DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
SBDS

SOLO BRANDS INC

23 institutions still hold SOLO BRANDS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 83425V203·23 13F holders·last filed Mar 31, 2026
Market cap
5.1%
vs prior quarter
13F value held
$5M
48.0% inst. owned
of float
Holders
23
-13 QoQ
filers reporting
Activity
+90 / −29
+1,013 added · −802 reduced
this quarter
Concentration
90.79%
SUMMIT PARTNERS L P #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported SBDS in Q1 2026. SUMMIT PARTNERS L P leads at 90.8% of the visible book. -13 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SUMMIT PARTNERS L P
CIK 0000830588
$4M1.1M0.62%Q1 2026
02
BARCLAYS PLC
CIK 0000312069
$143,99738K0.00%Q1 2026
03
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$71,39419K0.00%Q1 2026
04
Wealth Architects, LLC
CIK 0001611518
$69,94719K0.01%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$63,28117K0.00%Q1 2026
06
UBS Group AG
CIK 0001610520
$37,08910K0.00%Q1 2026
07
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$25,5917K0.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$4,0001K0.00%Q1 2026
09
Tower Research Capital LLC (TRC)
CIK 0001533421
$1,7974780.00%Q1 2026
10
CITIGROUP INC
CIK 0000831001
$1,4293800.00%Q1 2026
11
GROUP ONE TRADING LLC
CIK 0000932540
$350930.00%Q1 2026
12
JPMORGAN CHASE & CO
CIK 0000019617
$210570.00%Q1 2026
13
MAI Capital Management
CIK 0001040197
$151400.00%Q1 2026
14
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$117310.00%Q1 2026
15
FIFTH THIRD BANCORP
CIK 0000035527
$94250.00%Q1 2026
16
Advisory Services Network, LLC
CIK 0001573876
$90240.00%Q1 2026
17
NISA INVESTMENT ADVISORS, LLC
CIK 0000937615
$45120.00%Q1 2026
18
ORG Partners LLC
CIK 0001979372
$4270.00%Q4 2025
19
EverSource Wealth Advisors, LLC
CIK 0001710537
$41110.00%Q1 2026
20
Golden State Equity Partners
CIK 0001845003
$2670.00%Q1 2026
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