Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free DTC Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

Solo Brands (DTC) Institutional Ownership

Solo Brands logo
Compare

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

Current
Institutional Ownership
Percentage
84.48%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$17.35M
Number of
Institutional Sellers
(last 12 months)
0
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DTC Institutional Buying and Selling by Quarter

Solo Brands Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025Millennium Management LLC10,070$197K0.0%N/A0.436%
11/12/2025Barclays PLC38,297$749K0.0%+1,914,750.0%1.659%
11/4/2025Summit Partners L P1,100,870$21.52M2.3%N/A47.698%
5/13/2025American 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%
2/14/2025Dimensional 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%
2/11/2025Prudential Financial Inc.809,320$923K0.0%+1.8%0.883%
2/11/2025American Century Companies Inc.5,541,982$6.32M0.0%-0.4%6.046%
2/7/2025Prescott Group Capital Management L.L.C.296,263$338K0.0%N/A0.323%
2/4/2025Bank of New York Mellon Corp38,538$44K0.0%-71.6%0.042%
2/3/2025Concurrent Investment Advisors LLC44,330$51K0.0%-79.0%0.048%
1/28/2025Empowered Funds LLC422,105$481K0.0%+5.1%0.460%
1/23/2025Williams & Novak LLC61,712$70K0.1%+156.1%0.067%
12/26/2024JPMorgan Chase & Co.2,085,462$2.94M0.0%+67.7%2.275%
11/19/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/16/2024Geode Capital Management LLC599,370$845K0.0%+27.4%0.654%
11/15/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/15/2024XTX 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%
11/12/2024Charles Schwab Investment Management Inc.66,898$94K0.0%-68.9%0.073%
11/8/2024Connor Clark & Lunn Investment Management Ltd.72,765$103K0.0%-29.5%0.079%
11/6/2024Empowered Funds LLC401,715$566K0.0%+5.3%0.438%
10/31/2024Concurrent Investment Advisors LLC210,918$297K0.0%+42.1%0.230%
10/7/2024Lakewood 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%
8/9/2024Dimensional Fund Advisors LP618,442$1.41M0.0%-36.7%0.678%
8/8/2024American 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%
7/31/2024Concurrent Investment Advisors LLC148,388$338K0.0%+58.8%0.163%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
7/26/2024Bank of New York Mellon Corp149,460$341K0.0%-4.7%0.164%
7/18/2024Lakewood Asset Management LLC57,198$130K0.1%N/A0.063%
7/15/2024Dynamic Advisor Solutions LLC18,865$43K0.0%N/A0.021%
7/12/2024Williams & Novak LLC18,600$42K0.0%N/A0.020%
5/28/2024Boston Partners2,105,783$4.46M0.0%-1.4%2.307%
5/20/2024Virtu 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%
5/13/2024O Shaughnessy Asset Management LLC47,817$104K0.0%-57.0%0.052%
5/11/2024Hillsdale Investment Management Inc.522,364$1.13M0.1%-39.8%0.573%
5/10/2024Vanguard 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%
5/7/2024Concurrent Investment Advisors LLC93,418$203K0.0%+27.6%0.102%
5/7/2024Empowered Funds LLC353,987$768K0.0%+8.2%0.388%
5/3/2024GSA Capital Partners LLP488,155$1.06M0.1%N/A0.535%
5/1/2024Janney Montgomery Scott LLC115,837$251K0.0%+10.2%0.127%
4/29/2024Principal Financial Group Inc.19,682$43K0.0%N/A0.022%
4/17/2024Hennion & 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%
2/9/2024Balboa Wealth Partners11,750$72K0.0%N/A0.013%
2/9/20241620 Investment Advisors Inc.18,264$113K0.1%N/A0.020%
2/9/2024Aigen Investment Management LP23,745$146K0.0%N/A0.026%
2/9/2024Gladstone Institutional Advisory LLC15,733$97K0.0%N/A0.017%
2/9/2024Hillsdale 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%
2/8/2024Janney Montgomery Scott LLC105,115$648K0.0%+47.1%0.116%
2/7/2024Boston Partners2,136,159$13.16M0.0%N/A2.351%
2/6/2024JFG Wealth Management LLC25,000$154K0.0%N/A0.028%
2/5/2024Victory Capital Management Inc.131,460$810K0.0%+23.7%0.145%
2/1/2024Parkside Financial Bank & Trust4,077$25K0.0%N/A0.004%
1/30/2024Strs Ohio97,300$599K0.0%-5.3%0.107%
1/18/2024Ritholtz Wealth Management31,783$196K0.0%-12.9%0.035%
1/17/2024Tectonic Advisors LLC85,017$524K0.0%-21.6%0.094%
11/30/2023American 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%
11/15/2023AXQ Capital LP13,119$67K0.0%N/A0.015%
11/14/2023Hodges Capital Management Inc.738,276$3.77M0.4%-40.7%0.816%
11/14/2023First Dallas Securities Inc.591,704$3.02M0.7%N/A0.654%
11/14/2023Sherbrooke Park Advisers LLC23,450$120K0.0%N/A0.026%
11/14/2023Trexquant Investment LP96,963$495K0.0%-38.7%0.107%
11/14/2023O 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%
11/13/2023Connor 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%
11/13/2023Brandywine Global Investment Management LLC189,329$966K0.0%+13.4%0.209%
11/13/2023WINTON GROUP Ltd13,829$71K0.0%N/A0.015%
11/9/2023Blair William & Co. IL274,540$1.40M0.0%-3.0%0.303%
11/8/2023Janney Montgomery Scott LLC71,477$365K0.0%N/A0.079%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
10/27/2023Hennion & Walsh Asset Management Inc.45,420$232K0.0%N/A0.050%
10/26/2023Strs Ohio102,700$523K0.0%+47.8%0.114%
10/24/2023Bank of New York Mellon Corp187,710$957K0.0%+3.9%0.208%
10/24/2023Tectonic Advisors LLC108,415$553K0.1%+110.6%0.120%
10/13/2023Ritholtz Wealth Management36,485$186K0.0%N/A0.040%
9/21/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/14/20231620 Investment Advisors Inc.18,437$104K0.1%+41.2%0.020%
8/14/2023State of Wyoming40,066$227K0.1%N/A0.044%


DTC Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were Summit Partners L P ($21.52M), JPMorgan Chase & Co. ($2.94M), AQR Capital Management LLC ($1.64M), Sei Investments Co. ($1.42M), Prudential Financial Inc. ($923K), Bridgeway Capital Management LLC ($892K), and Geode Capital Management LLC ($845K).Learn more on Solo Brands' institutional investors.

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

Of the 23 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: Summit Partners L P ($1.10M), JPMorgan Chase & Co. ($841.61K), American Century Companies Inc. ($384.99K), Prescott Group Capital Management L.L.C. ($296.26K), Jacobs Levy Equity Management Inc. ($236.63K), Nexpoint Asset Management L.P. ($146K), and Geode Capital Management LLC ($129.09K).

Institutional investors have bought a total of 1,149,235 shares in the last 24 months. This purchase volume represents approximately $17.35M in transactions.


Related Companies

This page (NYSE:DTC) was last updated on 7/1/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel