Public ownership evidence

Shoals Technologies Group, Inc. Class A Common Stock (SHLS) Ownership Disclosures

Read SHLS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Shoals Technologies Group, Inc. Class A Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
46
Value (USD)
$455
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SHLS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SHLS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2946$455None
Advisors Asset Management, Inc.2021-12-312026-08-289,720$236,196None
Advisors Asset Management, Inc.2022-12-312026-08-2819,057$470,136None
Advisors Asset Management, Inc.2022-06-302026-08-2815,758$260,000None
Corient Private Wealth LP2026-06-302026-08-2817,178$170,064None
Advisors Asset Management, Inc.2024-03-312026-08-2723,169$259,029None
Advisors Asset Management, Inc.2025-03-312026-08-272,795$9,279None
Advisors Asset Management, Inc.2022-09-302026-08-2717,927$386,000None
Advisors Asset Management, Inc.2022-03-312026-08-2715,949$271,771None
Advisors Asset Management, Inc.2023-06-302026-08-2717,561$448,859None
Advisors Asset Management, Inc.2023-09-302026-08-2718,490$337,443None
Advisors Asset Management, Inc.2023-03-312026-08-2719,022$433,511None
Advisors Asset Management, Inc.2023-12-312026-08-2723,855$370,707None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2611,100$109,890None
Advisors Asset Management, Inc.2025-06-302026-08-251,448$6,154None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25194,632$1,926,857None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,926,857$194,632,000None
Advisors Asset Management, Inc.2024-09-302026-08-2216,596$93,104None
Advisors Asset Management, Inc.2024-06-302026-08-2224,522$153,017None
Advisors Asset Management, Inc.2024-12-312026-08-2215,028$83,105None
Assenagon Asset Management S.A.2026-06-302026-08-2230,697$303,900None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2036,030$356,697None
Ensign Peak Advisors, Inc2026-03-312026-08-1912,973$85,362None
Ensign Peak Advisors, Inc2025-12-312026-08-1912,973$110,271None
Ensign Peak Advisors, Inc2025-09-302026-08-1935,973$266,560None
Fulcrum Asset Management LLP2026-06-302026-08-1918,176$168,855None
Papamarkou Wellner Asset Management inc.2026-06-302026-08-1814,230$140,877None
Transamerica Financial Advisors, LLC2026-06-302026-08-18241$2,385None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1826,467$262,023None
Jefferies Financial Group Inc.2026-06-302026-08-1892,000$910,800Put
Jefferies Financial Group Inc.2026-06-302026-08-18284,800$2,819,520Call
Jefferies Financial Group Inc.2026-06-302026-08-1834,915$345,659None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18798$7,900None
Investors Portfolio Services LLC2026-06-302026-08-1574$733None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-15243,465$2,410,304None
STANCE CAPITAL LLC2026-06-302026-08-15657$6,504None
SummitTX Capital, L.P.2026-06-302026-08-1551,972$514,523None
CAXTON ASSOCIATES LLP2026-06-302026-08-15169,532$1,678,367None
SEI INVESTMENTS CO2026-06-302026-08-15112,518$1,113,928None
SEI INVESTMENTS CO2026-06-302026-08-1527,688$274,020None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15125$1,238None
JPL Wealth Management, LLC2026-06-302026-08-155$50None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1565,448$647,935None
Basecamp Wealth Advisors LLC2026-06-302026-08-15111$1,099None
SCALAR GAUGE MANAGEMENT, LLC2026-06-302026-08-15250,000$2,475,000None
Quarry LP2026-06-302026-08-15272$2,693None
Ameritas Advisory Services, LLC2026-06-302026-08-1520$198None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-156,037,171$59,768,000None
SORA INVESTORS LLC2026-06-302026-08-15609,206$6,031,139None
Militia Capital Partners, LP2025-12-312026-08-1524,700$209,950None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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