How many institutions own SBDS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own SBDS shares is 7, representing 2.23% of the company's common stock.

Who are the major shareholders selling Solo Brands, Inc. stock?

MAI CAPITAL MANAGEMENT, in the last quarter, reduced its stake in SBDS by -100% restricting it's holding to 0 shares of worth nearly -. NISA INVESTMENT ADVISORS, LLC also lessened -100% of the SBDS shares from its portfolio, reducing its holding to 0 shares of worth -. VANGUARD FIDUCIARY TRUST CO also shunned SBDS shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying SBDS stock?

As per its latest 13F filing, WEALTH ARCHITECTS, LLC increased its stake in SBDS by 100% in the last quarter. The institutional holder raised its holding to 18.6 thousand shares having worth more than $69.95K. TOWER RESEARCH CAPITAL LLC (TRC) also added 100% more shares of SBDS to its portfolio, raising its holding to 478 shares of worth $1.80K. also increased its SBDS shares holding by 100% which brought its holding to 16.83 thousand shares worth $63.28K.

SBDS's major insiders: who are they?

The insider with the most stakes in SBDS is Larson John P. , President and CEO at the company. Additionally, SBDS stock is highly held by CMO Vanzura Elisabeth and director Tarbox Andrea K among others.

Did an insider recently sell SBDS stock?

Company executives, directors, and other insiders own 8.86% percent of Solo Brands, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which SBDS insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased SBDS stock?

There have been 4 transaction(s) during the past 6-months in which Solo Brands, Inc. insiders have bought stock, totalling 10343 shares

How much of SBDS does insiders own?

Around 187.32K Solo Brands, Inc. shares are held by insiders, which represents about 8.86% of SBDS stock.

Who is the insider with the largest stake?

SBDS President and CEO, Larson John P. holds the largest portfolio of the company's shares. SBDS shares owned by Larson total nearly 87.18 thousand.

Which institution holds the most shares in SBDS?

MAI CAPITAL MANAGEMENT is the largest institutional owner in SBDS which holds 0 shares worth - or 0% of the total SBDS shares outstanding followed by NISA INVESTMENT ADVISORS, LLC with ownership of 0 shares representing 0% of the SBDS ownership. VANGUARD FIDUCIARY TRUST CO is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Solo Brands, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the SBDS is concerned, it is a stock which is not optionable.

Is there a short position on SBDS's shares?

Number of SBDS shares short is 25.95K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding SBDS shares are there?

As of today, 1.65M shares of SBDS are outstanding.

Is there many float in SBDS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, SBDS has 830.18K shares in float.

SBDS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for SBDS is 1.16.

Solo Brands (SBDS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.58

Short Percent Of Float3.51

Shares Outstanding1.65M

Shares Float830.18K

Shares Short25.95K

Short Ratio1.16

3.51%

Short % of Float

1.58%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

8.86% Percentage of Shares held by All Insiders

2.23% Percentage of Shares held by All Institutions

2.44% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 2.23% of SBDS shares are held by financial institutions. MAI CAPITAL MANAGEMENT is the top corporate investor, holding 0 shares valued at -. A 0% stake in Solo Brands, Inc. is owned by the company. NISA INVESTMENT ADVISORS, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MAI CAPITAL MANAGEMENT	0%	0	-	-40	-100.00%
Jun 30, 2026	NISA INVESTMENT ADVISORS, LLC	0%	0	-	-12	-100.00%
Jun 30, 2026	VANGUARD FIDUCIARY TRUST CO	0%	0	-	-6.81K	-100.00%
Jun 30, 2026	GROUP ONE TRADING, L.P.	0%	0	-	-93	-100.00%
Jun 30, 2026	MORGAN STANLEY	0%	0	-	-1.06K	-100.00%
Jun 30, 2026	CITIGROUP INC	0%	0	-	-380	-100.00%
Jun 30, 2026	SUMMIT PARTNERS L P	0%	0	-	-1.1M	-100.00%
Jun 30, 2026	FIFTH THIRD BANCORP	0%	0	-	-25	-100.00%
Jun 30, 2026	JPMORGAN CHASE & CO	0%	0	-	-57	-100.00%
Jun 30, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	9	31	-2	-18.18%
Jun 30, 2026	WEALTH ARCHITECTS, LLC	0.73%	18.6K	64.36K	-1	-0.01%
Jun 30, 2026	BARCLAYS PLC	1.51%	38.3K	132.51K	0	0
Jun 30, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0%	0	-	-16.83K	-100.00%
Jun 30, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-31	-100.00%
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-7	-100.00%
Jun 30, 2026	SOUND INCOME STRATEGIES, LLC	0%	0	-	-5	-100.00%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	0	-	-3	-100.00%
Jun 30, 2026	UBS GROUP AG	0%	0	-	-9.86K	-100.00%
Jun 30, 2026	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-24	-100.00%
Jun 30, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-478	-100.00%
Jun 30, 2026	GEODE CAPITAL MANAGEMENT, LLC	0%	0	-	-18.99K	-100.00%
Mar 31, 2026	FIFTH THIRD BANCORP	0%	25	94	0	0
Mar 31, 2026	BARCLAYS PLC	1.53%	38.3K	144K	0	0
Mar 31, 2026	WEALTH ARCHITECTS, LLC	0.74%	18.6K	69.95K	18.6K	+100.00%
Mar 31, 2026	MORGAN STANLEY	0.04%	1.06K	4K	-27	-2.47%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	478	1.8K	478	+100.00%
Mar 31, 2026	SUMMIT PARTNERS L P	43.91%	1.1M	4.14M	0	0
Mar 31, 2026		0.67%	16.83K	63.28K	16.83K	+100.00%
Mar 31, 2026	UBS GROUP AG	0.39%	9.86K	37.09K	6.71K	+212.25%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.27%	6.81K	25.59K	6.81K	+100.00%
Mar 31, 2026	CITIGROUP INC	0.02%	380	1.43K	-1	-0.26%
Mar 31, 2026	GROUP ONE TRADING, L.P.	0%	93	350	-1	-1.06%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0%	31	117	0	0
Mar 31, 2026	NISA INVESTMENT ADVISORS, LLC	0%	12	45	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	3	10	-4	-57.14%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-135	-100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-104	-100.00%
Mar 31, 2026	EMPOWERED FUNDS, LLC	0%	0	-	-8.91K	-100.00%
Mar 31, 2026	TRUE WEALTH DESIGN, LLC	0%	0	-	-1	-100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.76%	18.99K	71.39K	1.97K	+11.57%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	57	210	0	0
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	40	151	40	+100.00%
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	24	90	24	+100.00%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0%	11	41	-1	-8.33%
Mar 31, 2026	VANGUARD CAPITAL MANAGEMENT LLC	0.67%	16.83K	63.28K	16.83K	+100.00%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	7	26	7	+100.00%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0%	5	19	0	0
Mar 31, 2026	FMR LLC	0%	0	-	-2	-100.00%
Dec 31, 2025	ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC	0%	0	-	-5	-100.00%
Dec 31, 2025	NISA INVESTMENT ADVISORS, LLC	0%	12	73	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	7	42	0	0
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-10.07K	-100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-521	-100.00%
Dec 31, 2025	TRUE WEALTH DESIGN, LLC	0%	1	7	0	0
Dec 31, 2025	FMR LLC	0%	2	10	2	+100.00%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	5	35	0	0
Dec 31, 2025	ORG PARTNERS LLC	0%	7	42	7	+100.00%
Dec 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	12	73	0	0
Dec 31, 2025	SUMMIT PARTNERS L P	63.6%	1.1M	6.66M	0	0
Dec 31, 2025	FIFTH THIRD BANCORP	0%	25	151	0	0
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.01%	94	569	-466	-83.21%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	31	188	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0%	57	344	-9	-13.64%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	104	1K	104	+100.00%
Dec 31, 2025	MORGAN STANLEY	0.06%	1.09K	6.6K	-31	-2.76%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.51%	8.91K	53.92K	8.91K	+100.00%
Dec 31, 2025	BARCLAYS PLC	2.21%	38.3K	231.7K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	135	817	0	0
Dec 31, 2025	CITIGROUP INC	0.02%	381	2.31K	-9	-2.31%
Dec 31, 2025	UBS GROUP AG	0.18%	3.16K	19.11K	1.19K	+60.60%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.98%	17.02K	102.96K	3.37K	+24.70%
Dec 31, 2025	VANGUARD GROUP INC	1.13%	19.51K	118.06K	5.8K	+42.24%

Insiders

Among the SBDS insiders holding of 8.86% of the stake in company, LARSON JOHN P., President and CEO, holds the largest shares of 87.18K. VANZURA ELISABETH, CMO, is the second largest SBDS insider with ownership of 8.95K shares. TARBOX ANDREA K, director, stands third with possession of 6.58K shares of that stake.

Insiders	Designation	Shares Held
LARSON JOHN P.	President and CEO	87.18K
VANZURA ELISABETH	CMO	8.95K
TARBOX ANDREA K	director	6.58K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 31, 2026	LARSON JOHN P.	PURCHASE	3.91	2.56K	10K	87.18K
Mar 30, 2026	VANZURA ELISABETH	PURCHASE	3.77	1.5K	5.66K	8.95K
Mar 30, 2026	LARSON JOHN P.	PURCHASE	3.68	4.07K	15K	84.62K
Mar 30, 2026	TARBOX ANDREA K	PURCHASE	4.07	2.21K	9K	6.58K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE10.34K4

SALES00

NET SHARES10.34K4

SHARES HELD187.32K4

% NET SHARES-94.48%0%

SBDS Stock Ownership Breakdown

Solo Brands

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions