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

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$7.55 +0.07 (+0.94%) Q2 2026 earnings call transcript
Russell 2000 member Rebalance outlook locked
Market Cap
$1.24B
Shares
168.30M
Volume · Oct 28 2.25M Avg daily vol (3M) 4.78M

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.

Fund Ownership of SHLS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 23.65% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.48% 5,862,717
Index ETFs 20.17% 33,940,457
Active ETFs 2.02% 3,399,818
Active funds 14.93% 25,132,175
Unclassified 0.77% 1,296,332
All registered funds 41.37% 69,631,499
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SHLS

257 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%
iShares Global Clean Energy ETF 3,590,194 $31,378,296 1.36%
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%
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%
Fidelity Small Cap Index Fund 1,866,185 $16,310,457 0.05%
iShares Russell 2000 Growth ETF 1,475,413 $14,606,589 0.09%
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%
VANGUARD RUSSELL 2000 INDEX FUND 863,874 $10,755,231 0.06%
T. Rowe Price Small-Mid Cap ETF 890,611 $8,817,049 0.33%
Columbia Small Cap Value Discovery Fund 988,780 $8,641,937 0.35%
WESTWOOD SALIENT MLP & ENERGY 926,734 $8,099,655 0.57%
Royce Small-Cap Opportunity Fund 812,961 $8,048,314 0.57%
First Trust Small Cap Growth AlphaDEX Fund 886,418 $7,747,293 0.60%
VANGUARD EXPLORER FUND 866,752 $7,575,412 0.03%
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%
Invesco WilderHill Clean Energy ETF 671,620 $5,869,959 1.40%
Fidelity Extended Market Index Fund 824,601 $5,706,239 0.01%
Schwab U.S. Small-Cap ETF 792,584 $5,484,681 0.02%
U.S. SMALL CAP PORTFOLIO 607,585 $5,310,293 0.03%
VOYA MIDCAP OPPORTUNITIES FUND 756,899 $5,237,741 0.70%
U.S. Targeted Value Portfolio 547,234 $4,782,825 0.03%
Mid Cap Strategic Growth Fund 685,460 $4,743,383 0.42%
T. Rowe Price Small-Cap Stock Fund, Inc. 445,334 $4,408,807 0.05%
Dimensional U.S. Targeted Value ETF 499,383 $4,364,607 0.03%
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 NASDAQ Clean Edge Green Energy Index Fund 415,538 $4,113,826 0.49%
First Trust Small Cap Core AlphaDEX Fund 440,574 $3,850,617 0.28%
Schwab Small-Cap Index Fund 414,327 $3,621,218 0.05%
Dimensional U.S. Core Equity 2 ETF 411,926 $3,600,233 0.01%
U.S. MICRO CAP PORTFOLIO 406,780 $3,555,257 0.05%
Dimensional U.S. Small Cap ETF 401,110 $3,505,701 0.02%
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%
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%
U.S. SMALL CAP VALUE PORTFOLIO 321,568 $2,810,504 0.01%
Defiance AI & Power Infrastructure ETF 394,697 $2,731,303 0.30%
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 257 positions
Key facts CIK 1831651 CUSIP 82489W107 13F (30d) 42 filings 42 filers Visit website Investor relations