Solo Brands, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 05/05/2025 | 44.03 M | $7.40 M | 0.00% | 74.65% |
| VANGUARD GROUP INC | 05/09/2025 | 1.64 M | $275.17 K | -0.25% | 2.78% |
| BLACKROCK, INC. | 05/02/2025 | 1.47 M | $245.90 K | -1.50% | 2.48% |
| VERITION FUND MANAGEMENT LLC | 05/15/2025 | 1.15 M | $192.92 K | 100.00% | 1.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 583.45 K | $97.92 K | -3.08% | 0.99% |
| PRUDENTIAL FINANCIAL INC | 05/13/2025 | 538.42 K | $90.35 K | -33.47% | 0.91% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 516.93 K | $86.74 K | -33.91% | 0.88% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 512.54 K | $86.00 K | -90.75% | 0.87% |
| STATE STREET CORP | 05/15/2025 | 441.86 K | $74.14 K | -0.22% | 0.75% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 351.93 K | $59.05 K | -16.63% | 0.60% |
| WILLIAMS & NOVAK, LLC | 05/15/2025 | 349.46 K | $61.85 K | 466.28% | 0.59% |
| UBS GROUP AG | 05/13/2025 | 342.29 K | $57.51 K | -27.88% | 0.58% |
| NORTHERN TRUST CORP | 05/13/2025 | 302.06 K | $50.69 K | 41.09% | 0.51% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2025 | 211.93 K | $35.56 K | -28.47% | 0.36% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 185.81 K | $31.26 K | -54.77% | 0.32% |
| WOLVERINE TRADING, LLC | 05/15/2025 | 152.00 K | $29.31 K | 100.00% | 0.26% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 111.55 K | $18.72 K | -1.57% | 0.19% |
| STRS OHIO | 05/28/2025 | 107.10 K | $17.97 K | 0.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 103.82 K | $17.42 K | 167.12% | 0.18% |
| TOWNSQUARE CAPITAL LLC | 05/12/2025 | 90.00 K | $15.10 K | 0.00% | 0.15% |
| NORDEN GROUP LLC | 05/07/2025 | 90.00 K | $15.10 K | 0.00% | 0.15% |
| SEI INVESTMENTS CO | 05/14/2025 | 84.04 K | $14.10 K | -85.96% | 0.14% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 79.88 K | $13.41 K | -37.89% | 0.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 67.26 K | $11.29 K | 0.54% | 0.11% |
| JPMORGAN CHASE & CO | 05/12/2025 | 58.29 K | $9.78 K | 327.20% | 0.10% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 54.34 K | $9.12 K | -90.07% | 0.09% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/29/2025 | 52.50 K | $8.81 K | 18.43% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 50.00 K | $8.50 K | -30.94% | 0.08% |
| RHUMBLINE ADVISERS | 05/29/2025 | 49.85 K | $8.36 K | 30.89% | 0.08% |
| SIMPLEX TRADING, LLC | 05/12/2025 | 49.11 K | $8.00 K | 293.33% | 0.08% |
| VIRTU FINANCIAL LLC | 05/12/2025 | 47.56 K | $8.00 K | 100.00% | 0.08% |
| HRT FINANCIAL LP | 05/15/2025 | 47.30 K | $7.00 K | 100.00% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 38.54 K | $6.47 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 05/08/2025 | 36.67 K | $6.15 K | 100.00% | 0.06% |
| MORGAN STANLEY | 05/15/2025 | 34.85 K | $5.85 K | -71.99% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 32.96 K | $5.53 K | -89.03% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 32.79 K | $5.50 K | 234.51% | 0.06% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 32.04 K | $5.38 K | 0.00% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 30.68 K | $5.12 K | -33.67% | 0.05% |
| BARCLAYS PLC | 05/15/2025 | 29.14 K | $5.00 K | -31.28% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2025 | 25.40 K | $4.26 K | -43.81% | 0.04% |
| INTECH INVESTMENT MANAGEMENT LLC | 05/20/2025 | 23.15 K | $3.89 K | 70.76% | 0.04% |
| GROUP ONE TRADING, L.P. | 05/14/2025 | 22.47 K | $3.77 K | 0.74% | 0.04% |
| BLAIR WILLIAM & CO/IL | 05/09/2025 | 20.47 K | $3.44 K | -2.49% | 0.03% |
| CITIGROUP INC | 05/12/2025 | 20.01 K | $3.36 K | -8.09% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 19.62 K | $3.29 K | 0.00% | 0.03% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 18.50 K | $3.10 K | -80.02% | 0.03% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 16.90 K | $2.84 K | 2.26% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 16.80 K | $2.82 K | 4.36% | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2025 | 15.38 K | $2.58 K | -34.21% | 0.03% |
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Solo Brands, Inc. institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of Solo Brands, Inc.. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 44.03 M
VANGUARD GROUP INC: 1.64 M
BlackRock, Inc.: 1.47 M
Verition Fund Management LLC: 1.15 M
GEODE CAPITAL MANAGEMENT, LLC: 583,449
PRUDENTIAL FINANCIAL INC: 538,420
91.99% of Solo Brands, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 55.52 M shares in the last 24 months. This purchase volume represents approximately $5.00 M in transactions.