Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VOLATILITY SHS TR (SOLZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SOLZ

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SOLZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold SOLZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +4500% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+4500% 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.
🟡

Slight buying edge — 58% buying

28 buying20 selling
Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 40 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 89% entered in last year

2% conviction (2yr+) 9% medium 89% new
Only 1 funds (2%) 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 -36%, value -58%

Value
-58%
Shares
-36%
Last quarter: funds added -36% more shares while total portfolio value only changed -58%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 6 → 40 → 15 → 19 new funds/Q
New funds entering each quarter: 6 → 40 → 15 → 19. SOLZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 98% of holders entered in last year

2% veterans 0% 1-2yr 98% new
Of 51 current holders: 50 (98%) 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.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
8 of 46 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in SOLZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 Q1, 28 hedge funds were net buyers of SOLZ (19 opened a new position, 9 added to an existing one), while 20 reduced or exited (7 trimmed, 13 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 65% of total institutional value in SOLZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 46.

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.

Is It Too Late to Buy VOLATILITY SHS TR (SOLZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SOLZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
SOLZ
+3.0%
SPY
+42.5%

SOLZ outperformed SPY by -39.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
SOLZ
-3.9%
SPY
-1.8%

Since the filing became public, SOLZ outperformed SPY by -2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SOLZ
46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 40 15.0%
13F Shares 1M 2M -36.49%
Total Value $10M $23M -58.18%
New Positions 19 15 +4
Increased Positions 8 9 -1
Closed Positions 13 19 -6
Reduced Positions 6 11 -5
Total Calls 3 4 -25.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SOLZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + 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 institutional holders of SOLZ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Galaxy Digital Capital Management GP LLC 0.87% 98,292 $822K
2 Rye Brook Capital LLC 0.11% 14,600
3 Estate Planners Group, LLC 0.09% 16,821 $214K
4 Vienna Asset Management LLC 0.07% 10,707 $90K
5 VR Advisory Services Ltd 0.06% 58,000 $485K
6 Tactive Advisors, LLC 0.06% 23,627 $198K
7 rebel Financial LLC 0.05% 14,456 $121K
8 San Luis Wealth Advisors LLC 0.03% 23,095 $193K
9 Maridea Wealth Management LLC 0.02% 20,380 $170K
10 Innovative Asset Advisors Group, LLC 0.01% 2,125 $18K
11 Activest Wealth Management 0.01% 4,884 $41K
12 Opal Wealth Advisors, LLC 0.01% 3,397 $28K
13 Caitlin John, LLC 0.01% 1,233 $10K
14 Visionary Wealth Advisors 0.01% 14,010 $117K
15 Glass Jacobson Investment Advisors llc 0.00% 1,526 $13K
16 Portus Wealth Advisors, LLC 0.00% 481 $4K
17 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% 1,567 $13K
18 EverSource Wealth Advisors, LLC 0.00% 1,192 $92K
19 ROTHSCHILD INVESTMENT LLC 0.00% 6,000 $50K
20 CHESAPEAKE ASSET MANAGEMENT LLC 0.00% 300 $3K
21 Quaker Wealth Management, LLC 0.00% 533 $4K
22 SIGNATUREFD, LLC 0.00% 10,015 $84K
23 Ankerstar Wealth, LLC 0.00% 140 $1K
24 HIGHLINE WEALTH PARTNERS LLC 0.00% 550 $5K
25 MONTAG A & ASSOCIATES INC 0.00% 2,751 $23K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SOLZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOLZ?

Slight buying edge — 58% buying: Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SOLZ holders?

Elite ownership — 65% AUM from top-100 funds: 8 of 46 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in SOLZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOLZ?

Mostly new holders — 89% entered in last year: Only 1 funds (2%) 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.

Is it too late to buy VOLATILITY SHS TR (SOLZ) following the 2026 Q1 hedge fund 13F filings?

As of today, SOLZ has moved -3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), SOLZ has gained +3.0% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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