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SHLS · Shoals Technologies Group, Inc. · Held by Funds

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$7.08 -0.04 (-0.49%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.20B
Shares
168.30M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SHLS

252 fund positions
Fund Balance Value % of Fund Open
Invesco Solar ETF 6,232,364 $77,592,932 3.39%
VANGUARD TOTAL STOCK MARKET INDEX FUND 5,340,459 $52,870,544 0.00%
iShares Russell 2000 ETF 4,437,619 $43,932,428 0.05%
T. Rowe Price New Horizons Fund, Inc. 3,720,908 $36,836,989 0.25%
T. Rowe Price Small-Cap Value Fund, Inc. 2,935,414 $29,060,599 0.27%
T. Rowe Price Real Assets Fund, Inc. 2,614,000 $25,878,600 0.25%
iShares Global Clean Energy ETF 3,141,133 $24,940,596 1.00%
T. Rowe Price New Era Fund 2,500,420 $24,754,158 0.87%
VANGUARD EXTENDED MARKET INDEX FUND 1,925,497 $19,062,420 0.02%
VANGUARD SMALL-CAP INDEX FUND 1,921,914 $19,026,949 0.01%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund 1,709,792 $16,926,941 0.17%
iShares Russell 2000 Growth ETF 1,475,413 $14,606,589 0.09%
Fidelity Small Cap Index Fund 1,664,175 $13,213,550 0.04%
Heartland Value Fund 1,250,000 $12,375,000 1.06%
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF 1,245,290 $12,328,371 0.43%
VANGUARD SMALL-CAP GROWTH INDEX FUND 1,103,481 $10,924,462 0.02%
Fidelity Extended Market Index Fund 867,902 $10,805,380 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 863,874 $10,755,231 0.06%
Mid Cap Strategic Growth Fund 836,305 $10,411,997 0.90%
Schwab U.S. Small-Cap ETF 799,841 $9,958,020 0.04%
Columbia Small Cap Value Discovery Fund 1,180,730 $9,374,996 0.42%
T. Rowe Price Small-Mid Cap ETF 890,611 $8,817,049 0.33%
Royce Small-Cap Opportunity Fund 812,961 $8,048,314 0.57%
Invesco WilderHill Clean Energy ETF 889,722 $7,064,393 1.57%
State Street(R) SPDR(R) S&P Kensho Clean Power ETF 684,463 $6,776,184 2.71%
Columbia Small Cap Value and Inflection Fund 531,910 $6,622,280 0.76%
Defiance AI & Power Infrastructure ETF 427,344 $5,320,433 0.71%
WESTWOOD SALIENT MLP & ENERGY 631,343 $5,012,863 0.35%
U.S. SMALL CAP PORTFOLIO 599,832 $4,762,666 0.03%
Dimensional U.S. Small Cap ETF 557,572 $4,427,122 0.03%
T. Rowe Price Small-Cap Stock Fund, Inc. 445,334 $4,408,807 0.05%
Principal U.S. Small-Cap ETF 431,335 $4,270,217 0.18%
Avantis U.S. Small Cap Equity ETF 342,841 $4,268,370 0.15%
First Trust Small Cap Growth AlphaDEX Fund 522,362 $4,147,554 0.40%
First Trust NASDAQ Clean Edge Green Energy Index Fund 415,538 $4,113,826 0.49%
Fidelity Total Market Index Fund 315,284 $3,925,286 0.00%
Dimensional U.S. Core Equity 2 ETF 418,183 $3,320,373 0.01%
ALPS Clean Energy ETF 263,418 $3,279,554 2.26%
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund 323,495 $3,202,601 0.17%
Fidelity Series Total Market Index Fund 254,540 $3,169,023 0.00%
Master Small Cap Index Series 318,917 $3,157,278 0.05%
Avantis U.S. Small Cap Value Fund 245,612 $3,057,869 0.18%
Schwab Small-Cap Index Fund 367,839 $2,920,642 0.04%
U.S. MICRO CAP PORTFOLIO 354,636 $2,815,810 0.04%
VANGUARD EXPLORER FUND 353,249 $2,804,797 0.01%
U.S. Targeted Value Portfolio 337,133 $2,676,836 0.02%
Dimensional U.S. Targeted Value ETF 323,639 $2,569,694 0.02%
U.S. SMALL CAP VALUE PORTFOLIO 321,568 $2,553,250 0.01%
Small Cap Value Fund 253,327 $2,507,937 0.36%
VANGUARD INDUSTRIALS INDEX FUND 198,253 $2,468,250 0.03%
Showing 1–50 of 252 positions
Key facts CIK 1831651 CUSIP 82489W107 13F (30d) 157 filings 156 filers Visit website Investor relations