Institutional Ownership Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
527
shares
|
$4,426
0.0% of portfolio
|
Q3 2024
Reduced 69.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
485
shares
|
$4,074
0.0% of portfolio
|
Q2 2025
Added 90.2%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
475
shares
|
$3,990
0.0% of portfolio
|
Q3 2025
Reduced 79.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
400
shares
|
$3,360
0.0% of portfolio
|
Q2 2025
Reduced 92.78%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
365
shares
|
$3,066
0.0% of portfolio
|
Q4 2024
Reduced 93.8%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
365
shares
|
$3,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
322
shares
|
$2,704
0.0% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
312
shares
|
$2,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
243
shares
|
$2,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
202
shares
|
$1,696
0.0% of portfolio
|
Q3 2025
Added 71.19%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
191
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
Added 416.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
125
shares
|
$1,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
110
shares
|
$924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
85
shares
|
$714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
79
shares
|
$663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
62
shares
|
$520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
42
shares
|
$352
0.0% of portfolio
|
Q1 2022
Reduced 51.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
37
shares
|
$310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
35
shares
|
$294
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
25
shares
|
$210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
20
shares
|
$168
0.0% of portfolio
|
Q2 2025
Reduced 98.91%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
10
shares
|
$84
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|