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 254 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,092
shares
|
$7,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,062
shares
|
$7,062
0.0% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,026
shares
|
$6,822
0.0% of portfolio
|
Q2 2025
Added 58.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
935
shares
|
$6,217
0.0% of portfolio
|
Q2 2025
Reduced 45.42%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
746
shares
|
$4,960
0.0% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
557
shares
|
$3,704
0.0% of portfolio
|
Q2 2025
Added 3613.33%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
527
shares
|
$3,504
0.0% of portfolio
|
Q3 2024
Reduced 69.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
485
shares
|
$3,225
0.0% of portfolio
|
Q2 2025
Added 90.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
400
shares
|
$2,660
0.0% of portfolio
|
Q2 2025
Reduced 92.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
391
shares
|
$2,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
365
shares
|
$2,427
0.0% of portfolio
|
Q4 2024
Reduced 93.8%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
365
shares
|
$2,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
322
shares
|
$2,141
0.0% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
300
shares
|
$1,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
276
shares
|
$1,835
0.0% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
255
shares
|
$1,695
0.0% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
254
shares
|
$1,689
0.0% of portfolio
|
Q2 2024
Reduced 97.82%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
243
shares
|
$1,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$1,330
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
191
shares
|
$1,270
0.0% of portfolio
|
Q1 2025
Added 416.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
127
shares
|
$844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
125
shares
|
$831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
118
shares
|
$784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
107
shares
|
$711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
67
shares
|
$445
0.0% of portfolio
|
Q1 2025
New holding
|