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 243 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $932 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
10,157
shares
|
$57,285
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$56,400
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,543
shares
|
$36,902
0.0% of portfolio
|
Q4 2024
Added 41.57%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
5,845
shares
|
$32,965
0.0% of portfolio
|
Q1 2024
Reduced 76.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,805
shares
|
$32,740
0.01% of portfolio
|
Q3 2021
Reduced 99.16%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,538
shares
|
$31,234
0.0% of portfolio
|
Q1 2025
Added 1284.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4,228
shares
|
$23,845
0.0% of portfolio
|
Q1 2025
Added 49.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,040
shares
|
$22,785
0.0% of portfolio
|
Q1 2025
Added 86.61%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,108
shares
|
$17,529
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,795
shares
|
$15,763
0.0% of portfolio
|
Q1 2025
Reduced 81.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,731
shares
|
$15,402
0.0% of portfolio
|
Q1 2025
Reduced 82.41%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,140
shares
|
$12,069
0.0% of portfolio
|
Q4 2023
Reduced 97.19%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
2,000
shares
|
$11,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,842
shares
|
$10,388
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,725
shares
|
$9,729
0.0% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,708
shares
|
$9,633
0.0% of portfolio
|
Q1 2025
Added 2035.0%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
1,486
shares
|
$8,381
0.0% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,376
shares
|
$7,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,316
shares
|
$7,422
0.0% of portfolio
|
Q1 2025
Added 149.24%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,026
shares
|
$5,786
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
935
shares
|
$5,273
0.0% of portfolio
|
Q2 2025
Reduced 45.42%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
924
shares
|
$5,211
0.0% of portfolio
|
Q1 2025
Reduced 91.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
834
shares
|
$4,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
746
shares
|
$4,207
0.0% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
557
shares
|
$3,141
0.0% of portfolio
|
Q2 2025
Added 3613.33%
|