Shoals Technologies Group, Inc.
MX ˙ BMV ˙ US82489W1071
SecurityMX:SHLS / Shoals Technologies Group, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership76,788 shares
Latest Disclosed Value $ 505,253
Advisor Group Holdings, Inc. reports 463.13% increase in ownership of SHLS / Shoals Technologies Group, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 76,788 shares of Shoals Technologies Group, Inc. (MX:SHLS) valued at $505,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 13,636 shares of Shoals Technologies Group, Inc.. This represents a change in shares of 463.13% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 76,788 63,152 463.13 505 339.13 0.0004
2026-02-17 2025-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 13,636 12,251 884.55 116 1,050.00 0.0002
2025-11-14 2025-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 1,385 0 0.00 10 100.00 0.0000
2025-09-04 2025-06-30 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 1,385 -5,158 -78.83 6 -76.19 0.0000
2025-08-13 2025-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 6,537 -6 35 0.0000
2025-05-12 2025-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 6,543 -2,720 -29.36 22 -58.82 0.0000
2025-06-06 2024-12-31 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 9,263 2,035 28.15 52 27.50 0.0001
2025-02-07 2024-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4,653 -2,575 26 0.0001
2024-11-13 2024-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 7,228 654 9.95 41 -2.44 0.0001
2024-08-13 2024-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 6,574 -58,472 -89.89 41 -94.36 0.0001
2024-05-10 2024-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 65,046 -11,785 -15.34 727 -39.06 0.0016
2024-02-12 2023-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 76,831 -25,626 -25.01 1,194 -36.17 0.0021
2023-11-13 2023-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 102,457 13,236 14.84 1,870 -18.03 0.0028
2023-08-21 2023-06-30 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 89,221 -2,932 -3.18 2,280 8.62 0.0041
2023-08-10 2023-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 89,221 -2,932 2,280 0.0006
2023-05-12 2023-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 92,153 1,705 1.89 2,100 -5.92 0.0040
2023-02-10 2022-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 90,448 12,539 16.09 2,231 32.96 0.0045
2022-11-14 2022-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 77,909 -1,278 -1.61 1,678 28.68 0.0038
2022-08-10 2022-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 79,187 5,249 7.10 1,304 -34.01 0.0029
2022-05-04 2022-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 73,938 73,019 7,945.48 1,976 8,881.82 0.0038
2022-02-03 2021-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 919 102 12.48 22 0.00 0.0000
2021-11-05 2021-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 817 -90 -9.92 22 -31.25 0.0000
2021-08-02 2021-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 907 -76 -7.73 32 -5.88 0.0001
2021-05-13 2021-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 983 983 34 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.