Solo Brands Inc

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Empowered Funds, LLC

UNCHANGED

Shares351,926 from 351,926

Change0 (0%)

Value$105.6K (+$46.5K)

Filed 2025-08-11

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares107,025 from 111,545

Change-4,520 (-4%)

Value$32.1K (+$13.4K)

Filed 2025-08-07

Simplex Trading, LLC

DECREASED

Shares48,311 from 49,111

Change-800 (-2%)

Value$14 (+$6)

Filed 2025-08-05

EverSource Wealth Advisors, LLC

DECREASED

Shares579 from 860

Change-281 (-33%)

Value$174 (+$30)

Filed 2025-08-13

Nisa Investment Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$150 (+$66)

Filed 2025-07-31

Osaic Holdings, Inc.

DECREASED

Shares280 from 440

Change-160 (-36%)

Value$84 (+$11)

Filed 2025-09-04

Barclays PLC

DECREASED

Shares2 from 29,144

Change-29,142 (-100%)

Value$1 (-$4.9K)

Filed 2026-02-27

Summit Partners L P

CLOSED

Shares0 from 44,034,960

Change-44,034,960 (-100%)

Value$0 (-$7.4M)

Filed 2025-11-04

Vanguard Group Inc

CLOSED

Shares0 from 1,637,935

Change-1,637,935 (-100%)

Value$0 (-$275.2K)

Filed 2025-08-11

BlackRock, Inc.

CLOSED

Shares0 from 1,465,413

Change-1,465,413 (-100%)

Value$0 (-$245.9K)

Filed 2025-08-12

Verition Fund Management LLC

CLOSED

Shares0 from 1,149,722

Change-1,149,722 (-100%)

Value$0 (-$192.9K)

Filed 2025-08-14

Geode Capital Management, LLC

CLOSED

Shares0 from 583,449

Change-583,449 (-100%)

Value$0 (-$97.9K)

Filed 2025-08-08

Prudential Financial Inc

CLOSED

Shares0 from 538,420

Change-538,420 (-100%)

Value$0 (-$90.3K)

Filed 2025-08-12

Bridgeway Capital Management, LLC

CLOSED

Shares0 from 516,926

Change-516,926 (-100%)

Value$0 (-$86.7K)

Filed 2025-08-14

American Century Companies Inc

CLOSED

Shares0 from 512,535

Change-512,535 (-100%)

Value$0 (-$86.0K)

Filed 2025-08-12

State Street Corp

CLOSED

Shares0 from 441,861

Change-441,861 (-100%)

Value$0 (-$74.1K)

Filed 2025-08-14

Williams & Novak Wealth Management, LLC

CLOSED

Shares0 from 349,460

Change-349,460 (-100%)

Value$0 (-$61.9K)

Filed 2025-07-24

UBS Group AG

CLOSED

Shares0 from 342,294

Change-342,294 (-100%)

Value$0 (-$57.5K)

Filed 2025-08-14

Northern Trust Corp

CLOSED

Shares0 from 302,062

Change-302,062 (-100%)

Value$0 (-$50.7K)

Filed 2025-08-13

Prescott Group Capital Management, L.L.C.

CLOSED

Shares0 from 211,929

Change-211,929 (-100%)

Value$0 (-$35.6K)

Filed 2025-08-07

Dimensional Fund Advisors LP

CLOSED

Shares0 from 185,811

Change-185,811 (-100%)

Value$0 (-$31.3K)

Filed 2025-08-12

Strs Ohio

CLOSED

Shares0 from 107,100

Change-107,100 (-100%)

Value$0 (-$18.0K)

Filed 2025-08-04

Susquehanna International Group, LLP

CLOSED

Shares0 from 103,818

Change-103,818 (-100%)

Value$0 (-$17.4K)

Filed 2025-08-14

Townsquare Capital LLC

CLOSED

Shares0 from 90,000

Change-90,000 (-100%)

Value$0 (-$15.1K)

Filed 2025-08-13

Norden Group LLC

CLOSED

Shares0 from 90,000

Change-90,000 (-100%)

Value$0 (-$15.1K)

Filed 2025-07-15

SEI Investments Co

CLOSED

Shares0 from 84,044

Change-84,044 (-100%)

Value$0 (-$14.1K)

Filed 2025-08-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 79,883

Change-79,883 (-100%)

Value$0 (-$13.4K)

Filed 2025-08-14

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 67,256

Change-67,256 (-100%)

Value$0 (-$11.3K)

Filed 2025-08-12

JPMorgan Chase & Co

CLOSED

Shares0 from 58,291

Change-58,291 (-100%)

Value$0 (-$9.8K)

Filed 2025-08-12

Jacobs Levy Equity Management, Inc

CLOSED

Shares0 from 54,342

Change-54,342 (-100%)

Value$0 (-$9.1K)

Filed 2025-08-14

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 52,500

Change-52,500 (-100%)

Value$0 (-$8.8K)

Filed 2025-07-25

Rhumbline Advisers

CLOSED

Shares0 from 49,848

Change-49,848 (-100%)

Value$0 (-$8.4K)

Filed 2025-08-12

Virtu Financial LLC

CLOSED

Shares0 from 47,558

Change-47,558 (-100%)

Value$0 (-$8)

Filed 2025-08-12

HRT Financial LP

CLOSED

Shares0 from 47,300

Change-47,300 (-100%)

Value$0 (-$7)

Filed 2025-08-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 38,538

Change-38,538 (-100%)

Value$0 (-$6.5K)

Filed 2025-08-05

XTX Topco Ltd

CLOSED

Shares0 from 36,673

Change-36,673 (-100%)

Value$0 (-$6.2K)

Filed 2025-08-12

Morgan Stanley

CLOSED

Shares0 from 34,850

Change-34,850 (-100%)

Value$0 (-$5.8K)

Filed 2025-08-14

AQR Capital Management LLC

CLOSED

Shares0 from 32,958

Change-32,958 (-100%)

Value$0 (-$5.5K)

Filed 2025-08-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 32,789

Change-32,789 (-100%)

Value$0 (-$5.5K)

Filed 2025-08-15

Victory Capital Management Inc

CLOSED

Shares0 from 32,043

Change-32,043 (-100%)

Value$0 (-$5.4K)

Filed 2025-08-13

Bank of America Corp

CLOSED

Shares0 from 30,679

Change-30,679 (-100%)

Value$0 (-$5.1K)

Filed 2025-08-14

Intech Investment Management LLC

CLOSED

Shares0 from 23,150

Change-23,150 (-100%)

Value$0 (-$3.9K)

Filed 2025-08-08

Group One Trading LLC

CLOSED

Shares0 from 22,472

Change-22,472 (-100%)

Value$0 (-$3.8K)

Filed 2025-08-14

Blair William & Co

CLOSED

Shares0 from 20,474

Change-20,474 (-100%)

Value$0 (-$3.4K)

Filed 2025-07-24

Citigroup Inc

CLOSED

Shares0 from 20,006

Change-20,006 (-100%)

Value$0 (-$3.4K)

Filed 2025-08-11

Alliancebernstein L.P.

CLOSED

Shares0 from 19,620

Change-19,620 (-100%)

Value$0 (-$3.3K)

Filed 2025-08-14

Ameriprise Financial Inc

CLOSED

Shares0 from 18,500

Change-18,500 (-100%)

Value$0 (-$3.1K)

Filed 2025-08-14

Wells Fargo & Company

CLOSED

Shares0 from 16,897

Change-16,897 (-100%)

Value$0 (-$2.8K)

Filed 2025-08-14

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 16,801

Change-16,801 (-100%)

Value$0 (-$2.8K)

Filed 2025-08-14

Public Employees Retirement System of Ohio

CLOSED

Shares0 from 15,382

Change-15,382 (-100%)

Value$0 (-$2.6K)

Filed 2025-07-15

Corebridge Financial, Inc.

CLOSED

Shares0 from 13,792

Change-13,792 (-100%)

Value$0 (-$2.3K)

Filed 2025-08-12

Price T Rowe Associates Inc

CLOSED

Shares0 from 13,338

Change-13,338 (-100%)

Value$0 (-$3)

Filed 2025-08-14

Iron Gate Global Advisors LLC

CLOSED

Shares0 from 12,650

Change-12,650 (-100%)

Value$0 (-$2.1K)

Filed 2025-08-14

Claro Advisors Inc.

CLOSED

Shares0 from 11,200

Change-11,200 (-100%)

Value$0 (-$1.9K)

Filed 2025-08-05

FMR LLC

CLOSED

Shares0 from 10,941

Change-10,941 (-100%)

Value$0 (-$1.8K)

Filed 2025-08-14

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 10,848

Change-10,848 (-100%)

Value$0 (-$1.8K)

Filed 2025-07-22

New York State Common Retirement Fund

CLOSED

Shares0 from 5,377

Change-5,377 (-100%)

Value$0 (-$902)

Filed 2025-10-08

Federated Hermes, Inc.

CLOSED

Shares0 from 4,539

Change-4,539 (-100%)

Value$0 (-$762)

Filed 2025-08-13

Royal Bank of Canada

CLOSED

Shares0 from 4,086

Change-4,086 (-100%)

Value$0 ($0)

Filed 2025-11-21

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 3,474

Change-3,474 (-100%)

Value$0 (-$584)

Filed 2025-08-08

CWM, LLC

CLOSED

Shares0 from 3,164

Change-3,164 (-100%)

Value$0 (-$1)

Filed 2025-07-25

BNP Paribas Financial Markets

CLOSED

Shares0 from 2,632

Change-2,632 (-100%)

Value$0 (-$442)

Filed 2025-08-14

California State Teachers Retirement System

CLOSED

Shares0 from 2,219

Change-2,219 (-100%)

Value$0 (-$372)

Filed 2025-08-14

Legal & General Group Plc

CLOSED

Shares0 from 1,707

Change-1,707 (-100%)

Value$0 (-$286)

Filed 2025-08-12

Legacy Wealth Managment, LLC

CLOSED

Shares0 from 1,262

Change-1,262 (-100%)

Value$0 (-$212)

Filed 2025-08-06

Citadel Advisors LLC

CLOSED

Shares0 from 1,143

Change-1,143 (-100%)

Value$0 (-$192)

Filed 2025-08-14

Fifth Third Bancorp

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$168)

Filed 2025-07-15

Sterling Capital Management LLC

CLOSED

Shares0 from 940

Change-940 (-100%)

Value$0 (-$158)

Filed 2025-08-08

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 906

Change-906 (-100%)

Value$0 (-$152)

Filed 2025-08-12

Amalgamated Bank

CLOSED

Shares0 from 770

Change-770 (-100%)

Value$0 ($0)

Filed 2025-08-04

St. Johns Investment Management Company, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$34)

Filed 2025-07-30

True Wealth Design, LLC

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$16)

Filed 2025-08-06

SBI Securities Co., Ltd.

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$3)

Filed 2025-08-08

National Bank of Canada

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2025-08-18

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

	Status
Empowered Funds, LLC	UNCHANGED	351,926	351,926	0	0%	$59.1K	$105.6K	+$46.5K	2025-08-11
Hennion & Walsh Asset Management, Inc.	DECREASED	107,025	111,545	-4,520	-4%	$18.7K	$32.1K	+$13.4K	2025-08-07
Simplex Trading, LLC	DECREASED	48,311	49,111	-800	-2%	$8	$14	+$6	2025-08-05
EverSource Wealth Advisors, LLC	DECREASED	579	860	-281	-33%	$144	$174	+$30	2025-08-13
Nisa Investment Advisors, LLC	UNCHANGED	500	500	0	0%	$84	$150	+$66	2025-07-31
Osaic Holdings, Inc.	DECREASED	280	440	-160	-36%	$73	$84	+$11	2025-09-04
Barclays PLC	DECREASED	2	29,144	-29,142	-100%	$4.9K	$1	-$4.9K	2026-02-27
Summit Partners L P	CLOSED	0	44,034,960	-44,034,960	-100%	$7.4M	$0	-$7.4M	2025-11-04
Vanguard Group Inc	CLOSED	0	1,637,935	-1,637,935	-100%	$275.2K	$0	-$275.2K	2025-08-11
BlackRock, Inc.	CLOSED	0	1,465,413	-1,465,413	-100%	$245.9K	$0	-$245.9K	2025-08-12
Verition Fund Management LLC	CLOSED	0	1,149,722	-1,149,722	-100%	$192.9K	$0	-$192.9K	2025-08-14
Geode Capital Management, LLC	CLOSED	0	583,449	-583,449	-100%	$97.9K	$0	-$97.9K	2025-08-08
Prudential Financial Inc	CLOSED	0	538,420	-538,420	-100%	$90.3K	$0	-$90.3K	2025-08-12
Bridgeway Capital Management, LLC	CLOSED	0	516,926	-516,926	-100%	$86.7K	$0	-$86.7K	2025-08-14
American Century Companies Inc	CLOSED	0	512,535	-512,535	-100%	$86.0K	$0	-$86.0K	2025-08-12
State Street Corp	CLOSED	0	441,861	-441,861	-100%	$74.1K	$0	-$74.1K	2025-08-14
Williams & Novak Wealth Management, LLC	CLOSED	0	349,460	-349,460	-100%	$61.9K	$0	-$61.9K	2025-07-24
UBS Group AG	CLOSED	0	342,294	-342,294	-100%	$57.5K	$0	-$57.5K	2025-08-14
Northern Trust Corp	CLOSED	0	302,062	-302,062	-100%	$50.7K	$0	-$50.7K	2025-08-13
Prescott Group Capital Management, L.L.C.	CLOSED	0	211,929	-211,929	-100%	$35.6K	$0	-$35.6K	2025-08-07
Dimensional Fund Advisors LP	CLOSED	0	185,811	-185,811	-100%	$31.3K	$0	-$31.3K	2025-08-12
Strs Ohio	CLOSED	0	107,100	-107,100	-100%	$18.0K	$0	-$18.0K	2025-08-04
Susquehanna International Group, LLP	CLOSED	0	103,818	-103,818	-100%	$17.4K	$0	-$17.4K	2025-08-14
Townsquare Capital LLC	CLOSED	0	90,000	-90,000	-100%	$15.1K	$0	-$15.1K	2025-08-13
Norden Group LLC	CLOSED	0	90,000	-90,000	-100%	$15.1K	$0	-$15.1K	2025-07-15
SEI Investments Co	CLOSED	0	84,044	-84,044	-100%	$14.1K	$0	-$14.1K	2025-08-14
Goldman Sachs Group Inc	CLOSED	0	79,883	-79,883	-100%	$13.4K	$0	-$13.4K	2025-08-14
Charles Schwab Investment Management Inc	CLOSED	0	67,256	-67,256	-100%	$11.3K	$0	-$11.3K	2025-08-12
JPMorgan Chase & Co	CLOSED	0	58,291	-58,291	-100%	$9.8K	$0	-$9.8K	2025-08-12
Jacobs Levy Equity Management, Inc	CLOSED	0	54,342	-54,342	-100%	$9.1K	$0	-$9.1K	2025-08-14
Concurrent Investment Advisors, LLC	CLOSED	0	52,500	-52,500	-100%	$8.8K	$0	-$8.8K	2025-07-25
Rhumbline Advisers	CLOSED	0	49,848	-49,848	-100%	$8.4K	$0	-$8.4K	2025-08-12
Virtu Financial LLC	CLOSED	0	47,558	-47,558	-100%	$8	$0	-$8	2025-08-12
HRT Financial LP	CLOSED	0	47,300	-47,300	-100%	$7	$0	-$7	2025-08-14
Bank of New York Mellon Corp	CLOSED	0	38,538	-38,538	-100%	$6.5K	$0	-$6.5K	2025-08-05
XTX Topco Ltd	CLOSED	0	36,673	-36,673	-100%	$6.2K	$0	-$6.2K	2025-08-12
Morgan Stanley	CLOSED	0	34,850	-34,850	-100%	$5.8K	$0	-$5.8K	2025-08-14
AQR Capital Management LLC	CLOSED	0	32,958	-32,958	-100%	$5.5K	$0	-$5.5K	2025-08-14
Tower Research Capital LLC (TRC)	CLOSED	0	32,789	-32,789	-100%	$5.5K	$0	-$5.5K	2025-08-15
Victory Capital Management Inc	CLOSED	0	32,043	-32,043	-100%	$5.4K	$0	-$5.4K	2025-08-13
Bank of America Corp	CLOSED	0	30,679	-30,679	-100%	$5.1K	$0	-$5.1K	2025-08-14
Intech Investment Management LLC	CLOSED	0	23,150	-23,150	-100%	$3.9K	$0	-$3.9K	2025-08-08
Group One Trading LLC	CLOSED	0	22,472	-22,472	-100%	$3.8K	$0	-$3.8K	2025-08-14
Blair William & Co	CLOSED	0	20,474	-20,474	-100%	$3.4K	$0	-$3.4K	2025-07-24
Citigroup Inc	CLOSED	0	20,006	-20,006	-100%	$3.4K	$0	-$3.4K	2025-08-11
Alliancebernstein L.P.	CLOSED	0	19,620	-19,620	-100%	$3.3K	$0	-$3.3K	2025-08-14
Ameriprise Financial Inc	CLOSED	0	18,500	-18,500	-100%	$3.1K	$0	-$3.1K	2025-08-14
Wells Fargo & Company	CLOSED	0	16,897	-16,897	-100%	$2.8K	$0	-$2.8K	2025-08-14
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	16,801	-16,801	-100%	$2.8K	$0	-$2.8K	2025-08-14
Public Employees Retirement System of Ohio	CLOSED	0	15,382	-15,382	-100%	$2.6K	$0	-$2.6K	2025-07-15
Corebridge Financial, Inc.	CLOSED	0	13,792	-13,792	-100%	$2.3K	$0	-$2.3K	2025-08-12
Price T Rowe Associates Inc	CLOSED	0	13,338	-13,338	-100%	$3	$0	-$3	2025-08-14
Iron Gate Global Advisors LLC	CLOSED	0	12,650	-12,650	-100%	$2.1K	$0	-$2.1K	2025-08-14
Claro Advisors Inc.	CLOSED	0	11,200	-11,200	-100%	$1.9K	$0	-$1.9K	2025-08-05
FMR LLC	CLOSED	0	10,941	-10,941	-100%	$1.8K	$0	-$1.8K	2025-08-14
Wealthcare Advisory Partners LLC	CLOSED	0	10,848	-10,848	-100%	$1.8K	$0	-$1.8K	2025-07-22
New York State Common Retirement Fund	CLOSED	0	5,377	-5,377	-100%	$902	$0	-$902	2025-10-08
Federated Hermes, Inc.	CLOSED	0	4,539	-4,539	-100%	$762	$0	-$762	2025-08-13
Royal Bank of Canada	CLOSED	0	4,086	-4,086	-100%	$0	$0	$0	2025-11-21
PNC Financial Services Group, Inc.	CLOSED	0	3,474	-3,474	-100%	$584	$0	-$584	2025-08-08
CWM, LLC	CLOSED	0	3,164	-3,164	-100%	$1	$0	-$1	2025-07-25
BNP Paribas Financial Markets	CLOSED	0	2,632	-2,632	-100%	$442	$0	-$442	2025-08-14
California State Teachers Retirement System	CLOSED	0	2,219	-2,219	-100%	$372	$0	-$372	2025-08-14
Legal & General Group Plc	CLOSED	0	1,707	-1,707	-100%	$286	$0	-$286	2025-08-12
Legacy Wealth Managment, LLC	CLOSED	0	1,262	-1,262	-100%	$212	$0	-$212	2025-08-06
Citadel Advisors LLC	CLOSED	0	1,143	-1,143	-100%	$192	$0	-$192	2025-08-14
Fifth Third Bancorp	CLOSED	0	1,000	-1,000	-100%	$168	$0	-$168	2025-07-15
Sterling Capital Management LLC	CLOSED	0	940	-940	-100%	$158	$0	-$158	2025-08-08
Ameritas Investment Partners, Inc.	CLOSED	0	906	-906	-100%	$152	$0	-$152	2025-08-12
Amalgamated Bank	CLOSED	0	770	-770	-100%	$0	$0	$0	2025-08-04
St. Johns Investment Management Company, LLC	CLOSED	0	200	-200	-100%	$34	$0	-$34	2025-07-30
True Wealth Design, LLC	CLOSED	0	90	-90	-100%	$16	$0	-$16	2025-08-06
SBI Securities Co., Ltd.	CLOSED	0	19	-19	-100%	$3	$0	-$3	2025-08-08
National Bank of Canada	CLOSED	0	1	-1	-100%	$0	$0	$0	2025-08-18
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12

Showing 75 of 75 institutions