HolderBook

SOLO BRANDS INC (DTCB)

Institutional ownership reported to the SEC as of Q2 2025, across 15 quarters.

6
Reporting holders
$138.1K
Reported value
0.0%
Held as options
-61
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Empowered Funds, LLC$105.6K351,9260.00%7qHELD
Hennion & Walsh Asset Management, Inc.$32.1K107,0250.00%8q-4.1%-$1.4K
EverSource Wealth Advisors, LLC$1745790.00%6q-32.7%
NISA INVESTMENT ADVISORS, LLC$1505000.00%5qHELD
OSAIC HOLDINGS, INC.$842800.00%13q-36.4%
SIMPLEX TRADING, LLC$1448,3110.00%13q-1.6%
BARCLAYS PLC$120.00%14q-100.0%-$14.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20256$138.1K460,3120040.0%
Q1 202567$9.1M54,101,045615270.5%
Q4 202479$70.6M61,774,433828170.2%
Q3 202485$92.9M65,698,1611126220.3%
Q2 202487$152.2M66,507,2581024360.3%
Q1 202492$147.4M67,765,1471529340.3%
Q4 2023108$425.0M69,049,9622433330.2%
Q3 2023101$336.8M65,716,4592234260.5%
Q2 2023100$372.1M65,735,9363734130.1%
Q1 202371$526.8M73,238,0582018150.2%
Q4 202261$273.2M73,140,8541115170.4%
Q3 202270$285.5M74,888,4061216230.3%
Q2 202276$307.0M75,478,0132532110.2%
Q1 202265$678.0M79,481,3421623140.0%
Q4 202171$1.3B80,019,01669000.0%