As of the latest SEC filings, Solo Brands, Inc. (SBDS) is held by 7 institutional funds. The largest fund shareholder is Fidelity Extended Market Index Fund (FSMAX), holding an estimated $68,378.00 in market value, representing a significant portion of its portfolio.
Funds holding Solo Brands, Inc. (SBDS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SBDS
- CIK:
- 0001870600
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $68,378.00 | 9,550 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $63,280.80 | 16,830 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.00% | $33,512.88 | 8,913 | Mar 31, 2026 | Jun 1, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $15,121.92 | 2,112 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $15,114.76 | 2,111 | Feb 28, 2026 | Apr 24, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $30.08 | 8 | Mar 31, 2026 | May 28, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.00% | $7.16 | 1 | Feb 27, 2026 | Apr 29, 2026 |
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