5 institutions reported holding $64,394 of SOLO BRANDS INC (DTCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealth Architects, LLC ($64,363), EverSource Wealth Advisors, LLC ($31), Sound Income Strategies, LLC ($0), Golden State Equity Partners ($0), SUMMIT PARTNERS L P ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth Architects, LLC | $64,363 | 18,602 | Trimmed |
| 2 | EverSource Wealth Advisors, LLC | $31 | 9 | Trimmed |
| 3 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 4 | Golden State Equity Partners | $0 | 0 | Exited |
| 5 | SUMMIT PARTNERS L P | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30