21 institutions reported holding $196,902 of SOLO BRANDS INC (SBDS) in SEC 13F filings for 2026-06-30. Largest institutional holders: BARCLAYS PLC ($132,508), Wealth Architects, LLC ($64,363), EverSource Wealth Advisors, LLC ($31), Royal Bank of Canada ($0), VANGUARD GROUP INC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BARCLAYS PLC | $132,508 | 38,297 | Hold |
| 2 | Wealth Architects, LLC | $64,363 | 18,602 | Trimmed |
| 3 | EverSource Wealth Advisors, LLC | $31 | 9 | Trimmed |
| 4 | Royal Bank of Canada | $0 | 0 | Exited |
| 5 | VANGUARD GROUP INC | $0 | 0 | Exited |
| 6 | MAI Capital Management | $0 | 0 | Exited |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
| 8 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 9 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 10 | UBS Group AG | $0 | 0 | Exited |
| 11 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 12 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 13 | Golden State Equity Partners | $0 | 0 | Exited |
| 14 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 15 | Legacy Wealth Managment, LLC/ID | $0 | 0 | Exited |
| 16 | FIFTH THIRD BANCORP | $0 | 0 | Exited |
| 17 | SUMMIT PARTNERS L P | $0 | 0 | Exited |
| 18 | CITIGROUP INC | $0 | 0 | Exited |
| 19 | MORGAN STANLEY | $0 | 0 | Exited |
| 20 | GROUP ONE TRADING LLC | $0 | 0 | Exited |
| 21 | NISA INVESTMENT ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30