Solo Brands, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EMPOWERED FUNDS, LLC | 08/11/2025 | 351.93 K | $105.58 K | 0.00% | 0.60% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 08/07/2025 | 107.03 K | $32.11 K | -4.05% | 0.18% |
| SIMPLEX TRADING, LLC | 08/05/2025 | 48.31 K | $14.00 K | -1.63% | 0.08% |
| EVERSOURCE WEALTH ADVISORS, LLC | 08/13/2025 | 579 | $174 | -32.67% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 07/31/2025 | 500 | $150 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 280 | $84 | -36.36% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| FIFTH THIRD BANCORP | 07/15/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 08/11/2025 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SEI INVESTMENTS CO | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/08/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/08/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STRS OHIO | 08/04/2025 | 0 | $0 | -100.00% | 0.00% |
| SUMMIT PARTNERS L P | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/11/2025 | 0 | $0 | -100.00% | 0.00% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 08/15/2025 | 0 | $0 | -100.00% | 0.00% |
| BLAIR WILLIAM & CO/IL | 07/24/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE TRADING, LLC | 08/18/2025 | 0 | $0 | -100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 07/15/2025 | 0 | $0 | -100.00% | 0.00% |
| VICTORY CAPITAL MANAGEMENT INC | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| FEDERATED HERMES, INC. | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INTECH INVESTMENT MANAGEMENT LLC | 08/08/2025 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRUDENTIAL FINANCIAL INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2025 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 0 | $0 | -100.00% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 08/08/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 0 | $0 | -100.00% | 0.00% |
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Solo Brands, Inc. institutional Ownership - FAQ's
During the previous two years, 12 institutional investors and hedge funds held shares of Solo Brands, Inc.. The most heavily invested institutionals were:
Empowered Funds, LLC: 0
Hennion & Walsh Asset Management, Inc.: 0
NISA INVESTMENT ADVISORS, LLC: 0
EverSource Wealth Advisors, LLC: 0
ADVISOR GROUP HOLDINGS, INC.: 0
SIMPLEX TRADING, LLC: 0
0.86% of Solo Brands, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.26 M shares in the last 24 months. This purchase volume represents approximately $19.20 M in transactions.