SBDS
Solo Brands, Inc.Company with tickers: SBDS
CIK
1870600
CUSIP
83425V203
Shares Outstanding
2,558,984
13F Activity (30d)
19 filings
17 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 22
Total Value: $4,559,290
Total Shares: 1,212,580
Institutional Ownership Trend
Holder Concentration
Across 22 13F filers · Δ vs Dec 31, 2025Top Holder
90.8%
−2.4 pts
Top 5
98.4%
−1.4 pts
Top 10
100.0%
−0.0 pts
HHI
8,260
Highly concentrated
−447
Quarterly Activity
vs Dec 31, 2025
New
7
Increased
2
Decreased
6
Sold Out
6
Unchanged
7
Holder count:
+1
Institutional value:
-36.2%
Shares held:
+2.7%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +6,705 | 9,864 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | +1,969 | 18,988 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | −27 | 1,064 | |
| Mega ROYAL BANK OF CANADA | −12 | 92 | |
| Large OSAIC HOLDINGS, INC. | −4 | 3 | |
| Mid GROUP ONE TRADING LLC | −1 | 93 | |
| Mid EverSource Wealth Advisors, LLC | −1 | 11 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Wealth Architects, LLC | 18,603 | $69,947 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 16,830 | $63,280 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 6,806 | $25,590 | |
| Mid Tower Research Capital LLC (TRC) | 478 | $1,797 | |
| Mid MAI Capital Management | 40 | $150 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 19,514 | $118,059 | |
| Mega BANK OF AMERICA CORP /DE/ | 135 | $815 | |
| Small ORG Partners LLC | 7 | $42 | |
| Mega FMR LLC | 2 | $12 | |
| Micro True Wealth Design, LLC | 1 | $6 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small SUMMIT PARTNERS L P | $4,139,271 | 90.79% | 1,100,870 | Shares | Sole | 2026-05-08 | ||||
| Mega BARCLAYS PLC | $143,996 | 3.16% | 38,297 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $71,394 | 1.57% | 18,988 | Shares | Defined | 2026-05-15 | ||||
| Small Wealth Architects, LLC | $69,947 | 1.53% | 18,603 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $63,280 | 1.39% | 16,830 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $37,088 | 0.81% | 9,864 | Shares | Defined | 2026-05-05 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $25,590 | 0.56% | 6,806 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $4,000 | 0.09% | 1,064 | Shares | Defined | 2026-05-15 | ||||
| Mid Tower Research Capital LLC (TRC) | $1,797 | 0.04% | 478 | Shares | Defined | 2026-05-15 | ||||
| Mega CITIGROUP INC | $1,428 | 0.03% | 380 | Shares | Defined | 2026-05-11 | ||||
| Mid GROUP ONE TRADING LLC | $349 | 0.01% | 93 | Shares | Sole | 2026-05-13 | ||||
| Mega ROYAL BANK OF CANADA Bank | $345 | 0.01% | 92 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $214 | 0.00% | 57 | Shares | Defined | 2026-05-13 | ||||
| Mid MAI Capital Management | $150 | 0.00% | 40 | Shares | Sole | 2026-05-15 | ||||
| Micro Legacy Wealth Managment, LLC/ID | $116 | 0.00% | 31 | Shares | Sole | 2026-05-07 | ||||
| Large FIFTH THIRD BANCORP Bank | $94 | 0.00% | 25 | Shares | Defined | 2026-05-01 | ||||
| Mid Advisory Services Network, LLC | $90 | 0.00% | 24 | Shares | Sole | 2026-05-15 | ||||
| Large NISA INVESTMENT ADVISORS, LLC | $45 | 0.00% | 12 | Shares | Sole | 2026-04-30 | ||||
| Mid EverSource Wealth Advisors, LLC | $41 | 0.00% | 11 | Shares | Sole | 2026-05-18 | ||||
| Small Ascentis Independent Advisors | $26 | 0.00% | 7 | Shares | Sole | 2026-04-28 | ||||
| Mid Sound Income Strategies, LLC | $18 | 0.00% | 5 | Shares | Sole | 2026-04-27 | ||||
| Large OSAIC HOLDINGS, INC. | $11 | 0.00% | 3 | Shares | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||