Recent Quarter Total Invested
$149.02 M
Recent Quarter Institutional Ownership Percentage
112.5%
Total Invested of Last Quarter
$147.21 M
Ownership Percentage of Last Quarter
116.92%
Solo Brands, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | 07/18/2024 | 44.03 M | $100.40 M | 0.00% | 75.83% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 5.56 M | $12.68 M | 7.44% | 9.58% |
| BOSTON PARTNERS | 08/14/2024 | 2.01 M | $4.65 M | -4.67% | 3.46% |
| VANGUARD GROUP INC | 08/13/2024 | 1.57 M | $3.59 M | -9.04% | 2.71% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.24 M | $2.84 M | 14,552.50% | 2.14% |
| BLACKROCK INC. | 08/13/2024 | 1.23 M | $2.80 M | -5.73% | 2.11% |
| PRUDENTIAL FINANCIAL INC | 08/13/2024 | 795,120 | $1.81 M | -0.05% | 1.37% |
| MYDA ADVISORS LLC | 08/13/2024 | 775,526 | $1.77 M | -2.51% | 1.34% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 719,307 | $1.64 M | 9.43% | 1.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 691,347 | $1.58 M | -16.80% | 1.19% |
| SEI INVESTMENTS CO | 08/13/2024 | 623,283 | $1.42 M | 7.05% | 1.07% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 618,442 | $1.41 M | -36.74% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 470,285 | $1.07 M | -6.58% | 0.81% |
| STATE STREET CORP | 08/14/2024 | 436,661 | $995,587 | 1.90% | 0.75% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 381,347 | $869,471 | 7.73% | 0.66% |
| MARSHALL WACE, LLP | 08/14/2024 | 330,249 | $752,967 | -19.65% | 0.57% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 310,678 | $708,346 | 95.26% | 0.54% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 255,427 | $582,374 | -3.18% | 0.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 214,836 | $489,826 | -41.01% | 0.37% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 185,320 | $422,529 | 122.32% | 0.32% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 174,660 | $398,225 | 34.93% | 0.30% |
| NORTHERN TRUST CORP | 08/14/2024 | 151,414 | $345,224 | -20.68% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 149,460 | $340,769 | -4.73% | 0.26% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/30/2024 | 148,388 | $338,325 | 58.84% | 0.26% |
| MORGAN STANLEY | 08/14/2024 | 135,521 | $308,988 | -44.00% | 0.23% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 121,813 | $277,733 | -13.75% | 0.21% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 115,316 | $262,920 | -1.78% | 0.20% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 111,582 | $254,407 | 0.00% | 0.19% |
| STRS OHIO | 08/05/2024 | 107,100 | $244,188 | 11.33% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 103,142 | $235,164 | -16.16% | 0.18% |
| CI PRIVATE WEALTH, LLC | 08/13/2024 | 100,000 | $228,000 | 100.00% | 0.17% |
| ENGINEERS GATE MANAGER LP | 08/14/2024 | 95,589 | $217,943 | -58.77% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 91,800 | $209,304 | 12.50% | 0.16% |
| TOWNSQUARE CAPITAL LLC | 08/14/2024 | 90,000 | $205,200 | -0.17% | 0.16% |
| NORDEN GROUP LLC | 08/06/2024 | 90,000 | $205,200 | 0.00% | 0.16% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 82,344 | $187,744 | -60.30% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 75,251 | $171,572 | -14.04% | 0.13% |
| INVESCO LTD. | 08/13/2024 | 74,144 | $169,049 | 1.30% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 66,017 | $150,519 | -57.29% | 0.11% |
| SIMPLEX TRADING, LLC | 07/25/2024 | 63,620 | $145,000 | 7.25% | 0.11% |
| LAKEWOOD ASSET MANAGEMENT LLC | 07/18/2024 | 57,198 | $130,411 | 100.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 56,440 | $128,683 | -29.84% | 0.10% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 54,818 | $124,985 | 2.12% | 0.09% |
| LOKKEN INVESTMENT GROUP LLC | 08/12/2024 | 50,000 | $114,000 | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 08/14/2024 | 48,682 | $110,995 | -35.18% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 40,200 | $91,656 | 2.55% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 39,500 | $90,060 | -48.83% | 0.07% |
| WEST TOWER GROUP, LLC | 08/14/2024 | 39,000 | $88,920 | 0.00% | 0.07% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 36,972 | $84,296 | 0.00% | 0.06% |
| UBS GROUP AG | 08/14/2024 | 33,556 | $76,508 | 68.20% | 0.06% |
Solo Brands, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of DTC shares?
During the previous two years, 117 institutional investors and hedge funds held shares of Solo Brands, Inc.. The most heavily invested institutionals were:
SUMMIT PARTNERS L P: 44.03 M
AMERICAN CENTURY COMPANIES INC: 5.56 M
Boston Partners: 2.01 M
VANGUARD GROUP INC: 1.57 M
JPMORGAN CHASE & CO: 1.24 M
BlackRock Inc.: 1.23 M
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What percentage of Solo Brands, Inc. stock is owned by institutional investors?
112.50% of Solo Brands, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at DTC ?
Institutional investors have bought a total of 65.36 M shares in the last 24 months. This purchase volume represents approximately $100.01 M in transactions.