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 74 institutions that hold shares in the stock, with a total of 9.83 Million shares, which have been reported (via 13F filing form) to have a value of $786,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,474
shares
|
$70,279
0.0% of portfolio
|
Q1 2025
Added 1206.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,164
shares
|
$64,007
0.0% of portfolio
|
Q1 2025
Added 274.88%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
2,219
shares
|
$44,890
0.0% of portfolio
|
Q2 2024
Reduced 46.73%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,707
shares
|
$34,532
0.0% of portfolio
|
Q4 2023
Added 24.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,262
shares
|
$25,530
0.0% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,262
shares
|
$25,530
0.0% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,203
shares
|
$24,336
0.0% of portfolio
|
Q2 2022
Added 133.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,143
shares
|
$23,122
0.0% of portfolio
|
Q1 2025
Reduced 84.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
940
shares
|
$19,016
0.0% of portfolio
|
Q4 2024
Added 1707.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
906
shares
|
$18,328
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
860
shares
|
$17,397
0.0% of portfolio
|
Q1 2025
Added 204.96%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
770
shares
|
$15,577
0.0% of portfolio
|
Q1 2024
Reduced 72.84%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$10,115
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
440
shares
|
$8,901
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$4,046
0.0% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
90
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
19
shares
|
$384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1
shares
|
$20
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|