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, Q4 2025
Institutional positions in Solo Brands, Inc. as of Dec 31, 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
- 21
- −1 vs. Q3 2025
- Shares held
- 1.18M
- −678 (−0.1%) vs. Q3 2025
- Total value
- $7.14M
- −$10.7M (−60.0%) vs. Q3 2025
- New holders
- 2
- 4 more added
- Sold out
- 3
- 4 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Solo Brands, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $10 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7 | $42 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $42 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 12 | $73 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $73 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $151 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 31 | $188 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 57 | $344 | 0.00% | −9−13.6% | Reduced |
| Group One Trading, L.P. | 94 | $569 | 0.00% | −466−83.2% | Reduced |
| Bank of America Corp | 135 | $817 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 104 | $1.00K | 0.00% | +66+173.7% | Added |
| Citigroup Inc | 381 | $2.31K | 0.00% | −9−2.3% | Reduced |
| Morgan Stanley | 1,091 | $6.60K | 0.00% | −31−2.8% | Reduced |
| UBS Group AG | 3,159 | $19.1K | 0.00% | +1,192+60.6% | Added |
| Geode Capital Management, LLC | 17,019 | $103.0K | 0.00% | +3,371+24.7% | Added |
| Vanguard Group Inc | 19,514 | $118.1K | 0.00% | +5,795+42.2% | Added |
| Barclays PLC | 38,297 | $231.7K | 0.00% | 00.0% | Unchanged |
| Summit Partners L P | 1,100,870 | $6.66M | 0.63% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |