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Shoals Technologies Group (SHLS)

CUSIP: 82489W107 | NYSE | Technology · Solar | Small Cap | 794 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock Portfolio Management LLC11,038,2446.6%New 5%+ stakeSep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.9,878,7895.9%New 5%+ stakeSep 30, 2026No 13F filer matched
13GBlackRock Portfolio Management LLC11,038,244
6.6% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched
13GFirst Trust Portfolios L.P.9,878,789
5.9% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP6,143,319
0.0% of portfolio›$49.8M
Pictet Asset Management Holding SA2,719,584
0.0% of portfolio›$22.0M
Swedbank AB1,260,745
0.0% of portfolio›$10.2M
Raiffeisen Bank International AG950,000
0.1% of portfolio›$7.4M
Bank of New York Mellon Corp548,499
0.0% of portfolio›$4.4M
Hussman Strategic Advisors, Inc.315,000
0.5% of portfolio›$2.6M
Alps Advisors Inc247,874
0.0% of portfolio›$2.0M
Torrey Growth & Income Advisors158,460
0.4% of portfolio›$1.3M
Cidel Asset Management Inc142,557
0.1% of portfolio›$1.2M
Jefferies Financial Group Inc.112,719
0.0% of portfolio›$913.0K
Viking Fund Management LLC100,000
0.1% of portfolio›$810.0K
Mitsubishi UFJ Asset Management Co., Ltd.90,266
0.0% of portfolio›$731.2K
Imc-Chicago, LLC72,917
0.0% of portfolio›$590.6K
CenterBook Partners LP64,328
0.0% of portfolio›$521.1K
Mirador Capital Partners LP60,728
0.1% of portfolio›$491.9K
Citigroup Inc53,925
0.0% of portfolio›$436.8K
DekaBank Deutsche Girozentrale50,741
0.0% of portfolio›$410
Caitong International Asset Management Co., Ltd50,417
0.0% of portfolio›$408.4K
Arizona State Retirement System47,290
0.0% of portfolio›$383.0K
ProShare Advisors LLC45,816
0.0% of portfolio›$371.1K
Wealth Enhancement Advisory Services, LLC42,886
0.0% of portfolio›$361.1K
Fulcrum Asset Management LLP41,424
0.0% of portfolio›$321.9K
State of Wyoming38,003
0.0% of portfolio›$307.8K
Creative Planning36,990
0.0% of portfolio›$299.6K
Atria Investments, Inc28,452
0.0% of portfolio›$230.5K
Ethic Inc.27,418
0.0% of portfolio›$222.1K
Principal Financial Group Inc19,146
0.0% of portfolio›$155.1K
Miller Howard Investments Inc18,098
0.0% of portfolio›$146.6K
HUB Investment Partners, LLC17,810
0.0% of portfolio›$144.3K
Quartz Partners, LLC16,933
0.0% of portfolio›$137.2K
Xponance LLC16,693
0.0% of portfolio›$135.2K
Fifth Third Wealth Advisors LLC15,534
0.0% of portfolio›$125.8K
Strs Ohio15,100
0.0% of portfolio›$122.3K
Perigon Wealth Management, LLC13,355
0.0% of portfolio›$108.2K
Swiss Life Asset Management Ltd12,438
0.0% of portfolio›$100.7K
HB Wealth Management, LLC11,236
0.0% of portfolio›$91.0K
Abel Hall, LLC10,924
0.0% of portfolio›$88.5K
Traynor Capital Management, Inc.10,319
0.0% of portfolio›$83.6K
Green Alpha Advisors, LLC10,014
0.1% of portfolio›$81.1K
Pinnacle Wealth Planning Services, Inc.9,321
0.0% of portfolio›$75.5K
Trium Capital LLP8,825
0.1% of portfolio›$71.5K
State of Alaska, Department of Revenue7,298
0.0% of portfolio›$59
Nisa Investment Advisors, LLC6,816
0.0% of portfolio›$55.2K
Sterling Capital Management LLC5,482
0.0% of portfolio›$44.4K
US Bancorp \de\4,736
0.0% of portfolio›$38.4K
KBC Group NV4,578
0.0% of portfolio›$37
Fifth Third Bancorp4,561
0.0% of portfolio›$36.9K
Farther Finance Advisors, LLC4,134
0.0% of portfolio›$33.5K
Parallel Advisors, LLC4,014
0.0% of portfolio›$32.5K
Gamma Investing LLC2,543
0.0% of portfolio›$20.6K
Fortitude Family Office, LLC1,832
0.0% of portfolio›$14.8K
SBI Securities Co., Ltd.1,748
0.0% of portfolio›$14.2K
EverSource Wealth Advisors, LLC1,053
0.0% of portfolio›$8.5K
Summit Securities Group LLC978
0.0% of portfolio›$7.9K
Larson Financial Group LLC920
0.0% of portfolio›$7.5K
Signaturefd, LLC692
0.0% of portfolio›$5.6K
Blue Trust, Inc.461
0.0% of portfolio›$3.7K
SJS Investment Consulting Inc.425
0.0% of portfolio›$3.4K
CoreCap Advisors, LLC400
0.0% of portfolio›$3.2K
Leonteq Securities AG318
0.0% of portfolio›$2.6K
WPG Advisers, LLC284
0.0% of portfolio›$2.3K
Root Financial Partners, LLC273
0.0% of portfolio›$2.2K
MassMutual Private Wealth & Trust, FSB243
0.0% of portfolio›$2.0K
IFP Advisors, Inc226
0.0% of portfolio›$1.8K
Provenance Wealth Advisors, LLC210
0.0% of portfolio›$1.7K
Toth Financial Advisory Corp200
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc154
0.0% of portfolio›$1.2K
Harbor Capital Advisors, Inc.135
0.0% of portfolio›$1
Silver Grove Financial Group, Inc.131
0.0% of portfolio›$1.1K
Owl Creek Wealth Partners LLC130
0.0% of portfolio›$1.1K
Parkside Financial Bank & Trust127
0.0% of portfolio›$1.0K
Versant Capital Management, Inc120
0.0% of portfolio›$972
True Wealth Design, LLC84
0.0% of portfolio›$681
Essential Partners LLC74
0.0% of portfolio›$599
Rossby Financial, LCC65
0.0% of portfolio›$527
North Star Investment Management Corp.42
0.0% of portfolio›$340
Covestor Ltd40
0.0% of portfolio›$0
Assetmark, Inc36
0.0% of portfolio›$292
Private Trust Co NA35
0.0% of portfolio›$284
First Horizon Corp20
0.0% of portfolio›$162
Ascentis Wealth Management, LLC2
0.0% of portfolio›$16
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
6,143,319$49.8M0.0%IndexLowAustin, TX2026-11-04
Pictet Asset Management Holding SA
2,719,584$22.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Swedbank AB
1,260,745$10.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Raiffeisen Bank International AG
950,000$7.4M0.1%GrowthMediumVienna, Chile2026-10-28
Bank of New York Mellon Corp
548,499$4.4M0.0%CoreLowNew York, NY2026-11-05
Hussman Strategic Advisors, Inc.
315,000$2.6M0.5%YieldVery HighEllicott City, MD2026-11-02
Alps Advisors Inc
247,874$2.0M0.0%YieldLowDenver, CO2026-11-03
Torrey Growth & Income Advisors
158,460$1.3M0.4%CoreMediumDel Mar, CA2026-11-04
Cidel Asset Management Inc
142,557$1.2M0.1%CoreMediumToronto, Australia2026-10-29
Jefferies Financial Group Inc.
112,719$913.0K0.0%CoreVery HighNew York, NY2026-11-05
Viking Fund Management LLC
100,000$810.0K0.1%YieldMediumMinot, ND2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
90,266$731.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Imc-Chicago, LLC
72,917$590.6K0.0%GARPVery HighChicago, IL2026-11-05
CenterBook Partners LP
64,328$521.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Mirador Capital Partners LP
60,728$491.9K0.1%GrowthMediumPleasanton, CA2026-10-09
Citigroup Inc
53,925$436.8K0.0%CoreMediumNew York, NY2026-11-04
DekaBank Deutsche Girozentrale
50,741$4100.0%CoreLowFrankfurt, Hong Kong2026-10-27
Caitong International Asset Management Co., Ltd
50,417$408.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Arizona State Retirement System
47,290$383.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
ProShare Advisors LLC
45,816$371.1K0.0%GrowthLowBethesda, MD2026-10-29
Wealth Enhancement Advisory Services, LLC
42,886$361.1K0.0%CoreLowPlymouth, MN2026-10-13
Fulcrum Asset Management LLP
41,424$321.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
State of Wyoming
38,003$307.8K0.0%ValueHighCheyenne, WY2026-10-28
Creative Planning
36,990$299.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
28,452$230.5K0.0%CoreMediumCharlotte, NC2026-10-15
Ethic Inc.
27,418$222.1K0.0%CoreLowNew York, NY2026-11-03
Principal Financial Group Inc
19,146$155.1K0.0%CoreLowDes Moines, IA2026-11-02
Miller Howard Investments Inc
18,098$146.6K0.0%YieldMediumKingston, NY2026-10-26
HUB Investment Partners, LLC
17,810$144.3K0.0%GrowthLowAustin, TX2026-11-03
Quartz Partners, LLC
16,933$137.2K0.0%GARPMediumSaratoga Springs, NY2026-11-03
Xponance LLC
16,693$135.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Fifth Third Wealth Advisors LLC
15,534$125.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Strs Ohio
15,100$122.3K0.0%CoreMediumColumbus, OH2026-10-30
Perigon Wealth Management, LLC
13,355$108.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Swiss Life Asset Management Ltd
12,438$100.7K0.0%CoreLowZurich, Switzerland2026-11-03
HB Wealth Management, LLC
11,236$91.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Abel Hall, LLC
10,924$88.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Traynor Capital Management, Inc.
10,319$83.6K0.0%GrowthLowMalvern, PA2026-10-29
Green Alpha Advisors, LLC
10,014$81.1K0.1%GrowthLowNiwot, CO2026-10-08
Pinnacle Wealth Planning Services, Inc.
9,321$75.5K0.0%GARPLowMansfield, OH2026-10-27
Trium Capital LLP
8,825$71.5K0.1%YieldVery HighLondon, United Kingdom2026-10-16
State of Alaska, Department of Revenue
7,298$590.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
6,816$55.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
5,482$44.4K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
4,736$38.4K0.0%IndexLowMinneapolis, MN2026-11-05
KBC Group NV
4,578$370.0%CoreMediumBrussels, Czech Republic2026-10-22
Fifth Third Bancorp
4,561$36.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
4,134$33.5K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
4,014$32.5K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
2,543$20.6K0.0%IndexVery LowFoster City, CA2026-10-08
Fortitude Family Office, LLC
1,832$14.8K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
1,748$14.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
1,053$8.5K0.0%CoreMediumBirmingham, AL2026-11-04
Summit Securities Group LLC
978$7.9K0.0%CoreVery HighNew York, NY2026-11-05
Larson Financial Group LLC
920$7.5K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
692$5.6K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
461$3.7K0.0%ETFLowBrentwood, TN2026-10-15
SJS Investment Consulting Inc.
425$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
400$3.2K0.0%ETFMediumSouthfield, MI2026-10-08
Leonteq Securities AG
318$2.6K0.0%CoreHighZurich, Switzerland2026-10-29
WPG Advisers, LLC
284$2.3K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
273$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
243$2.0K0.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
226$1.8K0.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
210$1.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Toth Financial Advisory Corp
200$1.6K0.0%CoreLowLeesburg, VA2026-10-08
Bell Investment Advisors, Inc
154$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Harbor Capital Advisors, Inc.
135$10.0%ValueHighChicago, IL2026-10-22
Silver Grove Financial Group, Inc.
131$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Owl Creek Wealth Partners LLC
130$1.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
127$1.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
120$9720.0%GARPLowPhoenix, AZ2026-10-02
True Wealth Design, LLC
84$6810.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
74$5990.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
65$5270.0%ETFMediumMelbourne, FL2026-11-05
North Star Investment Management Corp.
42$3400.0%CoreLowChicago, IL2026-10-27
Covestor Ltd
40$00.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
36$2920.0%ETFLowConcord, CA2026-10-21
Private Trust Co NA
35$2840.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
20$1620.0%CoreLowMemphis, TN2026-10-26
Ascentis Wealth Management, LLC
2$160.0%Agg GrowthLowDallas, TX2026-11-03