SOLO BRANDS INC - CLASS A SBDS
$3.45
0.0% 52w: $3.21 – $24.90
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data3.2114.0524.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
22
+1 QoQ
13F value
$4.6M
-36.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.1×
$101 calls / $1K puts
Institutional value by quarter
Number of holders
Who owns SBDS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P ★3 | Fundamental concentrated | 1.1M | $4.1M | 0.6% | Held |
| BARCLAYS PLC | Bank broker | 38.3K | $144K | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 19.0K | $71K | 0.0% | +11.6% |
| Wealth Architects, LLC | Wealth advisor | 18.6K | $70K | 0.0% | New |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 16.8K | $63K | 0.0% | — |
| UBS Group AG | Bank broker | 9.9K | $37K | 0.0% | +212.3% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 6.8K | $26K | 0.0% | — |
| MORGAN STANLEY | Bank broker | 1.1K | $4K | 0.0% | -2.5% |
| Tower Research Capital LLC (TRC) | Market maker | 478 | $2K | 0.0% | New |
| CITIGROUP INC | Bank broker | 380 | $1K | 0.0% | -0.3% |
| GROUP ONE TRADING LLC | Market maker | 93 | $350 | 0.0% | -1.1% |
| JPMORGAN CHASE & CO | Bank broker | 57 | $210 | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 40 | $151 | 0.0% | New |
| Legacy Wealth Managment, LLC/ID | Wealth advisor | 31 | $117 | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 25 | $94 | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 24 | $90 | 0.0% | New |
| NISA INVESTMENT ADVISORS, LLC | Diversified mechanical | 12 | $45 | 0.0% | Held |
| EverSource Wealth Advisors, LLC | Wealth advisor | 11 | $41 | 0.0% | -8.3% |
| Ascentis Independent Advisors | Other | 7 | $26 | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 5 | $19 | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3 | $10 | 0.0% | -57.1% |
| ROYAL BANK OF CANADA | Bank broker | 92 | $0 | 0.0% | -11.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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