Filing Research | SHLS - SHOALS TECHNOLOGIES GROUP IN Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	ARDSLEY ADVISORY PARTNERS LP	Shares	1.7MSH	$16.5M
2	Swedbank AB	Shares	1.3MSH	$13.0M
3	CIDEL ASSET MANAGEMENT INC	Shares	131.3KSH	$1.3M
4	VIKING FUND MANAGEMENT LLC	Shares	100.0KSH	$990.0K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	63.6KSH	$637.0K
6	Mirador Capital Partners LP	Shares	58.0KSH	$574.4K
7	Police & Firemen's Retirement System of New Jersey	Shares	50.3KSH	$498.1K
8	Assenagon Asset Management S.A.	Shares	30.7KSH	$303.9K
9	Abel Hall, LLC	Shares	10.8KSH	$107.3K
10	Traynor Capital Management, Inc.	Shares	10.0KSH	$99.0K
11	Merit Financial Group, LLC	Shares	8.4KSH	$83.3K
12	Handelsbanken Fonder AB	Shares	3.8MSH	$37.3K
13	GAMMA Investing LLC	Shares	2.0KSH	$19.5K
14	SBI Securities Co., Ltd.	Shares	1.9KSH	$18.6K
15	Merit Financial Group, LLC	CALL	1.6KSH	$15.8K
16	Bogart Wealth, LLC	Shares	1.4KSH	$13.6K
17	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$9.9K
18	SIGNATUREFD, LLC	Shares	981SH	$9.7K
19	Farther Finance Advisors, LLC	Shares	782SH	$7.7K
20	CoreCap Advisors, LLC	Shares	400SH	$4.0K
21	Trium Capital LLP	Shares	246SH	$2.4K
22	MassMutual Private Wealth & Trust, FSB	Shares	243SH	$2.4K
23	TOTH FINANCIAL ADVISORY CORP	Shares	200SH	$2.0K
24	Versant Capital Management, Inc	Shares	120SH	$1.2K
25	IFP Advisors, Inc	Shares	100SH	$990
26	SJS Investment Consulting Inc.	Shares	59SH	$585
27	Physician Wealth Advisors, Inc.	Shares	44SH	$436
28	True Wealth Design, LLC	Shares	39SH	$387
29	Wealth Enhancement Trust Services, Inc.	Shares	26SH	$257
30	State of Alaska, Department of Revenue	Shares	7.3KSH	$72
31	Hughes Financial Services, LLC	Shares	1SH	$10
32	FNY Investment Advisers, LLC	CALL	25SH	$0

Manager changes2026-06-30 vs 2026-03-31

35 / 35 loaded

#		Instrument
1	Swedbank AB added	Shares	+216.5K	+$5.8M	$13.0M
2	ARDSLEY ADVISORY PARTNERS LP trimmed	Shares	-595.0K	+$1.6M	$16.5M
3	Mirador Capital Partners LP new	Shares	+58.0K	+$574.4K	$574.4K
4	CIDEL ASSET MANAGEMENT INC unchanged	Shares	0	+$436.1K	$1.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+24.3K	+$369.3K	$637.0K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+6.2K	+$207.9K	$498.1K
7	VIKING FUND MANAGEMENT LLC trimmed	Shares	-30.0K	+$134.6K	$990.0K
8	Traynor Capital Management, Inc. new	Shares	+10.0K	+$99.0K	$99.0K
9	Merit Financial Group, LLC new	Shares	+8.4K	+$83.3K	$83.3K
10	Abel Hall, LLC added	Shares	+3	+$36.0K	$107.3K
11	Handelsbanken Fonder AB added	Shares	+912.1K	+$18.5K	$37.3K
12	Merit Financial Group, LLC new	CALL	+1.6K	+$15.8K	$15.8K
13	SBI Securities Co., Ltd. added	Shares	+272	+$8.0K	$18.6K
14	SIGNATUREFD, LLC added	Shares	+396	+$5.9K	$9.7K
15	GAMMA Investing LLC trimmed	Shares	-284	+$4.7K	$19.5K
16	Bogart Wealth, LLC unchanged	Shares	0	+$4.6K	$13.6K
17	TOTH FINANCIAL ADVISORY CORP new	Shares	+200	+$2.0K	$2.0K
18	CoreCap Advisors, LLC unchanged	Shares	0	+$1.3K	$4.0K
19	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$807	$2.4K
20	SJS Investment Consulting Inc. new	Shares	+59	+$585	$585
21	Physician Wealth Advisors, Inc. new	Shares	+44	+$436	$436
22	Versant Capital Management, Inc unchanged	Shares	0	+$398	$1.2K
23	IFP Advisors, Inc unchanged	Shares	0	+$332	$990
24	Wealth Enhancement Trust Services, Inc. new	Shares	+26	+$257	$257
25	True Wealth Design, LLC added	Shares	+14	+$222	$387
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$24	$72
27	Hughes Financial Services, LLC new	Shares	+1	+$10	$10
28	FNY Investment Advisers, LLC new	CALL	+25	$0	$0
29	Blue Trust, Inc. exited	Shares	-67	-$441	$0
30	EverSource Wealth Advisors, LLC trimmed	Shares	-922	-$2.7K	$9.9K
31	Farther Finance Advisors, LLC trimmed	Shares	-1.3K	-$6.6K	$7.7K
32	Abacus Wealth Partners, LLC exited	Shares	-43.2K	-$284.2K	$0
33	Assenagon Asset Management S.A. trimmed	Shares	-62.4K	-$309.0K	$303.9K
34	Trium Capital LLP trimmed	Shares	-74.6K	-$489.7K	$2.4K
35	Y-Intercept (Hong Kong) Ltd exited	Shares	-90.4K	-$595.0K	$0