SBDS · Solo Brands, Inc. · Shareholders & Ownership
The latest filing states the doubt was alleviated.
“the risks associated with variability in the Company’s operating performance that could affect future covenant compliance raises substantial doubt about our ability to continue as a going concern. Management is executing cost reduction and operational initiatives and, based on current projections, expects to remain in compliance with the covenants under the 2025 Credit Agreement. Accordingly, management believes our plans alleviate the substantial doubt about our ability to continue as a going concern for at least the twelve months following the issuance of these financial statements.”View the 10-Q filed Aug 13, 2026
Every disclosed holder of SBDS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SBDS
13F quarter Jun 30, 2026| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 56,908 | 2.22% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 121,999 | 4.75% |
| Remaining | 2,389,103 | 93.03% |
| Registered funds (N-PORT, not summed) | 2,922 | 0.11% |
Shares outstanding: 2,568,010, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SBDS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
1,100,870 | ||
| 2 |
Arbour Lane Capital Management, LP
13G
CIK 1918437 · Unknown · Mar 31, 2026
Rule 13d-1(c), passive investor
|
121,999 | ||
| 3 |
Larson John P.
Insider
CIK 1609333 · Sep 23, 2026
Director, President and CEO, issuer-wide, not summed
|
103,135 | ||
| 4 |
BARCLAYS PLC
13F
CIK 312069 · Bank · Jun 30, 2026
|
38,297 | ||
| 5 |
Wealth Architects, LLC
13F
CIK 1611518 · Registered investment adviser · Jun 30, 2026
|
18,602 | ||
| 6 |
METZ CHRISTOPHER T
Insider
CIK 1215870 · Jan 24, 2025
Director, President & CEO, issuer-wide, not summed
|
13,661 | ||
| 7 |
|
8,947 | ||
| 8 |
|
8,614 | ||
| 9 |
|
6,953 | ||
| 10 |
|
5,337 | ||
| 11 |
DENNISON MICHAEL C.
Insider
CIK 1732733 · May 27, 2025
Director, Chief Executive Officer, issuer-wide, not summed
|
5,061 | ||
| 12 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
2,913 | ||
| 13 |
|
2,070 | ||
| 14 |
McGuire David Francis
Insider
CIK 1664269 · Feb 28, 2026
Chief Accounting Officer, issuer-wide, not summed
|
2,034 | ||
| 15 |
|
838 | ||
| 16 |
|
726 | ||
| 17 |
|
444 | ||
| 18 |
EverSource Wealth Advisors, LLC
13F
CIK 1710537 · Registered investment adviser · Jun 30, 2026
|
9 | ||
| 19 |
JNL/DFA U.S. Small Cap Fund
Fund
S000068110 · Registered fund · Jun 30, 2026
JNL Series Trust, not summed
|
8 | ||
| 20 |
Guggenheim Active Allocation Fund
Fund
· Registered fund · May 29, 2026
Guggenheim Active Allocation Fund, not summed
|
1 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.