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 75 institutions that hold shares in the stock, with a total of 9.84 Million shares, which have been reported (via 13F filing form) to have a value of $787,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,637,935
shares
|
$131,034
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,227,633
shares
|
$98,210
0.0% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,149,722
shares
|
$91,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
583,449
shares
|
$46,675
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
538,420
shares
|
$43,073
0.0% of portfolio
|
Q1 2025
Reduced 33.47%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
516,926
shares
|
$41,354
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
512,535
shares
|
$41,002
0.0% of portfolio
|
Q1 2025
Reduced 90.75%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
441,861
shares
|
$35,348
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
351,926
shares
|
$28,154
0.0% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
349,460
shares
|
$27,956
0.06% of portfolio
|
Q1 2025
Added 466.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
342,294
shares
|
$27,383
0.0% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
302,062
shares
|
$24,164
0.0% of portfolio
|
Q1 2025
Added 41.09%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
211,929
shares
|
$16,954
0.01% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
185,811
shares
|
$14,864
0.0% of portfolio
|
Q1 2025
Reduced 54.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
111,545
shares
|
$8,923
0.0% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
107,100
shares
|
$8,568
0.0% of portfolio
|
Q2 2024
Added 11.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
103,818
shares
|
$8,305
0.0% of portfolio
|
Q1 2025
Added 167.12%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
90,000
shares
|
$7,200
0.0% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
84,044
shares
|
$6,723
0.0% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
79,883
shares
|
$6,390
0.0% of portfolio
|
Q1 2025
Reduced 37.89%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
67,256
shares
|
$5,380
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
58,291
shares
|
$4,663
0.0% of portfolio
|
Q1 2025
Added 327.2%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
54,342
shares
|
$4,347
0.0% of portfolio
|
Q1 2025
Reduced 90.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
52,500
shares
|
$4,200
0.0% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
49,848
shares
|
$3,987
0.0% of portfolio
|
Q4 2024
Reduced 23.6%
|