Solitario Resources Corp. (XPL) shareholders
XPLNYSEGold and Silver OresFiscal year ends December 31
$0.43−0.01 (-1.90%)
Close on Nov 13, 2026Market cap $41.15MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
20.6%
19M of 95M shares
Institutional holders
54
6 new, 1 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $5.50K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| EdgePoint Investment Group Inc. | 7,272,727 | 8.06% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of XPL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| EdgePoint Investment Group Inc. | 7,272,727 | 7.68% | $5.47M | – | 0.04% |
| Vanguard Capital Management LLC | 2,893,524 | 3.06% | $2.18M | +373,780 | 0.00% |
| Renaissance Technologies LLC | 1,505,853 | 1.59% | $1.13M | −106,546 | 0.00% |
| Long Focus Capital Management, LLC | 1,409,700 | 1.49% | $1.06M | – | 0.03% |
| Focused Wealth Management, Inc | 984,900 | 1.04% | $741.04K | +222,000 | 0.06% |
| Geode Capital Management, LLC | 683,806 | 0.72% | $514.63K | −23,451 | 0.00% |
| Aegis Financial Corp | 632,458 | 0.67% | $475.86K | – | 0.08% |
| Lido Advisors, LLC | 511,377 | 0.54% | $384.76K | −352,942 | 0.00% |
| Vanguard Fiduciary Trust Co | 456,963 | 0.48% | $343.64K | +70,422 | 0.00% |
| Citadel Advisors LLC | 429,044 | 0.45% | $322.81K | +234,123 | 0.00% |
| National Bank Of Canada /Fi/ | 344,035 | 0.36% | $371.56K | +88 | 0.00% |
| U S Global Investors Inc | 310,000 | 0.33% | $233.24K | – | 0.02% |
| Shay Capital LLC | 268,168 | 0.28% | $201.77K | – | 0.01% |
| Private Advisor Group, LLC | 228,002 | 0.24% | $171.55K | – | 0.00% |
| Total Wealth Planning & Management, Inc. | 205,966 | 0.22% | $154.97K | – | 0.10% |
| Northern Trust Corp | 159,012 | 0.17% | $119.64K | −2,387 | 0.00% |
| Fruth Investment Management | 150,000 | 0.16% | $112.00K | – | 0.03% |
| Gsa Capital Partners Llp | 106,036 | 0.11% | $80.00K | +36,878 | 0.01% |
| Banque Pictet & Cie SA | 100,000 | 0.11% | $75.24K | – | 0.00% |
| Bridgeway Capital Management, LLC | 89,500 | 0.09% | $67.34K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 19M | 20.6% | 6 / 11 | 7 / 1 | 1M | 2M |
| Q1 2026 | 49 | 21M | 22.0% | 10 / 8 | 7 / 4 | 4M | 4M |
| Q4 2025 | 44 | 22M | 23.2% | 6 / 10 | 8 / 6 | 1M | 0M |
| Q3 2025 | 44 | 21M | 22.4% | 7 / 10 | 5 / 3 | 1M | 0M |
| Q2 2025 | 41 | 21M | 21.9% | 6 / 9 | 6 / 2 | 6M | 0M |
| Q1 2025 | 37 | 15M | 15.9% | 1 / 6 | 9 / 1 | 0M | 0M |
| Q4 2024 | 37 | 15M | 16.1% | 4 / 5 | 6 / 2 | 1M | 0M |
| Q3 2024 | 35 | 14M | 14.8% | 3 / 6 | 6 / 3 | 0M | 0M |
| Q2 2024 | 36 | 14M | 15.0% | 8 / 5 | 9 / 8 | 1M | 0M |
| Q1 2024 | 37 | 14M | 14.8% | 8 / 8 | 5 / 3 | 1M | 1M |
| Q4 2023 | 32 | 15M | 15.4% | 3 / 6 | 4 / 5 | 7M | 0M |
| Q3 2023 | 35 | 8M | 8.6% | 4 / 7 | 9 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
12 funds held XPL in Q2 2026, 55% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of XPL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,870,844 | 1.98% | $1.41M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 929,866 | 0.98% | $699.63K | 0.00% | Jun 30, 2026 |
| Aegis Value Fund | 620,433 | 0.66% | $466.81K | 0.04% | Jun 30, 2026 |
| Jacob Discovery Fund | 601,306 | 0.64% | $507.68K | 3.16% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 405,522 | 0.43% | $342.38K | 0.00% | May 31, 2026 |
| Usgi World Precious Minerals Fund | 310,000 | 0.33% | $233.24K | 0.35% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 94,565 | 0.10% | $79.84K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 89,500 | 0.09% | $67.34K | 0.05% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 62,985 | 0.07% | $47.39K | 0.00% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 58,823 | 0.06% | $49.66K | 0.00% | May 31, 2026 |
| Schwab Total Stock Market Index Fund | 44,899 | 0.05% | $32.96K | 0.00% | Jul 31, 2026 |
| Vanguard Balanced Index Fund | 29,829 | 0.03% | $22.44K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher E. Herald | President and CEO, Director | 2,343,667 | 2.48% | Dec 3, 2025 |
| James R. Maronick | CFO | 1,091,039 | 1.15% | Dec 8, 2025 |
| James KB Hesketh | Director | 222,100 | 0.23% | Dec 9, 2025 |
| Debbie Mino Austin | Director | 174,161 | 0.18% | Dec 3, 2025 |
| Gil Atzmon | Director | 3,100,870 | 3.27% | Dec 3, 2025 |
| John A. Labate | Director | 265,000 | 0.28% | Dec 3, 2025 |
| Brian Labadie | Director | 457,857 | 0.48% | Mar 26, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher E. Herald President and CEO | Nov 21, 2025 | Buy | +10,000 | $0.55 | $5.50K | 2,343,667 |
| Christopher E. Herald President and CEO, Director | Apr 1, 2025 | Buy | +41,667 | $0.60 | $25.00K | 2,333,667 |
| John A. Labate Director | Apr 1, 2025 | Option exercise | +125,000 | $0.20 | $25.00K | 265,000 |
| John A. Labate Director | Apr 1, 2025 | Sale | −41,667 | $0.60 | $25.00K | 223,333 |
| Christopher E. Herald President and CEO, Director | Mar 27, 2025 | Option exercise | +225,000 | $0.20 | $45.00K | 2,292,000 |
| Gil Atzmon Director | Mar 26, 2025 | Option exercise | +125,000 | $0.20 | $25.00K | 3,100,870 |
| James R. Maronick CFO | Mar 25, 2025 | Option exercise | +200,000 | $0.20 | $40.00K | 1,091,039 |
| Brian Labadie Director | Mar 25, 2025 | Option exercise | +125,000 | $0.20 | $25.00K | 457,857 |
| James KB Hesketh Director | Mar 18, 2025 | Option exercise | +63,500 | $0.20 | $12.70K | 222,100 |
| Walter H. Hunt – | Jul 19, 2024 | Option exercise | +200,000 | $0.20 | $40.00K | 935,462 |
| James KB Hesketh Director | Apr 4, 2024 | Sale | −4,900 | $0.72 | $3.53K | 158,600 |
| Brian Labadie Director | Oct 31, 2023 | Option exercise | +140,000 | $0.31 | $43.40K | 332,857 |
| John A. Labate Director | Oct 30, 2023 | Option exercise | +130,000 | $0.31 | $40.30K | 140,000 |
| Christopher E. Herald President and CEO, Director | Oct 30, 2023 | Option exercise | +400,000 | $0.31 | $124.00K | 2,067,000 |
| James KB Hesketh Director | Oct 20, 2023 | Buy | +63,500 | $0.31 | $19.69K | 163,500 |
| Walter H. Hunt COO | Oct 20, 2023 | Option exercise | +270,000 | $0.31 | $83.70K | 735,462 |
| James R. Maronick CFO | Oct 19, 2023 | Option exercise | +250,000 | $0.31 | $77.50K | 891,039 |
| Gil Atzmon Director | Sep 27, 2023 | Option exercise | +125,000 | $0.31 | $38.75K | 2,850,870 |
| Debbie Mino Austin Director | Aug 28, 2023 | Option exercise | +20,000 | $0.31 | $6.20K | 174,161 |
| James KB Hesketh Director | Aug 17, 2023 | Sale | +3,000 | $0.61 | $1.83K | 3,000 |
| James KB Hesketh Director | Mar 7, 2022 | Sale | −25,000 | $0.73 | $18.25K | 103,000 |
| Walter H. Hunt Chief Operating Officer | Dec 6, 2021 | Buy | +50,000 | $0.50 | $25.00K | 465,462 |
| James R. Maronick Chief Financial Officer | Dec 6, 2021 | Buy | +50,000 | $0.50 | $25.00K | 641,039 |
| Christopher E. Herald President and CEO, Director | Dec 6, 2021 | Buy | +50,000 | $0.50 | $25.00K | 1,667,000 |
| James KB Hesketh Director | Apr 14, 2021 | Buy | +25,000 | $0.31 | $7.75K | 440,000 |
| James KB Hesketh Director | Apr 14, 2021 | Other | +25,000 | $0.20 | $5.00K | 30,000 |
| Christopher E. Herald President and CEO, Director | Mar 18, 2020 | Buy | +10,000 | $0.15 | $1.50K | 1,617,000 |
| Gil Atzmon Director | Feb 5, 2020 | Buy | +44,014 | $0.28 | $12.32K | 2,725,870 |
| Christopher E. Herald President and CEO, Director | Feb 5, 2020 | Buy | +5,000 | $0.29 | $1.45K | 1,607,000 |
| Gil Atzmon Director | Jan 22, 2020 | Buy | +1,844 | $0.29 | $535 | 2,681,856 |
| Gil Atzmon Director | Dec 14, 2018 | Buy | +7,800 | $0.26 | $2.03K | 2,680,012 |
| James R. Maronick CFO | Nov 26, 2018 | Buy | +2,000 | $0.31 | $620 | 591,039 |
| James R. Maronick CFO | Nov 13, 2018 | Buy | +2,000 | $0.29 | $580 | 589,039 |
| Christopher E. Herald President & CEO, Director | Nov 13, 2018 | Buy | +2,000 | $0.28 | $560 | 1,602,000 |
| Christopher E. Herald President & CEO, Director | Nov 12, 2018 | Buy | +5,000 | $0.30 | $1.50K | 1,600,000 |
| James R. Maronick CFO | Oct 29, 2018 | Buy | +2,000 | $0.31 | $620 | 587,039 |
| James R. Maronick CFO | Oct 23, 2018 | Buy | +2,000 | $0.31 | $620 | 585,039 |
| Christopher E. Herald President & CEO, Director | Oct 22, 2018 | Buy | +10,000 | $0.32 | $3.20K | 1,595,000 |
| Christopher E. Herald President & CEO, Director | Oct 18, 2018 | Buy | +5,000 | $0.33 | $1.65K | 1,585,000 |
| Christopher E. Herald President & CEO, Director | Oct 16, 2018 | Buy | +5,000 | $0.34 | $1.70K | 1,580,000 |
| Christopher E. Herald President & CEO, Director | Jul 30, 2018 | Buy | +5,000 | $0.39 | $1.95K | 1,575,000 |
| Christopher E. Herald President & CEO, Director | Jun 4, 2018 | Buy | +3,000 | $0.42 | $1.26K | 1,570,000 |
| Christopher E. Herald President & CEO, Director | May 7, 2018 | Buy | +1,000 | $0.44 | $440 | 1,567,000 |
| John A. Labate Director | May 7, 2018 | Buy | +10,000 | $0.44 | $4.40K | 10,000 |
| Christopher E. Herald President & CEO, Director | May 4, 2018 | Buy | +1,000 | $0.42 | $420 | 1,566,000 |
| Christopher E. Herald President & CEO, Director | May 2, 2018 | Buy | +2,000 | $0.41 | $820 | 1,565,000 |
| Christopher E. Herald President & CEO, Director | May 2, 2018 | Buy | +3,000 | $0.42 | $1.26K | 1,563,000 |
| Walter H. Hunt COO | Apr 30, 2018 | Buy | +5,500 | $0.40 | $2.20K | 415,462 |
| Christopher E. Herald President & CEO, Director | Apr 30, 2018 | Buy | +10,000 | $0.43 | $4.30K | 1,555,000 |
| Christopher E. Herald President & CEO, Director | Apr 9, 2018 | Buy | +2,000 | $0.47 | $940 | 1,550,000 |
| Christopher E. Herald President & CEO, Director | Apr 5, 2018 | Buy | +3,000 | $0.46 | $1.38K | 1,548,000 |
| Christopher E. Herald President & CEO, Director | Mar 9, 2018 | Buy | +2,000 | $0.48 | $960 | 1,545,000 |
| Walter H. Hunt COO | Mar 9, 2018 | Buy | +8,000 | $0.48 | $3.84K | 409,962 |
| Christopher E. Herald President & CEO, Director | Mar 8, 2018 | Buy | +3,000 | $0.49 | $1.47K | 1,543,000 |
| Gil Atzmon Director | Nov 20, 2017 | Buy | +1,833 | $0.62 | $1.14K | 2,672,212 |
| Christopher E. Herald President & CEO, Director | Nov 17, 2017 | Buy | +1,000 | $0.58 | $580 | 1,540,000 |
| Christopher E. Herald President & CEO, Director | Nov 15, 2017 | Buy | +1,000 | $0.55 | $550 | 1,539,000 |
| Christopher E. Herald President & CEO, Director | Nov 15, 2017 | Buy | +1,055 | $0.56 | $591 | 1,538,000 |
| Christopher E. Herald President & CEO, Director | Nov 14, 2017 | Buy | +1,945 | $0.57 | $1.11K | 1,536,945 |
| Christopher E. Herald President & CEO, Director | Nov 13, 2017 | Buy | +1,448 | $0.58 | $840 | 1,535,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.09%
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+54.5%
From 0M shares
Short volume, 20 days
35.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Solitario Resources's stock actually held short. Settlement fails (shares not delivered on time) peaked at 26,987 shares on Sep 30, 2026 over the last 90 days.
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