Shoc US Semicon Equity ETFSHOCETF
13F holders, Q4 2024 (December 31)34holders +7
11new positions
6sold out
$45.92avg. 13F price*
At the end of Q4 2024, 34 institutions reported holding Shoc US Semicon Equity ETF (SHOC) in their 13F filings, up 7 from Q3 2024. 11 opened new positions and 6 sold out. The largest holders were Visionary Wealth Advisors ($2.0M), Cambridge Investment Research Advisors, Inc. ($1.8M) and LPL Financial LLC ($1.0M).
- Company
- Shoc US Semicon Equity ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 6 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 71,246 shares bought and 57,708 shares sold, net +13,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Visionary Wealth Advisors | 0.12% | Reduce -21.7% | 43,283 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +34.0% | 38,841 | $1.8M |
| LPL Financial LLC | 0.00% | Add +70.4% | 22,593 | $1.0M |
| Demars Financial Group, LLC | 0.27% | Add +4.5% | 13,256 | $609K |
| Uptick Partners, LLC | 0.19% | New | 11,349 | $521K |
| Global Endowment Management, LP | 0.06% | No change | 10,000 | $459K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,952 | $457K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 9,952 | $457K |
| Brookstone Capital Management | 0.01% | Add +14.7% | 9,946 | $457K |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 8,714 | $400K |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.2% | 8,347 | $383K |
| HighTower Advisors, LLC | 0.00% | New | 7,070 | $325K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.1% | 5,570 | $256K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,616 | $212K |
| Spire Wealth Management | 0.01% | New | 3,600 | $165K |
| Parallel Advisors, LLC | 0.00% | No change | 2,200 | $101K |
| UBS Group AG | 0.00% | New | 1,181 | $54K |
| Royal Bank of Canada | 0.00% | Reduce -84.2% | 1,036 | $48K |
| Jones Financial Companies LLLP | 0.00% | New | 986 | $45K |
| AE Wealth Management LLC | 0.00% | New | 921 | $42K |
| Cwm, LLC | 0.00% | Reduce -9.1% | 633 | $29K |
| Allworth Financial LP | 0.00% | No change | 421 | $21K |
| IMG Wealth Management, Inc. | 0.01% | — | 322 | $15K |
| Friedenthal Financial | 0.01% | No change | 298 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 230 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 203 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 200 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $5K |
| FMR LLC | 0.00% | Reduce -12.3% | 93 | $4K |
| Guardian Wealth Management, Inc. | 0.00% | Add +3.3% | 31 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.7% | 25 | $1K |
| Stonebridge Financial Group, LLC | 0.00% | — | 21 | $946 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $99 |
| Wells Fargo & Company | 0.00% | New | 1 | $34 |
"% 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.