Institutional Ownership Solo Brands, Inc. (DTC)
This table provides information about the institutional ownership of Solo Brands, Inc. (DTC). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 1.81 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,227,633
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
351,926
shares
|
$3.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
107,025
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
58,291
shares
|
$552,598
0.0% of portfolio
|
Q1 2025
Added 327.2%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
48,311
shares
|
$457,988
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,065
shares
|
$152,296
0.01% of portfolio
|
Q2 2023
Reduced 14.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,203
shares
|
$11,404
0.0% of portfolio
|
Q2 2022
Added 133.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
579
shares
|
$5,488
0.0% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$4,740
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
280
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$18
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Bertram Growth Capital Iii (Gpllc), L.L.C.
Foster City, CA |
Jan 22, 2024 Q4 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q4 2023
New holding
|