Solo Brands Ownership | Who Owns Solo Brands?
Solo Brands Ownership Summary
Solo Brands is owned by 71.78% institutional investors, 8.97% insiders, and 19.25% retail investors. Summit partners l p is the largest institutional shareholder, holding 69.63% of SBDS shares.
SBDS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Solo Brands | 71.78% | 8.97% | 19.25% |
| Sector | Consumer Cyclical Stocks | 252.70% | 15.01% | -167.71% |
| Industry | Specialty Retail Stocks | 32.15% | 12.99% | 54.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Summit partners l p | 1.10M | 69.63% | $4.14M |
| Barclays | 38.30K | 2.42% | $144.00K |
| Geode capital management | 18.99K | 1.20% | $71.39K |
| Wealth architects | 18.60K | 1.18% | $69.95K |
| Ubs group | 9.86K | 0.62% | $37.09K |
| Vanguard fiduciary trust | 6.81K | 0.43% | $25.59K |
| Morgan stanley | 1.06K | 0.07% | $4.00K |
| Tower research capital llc (trc) | 478.00 | 0.03% | $1.80K |
| Citigroup | 380.00 | 0.02% | $1.43K |
| Group one trading | 93.00 | 0.01% | $350.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summit partners l p | 1.10M | 0.62% | $4.14M |
| Wealth architects | 18.60K | 0.01% | $69.95K |
| Legacy wealth managment, llc/id | 31.00 | 0.00% | $117.00 |
| Sound income strategies | 5.00 | - | $19.00 |
| Barclays | 38.30K | - | $144.00K |
| Advisor group | 3.00 | - | $10.00 |
| True wealth design | - | - | - |
| Fifth third bancorp | 25.00 | - | $94.00 |
| Mai capital management | 40.00 | - | $151.00 |
| Eversource wealth advisors | 10.00 | - | $361.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealth architects | 18.60K | 0.01% | 18.60K |
| Vanguard fiduciary trust | 6.81K | - | 6.81K |
| Ubs group | 9.86K | - | 6.71K |
| Geode capital management | 18.99K | - | 1.97K |
| Tower research capital llc (trc) | 478.00 | - | 478.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Empowered funds | - | - | -8.91K |
| Royal bank of canada | - | - | -104.00 |
| Morgan stanley | 1.06K | - | -27.00 |
| Advisor group | 3.00 | - | -4.00 |
| Eversource wealth advisors | 10.00 | - | -2.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wealth architects | 18.60K | 0.01% | 18.60K | $69.95K |
| Vanguard fiduciary trust | 6.81K | - | 6.81K | $25.59K |
| Mai capital management | 40.00 | - | 40.00 | $151.00 |
| Advisory services network | 24.00 | - | 24.00 | $90.00 |
| Golden state equity partners | 7.00 | - | 7.00 | $26.00 |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Fmr | -2.00 |
| Royal bank of canada | -104.00 |
| Empowered funds | -8.91K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 10 | -52.38% | 1,134,830 | -4.62% | 71 | 1.52% | 4 | -42.86% | 1 | -75.00% |
| Dec 31, 2025 | 21 | 5.00% | 1,189,736 | 0.70% | 68 | 1.31% | 7 | -65.00% | 4 | - |
| Sep 30, 2025 | 20 | - | 1,181,463 | - | 72 | - | 20 | - | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2026 | Larson John P. | President and CEO | Buy | $10.00K |
| Mar 30, 2026 | Vanzura Elisabeth | CMO | Buy | $5.66K |
| Mar 30, 2026 | Larson John P. | President and CEO | Buy | $15.00K |
| Mar 30, 2026 | Tarbox Andrea K | - | Buy | $9.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 4 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
SBDS Ownership FAQ
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