SHOC Institutional Ownership & Shareholders
SHOC US SEMICON EQUITY ETF (SHOC) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SHOC tracked by InsiderSet, reporting ownership valued at approximately $5.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.81M, representing an estimated loss of -25.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed SHOC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Demars Financial Group, Llc, Dynamic Advisor Solutions Llc, and several other long-term asset managers with concentrated positions in SHOC US SEMICON EQUITY ETF (SHOC).
This page ranks the largest institutional SHOC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$29.79M
Largest Holder
Lpl Financial Llc
Largest Position
$5.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 41,655 | $5,081,526 | $3,808,933 | -$1,272,593 | -25.04% | |
| Demars Financial Group, Llc | 0.71% | 24,216 | $2,710,511 | $2,214,311 | -$496,200 | -18.31% | |
| Dynamic Advisor Solutions Llc | 0.05% | 16,322 | $1,826,966 | $1,492,484 | -$334,482 | -18.31% | |
| Gwn Securities Inc. | 0.30% | 14,496 | $1,768,315 | $1,325,514 | -$442,801 | -25.04% | |
| Gts Securities Llc | 0.03% | 11,465 | $1,398,615 | $1,048,360 | -$350,255 | -25.04% | |
| Uptick Partners, Llc | 0.20% | 10,584 | $1,291,131 | $967,801 | -$323,330 | -25.04% | |
| Cetera Investment Advisers | 0.00% | 9,193 | $1,121,520 | $840,608 | -$280,912 | -25.05% | |
| Birch Financial Group, Llc | 0.50% | 9,491 | $1,062,315 | $867,857 | -$194,458 | -18.31% | |
| Citadel Advisors Llc | 0.00% | 8,450 | $1,030,816 | $772,668 | -$258,148 | -25.04% | |
| Jones Financial Companies Lllp | 0.00% | 8,733 | $997,151 | $798,546 | -$198,605 | -19.92% | |
| Simplicity Wealth,Llc | 0.03% | 8,116 | $908,444 | $742,127 | -$166,317 | -18.31% | |
| Global Endowment Management, Lp | 0.09% | 7,000 | $854,000 | $640,080 | -$213,920 | -25.05% | |
| Harbour Investments, Inc. | 0.01% | 6,622 | $807,784 | $605,516 | -$202,268 | -25.04% | |
| Mariner, Llc | 0.00% | 6,260 | $763,611 | $572,414 | -$191,197 | -25.04% | |
| Brookstone Capital Management | 0.01% | 6,438 | $720,611 | $588,691 | -$131,920 | -18.31% | |
| Osaic Holdings, Inc. | 0.00% | 5,875 | $716,464 | $537,210 | -$179,254 | -25.02% | |
| D'Orazio & Associates, Inc. | 0.08% | 5,425 | $661,847 | $496,062 | -$165,785 | -25.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,883 | $658,450 | $537,942 | -$120,508 | -18.30% | |
| Visionary Wealth Advisors | 0.03% | 5,395 | $658,174 | $493,319 | -$164,855 | -25.05% | |
| Equitable Holdings, Inc. | 0.00% | 4,797 | $585,160 | $438,638 | -$146,522 | -25.04% | |
| Hrt Financial Lp | 0.00% | 4,494 | $548,000 | $410,931 | -$137,069 | -25.01% | |
| Independent Wealth Network Inc. | 0.08% | 2,802 | $313,588 | $256,215 | -$57,373 | -18.30% | |
| Kestra Advisory Services, Llc | 0.00% | 2,616 | $292,823 | $239,207 | -$53,616 | -18.31% | |
| Pw Nova Financial Services Llc | 0.06% | 2,524 | $282,513 | $230,795 | -$51,718 | -18.31% | |
| Parallel Advisors, Llc | 0.00% | 2,239 | $273,136 | $204,734 | -$68,402 | -25.04% | |
| Goldman Sachs Group Inc | 0.00% | 2,135 | $260,449 | $195,224 | -$65,225 | -25.04% | |
| Lauterbach Financial Advisors, Llc | 0.11% | 2,315 | $259,149 | $211,684 | -$47,465 | -18.32% | |
| Cibc Bancorp Usa Inc. | 0.00% | 2,004 | $244,468 | $183,246 | -$61,222 | -25.04% | |
| Fortis Group Advisors, Llc | 0.04% | 1,961 | $239,222 | $179,314 | -$59,908 | -25.04% | |
| Hilltop Holdings Inc. | 0.02% | 1,950 | $237,881 | $178,308 | -$59,573 | -25.04% | |
| Jpmorgan Chase & Co | 0.00% | 2,004 | $235,905 | $183,246 | -$52,659 | -22.32% | |
| Lido Advisors, Llc | 0.00% | 1,752 | $213,765 | $160,203 | -$53,562 | -25.06% | |
| Cwm, Llc | 0.00% | 2,919 | $210,238 | $266,913 | +$56,675 | +26.96% | |
| International Assets Investment Management, Llc | 0.01% | 1,785 | $203,012 | $163,220 | -$39,792 | -19.60% | |
| Russell Investments Group, Ltd. | 0.00% | 1,170 | $142,681 | $106,985 | -$35,696 | -25.02% | |
| Royal Bank Of Canada | 0.00% | 1,036 | $126,000 | $94,732 | -$31,268 | -24.82% | |
| Ifg Advisory, Llc | 0.00% | 817 | $99,666 | $74,706 | -$24,960 | -25.04% | |
| Ubs Group Ag | 0.00% | 617 | $75,268 | $56,418 | -$18,850 | -25.04% | |
| Kingdom Financial Group Llc. | 0.02% | 565 | $68,932 | $51,664 | -$17,268 | -25.05% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 500 | $60,995 | $45,720 | -$15,275 | -25.04% | |
| Fmr Llc | 0.00% | 475 | $57,921 | $43,434 | -$14,487 | -25.01% | |
| Balance Wealth, Llc | 0.01% | 374 | $41,806 | $34,199 | -$7,607 | -18.20% | |
| Ifp Advisors, Inc | 0.00% | 361 | $40,407 | $33,010 | -$7,397 | -18.31% | |
| Morgan Stanley | 0.00% | 267 | $32,660 | $24,414 | -$8,246 | -25.25% | |
| Allworth Financial Lp | 0.00% | 207 | $25,298 | $18,928 | -$6,370 | -25.18% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $24,398 | $18,288 | -$6,110 | -25.04% | |
| Img Wealth Management, Inc. | 0.01% | 187 | $20,931 | $17,099 | -$3,832 | -18.31% | |
| Main Street Group, Ltd | 0.00% | 180 | $20,148 | $16,459 | -$3,689 | -18.31% | |
| Corecap Advisors, Llc | 0.00% | 50 | $5,597 | $4,572 | -$1,025 | -18.31% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 34,408 | $3,851 | $3,146,268 | +$3,142,417 | +81600.01% |
Frequently asked questions about SHOC
Who are the largest institutional holders of SHOC?
The largest institutional holders of SHOC reported in the latest SEC Form 13F filings include Lpl Financial Llc, Demars Financial Group, Llc, Dynamic Advisor Solutions Llc, Gwn Securities Inc., and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported SHOC position.
What is SHOC institutional ownership?
This page tracks SHOC positions reported by institutional investment managers through SEC Form 13F. SHOC US SEMICON EQUITY ETF (SHOC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHOC?
InsiderSet currently tracks 51 institutional managers reporting SHOC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHOC shareholders.
How much SHOC stock do institutions own?
Institutional investment managers disclosed approximately $29.79M in SHOC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHOC institutional ownership last updated?
The latest SHOC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHOC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHOC position after the reporting date.
Are institutions buying or selling SHOC?
Institutional buying and selling can be analyzed by comparing SHOC positions across consecutive 13F reporting periods. InsiderSet's SHOC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHOC ownership changes.
How has SHOC institutional ownership changed over time?
InsiderSet tracks SHOC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.