Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

Stake type

Min % owned

All filings, new and amended.1–2 of 2

PassiveNew
Oct 30, 2026
SHLS · Shoals Technologies Group, Inc. (Class A)
First Trust Portfolios L.P.
5.87% · 9,878,789 shSEC
PassiveNew
Oct 27, 2026
SHLS · Shoals Technologies Group, Inc.
BlackRock Portfolio Management LLC
6.6% · 11,038,244 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
PassiveNew	SHLS	First Trust Portfolios L.P. in Shoals Technologies Group, Inc. (Class A)	5.87%	9,878,789	Oct 30, 2026	SEC
PassiveNew	SHLS	BlackRock Portfolio Management LLC in Shoals Technologies Group, Inc.	6.6%	11,038,244	Oct 27, 2026	SEC