26 institutions reported holding $4.6M of SOLO BRANDS INC (DTCB) in SEC 13F filings for 2026-03-31. Largest institutional holders: SUMMIT PARTNERS L P ($4.1M), BARCLAYS PLC ($143,997), GEODE CAPITAL MANAGEMENT, LLC ($71,394), Wealth Architects, LLC ($69,947), VANGUARD CAPITAL MANAGEMENT LLC ($63,281). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUMMIT PARTNERS L P | $4.1M | 1.1M | Hold |
| 2 | BARCLAYS PLC | $143,997 | 38,297 | Hold |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $71,394 | 18,988 | Added |
| 4 | Wealth Architects, LLC | $69,947 | 18,603 | New |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $63,281 | 16,830 | New |
| 6 | UBS Group AG | $37,089 | 9,864 | Added |
| 7 | VANGUARD FIDUCIARY TRUST CO | $25,591 | 6,806 | New |
| 8 | MORGAN STANLEY | $4,000 | 1,064 | Trimmed |
| 9 | Tower Research Capital LLC (TRC) | $1,797 | 478 | New |
| 10 | CITIGROUP INC | $1,429 | 380 | Trimmed |
| 11 | GROUP ONE TRADING LLC | $350 | 93 | Trimmed |
| 12 | JPMORGAN CHASE & CO | $210 | 57 | Hold |
| 13 | MAI Capital Management | $151 | 40 | New |
| 14 | Legacy Wealth Managment, LLC/ID | $117 | 31 | Hold |
| 15 | FIFTH THIRD BANCORP | $94 | 25 | Hold |
| 16 | Advisory Services Network, LLC | $90 | 24 | New |
| 17 | NISA INVESTMENT ADVISORS, LLC | $45 | 12 | Hold |
| 18 | EverSource Wealth Advisors, LLC | $41 | 11 | Trimmed |
| 19 | Golden State Equity Partners | $26 | 7 | New |
| 20 | Sound Income Strategies, LLC | $19 | 5 | Hold |
| 21 | OSAIC HOLDINGS, INC. | $10 | 3 | Trimmed |
| 22 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 23 | Royal Bank of Canada | $0 | 92 | Trimmed |
| 24 | CWM, LLC | $0 | 0 | Exited |
| 25 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31