Shoc US Semicon Equity ETFSHOCETF
13F holders, Q4 2025 (December 31)37holders +1
3new positions
2sold out
$68.62avg. 13F price*
At the end of Q4 2025, 37 institutions reported holding Shoc US Semicon Equity ETF (SHOC) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.9M), Orion Porfolio Solutions, LLC ($2.4M) and LPL Financial LLC ($2.2M).
- Company
- Shoc US Semicon Equity ETF
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072L672
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $353K |
| Exits | 2 | $273K |
All 13F filers, Q3 2025 → Q4 2025: 25,938 shares bought and 10,217 shares sold, net +15,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.4% | 41,690 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +16.0% | 34,541 | $2.4M |
| LPL Financial LLC | 0.00% | Add +2.0% | 31,942 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 24,891 | $1.7M |
| Brookstone Capital Management | 0.01% | Add +6.3% | 17,926 | $1.2M |
| Demars Financial Group, LLC | 0.33% | Reduce -2.3% | 14,466 | $993K |
| GWN Securities Inc. | 0.19% | Reduce -2.1% | 13,755 | $944K |
| Uptick Partners, LLC | 0.16% | Reduce -11.7% | 11,072 | $760K |
| Birch Financial Group, LLC | 0.40% | Add +8.3% | 10,236 | $702K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 9,832 | $675K |
| Osaic Holdings, Inc. | 0.00% | Add +32.1% | 7,835 | $538K |
| Global Endowment Management, LP | 0.06% | No change | 7,000 | $480K |
| Visionary Wealth Advisors | 0.02% | Reduce -10.5% | 6,332 | $435K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.3% | 6,245 | $429K |
| Harbour Investments, Inc. | 0.01% | Add +1.9% | 5,610 | $385K |
| D'Orazio & Associates, Inc. | 0.05% | Add +0.1% | 5,421 | $372K |
| GTS Securities LLC | 0.01% | Reduce -30.2% | 5,101 | $350K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 4,386 | $301K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.5% | 4,260 | $292K |
| Spire Wealth Management | 0.01% | No change | 3,600 | $247K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 3,036 | $208K |
| Parallel Advisors, LLC | 0.00% | Add +4.6% | 2,341 | $161K |
| Jones Financial Companies LLLP | 0.00% | Add +69.8% | 2,250 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,200 | $151K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,200 | $151K |
| Royal Bank of Canada | 0.00% | Add +48.3% | 1,536 | $105K |
| AE Wealth Management LLC | 0.00% | Add +35.4% | 1,431 | $98K |
| UBS Group AG | 0.00% | Add +6135.3% | 1,060 | $73K |
| Kingdom Financial Group LLC. | 0.01% | New | 627 | $43K |
| FMR LLC | 0.00% | No change | 461 | $32K |
| Cwm, LLC | 0.00% | No change | 435 | $30K |
| IFP Advisors, Inc | 0.00% | No change | 361 | $25K |
| Allworth Financial LP | 0.00% | Reduce -39.3% | 236 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $14K |
| IMG Wealth Management, Inc. | 0.01% | No change | 187 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 125 | $9K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 1 | $129 |
"% 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.