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, Q1 2026
Institutional positions in Solo Brands, Inc. as of Mar 31, 2026. 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
- +3 vs. Q4 2025
- Shares held
- 1.21M
- +51.3K (+4.4%) vs. Q4 2025
- Total value
- $4.56M
- −$2.47M (−35.1%) vs. Q4 2025
- New holders
- 7
- 2 more added
- Sold out
- 4
- 6 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Solo Brands, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 92 | $0 | 0.00% | −12−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 3 | $10 | 0.00% | −4−57.1% | Reduced |
| Sound Income Strategies, LLC | 5 | $19 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 7 | $26 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 11 | $41 | 0.00% | −1−8.3% | Reduced |
| Nisa Investment Advisors, LLC | 12 | $45 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 24 | $90 | 0.00% | +24 | New |
| Fifth Third Bancorp | 25 | $94 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 31 | $117 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 40 | $151 | 0.00% | +40 | New |
| JPMorgan Chase & Co | 57 | $210 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 93 | $350 | 0.00% | −1−1.1% | Reduced |
| Citigroup Inc | 380 | $1.43K | 0.00% | −1−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 478 | $1.80K | 0.00% | +478 | New |
| Morgan Stanley | 1,064 | $4.00K | 0.00% | −27−2.5% | Reduced |
| Vanguard Fiduciary Trust Co | 6,806 | $25.6K | 0.00% | +6,806 | New |
| UBS Group AG | 9,864 | $37.1K | 0.00% | +6,705+212.3% | Added |
| Vanguard Capital Management LLC | 16,830 | $63.3K | 0.00% | +16,830 | New |
| Wealth Architects, LLC | 18,603 | $69.9K | 0.01% | +18,603 | New |
| Geode Capital Management, LLC | 18,988 | $71.4K | 0.00% | +1,969+11.6% | Added |
| Barclays PLC | 38,297 | $144.0K | 0.00% | 00.0% | Unchanged |
| Summit Partners L P | 1,100,870 | $4.14M | 0.62% | 00.0% | Unchanged |
| Bank of America Corp | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |