Solo Brands, Inc.
SBDS- Exchange
- OTC
- Industry
- Sporting & Athletic Goods, NEC
- SEC CIK
- 0001870600
No open-market purchases or sales by Solo Brands, Inc. insiders were filed in the last 90 days; 3 institutions reported holding it in 13F filings for Q2 2026, worth $196.9K in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Solo Brands, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 22
- +15 vs. Q2 2025
- Shares held
- 1.18M
- +672.9K (+132.3%) vs. Q2 2025
- Total value
- $17.9M
- +$17.7M (+11,645.1%) vs. Q2 2025
- New holders
- 18
- 1 more added
- Sold out
- 3
- 3 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3 | $196.9K |
| Q1 2026 | 22 | $4.56M |
| Q4 2025 | 21 | $7.14M |
| Q3 2025 | 22 | $17.9M |
| Q2 2025 | 7 | $152.1K |
| Q1 2025 | 74 | $9.12M |
| Q4 2024 | 84 | $70.5M |
| Q3 2024 | 91 | $89.9M |
| Q2 2024 | 90 | $149.0M |
| Q1 2024 | 103 | $147.2M |
| Q4 2023 | 118 | $442.3M |
| Q3 2023 | 116 | $346.5M |
| Q2 2023 | 110 | $385.4M |
| Q1 2023 | 83 | $537.5M |
| Q4 2022 | 75 | $278.3M |
| Q3 2022 | 71 | $284.6M |
| Q2 2022 | 81 | $335.6M |
| Q1 2022 | 66 | $678.0M |
| Q4 2021 | 71 | $1.25B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Solo Brands, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 38 | $0 | 0.00% | +38 | New |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $16 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 5 | $75 | 0.00% | +5 | New |
| St. Johns Investment Management Company, LLC | 5 | $76 | 0.00% | +5 | New |
| Advisor Group Holdings, Inc. | 7 | $96 | 0.00% | −273−97.5% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $181 | 0.00% | −567−97.9% | Reduced |
| Nisa Investment Advisors, LLC | 12 | $181 | 0.00% | −488−97.6% | Reduced |
| Fifth Third Bancorp | 25 | $378 | 0.00% | +25 | New |
| Legacy Wealth Managment, LLC | 31 | $469 | 0.00% | +31 | New |
| JPMorgan Chase & Co | 66 | $997 | 0.00% | +66 | New |
| Bank of America Corp | 135 | $2.04K | 0.00% | +135 | New |
| Citigroup Inc | 390 | $5.90K | 0.00% | +390 | New |
| Tower Research Capital LLC (TRC) | 521 | $7.88K | 0.00% | +521 | New |
| Group One Trading, L.P. | 560 | $8.47K | 0.00% | +560 | New |
| Morgan Stanley | 1,122 | $17.0K | 0.00% | +1,122 | New |
| UBS Group AG | 1,967 | $29.7K | 0.00% | +1,967 | New |
| Millennium Management LLC | 10,070 | $152.3K | 0.00% | +10,070 | New |
| Geode Capital Management, LLC | 13,648 | $206.4K | 0.00% | +13,648 | New |
| Vanguard Group Inc | 13,719 | $207.4K | 0.00% | +13,719 | New |
| Barclays PLC | 38,297 | $579.1K | 0.00% | +38,295+1,914,750.0% | Added |
| Summit Partners L P | 1,100,870 | $16.6M | 1.80% | +1,100,870 | New |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −351,926−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −107,025−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −48,311−100.0% | Sold out |