SOLO BRANDS INC - CLASS A (SBDS) Institutional Ownership Changes & 13F Activity
SOLO BRANDS INC - CLASS A (SBDS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Summit Partners L P, Barclays Plc, Geode Capital Management, Llc, Empowered Funds, Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Buy | +135 | — | 135 | $817.00 | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +104 | — | 104 | $1.00K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7 | — | 7 | $42.00 | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +2 | — | 2 | $10.00 | Q4 2025 | Feb 17, 2026 |
| Barclays Plc | Buy | +38,297 | — | 38,297 | $231.70K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1,091 | — | 1,091 | $6.60K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +381 | — | 381 | $2.31K | Q4 2025 | Feb 13, 2026 |
| Group One Trading Llc | Buy | +94 | — | 94 | $569.00 | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, Llc | Buy | +8,913 | — | 8,913 | $53.92K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +57 | — | 57 | $344.00 | Q4 2025 | Feb 11, 2026 |
| Geode Capital Management, Llc | Buy | +17,019 | — | 17,019 | $102.96K | Q4 2025 | Feb 09, 2026 |
| Summit Partners L P | Buy | +1,100,870 | — | 1,100,870 | $6.66M | Q4 2025 | Feb 06, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +12 | — | 12 | $73.00 | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +31 | — | 31 | $188.00 | Q4 2025 | Feb 03, 2026 |
| Fifth Third Bancorp | Buy | +25 | — | 25 | $151.00 | Q4 2025 | Feb 02, 2026 |
| Ubs Group Ag | Buy | +3,159 | — | 3,159 | $19.11K | Q4 2025 | Jan 29, 2026 |
| Cwm, Llc | Buy | +1 | — | 1 | $0.00 | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, Llc | Buy | +5 | — | 5 | $35.00 | Q4 2025 | Jan 21, 2026 |
| Nisa Investment Advisors, Llc | Buy | +12 | — | 12 | $73.00 | Q4 2025 | Jan 15, 2026 |
| True Wealth Design, Llc | Buy | +1 | — | 1 | $7.00 | Q4 2025 | Jan 08, 2026 |
Frequently asked questions about SBDS activity
Which institutional owners are buying SBDS?
Institutional owners buying SBDS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SBDS activity?
"Buy" means an investor increased their reported position in SBDS compared to the prior reporting period. This reflects growing exposure to SOLO BRANDS INC - CLASS A (SBDS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SBDS increasing?
Institutional interest in SBDS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related SBDS Institutional Insights
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