SBDS Institutional Ownership & Shareholders
SOLO BRANDS INC - CLASS A (SBDS) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $196,871 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Barclays Plc is currently the largest disclosed institutional shareholder of SBDS tracked by InsiderSet, reporting ownership valued at approximately $132,508 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $138,252.17, representing an estimated gain of +4.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SBDS value among the investors covered in this analysis. Major shareholders include Barclays Plc, Wealth Architects, Llc, and several other long-term asset managers with concentrated positions in SOLO BRANDS INC - CLASS A (SBDS).
This page ranks the largest institutional SBDS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$196,871
Largest Holder
Barclays Plc
Largest Position
$132,508
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Barclays Plc | 0.00% | 38,297 | $132,508 | $138,252 | +$5,744 | +4.33% | |
| Wealth Architects, Llc | 0.01% | 18,602 | $64,363 | $67,153 | +$2,790 | +4.34% |
Frequently asked questions about SBDS
Who are the largest institutional holders of SBDS?
The largest institutional holders of SBDS reported in the latest SEC Form 13F filings include Barclays Plc and Wealth Architects, Llc. InsiderSet ranks institutional holders by their latest reported SBDS position.
What is SBDS institutional ownership?
This page tracks SBDS positions reported by institutional investment managers through SEC Form 13F. SOLO BRANDS INC - CLASS A (SBDS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SBDS?
InsiderSet currently tracks 2 institutional managers reporting SBDS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SBDS shareholders.
How much SBDS stock do institutions own?
Institutional investment managers disclosed approximately $196,871 in SBDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SBDS institutional ownership last updated?
The latest SBDS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SBDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SBDS position after the reporting date.
Are institutions buying or selling SBDS?
Institutional buying and selling can be analyzed by comparing SBDS positions across consecutive 13F reporting periods. InsiderSet's SBDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SBDS ownership changes.
How has SBDS institutional ownership changed over time?
InsiderSet tracks SBDS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.