Shoals Technologies Group -ASHLS
13F holders, Q1 2024 (March 31)278holders
7famous investors
$11.19avg. 13F price*
At the end of Q1 2024, 278 institutions reported holding Shoals Technologies Group -A (SHLS) in their 13F filings. The largest holders were BlackRock Inc. ($219.6M), Vanguard Group Inc. ($184.8M) and Wellington Management Group LLP ($122.8M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).
- Company
- Shoals Technologies Group -A
- CUSIP
- 82489W107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $62.5M |
| Exits | 50 | $95.3M |
Ownership 278 holders
| BlackRock Inc. | 0.01% | Reduce -8.8% | 19,642,697 | $219.6M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 16,531,712 | $184.8M |
| Wellington Management Group LLP | 0.02% | Reduce -14.9% | 10,980,117 | $122.8M |
| William Blair Investment Management, LLC | 0.30% | Add +71.6% | 10,221,644 | $114.3M |
| Clearbridge Investments, LLC | 0.08% | Reduce -0.5% | 8,928,066 | $99.8M |
| JPMorgan Chase & Co. | 0.01% | Add +13.7% | 8,080,366 | $90.3M |
| Joho Capital LLC | 9.96% | Add +111.6% | 6,423,545 | $71.8M |
| Citadel Advisors | 0.06% | Add +21.4% | 5,389,794 | $60.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.15% | Add +30.1% | 5,102,882 | $57.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -0.3% | 5,005,878 | $56.0M |
| Encompass Capital Advisors LLC | 2.97% | Reduce -27.9% | 4,902,132 | $54.8M |
| Invesco Ltd. | 0.01% | Reduce -23.0% | 4,708,945 | $52.6M |
| State Street Corp. | 0.00% | Add +0.5% | 4,391,460 | $49.1M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -10.8% | 3,959,628 | $44.4M |
| Point72 Asset Management | 0.13% | Add +136.0% | 3,932,792 | $44.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 3,889,769 | $43.5M |
| Schroder Investment Management Group | 0.05% | Add +83.3% | 3,433,591 | $38.4M |
| Franklin Resources Inc. | 0.01% | Add +33.6% | 2,887,343 | $32.3M |
| Erste Asset Management GmbH | 0.42% | Add +18.6% | 2,620,075 | $30.8M |
| Handelsbanken Fonder AB | 0.13% | Add +8.3% | 2,730,913 | $30.5M |
| First Trust Advisors LP | 0.03% | Add +16.6% | 2,539,295 | $28.4M |
| Amundi | 0.01% | Add +8.6% | 2,426,127 | $25.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.2% | 2,308,065 | $25.8M |
| FMR LLC | 0.00% | Add +14.7% | 2,293,287 | $25.6M |
| Swedbank AB | 0.04% | Add +5.2% | 2,260,142 | $25.3M |
| SIR Capital Management, L.P. | 2.43% | Reduce -3.3% | 2,162,045 | $24.2M |
| Norges Bank | 0.00% | Reduce -4.8% | 1,925,582 | $21.5M |
| GW&K Investment Management, LLC | 0.17% | Add +3.6% | 1,737,258 | $19.4M |
| Electron Capital Partners, LLC | 0.82% | Reduce -22.1% | 1,673,491 | $18.7M |
| Frontier Capital Management Co. LLC | 0.17% | Add +66.0% | 1,639,972 | $18.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 1,638,375 | $18.3M |
| Man Group plc | 0.05% | Add +298.7% | 1,475,277 | $16.5M |
| Bank of America Corp. | 0.00% | Add +77.8% | 1,391,876 | $15.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.6% | 1,387,256 | $15.5M |
| UniSuper Management Pty Ltd | 0.14% | No change | 1,333,666 | $14.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.5% | 1,265,245 | $14.1M |
| Cooper Creek Partners Management LLC | 0.54% | New | 1,169,939 | $13.1M |
| Morgan Stanley | 0.00% | Reduce -35.4% | 1,129,258 | $12.6M |
| Cinctive Capital Management LP | 0.63% | New | 1,099,697 | $12.3M |
| Grandeur Peak Global Advisors, LLC | 0.98% | Add +15.9% | 1,099,246 | $12.3M |
| Squarepoint Ops LLC | 0.05% | Add +56.4% | 1,051,092 | $11.8M |
| UBS Group AG | 0.00% | Add +146.8% | 1,009,359 | $11.3M |
| Eagle Asset Management Inc. | 0.05% | Reduce -21.7% | 928,471 | $10.6M |
| Millennium Management | 0.01% | Reduce -74.8% | 929,366 | $10.4M |
| Barclays PLC | 0.00% | Add +96.0% | 903,648 | $10.1M |
| Impax Asset Management Group plc | 0.04% | New | 897,992 | $10.0M |
| Arosa Capital Management LP | 6.62% | Add +34.7% | 871,100 | $9.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -12.9% | 847,666 | $9.5M |
| Yaupon Capital Management LP | 0.77% | Add +88.0% | 797,579 | $8.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 716,156 | $8.0M |
| Redwood Grove Capital, LLC | 2.41% | New | 692,400 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -1.9% | 624,541 | $7.0M |
| Decade Renewable Partners LP | 3.55% | Add +14.7% | 600,007 | $6.7M |
| Citigroup Inc. | 0.01% | Add +863.0% | 546,666 | $6.1M |
| Trexquant Investment LP | 0.12% | Add +46.1% | 543,598 | $6.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +59.0% | 351,424 | $5.9M |
| KBC Group NV | 0.02% | Add +0.3% | 513,019 | $5.7M |
| Kornitzer Capital Management Inc. | 0.10% | Reduce -44.5% | 501,833 | $5.6M |
| Baron Capital (BAMCO) | 0.01% | Reduce -72.2% | 500,000 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -18.8% | 498,575 | $5.6M |
| Invenomic Capital Management LP | 0.29% | New | 493,779 | $5.5M |
| Voloridge Investment Management, LLC | 0.02% | Add +1370.6% | 471,847 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -57.3% | 458,578 | $5.1M |
| Alps Advisors Inc. | 0.04% | Reduce -22.6% | 455,832 | $5.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +15.9% | 436,340 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +8.9% | 420,247 | $4.7M |
| Granahan Investment Management, LLC | 0.15% | Add +30.7% | 384,724 | $4.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -70.0% | 383,617 | $4.3M |
| Candriam S.C.A. | 0.03% | No change | 381,988 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +223.3% | 375,246 | $4.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.8% | 374,121 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -70.5% | 360,743 | $4.0M |
| Credit Suisse AG/ | 0.00% | Add +1.9% | 356,297 | $4.0M |
| Twinbeech Capital LP | 0.08% | Add +8.5% | 348,993 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +27.2% | 347,913 | $3.9M |
| TD Asset Management Inc | 0.00% | No change | 339,200 | $3.8M |
| Swiss National Bank | 0.00% | No change | 334,900 | $3.7M |
| Dorsal Capital Management, LP | 0.11% | New | 302,502 | $3.4M |
| Storebrand Asset Management As | 0.01% | Add +9.8% | 298,210 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +2.6% | 291,727 | $3.3M |
| Deutsche Bank AG | 0.00% | Reduce -70.5% | 270,166 | $3.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.0% | 265,595 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -83.0% | 250,378 | $2.8M |
| HITE Hedge Asset Management LLC | 0.26% | Reduce -77.9% | 230,266 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.2% | 227,127 | $2.5M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Add +9.9% | 220,181 | $2.5M |
| Credit Agricole S A | 0.04% | No change | 285,541 | $2.3M |
| AXA S.A. | 0.01% | Reduce -54.5% | 209,178 | $2.3M |
| Dynamic Technology Lab Private Ltd | 0.23% | Add +599.8% | 189,826 | $2.1M |
| Robeco Schweiz AG | 0.04% | No change | 187,400 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.0% | 184,913 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 180,948 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 176,165 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -5.3% | 170,116 | $1.9M |
| Sycomore Asset Management | 0.42% | Add +27.5% | 145,981 | $1.9M |
| AQR Capital Management | 0.00% | Add +46.0% | 168,450 | $1.9M |
| Alberta Investment Management Corp | 0.02% | No change | 167,321 | $1.9M |
| Viking Fund Management LLC | 0.32% | Add +33.3% | 160,000 | $1.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.12% | Add +56.8% | 156,425 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -2.7% | 151,866 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +8.4% | 150,026 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.3% | 148,457 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -14.0% | 139,863 | $1.6M |
| Leonteq Securities AG | 0.21% | Add +25.2% | 136,164 | $1.5M |
| Renaissance Group LLC | 0.06% | Add +46.9% | 132,531 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -23.3% | 131,695 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -24.2% | 122,178 | $1.4M |
| Asset Management One Co., Ltd. | 0.01% | No change | 118,018 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | New | 117,755 | $1.3M |
| Engineers Gate Manager LP | 0.03% | Reduce -28.9% | 114,391 | $1.3M |
| Swiss Life Asset Management Ltd | 0.02% | New | 106,427 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +78.7% | 104,411 | $1.2M |
| Virtu Financial LLC | 0.09% | Add +726.5% | 103,683 | $1.2M |
| Shelton Capital Management | 0.03% | No change | 100,438 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +314.3% | 99,888 | $1.1M |
| Jump Financial, LLC | 0.03% | Add +247.8% | 98,072 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.7% | 97,924 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -21.8% | 97,304 | $1.1M |
| Stansberry Asset Management, LLC | 0.15% | Reduce -8.7% | 91,513 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 90,632 | $1.0M |
| HRT Financial LP | 0.01% | New | 89,513 | $1.0M |
| Comerica Bank | 0.00% | Add +2823.0% | 89,209 | $997K |
| Wells Fargo & Company | 0.00% | Reduce -36.1% | 88,407 | $988K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 84,565 | $945K |
| Daiwa Securities Group Inc. | 0.01% | No change | 83,900 | $938K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.6% | 81,088 | $907K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -22.8% | 37,817 | $862K |
| WINTON GROUP Ltd | 0.06% | New | 75,982 | $849K |
| LBP Am SA | 0.03% | Add +36.8% | 75,412 | $843K |
| Centiva Capital, LP | 0.05% | Add +12.1% | 74,667 | $835K |
| Tealwood Asset Management Inc. | 0.36% | Reduce -0.2% | 70,942 | $793K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 70,553 | $789K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Reduce -1.8% | 66,436 | $743K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.3% | 65,046 | $727K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +116.3% | 63,600 | $711K |
| Qsemble Capital Management, LP | 0.14% | Add +59.7% | 58,113 | $650K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 58,023 | $649K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -74.8% | 52,100 | $582K |
| Brevan Howard Capital Management LP | 0.06% | Add +13.4% | 52,030 | $582K |
| Corbyn Investment Management Inc. | 0.26% | New | 52,007 | $581K |
| Vontobel Holding Ltd. | 0.00% | Add +13.8% | 51,512 | $576K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +198.2% | 49,962 | $559K |
| American Century Companies Inc. | 0.00% | New | 48,793 | $546K |
| Gsa Capital Partners LLP | 0.04% | New | 48,718 | $545K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.9% | 48,535 | $543K |
| Point72 (DIFC) Ltd | 0.04% | — | 48,444 | $542K |
| Aquatic Capital Management LLC | 0.02% | Reduce -68.2% | 48,300 | $540K |
| Verition Fund Management LLC | 0.01% | Add +207.8% | 47,588 | $532K |
| Simplex Trading, LLC | 0.02% | Reduce -36.6% | 47,471 | $530K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 46,703 | $522K |
| Edgestream Partners, L.P. | 0.02% | Reduce -40.1% | 42,891 | $480K |
| Fox Run Management, L.L.C. | 0.10% | New | 42,703 | $477K |
| ProShare Advisors LLC | 0.00% | Add +6.3% | 41,051 | $459K |
| First Trust Investment Solutions L.P. | 0.08% | No change | 40,956 | $458K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 40,956 | $458K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -55.0% | 40,480 | $453K |
| Tidal Investments LLC | 0.01% | New | 39,876 | $446K |
| Amova Asset Management Americas, Inc. | 0.00% | Reduce -6.0% | 38,020 | $425K |
| Blair William & Co. | 0.00% | Add +81.9% | 37,909 | $424K |
| Victory Capital Management Inc. | 0.00% | Add +13.5% | 36,134 | $404K |
| HSBC Holdings PLC | 0.00% | Add +136.6% | 34,828 | $389K |
| Magnetar Financial LLC | 0.01% | Reduce -64.9% | 33,750 | $377K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.0% | 33,317 | $372K |
| Vident Advisory, LLC | 0.01% | Reduce -12.2% | 32,557 | $364K |
| SCP Investment, LP | 0.22% | Reduce -28.7% | 31,800 | $356K |
| XTX Topco Ltd | 0.05% | New | 31,710 | $355K |
| Royal Bank of Canada | 0.00% | Reduce -67.2% | 31,639 | $354K |
| Green Alpha Advisors, LLC | 0.25% | Add +0.7% | 31,100 | $348K |
| Harvest Portfolios Group Inc. | 0.01% | Add +29.0% | 30,776 | $344K |
| Gotham Asset Management | 0.01% | Reduce -52.8% | 30,138 | $337K |
| LPL Financial LLC | 0.00% | Add +32.8% | 29,934 | $335K |
| Old Mission Capital LLC | 0.01% | New | 29,486 | $330K |
| Group One Trading LLC | 0.01% | Add +227.9% | 28,939 | $324K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +159.3% | 28,003 | $313K |
| Bayesian Capital Management, LP | 0.03% | Add +4.9% | 27,771 | $310K |
| Sandy Spring Bank | 0.01% | Reduce -14.3% | 27,460 | $307K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 27,223 | $304K |
| Duff & Phelps Investment Management Co. | 0.00% | Reduce -1.9% | 27,010 | $302K |
| Dark Forest Capital Management LP | 0.05% | New | 26,991 | $302K |
| Assenagon Asset Management S.A. | 0.00% | Add +17.8% | 25,241 | $282K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.2% | 24,789 | $277K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.9% | 23,169 | $259K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.6% | 23,070 | $258K |
| Principal Financial Group Inc. | 0.00% | Add +16.3% | 23,069 | $258K |
| Two Sigma Securities, LLC | 0.01% | New | 21,321 | $238K |
| Mirabella Financial Services LLP | 0.02% | New | 20,464 | $230K |
| Gilder Gagnon Howe & Co. LLC | 0.00% | Reduce -0.0% | 19,910 | $223K |
| Quantbot Technologies LP | 0.01% | New | 19,452 | $217K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -18.5% | 19,012 | $213K |
| Walleye Capital LLC | 0.00% | New | 18,482 | $207K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -60.1% | 18,441 | $206K |
| Commerce Bank | 0.00% | Add +1.0% | 18,218 | $204K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,912 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 17,762 | $199K |
| Marshall Wace, LLP | 0.00% | New | 16,300 | $182K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +3.8% | 16,274 | $182K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 15,613 | $175K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -81.4% | 15,357 | $172K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Reduce -95.3% | 15,157 | $169K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.6% | 15,048 | $168K |
| Federated Hermes, Inc. | 0.00% | New | 14,400 | $161K |
| AlphaQuest LLC | 0.03% | Reduce -5.4% | 14,237 | $159K |
| Prelude Capital Management, LLC | 0.01% | New | 13,843 | $155K |
| SG Americas Securities, LLC | 0.00% | Reduce -81.6% | 13,733 | $154K |
| Aviva PLC | 0.00% | Reduce -66.7% | 13,643 | $153K |
| CoreCommodity Management, LLC | 0.05% | Reduce -66.0% | 13,387 | $150K |
| Prudential Financial Inc. | 0.00% | Reduce -21.6% | 12,702 | $142K |
| GTS Securities LLC | 0.00% | Reduce -10.7% | 12,651 | $141K |
| Harbour Capital Advisors, LLC | 0.03% | New | 12,870 | $138K |
| Dakota Wealth Management | 0.00% | New | 12,169 | $136K |
| Olympiad Research LP | 0.09% | Add +11.9% | 12,024 | $134K |
| Algert Global LLC | 0.01% | Reduce -88.0% | 11,955 | $134K |
| Prospera Financial Services Inc | 0.00% | Reduce -7.9% | 11,871 | $133K |
| Keystone Investors Pte Ltd. | 0.01% | New | 11,727 | $131K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -3.8% | 11,677 | $131K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 10,929 | $122K |
| Xponance LLC | 0.00% | Add +0.1% | 10,405 | $116K |
| Paloma Partners Management Co | 0.02% | New | 10,322 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.7% | 10,156 | $114K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -4.8% | 9,425 | $105K |
| iA Global Asset Management Inc. | 0.00% | Reduce -96.8% | 8,590 | $96K |
| Headlands Technologies LLC | 0.02% | New | 8,219 | $92K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -0.7% | 5,998 | $67K |
| Amalgamated Bank | 0.00% | Reduce -76.2% | 5,845 | $65K |
| Point72 Hong Kong Ltd | 0.00% | Reduce -58.3% | 5,700 | $64K |
| ANTIPODES PARTNERS Ltd | 0.00% | Add +122.4% | 4,793 | $62K |
| Mirova | 0.01% | No change | 5,372 | $60K |
| State of Wyoming | 0.01% | Add +13.8% | 3,483 | $39K |
| Exchange Traded Concepts, LLC | 0.00% | Add +22.4% | 3,207 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +25.6% | 3,038 | $34K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +100.0% | 3,000 | $34K |
| Castleark Management LLC | 0.00% | No change | 2,140 | $24K |
| Assetmark, Inc. | 0.00% | No change | 1,905 | $21K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +14.3% | 1,823 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.2% | 1,747 | $20K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,582 | $19K |
| Riverview Trust Co | 0.01% | New | 1,390 | $16K |
| Huntington National Bank | 0.00% | Reduce -1.3% | 1,170 | $13K |
| Cwm, LLC | 0.00% | Add +4.0% | 1,176 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,155 | $13K |
| Fifth Third Bancorp | 0.00% | Add +10150.0% | 1,025 | $11K |
| Orion Capital Management LLC | 0.01% | No change | 1,000 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 1,000 | $11K |
| US Bancorp \de | 0.00% | Reduce -8.9% | 995 | $11K |
| Millburn Ridgefield LLC | 0.00% | Add +20.9% | 764 | $9K |
| Catalyst Capital Advisors LLC | 0.00% | Add +20.9% | 764 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 650 | $7K |
| nVerses Capital, LLC | 0.01% | New | 500 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 500 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +22.4% | 480 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -35.8% | 439 | $5K |
| EntryPoint Capital, LLC | 0.00% | Reduce -45.6% | 435 | $5K |
| GAMMA Investing LLC | 0.00% | Add +8.6% | 431 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -24.1% | 393 | $4K |
| Whittier Trust Co. | 0.00% | No change | 332 | $4K |
| Quarry LP | 0.00% | New | 323 | $4K |
| Mather Group, Llc. | 0.00% | New | 195 | $3K |
| Park Place Capital Corp | 0.00% | New | 233 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 200 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -28.7% | 199 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 170 | $2K |
| Allworth Financial LP | 0.00% | No change | 113 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 111 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +186.5% | 106 | $1K |
| Covestor Ltd | 0.00% | Add +587.5% | 55 | $1K |
| Avion Wealth | 0.00% | New | 43 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2025.0% | 85 | $951 |
| National Bank of Canada | 0.00% | No change | 100 | $692 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.5% | 50 | $569 |
| Geneos Wealth Management Inc. | 0.00% | No change | 50 | $559 |
| Arax Advisory Partners | 0.00% | No change | 48 | $537 |
| North Star Investment Management Corp. | 0.00% | No change | 42 | $470 |
| Quadrant Capital Group LLC | 0.00% | Reduce -39.3% | 37 | $414 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 34 | $380 |
| Avior Wealth Management, LLC | 0.00% | New | 34 | $380 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 33 | $369 |
| Rothschild Investment LLC | 0.00% | Reduce -80.0% | 20 | $224 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.9% | 5 | $42 |
"% of holder's portfolio" is SHLS's weight in each manager's 13F, not the share of Shoals Technologies Group -A the manager owns.