Shoc US Semicon Equity ETFSHOCETF
13F holders, Q1 2024 (March 31)22holders
1famous investor
$44.67avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding Shoc US Semicon Equity ETF (SHOC) in their 13F filings. The largest holders were Visionary Wealth Advisors ($2.6M), Cambridge Investment Research Advisors, Inc. ($1.2M) and Demars Financial Group, LLC ($543K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Shoc US Semicon Equity ETF
- Filed as
- EA SERIES TRUST (Q1 2024)
- CUSIP
- 02072L672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 0 | $0 |
Ownership 22 holders
| Visionary Wealth Advisors | 0.17% | Add +3.7% | 57,148 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.8% | 27,699 | $1.2M |
| Demars Financial Group, LLC | 0.27% | New | 12,165 | $543K |
| LPL Financial LLC | 0.00% | New | 11,025 | $492K |
| Brookstone Capital Management | 0.01% | Reduce -5.4% | 6,796 | $304K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.0% | 5,625 | $251K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 5,400 | $241K |
| Citadel Advisors | 0.00% | New | 4,868 | $217K |
| Osaic Holdings, Inc. | 0.00% | Add +20.6% | 1,841 | $82K |
| Parallel Advisors, LLC | 0.00% | No change | 1,700 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,634 | $73K |
| ICA Group Wealth Management, LLC | 0.01% | Add +17.8% | 1,001 | $45K |
| Cwm, LLC | 0.00% | No change | 990 | $44K |
| Royal Bank of Canada | 0.00% | Reduce -31.2% | 280 | $13K |
| IFP Advisors, Inc | 0.00% | Add +14.7% | 203 | $9K |
| Friedenthal Financial | 0.01% | No change | 186 | $8K |
| UBS Group AG | 0.00% | Add +121.0% | 126 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 103 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $4K |
| Allworth Financial LP | 0.00% | No change | 91 | $4K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $361 |
| Morgan Stanley | 0.00% | New | 1 | $74 |
"% of holder's portfolio" is SHOC's weight in each manager's 13F, not the share of Shoc US Semicon Equity ETF the manager owns.