Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Solo Brands (DTC) Institutional Ownership

Solo Brands logo
$11.85 +0.35 (+3.04%)
As of 08/12/2025
Compare

Institutional Ownership Changes (13F Filings) for Solo Brands (NYSE:DTC)

Current
Institutional Ownership
Percentage
84.48%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$117.56M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$87.10M
Get DTC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Solo Brands stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DTC Institutional Buying and Selling by Quarter

Solo Brands Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2025 American Century Companies Inc.512,535$86K0.0%-90.8%0.555%
2/17/2025Millennium Management LLC33,075$38K0.0%-83.0%0.036%
2/17/2025Jacobs Levy Equity Management Inc.547,307$624K0.0%+2.1%0.597%
2/17/2025Bridgeway Capital Management LLC782,105$892K0.0%+2.7%0.853%
2/17/2025Bank of America Corp DE46,251$53K0.0%-25.9%0.050%
2/14/2025Nexpoint Asset Management L.P.146,000$166K0.0%N/A0.159%
2/14/2025 Dimensional Fund Advisors LP410,779$468K0.0%-18.0%0.448%
2/13/2025Marshall Wace LLP231,988$264K0.0%+13.6%0.253%
2/12/2025WINTON GROUP Ltd27,373$31K0.0%N/A0.030%
2/11/2025 Prudential Financial Inc.809,320$923K0.0%+1.8%0.883%
2/11/2025 American Century Companies Inc.5,541,982$6.32M0.0%-0.4%6.046%
2/7/2025 Prescott Group Capital Management L.L.C.296,263$338K0.0%N/A0.323%
2/4/2025 Bank of New York Mellon Corp38,538$44K0.0%-71.6%0.042%
2/3/2025 Concurrent Investment Advisors LLC44,330$51K0.0%-79.0%0.048%
1/28/2025 Empowered Funds LLC422,105$481K0.0%+5.1%0.460%
1/23/2025 Williams & Novak LLC61,712$70K0.1%+156.1%0.067%
12/26/2024 JPMorgan Chase & Co.2,085,462$2.94M0.0%+67.7%2.275%
11/19/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/16/2024 Geode Capital Management LLC599,370$845K0.0%+27.4%0.654%
11/15/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/15/2024 XTX Topco Ltd17,487$25K0.0%N/A0.019%
11/15/2024Jacobs Levy Equity Management Inc.536,282$756K0.0%+72.6%0.585%
11/14/2024Verition Fund Management LLC99,780$141K0.0%+668.6%0.109%
11/13/2024FMR LLC30,232$43K0.0%+235.1%0.033%
11/12/2024 Charles Schwab Investment Management Inc.66,898$94K0.0%-68.9%0.073%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.72,765$103K0.0%-29.5%0.079%
11/6/2024 Empowered Funds LLC401,715$566K0.0%+5.3%0.438%
10/31/2024 Concurrent Investment Advisors LLC210,918$297K0.0%+42.1%0.230%
10/7/2024 Lakewood Asset Management LLC81,523$115K0.1%+42.5%0.089%
8/15/2024AQR Capital Management LLC719,307$1.64M0.0%+9.4%0.788%
8/14/2024Squarepoint Ops LLC82,344$188K0.0%-60.3%0.090%
8/14/2024Marshall Wace LLP330,249$753K0.0%-19.6%0.362%
8/13/2024Sei Investments Co.623,283$1.42M0.0%+7.1%0.683%
8/9/2024 Dimensional Fund Advisors LP618,442$1.41M0.0%-36.7%0.678%
8/8/2024 American Century Companies Inc.5,561,257$12.68M0.0%+7.4%6.093%
8/5/2024Victory Capital Management Inc.32,043$73K0.0%-40.8%0.035%
7/31/2024 Concurrent Investment Advisors LLC148,388$338K0.0%+58.8%0.163%
7/26/2024 Bank of New York Mellon Corp149,460$341K0.0%-4.7%0.164%
7/18/2024 Lakewood Asset Management LLC57,198$130K0.1%N/A0.063%
7/15/2024 Dynamic Advisor Solutions LLC18,865$43K0.0%N/A0.021%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/12/2024 Williams & Novak LLC18,600$42K0.0%N/A0.020%
5/28/2024 Boston Partners2,105,783$4.46M0.0%-1.4%2.307%
5/20/2024 Virtu Financial LLC19,134$42K0.0%N/A0.021%
5/16/2024Jacobs Levy Equity Management Inc.159,110$345K0.0%-51.8%0.175%
5/16/2024Kennedy Capital Management LLC599,661$1.30M0.0%-1.4%0.658%
5/13/2024 O Shaughnessy Asset Management LLC47,817$104K0.0%-57.0%0.052%
5/11/2024 Hillsdale Investment Management Inc.522,364$1.13M0.1%-39.8%0.573%
5/10/2024 Vanguard Group Inc.1,731,415$3.76M0.0%-2.3%1.899%
5/7/2024Sei Investments Co.582,210$1.26M0.0%+20.6%0.639%
5/7/2024 Concurrent Investment Advisors LLC93,418$203K0.0%+27.6%0.102%
5/7/2024 Empowered Funds LLC353,987$768K0.0%+8.2%0.388%
5/3/2024 GSA Capital Partners LLP488,155$1.06M0.1%N/A0.535%
5/1/2024 Janney Montgomery Scott LLC115,837$251K0.0%+10.2%0.127%
4/29/2024 Principal Financial Group Inc.19,682$43K0.0%N/A0.022%
4/17/2024 Hennion & Walsh Asset Management Inc.117,410$255K0.0%+45.8%0.129%
2/13/2024Tower Research Capital LLC TRC18,259$112K0.0%+345.8%0.020%
2/12/2024Millrace Asset Group Inc.104,406$643K0.6%-70.7%0.115%
2/9/2024 Balboa Wealth Partners11,750$72K0.0%N/A0.013%
2/9/2024 1620 Investment Advisors Inc.18,264$113K0.1%N/A0.020%
2/9/2024 Aigen Investment Management LP23,745$146K0.0%N/A0.026%
2/9/2024 Gladstone Institutional Advisory LLC15,733$97K0.0%N/A0.017%
2/9/2024 Hillsdale Investment Management Inc.867,941$5.35M0.4%+18.2%0.955%
2/8/2024Panagora Asset Management Inc.73,447$452K0.0%-21.0%0.081%
2/8/2024 Janney Montgomery Scott LLC105,115$648K0.0%+47.1%0.116%
2/7/2024 Boston Partners2,136,159$13.16M0.0%N/A2.351%
2/6/2024 JFG Wealth Management LLC25,000$154K0.0%N/A0.028%
2/5/2024Victory Capital Management Inc.131,460$810K0.0%+23.7%0.145%
2/1/2024 Parkside Financial Bank & Trust4,077$25K0.0%N/A0.004%
1/30/2024 Strs Ohio97,300$599K0.0%-5.3%0.107%
1/18/2024 Ritholtz Wealth Management31,783$196K0.0%-12.9%0.035%
1/17/2024 Tectonic Advisors LLC85,017$524K0.0%-21.6%0.094%
11/30/2023 American Century Companies Inc.4,147,618$21.15M0.0%+14.9%4.565%
11/22/2023Graham Capital Management L.P.52,291$267K0.0%N/A0.058%
11/15/2023Kennedy Capital Management LLC520,283$2.65M0.1%N/A0.575%
11/15/2023 AXQ Capital LP13,119$67K0.0%N/A0.015%
11/14/2023 Hodges Capital Management Inc.738,276$3.77M0.4%-40.7%0.816%
11/14/2023 First Dallas Securities Inc.591,704$3.02M0.7%N/A0.654%
11/14/2023Sherbrooke Park Advisers LLC23,450$120K0.0%N/A0.026%
11/14/2023 Trexquant Investment LP96,963$495K0.0%-38.7%0.107%
11/14/2023 O Shaughnessy Asset Management LLC144,709$738K0.0%+1,118.7%0.160%
11/13/2023Millrace Asset Group Inc.356,667$1.82M2.2%N/A0.394%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.128,329$654K0.0%+57.7%0.142%
11/13/2023Algert Global LLC35,940$183K0.0%-31.9%0.040%
11/13/2023 Brandywine Global Investment Management LLC189,329$966K0.0%+13.4%0.209%
11/13/2023WINTON GROUP Ltd13,829$71K0.0%N/A0.015%
11/9/2023 Blair William & Co. IL274,540$1.40M0.0%-3.0%0.303%
11/8/2023 Janney Montgomery Scott LLC71,477$365K0.0%N/A0.079%
11/6/2023Victory Capital Management Inc.106,266$542K0.0%-18.6%0.117%
10/31/2023Panagora Asset Management Inc.92,956$474K0.0%N/A0.103%
10/27/2023 Hennion & Walsh Asset Management Inc.45,420$232K0.0%N/A0.050%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
10/26/2023 Strs Ohio102,700$523K0.0%+47.8%0.114%
10/24/2023 Bank of New York Mellon Corp187,710$957K0.0%+3.9%0.208%
10/24/2023 Tectonic Advisors LLC108,415$553K0.1%+110.6%0.120%
10/13/2023 Ritholtz Wealth Management36,485$186K0.0%N/A0.040%
9/21/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/14/2023 1620 Investment Advisors Inc.18,437$104K0.1%+41.2%0.020%
8/14/2023State of Wyoming40,066$227K0.1%N/A0.044%
8/14/2023Divisadero Street Capital Management LP15,000$85K0.0%N/A0.017%
8/14/2023Ghisallo Capital Management LLC250,000$1.42M0.2%N/A0.276%
8/14/2023Prelude Capital Management LLC17,500$99K0.0%N/A0.019%
(Data available from 1/1/2016 forward)

DTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTC shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were Boston Partners ($4.46M), Hodges Capital Management Inc. ($3.77M), Vanguard Group Inc. ($3.76M), First Dallas Securities Inc. ($3.02M), JPMorgan Chase & Co. ($2.94M), AQR Capital Management LLC ($1.64M), and Sei Investments Co. ($1.42M).Learn more on Solo Brands' institutional investors.

What percentage of Solo Brands' stock is owned by institutional investors?

84.48% of Solo Brands' stock is owned by institutional investors. Learn more on DTC's institutional investor holdings.

Which institutional investors have been buying Solo Brands' stock?

Of the 54 institutional investors that purchased Solo Brands' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.14M), American Century Companies Inc. ($923.98K), JPMorgan Chase & Co. ($841.61K), First Dallas Securities Inc. ($591.70K), Kennedy Capital Management LLC ($520.28K), GSA Capital Partners LLP ($488.16K), and Millrace Asset Group Inc. ($356.67K).

How much institutional buying is happening at Solo Brands?

Institutional investors have bought a total of 2,155,975 shares in the last 24 months. This purchase volume represents approximately $117.56M in transactions.

Which of Solo Brands' major shareholders have been selling company stock?

Of the 10 institutional investors that sold Solo Brands' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($5.05M), Concurrent Investment Advisors LLC ($166.59K), Millennium Management LLC ($161.81K), Charles Schwab Investment Management Inc. ($147.94K), Squarepoint Ops LLC ($125.08K), Bank of New York Mellon Corp ($96.92K), and Dimensional Fund Advisors LP ($90.28K).

How much institutional selling is happening at Solo Brands?

Institutional investors have sold a total of 5,966,362 shares in the last 24 months. This volume of shares sold represents approximately $87.10M in transactions.


Related Companies

This page (NYSE:DTC) was last updated on 8/13/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored