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Solo Brands (DTC) Institutional Ownership

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$1.06 +0.01 (+0.48%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Solo Brands (NYSE:DTC)

Current
Institutional Ownership
Percentage
84.48%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$20.17M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.77M
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DTC Institutional Buying and Selling by Quarter

Solo Brands Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.2,085,462$2.94M0.0%+67.7%2.275%
11/19/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/16/2024Geode Capital Management LLC599,370$845K0.0%+27.4%0.654%
11/15/2024Barclays PLC37,686$53K0.0%+562.2%0.041%
11/15/2024XTX Topco Ltd17,487$25K0.0%N/A0.019%
11/15/2024Jacobs Levy Equity Management Inc.536,282$756K0.0%+72.6%0.585%
11/14/2024Verition Fund Management LLC99,780$141K0.0%+668.6%0.109%
11/13/2024FMR LLC30,232$43K0.0%+235.1%0.033%
11/12/2024Charles Schwab Investment Management Inc.66,898$94K0.0%-68.9%0.073%
11/8/2024Connor Clark & Lunn Investment Management Ltd.72,765$103K0.0%-29.5%0.079%
11/6/2024Empowered Funds LLC401,715$566K0.0%+5.3%0.438%
10/31/2024Concurrent Investment Advisors LLC210,918$297K0.0%+42.1%0.230%
10/7/2024 Lakewood Asset Management LLC81,523$115K0.1%+42.5%0.089%
8/15/2024AQR Capital Management LLC719,307$1.64M0.0%+9.4%0.788%
8/14/2024Squarepoint Ops LLC82,344$188K0.0%-60.3%0.090%
8/14/2024Marshall Wace LLP330,249$753K0.0%-19.6%0.362%
8/13/2024Sei Investments Co.623,283$1.42M0.0%+7.1%0.683%
8/9/2024Dimensional Fund Advisors LP618,442$1.41M0.0%-36.7%0.678%
8/8/2024American Century Companies Inc.5,561,257$12.68M0.0%+7.4%6.093%
8/5/2024Victory Capital Management Inc.32,043$73K0.0%-40.8%0.035%
7/31/2024Concurrent Investment Advisors LLC148,388$338K0.0%+58.8%0.163%
7/26/2024Bank of New York Mellon Corp149,460$341K0.0%-4.7%0.164%
7/18/2024 Lakewood Asset Management LLC57,198$130K0.1%N/A0.063%
7/15/2024Dynamic Advisor Solutions LLC18,865$43K0.0%N/A0.021%
7/12/2024Williams & Novak LLC18,600$42K0.0%N/A0.020%
5/28/2024Boston Partners2,105,783$4.46M0.0%-1.4%2.307%
5/20/2024Virtu Financial LLC19,134$42K0.0%N/A0.021%
5/16/2024Jacobs Levy Equity Management Inc.159,110$345K0.0%-51.8%0.175%
5/16/2024Kennedy Capital Management LLC599,661$1.30M0.0%-1.4%0.658%
5/13/2024O Shaughnessy Asset Management LLC47,817$104K0.0%-57.0%0.052%
5/11/2024Hillsdale Investment Management Inc.522,364$1.13M0.1%-39.8%0.573%
5/10/2024Vanguard Group Inc.1,731,415$3.76M0.0%-2.3%1.899%
5/7/2024Sei Investments Co.582,210$1.26M0.0%+20.6%0.639%
5/7/2024Concurrent Investment Advisors LLC93,418$203K0.0%+27.6%0.102%
5/7/2024Empowered Funds LLC353,987$768K0.0%+8.2%0.388%
5/3/2024GSA Capital Partners LLP488,155$1.06M0.1%N/A0.535%
5/1/2024Janney Montgomery Scott LLC115,837$251K0.0%+10.2%0.127%
4/29/2024Principal Financial Group Inc.19,682$43K0.0%N/A0.022%
4/17/2024 Hennion & Walsh Asset Management Inc.117,410$255K0.0%+45.8%0.129%
2/13/2024Tower Research Capital LLC TRC18,259$112K0.0%+345.8%0.020%
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2/12/2024Millrace Asset Group Inc.104,406$643K0.6%-70.7%0.115%
2/9/2024Balboa Wealth Partners11,750$72K0.0%N/A0.013%
2/9/20241620 Investment Advisors Inc.18,264$113K0.1%N/A0.020%
2/9/2024Aigen Investment Management LP23,745$146K0.0%N/A0.026%
2/9/2024Gladstone Institutional Advisory LLC15,733$97K0.0%N/A0.017%
2/9/2024Hillsdale Investment Management Inc.867,941$5.35M0.4%+18.2%0.955%
2/8/2024Panagora Asset Management Inc.73,447$452K0.0%-21.0%0.081%
2/8/2024Janney Montgomery Scott LLC105,115$648K0.0%+47.1%0.116%
2/7/2024Boston Partners2,136,159$13.16M0.0%N/A2.351%
2/6/2024JFG Wealth Management LLC25,000$154K0.0%N/A0.028%
2/5/2024Victory Capital Management Inc.131,460$810K0.0%+23.7%0.145%
2/1/2024Parkside Financial Bank & Trust4,077$25K0.0%N/A0.004%
1/30/2024Strs Ohio97,300$599K0.0%-5.3%0.107%
1/18/2024 Ritholtz Wealth Management31,783$196K0.0%-12.9%0.035%
1/17/2024Tectonic Advisors LLC85,017$524K0.0%-21.6%0.094%
11/30/2023American Century Companies Inc.4,147,618$21.15M0.0%+14.9%4.565%
11/22/2023Graham Capital Management L.P.52,291$267K0.0%N/A0.058%
11/15/2023Kennedy Capital Management LLC520,283$2.65M0.1%N/A0.575%
11/15/2023AXQ Capital LP13,119$67K0.0%N/A0.015%
11/14/2023Hodges Capital Management Inc.738,276$3.77M0.4%-40.7%0.816%
11/14/2023First Dallas Securities Inc.591,704$3.02M0.7%N/A0.654%
11/14/2023Sherbrooke Park Advisers LLC23,450$120K0.0%N/A0.026%
11/14/2023Trexquant Investment LP96,963$495K0.0%-38.7%0.107%
11/14/2023O Shaughnessy Asset Management LLC144,709$738K0.0%+1,118.7%0.160%
11/13/2023Millrace Asset Group Inc.356,667$1.82M2.2%N/A0.394%
11/13/2023Connor Clark & Lunn Investment Management Ltd.128,329$654K0.0%+57.7%0.142%
11/13/2023Algert Global LLC35,940$183K0.0%-31.9%0.040%
11/13/2023Brandywine Global Investment Management LLC189,329$966K0.0%+13.4%0.209%
11/13/2023WINTON GROUP Ltd13,829$71K0.0%N/A0.015%
11/9/2023Blair William & Co. IL274,540$1.40M0.0%-3.0%0.303%
11/8/2023Janney Montgomery Scott LLC71,477$365K0.0%N/A0.079%
11/6/2023Victory Capital Management Inc.106,266$542K0.0%-18.6%0.117%
10/31/2023Panagora Asset Management Inc.92,956$474K0.0%N/A0.103%
10/27/2023 Hennion & Walsh Asset Management Inc.45,420$232K0.0%N/A0.050%
10/26/2023Strs Ohio102,700$523K0.0%+47.8%0.114%
10/24/2023Bank of New York Mellon Corp187,710$957K0.0%+3.9%0.208%
10/24/2023Tectonic Advisors LLC108,415$553K0.1%+110.6%0.120%
10/13/2023 Ritholtz Wealth Management36,485$186K0.0%N/A0.040%
9/21/2023Barclays PLC4,376$25K0.0%-61.0%0.005%
8/14/20231620 Investment Advisors Inc.18,437$104K0.1%+41.2%0.020%
8/14/2023State of Wyoming40,066$227K0.1%N/A0.044%
8/14/2023Divisadero Street Capital Management LP15,000$85K0.0%N/A0.017%
8/14/2023Ghisallo Capital Management LLC250,000$1.42M0.2%N/A0.276%
8/14/2023Prelude Capital Management LLC17,500$99K0.0%N/A0.019%
8/11/2023MYDA Advisors LLC368,000$2.08M0.6%+67.3%0.382%
8/11/2023Brandywine Global Investment Management LLC166,890$945K0.0%N/A0.173%
8/11/2023O Shaughnessy Asset Management LLC11,874$67K0.0%N/A0.012%
8/11/2023Trexquant Investment LP158,277$896K0.0%+567.0%0.164%
8/11/2023RK Capital Management LLC1,042,543$5.90M1.3%N/A1.083%
8/7/2023Hodges Capital Management Inc.1,243,980$10.25M0.6%+60.8%1.292%
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7/31/2023LPL Financial LLC64,488$365K0.0%N/A0.067%
7/31/2023Strs Ohio69,500$393K0.0%+217.4%0.072%
7/27/2023Victory Capital Management Inc.130,500$739K0.0%N/A0.136%
7/24/2023Allspring Global Investments Holdings LLC6,301$36K0.0%N/A0.007%
7/19/2023Eudaimonia Partners LLC16,065$91K0.0%-14.1%0.017%
7/19/2023Summit Global Investments115,400$653K0.0%N/A0.120%
7/18/2023Allspring Global Investments Holdings LLC6,301$36K0.0%N/A0.007%
7/14/2023Tectonic Advisors LLC51,473$291K0.0%-28.7%0.053%
7/13/2023Bertram Growth Capital III GPLLC L.L.C.1,068,366$6.05M100.0%-90.9%1.110%
5/15/2023MYDA Advisors LLC220,000$1.58M0.6%+340.0%0.229%
(Data available from 1/1/2016 forward)

DTC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DTC shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Solo Brands. The most heavily invested institutionals were American Century Companies Inc. ($12.68M), Bertram Growth Capital III GPLLC L.L.C. ($6.05M), RK Capital Management LLC ($5.90M), Boston Partners ($4.46M), Hodges Capital Management Inc. ($3.77M), Vanguard Group Inc. ($3.76M), and First Dallas Securities Inc. ($3.02M).Learn more on DTC's institutional investors.

What percentage of Solo Brands stock is owned by institutional investors?

84.48% of Solo Brands stock is owned by institutional investors. Learn more on DTC's institutional investor holdings.

Which institutional investors have been buying Solo Brands stock?

Of the 61 institutional investors that purchased Solo Brands stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($2.14M), American Century Companies Inc. ($1.22M), Hodges Capital Management Inc. ($1.12M), RK Capital Management LLC ($1.04M), JPMorgan Chase & Co. ($841.61K), First Dallas Securities Inc. ($591.70K), and Kennedy Capital Management LLC ($520.28K).

How much institutional buying is happening at Solo Brands?

Institutional investors have bought a total of 11,860,171 shares in the last 24 months. This purchase volume represents approximately $54.22M in transactions.

Which Solo Brands major shareholders have been selling company stock?

Of the 27 institutional investors that sold Solo Brands stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bertram Growth Capital III GPLLC L.L.C. ($10.65M), American Century Companies Inc. ($935.40K), Hodges Capital Management Inc. ($505.70K), Dimensional Fund Advisors LP ($359.18K), Hillsdale Investment Management Inc. ($345.58K), Millrace Asset Group Inc. ($252.26K), and Russell Investments Group Ltd. ($179.44K).

How much institutional selling is happening at Solo Brands?

Institutional investors have sold a total of 14,183,994 shares in the last 24 months. This volume of shares sold represents approximately $76.65M in transactions.


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This page (NYSE:DTC) was last updated on 1/18/2025 by MarketBeat.com Staff
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