SEC 13F Intelligence

SOLO BRANDS INC

CUSIP 83425V104

Solo Brands Inc has 7 institutional holders in Filings Flow’s 13F database, together reporting 508.6K shares worth $152,095 as of Q2 2025. The largest reported holders are Myda Advisors LLC, Vanguard Group Inc, and Marshall Wace, LLP.

Institutional Holders
7
Q2 2025
Reported Value
$152,095
Ticker
unmapped
private placement or foreign
Quarters Tracked
15

Ownership Trend

Institutional holders
Q4 ’21: 61Q4 ’21Q1 ’22: 53Q2 ’22: 63Q2 ’22Q3 ’22: 56Q4 ’22: 60Q4 ’22Q1 ’23: 72Q2 ’23: 97Q2 ’23Q3 ’23: 104Q4 ’23: 106Q4 ’23Q1 ’24: 93Q2 ’24: 80Q2 ’24Q3 ’24: 80Q4 ’24: 72Q4 ’24Q1 ’25: 64Q2 ’25: 7Q2 ’25filingsflow.com
Total reported value
Q4 ’21: $529MQ4 ’21Q1 ’22: $282MQ2 ’22: $114MQ2 ’22Q3 ’22: $105MQ4 ’22: $103MQ4 ’22Q1 ’23: $199MQ2 ’23: $113MQ2 ’23Q3 ’23: $99MQ4 ’23: $148MQ4 ’23Q1 ’24: $47MQ2 ’24: $40MQ2 ’24Q3 ’24: $20MQ4 ’24: $16MQ4 ’24Q1 ’25: $1MQ2 ’25: $152,095Q2 ’25filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
MYDA Advisors LLC$608M AUM0.23%$906,900795.5KQ4 2024OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$275,1731.64MQ1 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$264,467232.0KQ4 2024OLDER
Verition Fund Management LLC$15.4B AUM0.00%$192,9231.15MQ1 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$182,400160.0KQ4 2024OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM0.02%$166,440146.0KQ4 2024OLDER
STRS OHIO$25.2B AUM0.00%$151,011107.1KQ3 2024OLDER
Empowered Funds, LLC$15.7B AUM0.00%$105,578351.9KQ2 2025
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$104,13591.3KQ4 2024OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$97,916583.4KQ1 2025OLDER
Lakewood Asset Management LLC$156M AUM0.07%$94,87483.2KQ4 2024OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$91,22180.0KQ4 2024OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$90,347538.4KQ1 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$86,740516.9KQ1 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$86,003512.5KQ1 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$74,144441.9KQ1 2025OLDER
SCOGGIN MANAGEMENT LP$1.0B AUM0.02%$70,50050.0KQ3 2024OLDER
Williams & Novak, LLC$151M AUM0.06%$61,854349.5KQ1 2025OLDER
UBS Group AG$666.3B AUM0.00%$57,505342.3KQ1 2025OLDER
West Tower Group, LLC$32M AUM0.12%$54,99039.0KQ3 2024OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$52,13137.0KQ3 2024OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$50,686302.1KQ1 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$37,70533.1KQ4 2024OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.01%$35,562211.9KQ1 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$34,57030.3KQ4 2024OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.00%$32,108107.0KQ2 2025
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$31,263185.8KQ1 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$31,20527.4KQ4 2024OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$29,306152.0KQ1 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$25,921153.8KQ1 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$21,25415.1KQ3 2024OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$20,00017.2KQ4 2024OLDER
Ground Swell Capital, LLC$51M AUM0.02%$19,20413.6KQ3 2024OLDER
LPL Financial LLC$376.6B AUM0.00%$19,13816.8KQ4 2024OLDER
Gladius Capital Management LP$2.2B AUM0.00%$18,68413.3KQ3 2024OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$18,61113.2KQ3 2024OLDER
TWO SIGMA ADVISERS, LP$0 AUM0.00%$17,32815.2KQ4 2024OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$15,24910.8KQ3 2024OLDER
NORDEN GROUP LLC$1.0B AUM0.00%$15,10290.0KQ1 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.00%$15,10290.0KQ1 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$14,10084.0KQ1 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.00%$14,10010.0KQ3 2024OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$14,00048.3KQ2 2025
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.00%$13,68012.0KQ4 2024OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$11,28667.3KQ1 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$9,11954.3KQ1 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$8,81052.5KQ1 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$8,36449.8KQ1 2025OLDER
Virtu Financial LLC$2.4B AUM0.00%$8,00047.6KQ1 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.00%$7,00047.3KQ1 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6,46738.5KQ1 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$6,15436.7KQ1 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5,54533.0KQ1 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5,53133.0KQ1 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$5,50232.8KQ1 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5,37732.0KQ1 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$3,88523.1KQ1 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$3,77122.5KQ1 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$3,43620.5KQ1 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3,29219.6KQ1 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3,10418.5KQ1 2025OLDER
R Squared Ltd$182M AUM0.00%$3,0892.7KQ4 2024OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$3,00013.3KQ1 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2,83516.9KQ1 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2,81916.8KQ1 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$2,58115.4KQ1 2025OLDER
Corebridge Financial, Inc.$1.1B AUM0.00%$2,31413.8KQ1 2025OLDER
Iron Gate Global Advisors LLC$947M AUM0.00%$2,12312.7KQ1 2025OLDER
Claro Advisors Inc.$830M AUM0.00%$1,88011.2KQ1 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$1,82010.8KQ1 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1,5481.1KQ3 2024OLDER
Legacy Investment Solutions, LLC$192M AUM0.00%$1,1491.3KQ4 2024OLDER
CWM, LLC$38.1B AUM0.00%$1,0003.2KQ1 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$1,000770Q4 2024OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$9025.4KQ1 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$845741Q4 2024OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$7624.5KQ1 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$5843.5KQ1 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4422.6KQ1 2025OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$423300Q3 2024OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.00%$416295Q3 2024OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3722.2KQ1 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2861.7KQ1 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$2121.3KQ1 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$174579Q2 2025
FIFTH THIRD BANCORP$54.7B AUM0.00%$1681.0KQ1 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$158940Q1 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$152906Q1 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$150500Q2 2025
Arax Advisory Partners$3.5B AUM0.00%$11883Q3 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$84280Q2 2025
St. Johns Investment Management Company, LLC$238M AUM0.00%$34200Q1 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1690Q1 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$319Q1 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$11Q4 2024OLDER
BARCLAYS PLC$416.3B AUM0.00%$12Q2 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q1 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM$04.1KQ1 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.