Shoc US Semicon Equity ETFSHOCETF
13F holders, Q1 2025 (March 31)35holders +1
4new positions
3sold out
$39.70avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Shoc US Semicon Equity ETF (SHOC) in their 13F filings, up 1 from Q4 2024. 4 opened new positions and 3 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($1.5M), LPL Financial LLC ($966K) and Visionary Wealth Advisors ($657K).
- Company
- Shoc US Semicon Equity ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 3 | $649K |
All 13F filers, Q4 2024 → Q1 2025: 49,246 shares bought and 46,656 shares sold, net +2,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.4% | 37,917 | $1.5M |
| LPL Financial LLC | 0.00% | Add +7.7% | 24,328 | $966K |
| Visionary Wealth Advisors | 0.04% | Reduce -61.8% | 16,556 | $657K |
| Brookstone Capital Management | 0.01% | Add +47.3% | 14,648 | $582K |
| GWN Securities Inc. | 0.03% | New | 14,507 | $576K |
| Demars Financial Group, LLC | 0.23% | Add +4.9% | 13,909 | $552K |
| Uptick Partners, LLC | 0.19% | Add +21.9% | 13,829 | $549K |
| HighTower Advisors, LLC | 0.00% | Add +77.8% | 12,570 | $499K |
| Global Endowment Management, LP | 0.05% | No change | 10,000 | $397K |
| Cetera Investment Advisers | 0.00% | New | 8,933 | $355K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -14.5% | 8,513 | $338K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -14.5% | 8,513 | $338K |
| GTS Securities LLC | 0.01% | New | 6,806 | $270K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.8% | 6,732 | $267K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.1% | 5,574 | $221K |
| Harbour Investments, Inc. | 0.00% | Add +3581.0% | 3,681 | $146K |
| Spire Wealth Management | 0.00% | No change | 3,600 | $143K |
| Parallel Advisors, LLC | 0.00% | Add +1.8% | 2,239 | $89K |
| Royal Bank of Canada | 0.00% | No change | 1,036 | $41K |
| Jones Financial Companies LLLP | 0.00% | No change | 986 | $39K |
| AE Wealth Management LLC | 0.00% | No change | 921 | $37K |
| Cwm, LLC | 0.00% | Add +1.4% | 642 | $25K |
| Allworth Financial LP | 0.00% | Add +0.2% | 422 | $17K |
| Friedenthal Financial | 0.01% | Add +38.9% | 414 | $16K |
| IMG Wealth Management, Inc. | 0.01% | No change | 322 | $13K |
| IFP Advisors, Inc | 0.00% | Add +56.6% | 318 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 230 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $8K |
| FMR LLC | 0.00% | No change | 93 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 59 | $2K |
| Guardian Wealth Management, Inc. | 0.00% | Add +19.4% | 37 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 25 | $850 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 21 | $819 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $63 |
| Wells Fargo & Company | 0.00% | No change | 1 | $47 |
"% 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.