SOLZ Institutional Ownership & Shareholders

SOLANA ETF (SOLZ) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Tactive Advisors, Llc is currently the largest disclosed institutional shareholder of SOLZ tracked by InsiderSet, reporting ownership valued at approximately $2.22M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.77M, representing an estimated loss of -20.00% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SOLZ value among the investors covered in this analysis. Major shareholders include Tactive Advisors, Llc, Susquehanna International Group, Llp, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in SOLANA ETF (SOLZ).

This page ranks the largest institutional SOLZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

33

Total Reported Value

$8.43M

Largest Holder

Tactive Advisors, Llc

Largest Position

$2.22M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

62

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tactive Advisors, Llc0.53%190,359$2,217,686$1,774,146-$443,540-20.00%
Susquehanna International Group, Llp0.00%143,759$1,060,941$1,339,834+$278,893+26.29%
Independent Financial Group, Llc0.02%84,212$981,070$784,856-$196,214-20.00%
Imc-Chicago, Llc0.01%128,656$949,481$1,199,074+$249,593+26.29%
Neuberger Berman Group Llc0.00%60,100$765,674$560,132-$205,542-26.84%
Vr Advisory Services Ltd0.04%58,000$428,040$540,560+$112,520+26.29%
San Luis Wealth Advisors Llc0.04%23,295$271,384$217,109-$54,275-20.00%
Simplex Trading, Llc0.01%29,625$218,632$276,105+$57,473+26.29%
Flow Traders U.S. Llc0.01%26,271$194,000$244,846+$50,846+26.21%
Citadel Advisors Llc0.00%22,746$167,865$211,993+$44,128+26.29%
Focus Partners Wealth0.00%22,605$167,282$210,679+$43,397+25.94%
Estate Planners Group, Llc0.07%21,723$160,312$202,458+$42,146+26.29%
Rebel Financial Llc0.05%14,456$120,844$134,730+$13,886+11.49%
Captrust Financial Advisors0.00%16,091$118,753$149,968+$31,215+26.29%
Signaturefd, Llc0.00%10,122$117,923$94,337-$23,586-20.00%
Stonex Group Inc.0.00%14,448$106,626$134,655+$28,029+26.29%
Maridea Wealth Management Llc0.01%12,402$91,524$115,587+$24,063+26.29%
Visionary Wealth Advisors0.00%11,910$87,896$111,001+$23,105+26.29%
Vienna Asset Management Llc0.06%10,712$79,052$99,836+$20,784+26.29%
Rothschild Investment Llc0.00%6,000$44,280$55,920+$11,640+26.29%
Montag A & Associates Inc0.00%1,648$19,200$15,359-$3,841-20.00%
Glass Jacobson Investment Advisors Llc0.01%1,526$17,778$14,222-$3,556-20.00%
Group One Trading Llc0.00%1,371$10,118$12,778+$2,660+26.29%
Caitlin John, Llc0.00%1,206$8,900$11,240+$2,340+26.29%
Quaker Wealth Management, Llc0.00%535$6,232$4,986-$1,246-19.99%
Transce3Nd, Llc0.01%500$5,355$4,660-$695-12.98%
Strategic Wealth Partners, Ltd.0.00%700$5,166$6,524+$1,358+26.29%
Chesapeake Asset Management Llc0.00%300$2,214$2,796+$582+26.29%
Toth Financial Advisory Corp0.00%100$1,165$932-$233-20.00%
Ankerstar Wealth, Llc0.00%140$1,033$1,305+$272+26.31%
Rye Brook Capital Llc0.14%18,400$214$171,488+$171,274+80034.58%
High Note Wealth, Llc0.00%10$117$93-$24-20.34%
Fny Investment Advisers, Llc0.00%1,000$11$9,320+$9,309+84627.27%
Showing 33 of 33

Frequently asked questions about SOLZ

  • Who are the largest institutional holders of SOLZ?

    The largest institutional holders of SOLZ reported in the latest SEC Form 13F filings include Tactive Advisors, Llc, Susquehanna International Group, Llp, Independent Financial Group, Llc, Imc-Chicago, Llc, and Neuberger Berman Group Llc. InsiderSet ranks institutional holders by their latest reported SOLZ position.

  • What is SOLZ institutional ownership?

    This page tracks SOLZ positions reported by institutional investment managers through SEC Form 13F. SOLANA ETF (SOLZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SOLZ?

    InsiderSet currently tracks 33 institutional managers reporting SOLZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOLZ shareholders.

  • How much SOLZ stock do institutions own?

    Institutional investment managers disclosed approximately $8.43M in SOLZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SOLZ institutional ownership last updated?

    The latest SOLZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SOLZ holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOLZ position after the reporting date.

  • Are institutions buying or selling SOLZ?

    Institutional buying and selling can be analyzed by comparing SOLZ positions across consecutive 13F reporting periods. InsiderSet's SOLZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOLZ ownership changes.

  • How has SOLZ institutional ownership changed over time?

    InsiderSet tracks SOLZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.