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Solo Brands (DTC) Institutional Ownership

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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
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DTC Institutional Buying and Selling by Quarter

Solo Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/17/2025 Millennium Management LLC10,070$197K0.0%N/A0.436%
11/12/2025 Barclays PLC38,297$749K0.0%+1,914,750.0%1.659%
11/4/2025 Summit 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%
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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%
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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.


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This page (NYSE:DTC) was last updated on 6/14/2026 by MarketBeat.com Staff.
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