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Funds Holding Shoals Technologies Group Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Shoals Technologies Group Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of SHLS →
Funds holding
71
as of 2026-07-31
Reported value
$136.4M
summed across funds
Fund families
36
named trusts
Largest conviction
1.40%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco WilderHill Clean Energy ETFInvesco Exchange-Traded Fund Trust671.6K sh$5.9M1.40%
iShares Global Clean Energy ETFiShares Trust3.6M sh$31.4M1.36%
Dunham Small Cap Growth FundDunham Funds97.6K sh$852.7K1.07%
Invesco Global Clean Energy ETFInvesco Exchange-Traded Fund Trust II223.2K sh$2M1.07%
WESTWOOD SALIENT MLP & ENERGYUltimus Managers Trust926.7K sh$8.1M0.57%
T. Rowe Price Global Impact Equity FundT. ROWE PRICE INTERNATIONAL FUNDS, INC.17.1K sh$149.3K0.48%
Integrity Mid-North American Resources FundINTEGRITY FUNDS100K sh$874K0.45%
Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I988.8K sh$8.6M0.35%
ALPS | CoreCommodity Natural Resources ETFFINANCIAL INVESTORS TRUST160.9K sh$1.4M0.33%
Invesco MSCI Sustainable Future ETFInvesco Exchange-Traded Fund Trust33K sh$288.5K0.22%
Eventide Small Cap ETFStrategy Shares7.1K sh$62.4K0.17%
Carbon Collective Climate Solutions U.S. Equity ETFTidal Trust II7.9K sh$69.5K0.15%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust2.3K sh$20.5K0.11%
Nuveen ESG Small-Cap ETFNuShares ETF Trust162.9K sh$1.4M0.11%
iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust23.3K sh$203.4K0.07%
Fidelity Small-Mid Multifactor ETFFidelity Covington Trust176.8K sh$1.5M0.06%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust180.3K sh$1.6M0.06%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust25.5K sh$223K0.05%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust616 sh$5.4K0.05%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds225.5K sh$2M0.05%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST414.3K sh$3.6M0.05%
Fidelity Small Cap Index FundFidelity Salem Street Trust1.9M sh$16.3M0.05%
Global X Russell 2000 ETFGLOBAL X FUNDS81.5K sh$712.3K0.05%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST19.3K sh$168.3K0.05%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC406.8K sh$3.6M0.05%
iShares Morningstar Small-Cap Growth ETFiShares Trust50.2K sh$439.1K0.05%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND866.8K sh$7.6M0.03%
ULTRA SMALL CAP PROFUNDProFunds2.2K sh$19.2K0.03%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust499.4K sh$4.4M0.03%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC547.2K sh$4.8M0.03%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC607.6K sh$5.3M0.03%
Dimensional US Small Cap Value ETFDimensional ETF Trust242.4K sh$2.1M0.03%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC23.6K sh$206.5K0.02%
Dimensional U.S. Small Cap ETFDimensional ETF Trust401.1K sh$3.5M0.02%
iShares Morningstar Small-Cap ETFiShares Trust7.3K sh$64.2K0.02%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST54.7K sh$478.5K0.02%
Victory Extended Market Index FundVictory Portfolios III19.2K sh$167.5K0.02%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust61.7K sh$539.6K0.02%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC14.8K sh$129.4K0.02%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds30.1K sh$263.3K0.02%
Dimensional US Vector Equity ETFDimensional ETF Trust10.2K sh$89.2K0.02%
SMALL-CAP PROFUNDProFunds144 sh$1.3K0.02%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC321.6K sh$2.8M0.01%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST11.9K sh$104.3K0.01%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust135 sh$1.2K0.01%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC90.1K sh$787.6K0.01%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST14.2K sh$124.1K0.01%
Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust3.4K sh$29.8K0.01%
T. Rowe Price Global Allocation FundT. ROWE PRICE GLOBAL ALLOCATION FUND, INC.8.9K sh$77.5K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust21.9K sh$191.4K0.01%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust411.9K sh$3.6M0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust28.4K sh$248.5K0.01%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC19.9K sh$174.2K0.01%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust7.8K sh$68.2K0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust14.4K sh$125.7K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust673 sh$5.9K0.01%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC32.3K sh$282.6K0.01%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust86.8K sh$758.6K0.00%
SmallCap Growth Fund IPrincipal Funds, Inc13.8K sh$121K0.00%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC196.8K sh$1.7M0.00%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC158.8K sh$1.4M0.00%
Dimensional US Core Equity Market ETFDimensional ETF Trust43.7K sh$382.1K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III940 sh$8.2K0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust50.8K sh$443.8K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust91.1K sh$795.9K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds10.9K sh$94.9K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST94.3K sh$823.8K0.00%
Nuveen Equity Index FundTIAA-CREF Funds123.7K sh$1.1M0.00%
SmallCap Value Fund IIPrincipal Funds, Inc890 sh$7.8K0.00%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO-29.2K sh-$255.2K-0.03%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III-75.5K sh-$660.2K-0.03%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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