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Security record · archived quarter

SHLS

Shoals Technologies Group, Inc. · Energy · Solar

6.91 +0.3% mkt cap $1.16B quote delayed (FMP) · as of Aug 26 16:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
100Tracked holders
-6Δ holders
131.12MShares held
$863.14MReported value
+6New positions
−13Exits
Falling Conviction score 31/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.7% · share flow -2.0% · net new positions -7.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 19.85M -12.3% $130.59M 0.0% ▼ Trim 4 SEC ↗
17 T. Rowe Price 19.60M +53.6% $128.94M 0.0% ▲ Add 8 SEC ↗
18 T. Rowe Price 19.60M +53.6% $128.94M 0.0% ▲ Add 8 SEC ↗
19 T. Rowe Price 19.60M +53.6% $128.94M 0.0% ▲ Add 8 SEC ↗
20 Invesco Ltd. 7.78M +32.3% $51.17M 0.0% ▲ Add 2 SEC ↗
21 Invesco Ltd. 7.78M +32.3% $51.17M 0.0% ▲ Add 2 SEC ↗
22 Invesco Ltd. 7.78M +32.3% $51.17M 0.0% ▲ Add 2 SEC ↗
23 Invesco Ltd. 7.78M +32.3% $51.17M 0.0% ▲ Add 2 SEC ↗
24 Invesco Ltd. 7.78M +32.3% $51.17M 0.0% ▲ Add 2 SEC ↗
25 Vanguard Capital Management Llc 7.36M $48.44M 0.0% n/c 1 SEC ↗
26 First Trust Advisors Lp 7.30M +15.4% $48.06M 0.0% ▲ Add 2 SEC ↗
27 State Street Global Advisors (passive) 6.01M -0.2% $39.54M 0.0% ▼ Trim 6 SEC ↗
28 Amundi 5.73M -0.7% $37.82M 0.0% ▼ Trim 2 SEC ↗
29 Amundi 5.73M -0.7% $37.82M 0.0% ▼ Trim 2 SEC ↗
30 Amundi 5.73M -0.7% $37.82M 0.0% ▼ Trim 2 SEC ↗
31 Amundi 5.73M -0.7% $37.82M 0.0% ▼ Trim 2 SEC ↗
32 BNP Paribas Asset Management… 5.33M +4.8% $35.09M 0.0% ▲ Add 2 SEC ↗
33 BNP Paribas Asset Management… 5.33M +4.8% $35.09M 0.0% ▲ Add 2 SEC ↗
34 BNP Paribas Asset Management… 5.33M +4.8% $35.09M 0.0% ▲ Add 2 SEC ↗
35 Schroder Investment Management Group 4.64M $30.53M 0.0% n/c 1 SEC ↗
36 Schroder Investment Management Group 4.64M $30.53M 0.0% n/c 1 SEC ↗
37 Schroder Investment Management Group 4.64M $30.53M 0.0% n/c 1 SEC ↗
38 Geode Capital Management (passive) 4.56M +7.8% $30.01M 0.0% ▲ Add 8 SEC ↗
39 Geode Capital Management (passive) 4.56M +7.8% $30.01M 0.0% ▲ Add 8 SEC ↗
40 Dimensional Fund Advisors Lp 4.27M +31.3% $28.08M 0.0% ▲ Add 2 SEC ↗
41 Dimensional Fund Advisors Lp 4.27M +31.3% $28.08M 0.0% ▲ Add 2 SEC ↗
42 Dimensional Fund Advisors Lp 4.27M +31.3% $28.08M 0.0% ▲ Add 2 SEC ↗
43 Dimensional Fund Advisors Lp 4.27M +31.3% $28.08M 0.0% ▲ Add 2 SEC ↗
44 Dimensional Fund Advisors Lp 4.27M +31.3% $28.08M 0.0% ▲ Add 2 SEC ↗
45 Pictet Asset Management Holding SA 2.75M -41.9% $18.10M 0.0% ▼ Trim 2 SEC ↗
46 Arrowstreet Capital 2.73M +26.8% $17.96M 0.0% ▲ Add 3 SEC ↗
47 Northern Trust Corp 2.57M +40.1% $16.89M 0.0% ▲ Add 2 SEC ↗
48 Northern Trust Corp 2.57M +40.1% $16.89M 0.0% ▲ Add 2 SEC ↗
49 Northern Trust Corp 2.57M +40.1% $16.89M 0.0% ▲ Add 2 SEC ↗
50 Northern Trust Corp 2.57M +40.1% $16.89M 0.0% ▲ Add 2 SEC ↗
51 Northern Trust Corp 2.57M +40.1% $16.89M 0.0% ▲ Add 2 SEC ↗
52 Ameriprise Financial Inc 2.32M +0.1% $15.30M 0.0% ▲ Add 2 SEC ↗
53 Ameriprise Financial Inc 2.32M +0.1% $15.30M 0.0% ▲ Add 2 SEC ↗
54 Ameriprise Financial Inc 2.32M +0.1% $15.30M 0.0% ▲ Add 2 SEC ↗
55 UBS Group AG 1.87M -69.5% $12.33M 0.0% ▼ Trim 2 SEC ↗
56 UBS Group AG 1.87M -69.5% $12.33M 0.0% ▼ Trim 2 SEC ↗
57 UBS Group AG 1.87M -69.5% $12.33M 0.0% ▼ Trim 2 SEC ↗
58 Voya Investment Management Llc 1.80M -10.3% $11.83M 0.0% ▼ Trim 2 SEC ↗
59 Voya Investment Management Llc 1.80M -10.3% $11.83M 0.0% ▼ Trim 2 SEC ↗
60 Citadel Advisors 1.78M -52.7% $11.69M 0.0% ▼ Trim 8 SEC ↗
61 Citadel Advisors 1.78M -52.7% $11.69M 0.0% ▼ Trim 8 SEC ↗
62 Franklin Resources Inc 1.65M +1.6% $10.86M 0.0% ▲ Add 2 SEC ↗
63 Franklin Resources Inc 1.65M +1.6% $10.86M 0.0% ▲ Add 2 SEC ↗
64 Franklin Resources Inc 1.65M +1.6% $10.86M 0.0% ▲ Add 2 SEC ↗
65 Franklin Resources Inc 1.65M +1.6% $10.86M 0.0% ▲ Add 2 SEC ↗
66 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
67 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
68 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
69 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
70 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
71 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
72 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
73 Morgan Stanley 1.63M +0.1% $10.76M 0.0% ▲ Add 3 SEC ↗
74 Goldman Sachs Group 1.62M -18.3% $10.67M 0.0% ▼ Trim 3 SEC ↗
75 Goldman Sachs Group 1.62M -18.3% $10.67M 0.0% ▼ Trim 3 SEC ↗
76 Point72 Asset Management 1.42M New $9.32M 0.0% New 1 SEC ↗
77 Charles Schwab Investment… 1.38M -1.0% $9.05M 0.0% ▼ Trim 2 SEC ↗
78 American Century Companies Inc 1.19M -53.5% $7.80M 0.0% ▼ Trim 2 SEC ↗
79 Swedbank AB 1.10M +7.3% $7.23M 0.0% ▲ Add 2 SEC ↗
80 Swedbank AB 1.10M +7.3% $7.23M 0.0% ▲ Add 2 SEC ↗
81 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
82 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
83 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
84 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
85 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
86 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
87 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
88 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
89 AQR Capital Management 1.05M +43.1% $6.93M 0.0% ▲ Add 8 SEC ↗
90 Marshall Wace 844.25K +401.8% $5.56M 0.0% ▲ Add 2 SEC ↗
91 Marshall Wace 844.25K +401.8% $5.56M 0.0% ▲ Add 2 SEC ↗
92 Marshall Wace 844.25K +401.8% $5.56M 0.0% ▲ Add 2 SEC ↗
93 Storebrand Asset Management As 797.90K +76.3% $5.25M 0.0% ▲ Add 2 SEC ↗
94 Bank Of America Corp /De/ 746.42K -14.7% $4.91M 0.0% ▼ Trim 2 SEC ↗
95 Bank Of America Corp /De/ 746.42K -14.7% $4.91M 0.0% ▼ Trim 2 SEC ↗
96 Bank Of America Corp /De/ 746.42K -14.7% $4.91M 0.0% ▼ Trim 2 SEC ↗
97 Bank Of America Corp /De/ 746.42K -14.7% $4.91M 0.0% ▼ Trim 2 SEC ↗
98 Citigroup Inc 633.25K +1599.7% $4.17M 0.0% ▲ Add 2 SEC ↗
99 Citigroup Inc 633.25K +1599.7% $4.17M 0.0% ▲ Add 2 SEC ↗
100 Citigroup Inc 633.25K +1599.7% $4.17M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $9.32M 0.0%

Exited

Norges Bank $3.53M was 0.0%
Baird Financial Group, Inc. $2.46M was 0.0%
Nomura Asset Management… $1.84M was 0.0%
Healthcare Of Ontario Pension… $1.67M was 0.0%
Qube Research & Technologies… $625,991 was 0.0%
Bridgewater Associates $514,998 was 0.0%
Jane Street Group, Llc $397,928 was 0.0%
Canada Pension Plan… $333,200 was 0.0%
Kayne Anderson Rudnick… $174,063 was 0.0%
HighTower Advisors, LLC $119,884 was 0.0%
Envestnet Asset Management Inc $96,297 was 0.0%
Mackenzie Financial Corp $90,107 was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G/A — PRICE T ROWE ASSOCIATES INC /MD/

View original SEC filing ↗

Jul 30 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API