change-32,699 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 31,079
Change-31,079 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 27,437
Change-27,437 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 24,300
Change-24,300 (-100%)
Value—
Azora Capital LP
N/A
Shares— from 23,934
Change-23,934 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 23,834
Change-23,834 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,743
Change-21,743 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,880
Change-18,880 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,021
Change-16,021 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 14,269
Change-14,269 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,307
Change-11,307 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,516
Change-9,516 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Bank of New York Mellon Corp
UNCHANGED261,551261,55100%$353.1K$298.2K-$54.9K2026-11-05
WT Wealth Management
NEW200,432—+200,432——$228.5K—2026-10-13
RFG Advisory, LLC
UNCHANGED100,000100,00000%$135.0K$114.0K-$21.0K2026-11-03
FNY Investment Advisers, LLC
NEW92,500—+92,500——$105—2026-10-16
SBI Securities Co., Ltd.
INCREASED88,06765,960+22,107+34%$89.0K$100.4K+$11.4K2026-10-22
Activest Wealth Management
UNCHANGED83,00083,00000%$112.1K$94.6K-$17.4K2026-10-15
Integrity Alliance, Llc.
NEW79,500—+79,500——$90.6K—2026-10-29
J.W. Cole Advisors, Inc.
INCREASED71,35063,850+7,500+12%$86.2K$81.3K-$4.9K2026-11-05
Creative Planning
NEW52,870—+52,870——$60.3K—2026-11-02
Elevation Point Wealth Partners, LLC
NEW50,000—+50,000——$57.0K—2026-11-05
Lauer Wealth, LLC
UNCHANGED50,00050,00000%$56.0K$47.5K-$8.5K2026-10-13
Kestra Advisory Services, LLC
DECREASED30,75073,750-43,000-58%$99.6K$35.1K-$64.5K2026-11-02
Citigroup Inc
DECREASED24,20548,257-24,052-50%$65.1K$27.6K-$37.6K2026-11-04
Marathon Strategic Advisors, LLC
NEW21,450—+21,450——$24.5K—2026-10-20
Alchemi Wealth, LLC
NEW20,000—+20,000——$22.8K—2026-11-04
Avaii Wealth Management, LLC
INCREASED18,41518,290+125+1%$24.7K$19.7K-$5.0K2026-10-09
Chapin Davis, Inc.
NEW15,700—+15,700——$17.9K—2026-10-09
Truist Financial Corp
UNCHANGED15,00015,00000%$20.3K$17.1K-$3.2K2026-10-30
Commonwealth Equity Services, LLC
UNCHANGED12,93612,93600%$17.5K$14.8K-$2.7K2026-11-02
ProShare Advisors LLC
DECREASED12,18713,728-1,541-11%$18.5K$13.9K-$4.6K2026-10-29
Farther Finance Advisors, LLC
INCREASED4,7904,260+530+12%$5.8K$5.5K-$2902026-10-08
EverSource Wealth Advisors, LLC
NEW2,420—+2,420——$2.8K—2026-11-04
Sterling Capital Management LLC
DECREASED1,8892,113-224-11%$2.9K$2.2K-$7002026-10-22
Gamma Investing LLC
NEW1,240—+1,240——$1.4K—2026-10-08
Asset Dedication, LLC
INCREASED1,000500+500+100%$675$1.1K+$4652026-11-03
Caitong International Asset Management Co., Ltd
NEW974—+974——$1.1K—2026-10-29
Covestor Ltd
UNCHANGED42942900%$1$0-$12026-10-30
State of Wyoming
CLOSED049,205-49,205-100%$66.4K$0-$66.4K2026-10-28
Matauro, LLC
CLOSED035,755-35,755-100%$48.3K$0-$48.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
CLOSED015,410-15,410-100%$19.4K$0-$19.4K2026-10-13
IFP Advisors, Inc
CLOSED02,000-2,000-100%$2.7K$0-$2.7K2026-10-16
Bay Harbor Wealth Management, LLC
CLOSED01,954-1,954-100%$2.6K$0-$2.6K2026-11-03
BlackRock, Inc.
N/A—8,330,254-8,330,254-100%$11.2M———
Nuveen, LLC
N/A—5,577,158-5,577,158-100%$7.5M———
Vident Advisory, LLC
N/A—5,227,200-5,227,200-100%$7.1M———
Vanguard Capital Management LLC
N/A—4,661,391-4,661,391-100%$6.3M———
Geode Capital Management, LLC
N/A—3,889,529-3,889,529-100%$14.0M———
J. Goldman & Co LP
N/A—2,384,409-2,384,409-100%$3.2M———
State Street Corp
N/A—1,824,507-1,824,507-100%$2.5M———
Marshall Wace, LLP
N/A—1,695,300-1,695,300-100%$2.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,029,709-1,029,709-100%$1.4M———
UBS Group AG
N/A—999,446-999,446-100%$1.3M———
Alpine Fox Capital LLC
N/A—750,882-750,882-100%$1.0M———
Northern Trust Corp
N/A—737,906-737,906-100%$996.2K———
Vanguard Portfolio Management LLC
N/A—708,284-708,284-100%$956.2K———
Vanguard Fiduciary Trust Co
N/A—525,459-525,459-100%$709.4K———
Renaissance Technologies LLC
N/A—452,600-452,600-100%$611.0K———
TRU Independence Asset Management 2, LLC
N/A—430,738-430,738-100%$581.5K———
Virtu Financial LLC
N/A—363,683-363,683-100%$491.0K———
Yorkville Advisors Global, LP
N/A—335,976-335,976-100%$453.6K———
Charles Schwab Investment Management Inc
N/A—255,611-255,611-100%$345.1K———
Scoggin Management LP
N/A—250,000-250,000-100%$337.5K———
Voya Investment Management LLC
N/A—244,725-244,725-100%$330.4K———
Millennium Management LLC
N/A—220,696-220,696-100%$297.9K———
Peak6 LLC
N/A—145,000-145,000-100%$195.8K———
XTX Topco Ltd
N/A—142,521-142,521-100%$192.4K———
GSA Capital Partners LLP
N/A—139,566-139,566-100%$188.0K———
Morgan Stanley
N/A—137,558-137,558-100%$185.7K———
LPL Financial LLC
N/A—131,242-131,242-100%$177.2K———
Bank of America Corp
N/A—123,107-123,107-100%$166.2K———
Intrinsic Edge Capital Management LLC
N/A—114,568-114,568-100%$154.7K———
Goldman Sachs Group Inc
N/A—108,692-108,692-100%$146.7K———
Deutsche Bank Ag\
N/A—102,302-102,302-100%$138.1K———
Invesco Ltd.
N/A—102,217-102,217-100%$138.0K———
Moneta Group Investment Advisors LLC
N/A—100,000-100,000-100%$135.0K———
Wells Fargo & Company
N/A—87,810-87,810-100%$118.5K———
Scientech Research LLC
N/A—86,094-86,094-100%$116.2K———
Price T Rowe Associates Inc
N/A—85,983-85,983-100%$117.0K———
Rhumbline Advisers
N/A—78,235-78,235-100%$105.6K———
New York State Common Retirement Fund
N/A—69,500-69,500-100%$93.8K———
State of Wisconsin Investment Board
N/A—63,600-63,600-100%$85.9K———
JPMorgan Chase & Co
N/A—46,699-46,699-100%$65.4K———
Barclays PLC
N/A—44,157-44,157-100%$59.6K———
Meramec Financial Planners, LLC
N/A—38,659-38,659-100%$47.6K———
Proficio Capital Partners LLC
N/A—37,000-37,000-100%$50.0K———
Tower Research Capital LLC (TRC)
N/A—34,229-34,229-100%$46.2K———
Police & Firemen's Retirement System of New Jersey
N/A—32,699-32,699-100%$44.1K———
American Century Companies Inc
N/A—31,079-31,079-100%$42.0K———
Kovack Advisors, Inc.
N/A—30,000-30,000-100%$37.8K———
Intech Investment Management LLC
N/A—27,437-27,437-100%$37.0K———
SCS Capital Management LLC
N/A—27,000-27,000-100%$36.5K———
SG Americas Securities, LLC
N/A—24,350-24,350-100%$33.0K———
Arcadia Wealth Management, Inc.
N/A—24,300-24,300-100%$32.8K———
Azora Capital LP
N/A—23,934-23,934-100%$32.3K———
Manufacturers Life Insurance Company, the
N/A—23,834-23,834-100%$32.2K———
Susquehanna International Group, LLP
N/A—21,743-21,743-100%$29.4K———
Old Mission Capital LLC
N/A—18,880-18,880-100%$25.5K———
Ground Swell Capital, LLC
N/A—17,874-17,874-100%$24.1K———
Vanguard Global Advisers, LLC
N/A—16,527-16,527-100%$22.3K———
BNP Paribas Financial Markets
N/A—16,021-16,021-100%$21.6K———
Prudential Financial Inc
N/A—15,820-15,820-100%$21.4K———
Dynamic Technology Lab Private Ltd
N/A—14,269-14,269-100%$19.0K———
Merit Financial Group, LLC
N/A—13,299-13,299-100%$18.0K———
Blueshift Asset Management, LLC
N/A—13,140-13,140-100%$17.7K———
Sanctuary Advisors, LLC
N/A—12,439-12,439-100%$16.8K———
Victory Capital Management Inc
N/A—11,870-11,870-100%$16.0K———
SEI Investments Co
N/A—11,307-11,307-100%$15.3K———
Legal & General Group Plc
N/A—10,166-10,166-100%$13.7K———
Janney Montgomery Scott LLC
N/A—10,000-10,000-100%$14———
Ameritas Investment Partners, Inc.
N/A—9,516-9,516-100%$12.8K———
Russell Investments Group, Ltd.
N/A—8,385-8,385-100%$11.3K———
Royal Bank of Canada
N/A—4,346-4,346-100%$6.0K———
Federation des caisses Desjardins du Quebec
N/A—3,094-3,094-100%$4.2K———
Allworth Financial LP
N/A—1,600-1,600-100%$2.2K———
Global Retirement Partners, LLC
N/A—1,000-1,000-100%$1.4K———
FMR LLC
N/A—819-819-100%$1.1K———
UMB Bank, n.a.
N/A—500-500-100%$675———
Game Plan Financial Advisors, LLC
N/A—450-450-100%$608———
Rialto Wealth Management, LLC
N/A—357-357-100%$482———
Osaic Holdings, Inc.
N/A—166-166-100%$223———
Graney & King, LLC
N/A—42-42-100%$57———
Steward Partners Investment Advisory, LLC
N/A—21-21-100%$28———
Showing 112 of 112 institutions