13F

Stock

Solo Brands, Inc.

SBDS · held by 22 managers

Reported value

$4.56M

Holders

22

+5 new · −4 exited

Holders’ est. mark

−$2.66M

Price effect on 15 books still in the name

Largest holder

$4.14M

SUMMIT PARTNERS L P

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
SUMMIT PARTNERS L P1.1M$4.14M−$2.52MCut−$2.52M
BARCLAYS PLC38.3K$144K−$87.7KCut−$87.7K
GEODE CAPITAL MANAGEMENT, LLC19K$71.4K−$39KCut−$31.6K
Wealth Architects, LLC18.6K$69.9KNew
VANGUARD CAPITAL MANAGEMENT LLC16.8K$63.3KHeld
UBS Group AG9.86K$37.1K−$7.23KAdded$18K
VANGUARD FIDUCIARY TRUST CO6.81K$25.6KHeld
MORGAN STANLEY1.06K$4K−$2.44KCut−$2.6K
Tower Research Capital LLC (TRC)478$1.8KNew
CITIGROUP INC380$1.43K−$870Cut−$876
GROUP ONE TRADING LLC93$350−$213Cut−$219
JPMORGAN CHASE & CO57$210−$134Cut−$134
MAI Capital Management40$151New
Legacy Wealth Managment, LLC/ID31$117−$71Cut−$71
FIFTH THIRD BANCORP25$94−$57Cut−$57
Advisory Services Network, LLC24$90New
NISA INVESTMENT ADVISORS, LLC12$45−$28Cut−$28
EverSource Wealth Advisors, LLC11$41−$26Cut−$32
Golden State Equity Partners7$26New
Sound Income Strategies, LLC5$19−$16Cut−$16
OSAIC HOLDINGS, INC.3$10−$8Cut−$32
ROYAL BANK OF CANADA92$0−$885Cut−$1K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.