Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Volatility Shs Tr (SOLZ)

34 + Investors. Track Smart Money conviction in SOLZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — SOLZ

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SOLZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
35 funds currently hold this stock — 76% of the 3.0-year high of 46 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +483% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+483% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 41% buying

19 buying27 selling
Last quarter: 27 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 15 → 19 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 54% entered in last year

■ 6% conviction (2yr+) ■ 40% medium ■ 54% new
Only 2 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +15%, value -2%

Value
-2%
Shares
+15%
Last quarter: funds added +15% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

6 → 40 → 15 → 19 → 7 new funds/Q
New funds entering each quarter: 40 → 15 → 19 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 95% of holders entered in last year

■ 2% veterans ■ 2% 1-2yr ■ 95% new
Of 40 current holders: 38 (95%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
4 of 34 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SOLZ

In 2026 Q2, 19 hedge funds were net buyers of SOLZ (7 opened a new position, 12 added to an existing one), while 27 reduced or exited (9 trimmed, 18 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 28% of total institutional value in SOLZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: SOLZ

How many hedge funds hold SOLZ — quarterly history vs. share price
Quarterly hedge fund ownership of SOLZ vs. share price

Market Analysis: SOLZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOLZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SOLZ
34 + Investors

Track Smart Money conviction in SOLZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 46 -26.09%
13F Shares 1M 1M 15.03%
Total Value $10M $10M -1.99%
New Positions 7 19 -12
Increased Positions 11 8 +3
Closed Positions 18 13 +5
Reduced Positions 9 6 +3
Total Calls 2 3 -33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: SOLZ

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOLZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SOLZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tactive Advisors, LLC 0.35% 192,585 $1.4M
2 Lauer Wealth, LLC 0.24% 52,700 $407K
3 Estate Planners Group, LLC 0.07% 21,723 $160K
4 Vienna Asset Management LLC 0.06% 10,712 $79K
5 VR Advisory Services Ltd 0.04% 58,000 $428K
6 San Luis Wealth Advisors LLC 0.03% 23,177 $171K
7 Maridea Wealth Management LLC 0.01% 12,402 $92K
8 Caitlin John, LLC 0.00% 1,206 $9K
9 StoneX Group Inc. 0.00% 14,448 $107K
10 Glass Jacobson Investment Advisors llc 0.00% 1,526 $11K
11 Visionary Wealth Advisors 0.00% 11,910 $88K
12 Chesapeake Asset Management LLC 0.00% 300 $2K
13 Rothschild Investment LLC 0.00% 6,000 $44K
14 Quaker Wealth Management, LLC 0.00% 534 $4K
15 Signaturefd, LLC 0.00% 10,071 $74K
16 Ankerstar Wealth, LLC 0.00% 140 $1K
17 Montag A & Associates Inc 0.00% 1,648 $12K
18 Allied Private Wealth LLC 0.00% 100 —
19 Strategic Wealth Partners, Ltd. 0.00% 700 $5K
20 Neuberger Berman Group LLC 0.00% 61,200 $452K
21 Neuberger Berman Group LLC 0.00% 61,200 $452K
22 IMC-Chicago, LLC 0.00% 128,656 $949K
23 Captrust Financial Advisors 0.00% 16,091 $119K
24 Focus Partners Wealth 0.00% 22,605 $167K
25 Simplex Trading, LLC 0.00% 29,625 $219K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Volatility Shs Tr (SOLZ)

What does the Smart Money Trend signal show for SOLZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SOLZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SOLZ?

More sellers than buyers — 41% buying: Last quarter: 27 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SOLZ holders?

Strong quality — 28% AUM from major funds: 4 of 34 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SOLZ?

Mostly new holders — 54% entered in last year: Only 2 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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