Solo Brands (DTC) Institutional Ownership

$2.43

+0.03 (+1.25%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 84.48%
Number of Institutional Buyers (last 12 months): 46
Total Institutional Inflows (last 12 months): $44.77M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $6.51M

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DTC Institutional Buying and Selling by Quarter

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Solo Brands Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	149,460	$341K	0.0%	-4.7%	0.164%
7/18/2024	Lakewood Asset Management LLC	57,198	$130K	0.1%	N/A	0.063%
7/15/2024	Dynamic Advisor Solutions LLC	18,865	$43K	0.0%	N/A	0.021%
7/12/2024	Williams & Novak LLC	18,600	$42K	0.0%	N/A	0.020%
5/28/2024	Boston Partners	2,105,783	$4.46M	0.0%	-1.4%	2.307%
5/20/2024	Virtu Financial LLC	19,134	$42K	0.0%	N/A	0.021%
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5/16/2024	Jacobs Levy Equity Management Inc.	159,110	$345K	0.0%	-51.8%	0.175%
5/16/2024	Kennedy Capital Management LLC	599,661	$1.30M	0.0%	-1.4%	0.658%
5/13/2024	O Shaughnessy Asset Management LLC	47,817	$104K	0.0%	-57.0%	0.052%
5/11/2024	Hillsdale Investment Management Inc.	522,364	$1.13M	0.1%	-39.8%	0.573%
5/10/2024	Vanguard Group Inc.	1,731,415	$3.76M	0.0%	-2.3%	1.899%
5/7/2024	Sei Investments Co.	582,210	$1.26M	0.0%	+20.6%	0.639%
5/7/2024	Concurrent Investment Advisors LLC	93,418	$203K	0.0%	+27.6%	0.102%
5/7/2024	Empowered Funds LLC	353,987	$768K	0.0%	+8.2%	0.388%
5/3/2024	GSA Capital Partners LLP	488,155	$1.06M	0.1%	N/A	0.535%
5/1/2024	Janney Montgomery Scott LLC	115,837	$251K	0.0%	+10.2%	0.127%
4/29/2024	Principal Financial Group Inc.	19,682	$43K	0.0%	N/A	0.022%
4/17/2024	Hennion & Walsh Asset Management Inc.	117,410	$255K	0.0%	+45.8%	0.129%
2/13/2024	Tower Research Capital LLC TRC	18,259	$112K	0.0%	+345.8%	0.020%
2/12/2024	Millrace Asset Group Inc.	104,406	$643K	0.6%	-70.7%	0.115%
2/9/2024	Balboa Wealth Partners	11,750	$72K	0.0%	N/A	0.013%
2/9/2024	1620 Investment Advisors Inc.	18,264	$113K	0.1%	N/A	0.020%
2/9/2024	Aigen Investment Management LP	23,745	$146K	0.0%	N/A	0.026%
2/9/2024	Gladstone Institutional Advisory LLC	15,733	$97K	0.0%	N/A	0.017%
2/9/2024	Hillsdale Investment Management Inc.	867,941	$5.35M	0.4%	+18.2%	0.955%
2/8/2024	Panagora Asset Management Inc.	73,447	$452K	0.0%	-21.0%	0.081%
2/8/2024	Janney Montgomery Scott LLC	105,115	$648K	0.0%	+47.1%	0.116%
2/7/2024	Boston Partners	2,136,159	$13.16M	0.0%	N/A	2.351%
2/6/2024	JFG Wealth Management LLC	25,000	$154K	0.0%	N/A	0.028%
2/5/2024	Victory Capital Management Inc.	131,460	$810K	0.0%	+23.7%	0.145%
2/1/2024	Parkside Financial Bank & Trust	4,077	$25K	0.0%	N/A	0.004%
1/30/2024	Strs Ohio	97,300	$599K	0.0%	-5.3%	0.107%
1/18/2024	Ritholtz Wealth Management	31,783	$196K	0.0%	-12.9%	0.035%
1/17/2024	Tectonic Advisors LLC	85,017	$524K	0.0%	-21.6%	0.094%
11/30/2023	American Century Companies Inc.	4,147,618	$21.15M	0.0%	+14.9%	4.565%
11/22/2023	Graham Capital Management L.P.	52,291	$267K	0.0%	N/A	0.058%
11/15/2023	Kennedy Capital Management LLC	520,283	$2.65M	0.1%	N/A	0.575%
11/15/2023	AXQ Capital LP	13,119	$67K	0.0%	N/A	0.015%
11/14/2023	Hodges Capital Management Inc.	738,276	$3.77M	0.4%	-40.7%	0.816%
11/14/2023	First Dallas Securities Inc.	591,704	$3.02M	0.7%	N/A	0.654%
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11/14/2023	Sherbrooke Park Advisers LLC	23,450	$120K	0.0%	N/A	0.026%
11/14/2023	Trexquant Investment LP	96,963	$495K	0.0%	-38.7%	0.107%
11/14/2023	O Shaughnessy Asset Management LLC	144,709	$738K	0.0%	+1,118.7%	0.160%
11/13/2023	Millrace Asset Group Inc.	356,667	$1.82M	2.2%	N/A	0.394%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	128,329	$654K	0.0%	+57.7%	0.142%
11/13/2023	Algert Global LLC	35,940	$183K	0.0%	-31.9%	0.040%
11/13/2023	Brandywine Global Investment Management LLC	189,329	$966K	0.0%	+13.4%	0.209%
11/13/2023	WINTON GROUP Ltd	13,829	$71K	0.0%	N/A	0.015%
11/9/2023	Blair William & Co. IL	274,540	$1.40M	0.0%	-3.0%	0.303%
11/8/2023	Janney Montgomery Scott LLC	71,477	$365K	0.0%	N/A	0.079%
11/6/2023	Victory Capital Management Inc.	106,266	$542K	0.0%	-18.6%	0.117%
10/31/2023	Panagora Asset Management Inc.	92,956	$474K	0.0%	N/A	0.103%
10/27/2023	Hennion & Walsh Asset Management Inc.	45,420	$232K	0.0%	N/A	0.050%
10/26/2023	Strs Ohio	102,700	$523K	0.0%	+47.8%	0.114%
10/24/2023	Bank of New York Mellon Corp	187,710	$957K	0.0%	+3.9%	0.208%
10/24/2023	Tectonic Advisors LLC	108,415	$553K	0.1%	+110.6%	0.120%
10/13/2023	Ritholtz Wealth Management	36,485	$186K	0.0%	N/A	0.040%
9/21/2023	Barclays PLC	4,376	$25K	0.0%	-61.0%	0.005%
8/14/2023	1620 Investment Advisors Inc.	18,437	$104K	0.1%	+41.2%	0.020%
8/14/2023	State of Wyoming	40,066	$227K	0.1%	N/A	0.044%
8/14/2023	Divisadero Street Capital Management LP	15,000	$85K	0.0%	N/A	0.017%
8/14/2023	Ghisallo Capital Management LLC	250,000	$1.42M	0.2%	N/A	0.276%
8/14/2023	Prelude Capital Management LLC	17,500	$99K	0.0%	N/A	0.019%
8/11/2023	MYDA Advisors LLC	368,000	$2.08M	0.6%	+67.3%	0.382%
8/11/2023	Brandywine Global Investment Management LLC	166,890	$945K	0.0%	N/A	0.173%
8/11/2023	O Shaughnessy Asset Management LLC	11,874	$67K	0.0%	N/A	0.012%
8/11/2023	Trexquant Investment LP	158,277	$896K	0.0%	+567.0%	0.164%
8/11/2023	RK Capital Management LLC	1,042,543	$5.90M	1.3%	N/A	1.083%
8/7/2023	Hodges Capital Management Inc.	1,243,980	$10.25M	0.6%	+60.8%	1.292%
7/31/2023	LPL Financial LLC	64,488	$365K	0.0%	N/A	0.067%
7/31/2023	Strs Ohio	69,500	$393K	0.0%	+217.4%	0.072%
7/27/2023	Victory Capital Management Inc.	130,500	$739K	0.0%	N/A	0.136%
7/24/2023	Allspring Global Investments Holdings LLC	6,301	$36K	0.0%	N/A	0.007%
7/19/2023	Eudaimonia Partners LLC	16,065	$91K	0.0%	-14.1%	0.017%
7/19/2023	Summit Global Investments	115,400	$653K	0.0%	N/A	0.120%
7/18/2023	Allspring Global Investments Holdings LLC	6,301	$36K	0.0%	N/A	0.007%
7/14/2023	Tectonic Advisors LLC	51,473	$291K	0.0%	-28.7%	0.053%
7/13/2023	Bertram Growth Capital III GPLLC L.L.C.	1,068,366	$6.05M	100.0%	-90.9%	1.110%
5/15/2023	MYDA Advisors LLC	220,000	$1.58M	0.6%	+340.0%	0.229%
5/12/2023	Perritt Capital Management Inc.	5,000	$36K	0.0%	N/A	0.005%
5/12/2023	Blair William & Co. IL	281,275	$2.02M	0.0%	-0.9%	0.293%
5/11/2023	American Century Companies Inc.	2,168,731	$15.57M	0.0%	-30.1%	2.258%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	22,000	$158K	0.0%	N/A	0.023%
5/9/2023	Tower Research Capital LLC TRC	11,656	$84K	0.0%	+344.9%	0.012%
5/9/2023	Russell Investments Group Ltd.	146,295	$1.05M	0.0%	-51.3%	0.152%
4/27/2023	Strs Ohio	21,900	$157K	0.0%	-49.3%	0.023%
4/26/2023	Tectonic Advisors LLC	72,235	$519K	0.1%	+4.0%	0.075%
4/14/2023	Raymond James & Associates	14,882	$107K	0.0%	N/A	0.015%
2/13/2023	American Century Companies Inc.	3,104,135	$11.55M	0.0%	+10.7%	3.244%
2/10/2023	Blair William & Co. IL	283,719	$1.06M	0.0%	-2.7%	0.296%
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2/9/2023	Great Lakes Advisors LLC	11,106	$41K	0.0%	N/A	0.012%
2/8/2023	Russell Investments Group Ltd.	300,445	$1.12M	0.0%	-7.8%	0.314%
2/8/2023	Amussen Hunsaker Associates LLC	12,650	$47K	0.0%	N/A	0.013%
2/3/2023	Hodges Capital Management Inc.	954,700	$3.55M	0.3%	+212.0%	0.998%
2/1/2023	Bank of Montreal Can	42,325	$158K	0.0%	N/A	0.044%
11/14/2022	Zacks Investment Management	10,195	$39K	0.0%	N/A	0.011%
11/4/2022	Russell Investments Group Ltd.	325,737	$1.24M	0.0%	-20.1%	0.343%
10/26/2022	Allspring Global Investments Holdings LLC	16,630	$63K	0.0%	+282.3%	0.018%
10/21/2022	Hodges Capital Management Inc.	306,025	$1.16M	0.2%	N/A	0.323%
9/16/2022	Federated Hermes Inc.	80,000	$325K	0.0%	-90.6%	0.084%

(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, 67 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were American Century Companies Inc. ($21.15M), Bertram Growth Capital III GPLLC L.L.C. ($6.05M), RK Capital Management LLC ($5.90M), Boston Partners ($4.46M), Clearbridge Investments LLC ($4.12M), Hodges Capital Management Inc. ($3.77M), and Vanguard Group Inc. ($3.76M).Learn more on DTC's 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 59 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), Hodges Capital Management Inc. ($1.43M), RK Capital Management LLC ($1.04M), American Century Companies Inc. ($838.85K), First Dallas Securities Inc. ($591.70K), Kennedy Capital Management LLC ($520.28K), and GSA Capital Partners LLP ($488.16K).

How much institutional buying is happening at Solo Brands?: Institutional investors have bought a total of 10,694,513 shares in the last 24 months. This purchase volume represents approximately $54.32M in transactions.
Which Solo Brands major shareholders have been selling company stock?: Of the 23 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: Bertram Growth Capital III GPLLC L.L.C. ($10.65M), American Century Companies Inc. ($935.40K), Federated Hermes Inc. ($770K), Hodges Capital Management Inc. ($505.70K), Hillsdale Investment Management Inc. ($345.58K), Russell Investments Group Ltd. ($261.55K), and Millrace Asset Group Inc. ($252.26K).
How much institutional selling is happening at Solo Brands?: Institutional investors have sold a total of 14,270,732 shares in the last 24 months. This volume of shares sold represents approximately $78.50M in transactions.