Solo Brands, Inc.
Solo Brands, Inc. (DTC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · DTC · as of Jun 30, 2025
Ownership Breakdown
7
Institutional Holders
▼ 68 vs Q1
$152,095
Total Inst. Value
▼ $8.97M vs Q1
1.60M
Shares Outstanding
freeFloat 43.24%
508,623
13F Shares Held
▼ 53.75M vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
DTC largest shareholders · institutional ownership
Q2 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
EMPOWERED FUNDS, LLC sporting & athletic goods, nec | 351.9K | 59.66% | 59.66% | $105.58M | Aug 11, 2025 | — held |
HENNION & WALSH ASSET MANAGEMENT, INC. sporting & athletic goods, nec | 107.0K | 18.14% | 18.14% | $32.11M | Aug 7, 2025 | ▼ 4.5K |
SIMPLEX TRADING, LLC sporting & athletic goods, nec | 48.3K | 8.19% | 8.19% | $14.00M | Aug 5, 2025 | ▼ 800 |
EVERSOURCE WEALTH ADVISORS, LLC sporting & athletic goods, nec | 579 | 0.10% | 0.10% | $174,000 | Aug 13, 2025 | ▼ 281 |
NISA INVESTMENT ADVISORS, LLC sporting & athletic goods, nec | 500 | 0.08% | 0.08% | $150,000 | Jul 31, 2025 | — held |
ADVISOR GROUP HOLDINGS, INC. sporting & athletic goods, nec | 280 | 0.05% | 0.05% | $84,000 | Sep 4, 2025 | ▼ 160 |
BARCLAYS PLC sporting & athletic goods, nec | 2 | 0.00% | 0.00% | $1,000 | Feb 27, 2026 | ▼ 29.1K |
STATE STREET CORP sporting & athletic goods, nec | 0 | 0.00% | 0.00% | $0 | Aug 14, 2025 | EXIT |
PRICE T ROWE ASSOCIATES INC /MD/ sporting & athletic goods, nec | 0 | 0.00% | 0.00% | $0 | Aug 14, 2025 | EXIT |
BANK OF AMERICA CORP /DE/ sporting & athletic goods, nec | 0 | 0.00% | 0.00% | $0 | Aug 14, 2025 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2025 vs prior quarter
Q2 2025
0
Increased
+0 shares0
New Positions
first time holders5
Decreased
−34.9K shares43
Sold Out
fully exitedNet shares change (top 50)
34.9K
+0 / −34.9K
Net new holders
-48
0 new / 43 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
DTC insider trading · insider activity
Source: SEC Form 4
1
Buy transactions
1
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
No recent insider transactions reported.
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Solo Brands, Inc. (DTC) is primarily owned by institutional investors, who hold approximately 31.7% of total shares outstanding. Company insiders own approximately 56.76%, while retail and public investors account for the remaining 11.50%.
The largest institutional shareholder of Solo Brands, Inc. is EMPOWERED FUNDS, LLC, holding approximately 351,926 shares — equal to 59.66% of outstanding shares — as of June 30, 2025.
A total of 7 institutional investors currently hold DTC stock, with a combined institutional value of approximately $152,095 as of the most recent 13F filing period.
Frequently asked questions
DTC ownershipSolo Brands, Inc. (DTC) is primarily owned by institutional investors, who hold approximately 31.7% of shares. The largest shareholder is EMPOWERED FUNDS, LLC with a 59.66% stake. Company insiders hold 56.76%. Data sourced from SEC Form 13F as of June 30, 2025.