Solitario Resources Corp (XPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Focused Wealth Management, Inc

INCREASED

Shares1,064,900 from 984,900

Change+80,000 (+8%)

Value$613.4K (-$127.7K)

Filed 2026-10-30

Lido Advisors, LLC

UNCHANGED

Shares511,377 from 511,377

Change0 (0%)

Value$294.6K (-$90.2K)

Filed 2026-11-04

U S Global Investors Inc

UNCHANGED

Shares310,000 from 310,000

Change0 (0%)

Value$178.6K (-$54.7K)

Filed 2026-10-22

Total Wealth Planning & Management, Inc.

DECREASED

Shares197,966 from 205,966

Change-8,000 (-4%)

Value$114.0K (-$40.9K)

Filed 2026-10-23

Fruth Investment Management

UNCHANGED

Shares150,000 from 150,000

Change0 (0%)

Value$86 (-$26)

Filed 2026-10-13

Banque Pictet & CIE SA

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$57.6K (-$17.6K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares52,000 from 52,000

Change0 (0%)

Value$28.9K (-$11.2K)

Filed 2026-10-13

Signature Equity Partners, LLC

DECREASED

Shares50,050 from 56,350

Change-6,300 (-11%)

Value$28.8K (-$13.6K)

Filed 2026-10-29

Provident Wealth Management, LLC

DECREASED

Shares28,953 from 29,332

Change-379 (-1%)

Value$16.7K (-$5.4K)

Filed 2026-10-20

Capital Advisors, Ltd. LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$3 (-$1)

Filed 2026-10-27

Farther Finance Advisors, LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$2.6K (-$794)

Filed 2026-10-08

Eastern Bank

UNCHANGED

Shares584 from 584

Change0 (0%)

Value$336 (-$103)

Filed 2026-10-05

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 10,596

Change-10,596 (-100%)

Value$0 (-$8.0K)

Filed 2026-10-30

Uptick Partners, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$7.5K)

Filed 2026-11-04

Citigroup Inc

CLOSED

Shares0 from 5,677

Change-5,677 (-100%)

Value$0 (-$4.3K)

Filed 2026-11-04

EdgePoint Investment Group Inc.

N/A

Shares— from 7,272,727

Change-7,272,727 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,893,524

Change-2,893,524 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,505,853

Change-1,505,853 (-100%)

Value—

Long Focus Capital Management, LLC

N/A

Shares— from 1,409,700

Change-1,409,700 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 683,806

Change-683,806 (-100%)

Value—

Aegis Financial Corp

N/A

Shares— from 632,458

Change-632,458 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 456,963

Change-456,963 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 429,044

Change-429,044 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 344,035

Change-344,035 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 268,168

Change-268,168 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 228,002

Change-228,002 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 159,012

Change-159,012 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 106,036

Change-106,036 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 89,500

Change-89,500 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 87,056

Change-87,056 (-100%)

Value—

State Street Corp

N/A

Shares— from 69,611

Change-69,611 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 68,559

Change-68,559 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 44,899

Change-44,899 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 38,421

Change-38,421 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 33,915

Change-33,915 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 33,333

Change-33,333 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 31,873

Change-31,873 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 20,490

Change-20,490 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 19,100

Change-19,100 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,300

Change-18,300 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,538

Change-12,538 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 7,005

Change-7,005 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,157

Change-6,157 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,130

Change-4,130 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,419

Change-2,419 (-100%)

Value—

FMR LLC

N/A

Shares— from 830

Change-830 (-100%)

Value—

Barclays PLC

N/A

Shares— from 675

Change-675 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 550

Change-550 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 216

Change-216 (-100%)

Value—

UBS Group AG

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
Focused Wealth Management, Inc	INCREASED	1,064,900	984,900	+80,000	+8%	$741.0K	$613.4K	-$127.7K	2026-10-30
Lido Advisors, LLC	UNCHANGED	511,377	511,377	0	0%	$384.8K	$294.6K	-$90.2K	2026-11-04
U S Global Investors Inc	UNCHANGED	310,000	310,000	0	0%	$233.2K	$178.6K	-$54.7K	2026-10-22
Total Wealth Planning & Management, Inc.	DECREASED	197,966	205,966	-8,000	-4%	$155.0K	$114.0K	-$40.9K	2026-10-23
Fruth Investment Management	UNCHANGED	150,000	150,000	0	0%	$112	$86	-$26	2026-10-13
Banque Pictet & CIE SA	UNCHANGED	100,000	100,000	0	0%	$75.2K	$57.6K	-$17.6K	2026-10-16
Wealth Enhancement Advisory Services, LLC	UNCHANGED	52,000	52,000	0	0%	$40.0K	$28.9K	-$11.2K	2026-10-13
Signature Equity Partners, LLC	DECREASED	50,050	56,350	-6,300	-11%	$42.4K	$28.8K	-$13.6K	2026-10-29
Provident Wealth Management, LLC	DECREASED	28,953	29,332	-379	-1%	$22.1K	$16.7K	-$5.4K	2026-10-20
Capital Advisors, Ltd. LLC	UNCHANGED	5,000	5,000	0	0%	$4	$3	-$1	2026-10-27
Farther Finance Advisors, LLC	UNCHANGED	4,500	4,500	0	0%	$3.4K	$2.6K	-$794	2026-10-08
Eastern Bank	UNCHANGED	584	584	0	0%	$439	$336	-$103	2026-10-05
Kestra Private Wealth Services, LLC	CLOSED	0	10,596	-10,596	-100%	$8.0K	$0	-$8.0K	2026-10-30
Uptick Partners, LLC	CLOSED	0	10,000	-10,000	-100%	$7.5K	$0	-$7.5K	2026-11-04
Citigroup Inc	CLOSED	0	5,677	-5,677	-100%	$4.3K	$0	-$4.3K	2026-11-04
EdgePoint Investment Group Inc.	N/A	—	7,272,727	-7,272,727	-100%	$5.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,893,524	-2,893,524	-100%	$2.2M	—	—	—
Renaissance Technologies LLC	N/A	—	1,505,853	-1,505,853	-100%	$1.1M	—	—	—
Long Focus Capital Management, LLC	N/A	—	1,409,700	-1,409,700	-100%	$1.1M	—	—	—
Geode Capital Management, LLC	N/A	—	683,806	-683,806	-100%	$514.6K	—	—	—
Aegis Financial Corp	N/A	—	632,458	-632,458	-100%	$475.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	456,963	-456,963	-100%	$343.6K	—	—	—
Citadel Advisors LLC	N/A	—	429,044	-429,044	-100%	$322.8K	—	—	—
National Bank of Canada	N/A	—	344,035	-344,035	-100%	$371.6K	—	—	—
Shay Capital LLC	N/A	—	268,168	-268,168	-100%	$201.8K	—	—	—
Private Advisor Group, LLC	N/A	—	228,002	-228,002	-100%	$171.5K	—	—	—
Northern Trust Corp	N/A	—	159,012	-159,012	-100%	$119.6K	—	—	—
GSA Capital Partners LLP	N/A	—	106,036	-106,036	-100%	$80.0K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	89,500	-89,500	-100%	$67.3K	—	—	—
Neuberger Berman Group LLC	N/A	—	87,056	-87,056	-100%	$65.5K	—	—	—
State Street Corp	N/A	—	69,611	-69,611	-100%	$52.4K	—	—	—
XTX Topco Ltd	N/A	—	68,559	-68,559	-100%	$51.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	44,899	-44,899	-100%	$33.8K	—	—	—
Royal Bank of Canada	N/A	—	38,421	-38,421	-100%	$29.0K	—	—	—
HRT Financial LP	N/A	—	33,915	-33,915	-100%	$25	—	—	—
Sprott Inc.	N/A	—	33,333	-33,333	-100%	$25.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	31,873	-31,873	-100%	$24.0K	—	—	—
LPL Financial LLC	N/A	—	26,000	-26,000	-100%	$19.6K	—	—	—
Two Sigma Securities, LLC	N/A	—	20,490	-20,490	-100%	$15.4K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	19,100	-19,100	-100%	$14.4K	—	—	—
Cerity Partners LLC	N/A	—	18,300	-18,300	-100%	$13.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	15,000	-15,000	-100%	$11	—	—	—
Jane Street Group, LLC	N/A	—	12,538	-12,538	-100%	$9.4K	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,000	-11,000	-100%	$8.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	7,005	-7,005	-100%	$5.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,157	-6,157	-100%	$4.6K	—	—	—
BlackRock, Inc.	N/A	—	4,130	-4,130	-100%	$3.1K	—	—	—
Morgan Stanley	N/A	—	2,419	-2,419	-100%	$1.8K	—	—	—
FMR LLC	N/A	—	830	-830	-100%	$624	—	—	—
Barclays PLC	N/A	—	675	-675	-100%	$508	—	—	—
Osaic Holdings, Inc.	N/A	—	550	-550	-100%	$413	—	—	—
Harbour Investments, Inc.	N/A	—	500	-500	-100%	$376	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	216	-216	-100%	$163	—	—	—
UBS Group AG	N/A	—	52	-52	-100%	$39	—	—	—

Showing 54 of 54 institutions