Shoc US Semicon Equity ETFSHOCETF
13F holders, Q2 2024 (June 30)30holders +8
10new positions
2sold out
1famous investor
$50.42avg. 13F price*
At the end of Q2 2024, 30 institutions reported holding Shoc US Semicon Equity ETF (SHOC) in their 13F filings, up 8 from Q1 2024. 10 opened new positions and 2 sold out. The largest holders were Visionary Wealth Advisors ($3.0M), Cambridge Investment Research Advisors, Inc. ($1.5M) and Royal Bank of Canada ($1.3M). 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 (Q2 2024)
- CUSIP
- 02072L672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.4M |
| Exits | 2 | $6K |
All 13F filers, Q1 2024 → Q2 2024: 108,583 shares bought and 1,735 shares sold, net +106,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Visionary Wealth Advisors | 0.19% | Add +2.5% | 58,558 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.2% | 29,958 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +9120.4% | 25,817 | $1.3M |
| GTS Securities LLC | 0.03% | New | 25,624 | $1.3M |
| HighTower Advisors, LLC | 0.00% | New | 12,742 | $642K |
| Demars Financial Group, LLC | 0.30% | Add +3.5% | 12,588 | $636K |
| Brookstone Capital Management | 0.01% | Add +85.2% | 12,583 | $615K |
| LPL Financial LLC | 0.00% | No change | 11,025 | $557K |
| Global Endowment Management, LP | 0.05% | New | 10,000 | $505K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,822 | $496K |
| Susquehanna International Group, LLP | 0.00% | New | 9,211 | $465K |
| Citadel Advisors | 0.00% | Add +88.1% | 9,155 | $463K |
| D'Orazio & Associates, Inc. | 0.04% | No change | 5,400 | $273K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.7% | 5,026 | $254K |
| Parallel Advisors, LLC | 0.00% | Add +29.4% | 2,200 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.6% | 1,726 | $87K |
| ICA Group Wealth Management, LLC | 0.04% | Add +16.4% | 1,165 | $59K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.7% | 1,036 | $52K |
| Cwm, LLC | 0.00% | Reduce -19.9% | 793 | $40K |
| Allworth Financial LP | 0.00% | Add +362.6% | 421 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 230 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 203 | $10K |
| Friedenthal Financial | 0.01% | No change | 186 | $9K |
| FMR LLC | 0.00% | New | 106 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 103 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $5K |
| Bank of America Corp. | 0.00% | New | 30 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 20 | $1K |
| Guardian Wealth Management, Inc. | 0.00% | New | 9 | $455 |
| Morgan Stanley | 0.00% | No change | 1 | $88 |
"% 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.