Who owns SHLS (SHLS)
Which tracked institutional funds hold SHLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHLS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
52 tracked funds added or opened SHLS while 88 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SHLS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHLS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHLS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 268 tracked filers holding SHLS, 152 increased or opened the position and 142 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SHLS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD CAPITAL MANAGEMENT LLC$48M
- VANGUARD PORTFOLIO MANAGEMENT LLC$39M
- Woodson Capital Management, LP$13M
- VANGUARD FIDUCIARY TRUST CO$7M
- HEARTLAND ADVISORS INC$7M
- Freestone Grove Partners LP$5M
Full exits 22
- VANGUARD GROUP INC$105M
- Encompass Capital Advisors LLC$41M
- Castle Hook Partners LP$40M
- Yaupon Capital Management LP$13M
- Telemark Asset Management, LLC$13M
- Driehaus Capital Management LLC$12M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$21M
- T. Rowe Price Investment Management, Inc.$19M
- ARDSLEY ADVISORY PARTNERS LP$15M
- Point72 Asset Management, L.P.$9M
- SCHRODER INVESTMENT MANAGEMENT GROUP$9M
- Palo Duro Investment Partners, LP$8M
Largest trims
- BlackRock, Inc.$62M
- UBS Group AG$40M
- Erste Asset Management GmbH$28M
- Pictet Asset Management Holding SA$22M
- CITADEL ADVISORS LLC$20M
- AMERICAN CENTURY COMPANIES INC$14M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 19,847,256 | $131M | 8.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,595,190 | $129M | 8.7% | 2026-Q1 |
| Invesco Ltd. added | 7,665,361 | $50M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,361,341 | $48M | 3.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 7,304,064 | $48M | 3.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 6,008,908 | $40M | 2.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,887,472 | $39M | 2.6% | 2026-Q1 |
| Amundi trimmed | 5,734,818 | $38M | 2.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 5,333,552 | $35M | 2.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 5,031,902 | $33M | 2.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 4,640,436 | $31M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,559,307 | $30M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,268,794 | $28M | 1.9% | 2026-Q1 |
| Redwood Grove Capital, LLC added | 3,037,422 | $20M | 1.3% | 2026-Q1 |
| Handelsbanken Fonder AB added | 2,854,873 | $19M | 1.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 2,750,488 | $18M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,728,998 | $18M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,566,445 | $17M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,324,793 | $15M | 1.0% | 2026-Q1 |
| ARDSLEY ADVISORY PARTNERS LP added | 2,260,000 | $15M | 1.0% | 2026-Q1 |
| CenterBook Partners LP added | 2,072,629 | $14M | 0.9% | 2026-Q1 |
| Woodson Capital Management, LP new | 2,000,000 | $13M | 0.9% | 2026-Q1 |
| Nishkama Capital, LLC added | 1,994,159 | $13M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 1,874,456 | $12M | 0.8% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,798,405 | $12M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,776,505 | $12M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,650,745 | $11M | 0.7% | 2026-Q1 |
| Palo Duro Investment Partners, LP added | 1,643,689 | $11M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,634,940 | $11M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,621,792 | $11M | 0.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,490,032 | $10M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,416,205 | $9M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,375,109 | $9M | 0.6% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 1,297,449 | $9M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,185,519 | $8M | 0.5% | 2026-Q1 |
| Centiva Capital, LP added | 1,102,628 | $7M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,102,307 | $7M | 0.5% | 2026-Q1 |
| Swedbank AB added | 1,099,445 | $7M | 0.5% | 2026-Q1 |
| HEARTLAND ADVISORS INC new | 1,056,175 | $7M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,041,040 | $7M | 0.5% | 2026-Q1 |
| Pier Capital, LLC added | 948,749 | $6M | 0.4% | 2026-Q1 |
| Raiffeisen Bank International AG added | 950,000 | $6M | 0.4% | 2026-Q1 |
| Erste Asset Management GmbH trimmed | 936,328 | $6M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 844,255 | $6M | 0.4% | 2026-Q1 |
| NORGES BANK added | 1,617,730 | $5M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 797,896 | $5M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP added | 784,559 | $5M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 746,424 | $5M | 0.3% | 2026-Q1 |
| KR Capital LP new | 732,064 | $5M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 633,249 | $4M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 631,343 | $4M | 0.3% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 607,589 | $4M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 589,762 | $4M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 583,672 | $4M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 580,235 | $4M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 553,204 | $4M | 0.2% | 2026-Q1 |
| DNB Asset Management AS added | 544,657 | $4M | 0.2% | 2026-Q1 |
| 4D Advisors, LLC new | 500,000 | $3M | 0.2% | 2026-Q1 |
| Atom Investors LP added | 475,071 | $3M | 0.2% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 420,000 | $3M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 394,094 | $3M | 0.2% | 2026-Q1 |
| CoreCommodity Management, LLC trimmed | 362,241 | $2M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 357,351 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 344,719 | $2M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 339,726 | $2M | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 338,608 | $2M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 330,888 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank | 330,000 | $2M | 0.1% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 288,976 | $2M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 274,387 | $2M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 264,611 | $2M | 0.1% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 256,881 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,300,618 | $105M | 7.0% | 2025-Q4 stale |
| PECONIC PARTNERS LLC added | 7,054,803 | $52M | 3.5% | 2025-Q3 stale |
| Encompass Capital Advisors LLC trimmed | 4,823,369 | $41M | 2.8% | 2025-Q4 stale |
| Castle Hook Partners LP new | 4,717,105 | $40M | 2.7% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,234,868 | $31M | 2.1% | 2025-Q3 stale |
| Yaupon Capital Management LP trimmed | 1,558,888 | $13M | 0.9% | 2025-Q4 stale |
| Telemark Asset Management, LLC added | 1,500,000 | $13M | 0.9% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 1,400,869 | $12M | 0.8% | 2025-Q4 stale |
| Hel Ved Capital Management Ltd new | 807,050 | $7M | 0.5% | 2025-Q4 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 778,874 | $7M | 0.4% | 2025-Q4 stale |
| Arosa Capital Management LP added | 1,465,193 | $5M | 0.3% | 2025-Q1 stale |
| Invenomic Capital Management LP trimmed | 1,343,813 | $4M | 0.3% | 2025-Q1 stale |
| M&G PLC added | 1,247,939 | $4M | 0.3% | 2025-Q1 stale |
| Pacer Advisors, Inc. trimmed | 805,968 | $3M | 0.2% | 2025-Q2 stale |
| Granahan Investment Management, LLC added | 363,482 | $3M | 0.2% | 2025-Q4 stale |
| Skandinaviska Enskilda Banken AB (publ) added | 341,346 | $3M | 0.2% | 2025-Q4 stale |
| KESTREL INVESTMENT MANAGEMENT CORP | 851,200 | $3M | 0.2% | 2025-Q1 stale |
| Ruffer LLP new | 369,142 | $3M | 0.2% | 2025-Q3 stale |
| Trexquant Investment LP trimmed | 617,120 | $3M | 0.2% | 2025-Q2 stale |
| Electron Capital Partners, LLC trimmed | 301,216 | $3M | 0.2% | 2025-Q4 stale |
| Baird Financial Group, Inc. added | 288,840 | $2M | 0.2% | 2025-Q4 stale |
| Mercuria Capital Strategies, LLC new | 300,000 | $2M | 0.1% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 292,024 | $2M | 0.1% | 2025-Q3 stale |
| Counterpoint Mutual Funds LLC new | 627,341 | $2M | 0.1% | 2025-Q1 stale |
| UniSuper Management Pty Ltd trimmed | 585,775 | $2M | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 568,862 | $2M | 0.1% | 2025-Q1 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 216,015 | $2M | 0.1% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 196,388 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.