GRAPEVINE, TX
SOLO BRANDS, INC.SBDS— Latest position per institution from SEC 13F filings
15
Institutional holders
1.24M
Total shares held
4.81M
Estimated value
62.11K
Avg. position size
SUMMIT PARTNERS L P
CIK 830588
Shares
1.10M
Value
4.14M
Filed
Mar 31, 2026
BARCLAYS PLC
CIK 312069
Shares
38.30K
Value
132.51K
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
19.51K
Value
118.06K
Filed
Dec 31, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
18.99K
Value
71.39K
Filed
Mar 31, 2026
WEALTH ARCHITECTS, LLC
CIK 1611518
Shares
18.60K
Value
64.36K
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
16.83K
Value
63.28K
Filed
Mar 31, 2026
MILLENNIUM MANAGEMENT LLC
CIK 1273087
Shares
10.07K
Value
152.26K
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
9.86K
Value
37.09K
Filed
Mar 31, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
6.81K
Value
25.59K
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.06K
Value
4K
Filed
Mar 31, 2026
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
478.00
Value
1.80K
Filed
Mar 31, 2026
CITIGROUP INC
CIK 831001
Shares
380.00
Value
1.43K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
135.00
Value
817.00
Filed
Dec 31, 2025
GROUP ONE TRADING LLC
CIK 932540
Shares
93.00
Value
350.00
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
92.00
Value
0.00
Filed
Mar 31, 2026
JPMORGAN CHASE & CO
CIK 19617
Shares
57.00
Value
210.00
Filed
Mar 31, 2026
MAI CAPITAL MANAGEMENT
CIK 1040197
Shares
40.00
Value
151.00
Filed
Mar 31, 2026
LEGACY WEALTH MANAGMENT, LLC/ID
CIK 2045082
Shares
31.00
Value
117.00
Filed
Mar 31, 2026
FIFTH THIRD BANCORP
CIK 35527
Shares
25.00
Value
94.00
Filed
Mar 31, 2026
ADVISORY SERVICES NETWORK, LLC
CIK 1573876
Shares
24.00
Value
90.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SUMMIT PARTNERS L P | 830588 | 1.10M | 4.14M | Mar 31, 2026 |
| 2 | BARCLAYS PLC | 312069 | 38.30K | 132.51K | Jun 30, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 19.51K | 118.06K | Dec 31, 2025 |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 18.99K | 71.39K | Mar 31, 2026 |
| 5 | WEALTH ARCHITECTS, LLC | 1611518 | 18.60K | 64.36K | Jun 30, 2026 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 16.83K | 63.28K | Mar 31, 2026 |
| 7 | MILLENNIUM MANAGEMENT LLC | 1273087 | 10.07K | 152.26K | Sep 30, 2025 |
| 8 | UBS GROUP AG | 1610520 | 9.86K | 37.09K | Mar 31, 2026 |
| 9 | VANGUARD FIDUCIARY TRUST CO | 933478 | 6.81K | 25.59K | Mar 31, 2026 |
| 10 | MORGAN STANLEY | 895421 | 1.06K | 4K | Mar 31, 2026 |
| 11 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 478.00 | 1.80K | Mar 31, 2026 |
| 12 | CITIGROUP INC | 831001 | 380.00 | 1.43K | Mar 31, 2026 |
| 13 | BANK OF AMERICA CORP /DE/ | 70858 | 135.00 | 817.00 | Dec 31, 2025 |
| 14 | GROUP ONE TRADING LLC | 932540 | 93.00 | 350.00 | Mar 31, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 92.00 | 0.00 | Mar 31, 2026 |
| 16 | JPMORGAN CHASE & CO | 19617 | 57.00 | 210.00 | Mar 31, 2026 |
| 17 | MAI CAPITAL MANAGEMENT | 1040197 | 40.00 | 151.00 | Mar 31, 2026 |
| 18 | LEGACY WEALTH MANAGMENT, LLC/ID | 2045082 | 31.00 | 117.00 | Mar 31, 2026 |
| 19 | FIFTH THIRD BANCORP | 35527 | 25.00 | 94.00 | Mar 31, 2026 |
| 20 | ADVISORY SERVICES NETWORK, LLC | 1573876 | 24.00 | 90.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.