SHLS
Shoals Technologies Group, Inc. · Energy · Solar
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +29.2% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | -6 | 126.44M | $1.25B | +4 | −9 |
| Q1 2026 | 100 | -6 | 131.12M | $863.14M | +6 | −13 |
| Q4 2025 | 106 | 0 | 135.79M | $1.15B | +3 | −2 |
| Q3 2025 | 19 | 0 | 76.42M | $566.27M | +1 | −2 |
| Q2 2025 | 17 | -1 | 79.98M | $339.91M | +1 | −2 |
| Q1 2025 | 15 | +1 | 47.68M | $158.22M | +1 | — |
| Q4 2024 | 14 | +1 | 36.92M | $204.15M | +2 | −1 |
| Q3 2024 | 12 | -1 | 29.10M | $163.25M | — | −1 |
| Q2 2024 | 13 | — | 30.19M | $188.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 21.62M | +51.9% | $71.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 21.62M | +51.9% | $71.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 21.62M | +51.9% | $71.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 21.62M | +51.9% | $71.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 7.71M | +39.2% | $25.59M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 5.93M | -2.3% | $19.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 4.07M | +2.4% | $13.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 4.07M | +2.4% | $13.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 2.18M | -14.3% | $7.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 2.18M | -14.3% | $7.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 1.62M | -28.3% | $5.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 1.21M | +775.9% | $4.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.21M | +775.9% | $4.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Millennium Management ✦ | 988.92K | +390.0% | $3.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 922.36K | +184.7% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 922.36K | +184.7% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 922.36K | +184.7% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 922.36K | +184.7% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 922.36K | +184.7% | $2.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 556.80K | +42.9% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 400.00K | 0.0% | $1.33M | 0.0% | Held | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 195.33K | -70.3% | $648,489 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 117.39K | +4.3% | $390,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 106.05K | New | $352,069 | 0.0% | New | 1 | SEC ↗ |
| 25 | Marshall Wace ✦ | 106.05K | New | $352,069 | 0.0% | New | 1 | SEC ↗ |
| 26 | Marshall Wace ✦ | 106.05K | New | $352,069 | 0.0% | New | 1 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 64.74K | -14.5% | $214,927 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $352,069 | 0.0% |
| Marshall Wace | $352,069 | 0.0% |
| Marshall Wace | $352,069 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 266 holders, 178.99M shares, $989.52M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.