Funds holding SOLO BRANDS INC
5 funds declare a position · 0 ETFs and 5 other funds · 161.9K $ · US83425V2034
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 16,830 | 63.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 9,550 | 68.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 3 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,112 | 15.1K $ | as of Feb 28, 2026 · Original filing | |
| 4 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,111 | 15.1K $ | as of Feb 28, 2026 · Original filing | |
| 5 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8 | 30.1 $ | as of Mar 31, 2026 · Original filing |
Institutional managers
19 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| SUMMIT PARTNERS L P | 1,100,870 | 4.1M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 38,297 | 144K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 18,988 | 71.4K $ | as of Mar 31, 2026 |
| Wealth Architects, LLC | 18,603 | 69.9K $ | as of Mar 31, 2026 |
| UBS Group AG | 9,864 | 37.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,064 | 4K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 478 | 1.8K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 380 | 1.4K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 93 | 350 $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 57 | 210 $ | as of Mar 31, 2026 |
| MAI Capital Management | 40 | 151 $ | as of Mar 31, 2026 |
| Legacy Wealth Managment, LLC/ID | 31 | 117 $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 25 | 94 $ | as of Mar 31, 2026 |
| Advisory Services Network, LLC | 24 | 90 $ | as of Mar 31, 2026 |
| NISA INVESTMENT ADVISORS, LLC | 12 | 45 $ | as of Mar 31, 2026 |
| EverSource Wealth Advisors, LLC | 11 | 41 $ | as of Mar 31, 2026 |
| Ascentis Independent Advisors | 7 | 26 $ | as of Mar 31, 2026 |
| Sound Income Strategies, LLC | 5 | 19 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 3 | 10 $ | as of Mar 31, 2026 |