SHOC US SEMICON EQUITY ETF (SHOC) Institutional Shareholders
SHOC US SEMICON EQUITY ETF (SHOC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $23.89M in SHOC holdings during the latest filing period.
Demars Financial Group, Llc is currently the largest disclosed institutional shareholder of SHOC tracked by InsiderSet, reporting ownership valued at approximately $2.80M 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 $2.31M, representing an estimated loss of -17.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed SHOC value among the investors covered in this analysis. Major shareholders include Demars Financial Group, Llc, Lpl Financial Llc, Cetera Investment Advisers, 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
45
Total Reported Value
$23.89M
Largest Holder
Demars Financial Group, Llc
Largest Position
$2.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Demars Financial Group, Llc | 0.78% | 22,977 | $2,802,964 | $2,314,351 | -$488,613 | -17.43% | |
| Lpl Financial Llc | 0.00% | 35,529 | $2,558,892 | $3,578,648 | +$1,019,756 | +39.85% | |
| Cetera Investment Advisers | 0.00% | 27,770 | $2,000,107 | $2,797,125 | +$797,018 | +39.85% | |
| Dynamic Advisor Solutions Llc | 0.05% | 14,256 | $1,739,136 | $1,435,931 | -$303,205 | -17.43% | |
| Brookstone Capital Management | 0.02% | 13,538 | $1,651,522 | $1,363,611 | -$287,911 | -17.43% | |
| Gts Securities Llc | 0.04% | 16,377 | $1,179,521 | $1,649,568 | +$470,047 | +39.85% | |
| Birch Financial Group, Llc | 0.60% | 9,502 | $1,159,205 | $957,086 | -$202,119 | -17.44% | |
| Orion Porfolio Solutions, Llc | 0.01% | 14,696 | $1,058,411 | $1,480,250 | +$421,839 | +39.86% | |
| Gwn Securities Inc. | 0.20% | 14,414 | $1,038,222 | $1,451,846 | +$413,624 | +39.84% | |
| Susquehanna International Group, Llp | 0.00% | 12,800 | $921,892 | $1,289,276 | +$367,384 | +39.85% | |
| Hightower Advisors, Llc | 0.00% | 12,305 | $886,241 | $1,239,417 | +$353,176 | +39.85% | |
| Uptick Partners, Llc | 0.15% | 10,470 | $754,092 | $1,054,588 | +$300,496 | +39.85% | |
| Jane Street Group, Llc | 0.00% | 7,538 | $542,908 | $759,263 | +$216,355 | +39.85% | |
| Osaic Holdings, Inc. | 0.00% | 7,382 | $531,566 | $743,550 | +$211,984 | +39.88% | |
| Global Endowment Management, Lp | 0.06% | 7,000 | $504,000 | $705,073 | +$201,073 | +39.90% | |
| Harbour Investments, Inc. | 0.01% | 6,621 | $476,873 | $666,898 | +$190,025 | +39.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,245 | $449,770 | $629,026 | +$179,256 | +39.85% | |
| Visionary Wealth Advisors | 0.02% | 5,618 | $404,603 | $565,871 | +$161,268 | +39.86% | |
| D'Orazio & Associates, Inc. | 0.05% | 5,424 | $390,644 | $546,331 | +$155,687 | +39.85% | |
| Independent Wealth Network Inc. | 0.09% | 2,800 | $341,572 | $282,029 | -$59,543 | -17.43% | |
| Equitable Holdings, Inc. | 0.00% | 4,051 | $291,734 | $408,036 | +$116,302 | +39.87% | |
| Citadel Advisors Llc | 0.00% | 4,010 | $288,811 | $403,906 | +$115,095 | +39.85% | |
| Kestra Advisory Services, Llc | 0.00% | 3,987 | $287,121 | $401,589 | +$114,468 | +39.87% | |
| Fortis Group Advisors, Llc | 0.04% | 1,961 | $239,222 | $197,521 | -$41,701 | -17.43% | |
| Jones Financial Companies Lllp | 0.00% | 3,257 | $229,586 | $328,060 | +$98,474 | +42.89% | |
| Pw Nova Financial Services Llc | 0.06% | 3,177 | $228,816 | $320,002 | +$91,186 | +39.85% | |
| Cwm, Llc | 0.00% | 2,919 | $210,238 | $294,015 | +$83,777 | +39.85% | |
| Parallel Advisors, Llc | 0.00% | 2,239 | $161,259 | $225,523 | +$64,264 | +39.85% | |
| Ubs Group Ag | 0.00% | 1,606 | $115,669 | $161,764 | +$46,095 | +39.85% | |
| Ae Wealth Management Llc | 0.00% | 1,199 | $86,349 | $120,769 | +$34,420 | +39.86% | |
| Royal Bank Of Canada | 0.00% | 1,176 | $85,000 | $118,452 | +$33,452 | +39.36% | |
| Kingdom Financial Group Llc. | 0.01% | 619 | $44,576 | $62,349 | +$17,773 | +39.87% | |
| Lloyd Advisory Services, Llc. | 0.01% | 619 | $44,576 | $62,349 | +$17,773 | +39.87% | |
| Ifp Advisors, Inc | 0.00% | 361 | $44,038 | $36,362 | -$7,676 | -17.43% | |
| Fmr Llc | 0.00% | 480 | $34,540 | $48,348 | +$13,808 | +39.98% | |
| Main Street Group, Ltd | 0.01% | 180 | $21,958 | $18,130 | -$3,828 | -17.43% | |
| Allworth Financial Lp | 0.00% | 236 | $17,021 | $23,771 | +$6,750 | +39.66% | |
| Morgan Stanley | 0.00% | 202 | $14,575 | $20,346 | +$5,771 | +39.60% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $14,404 | $20,145 | +$5,741 | +39.86% | |
| Nbc Securities, Inc. | 0.00% | 111 | $13,540 | $11,180 | -$2,360 | -17.43% | |
| Img Wealth Management, Inc. | 0.01% | 187 | $13,468 | $18,836 | +$5,368 | +39.85% | |
| Corecap Advisors, Llc | 0.00% | 50 | $6,100 | $5,036 | -$1,064 | -17.44% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 37,187 | $4,537 | $3,745,649 | +$3,741,112 | +82457.84% | |
| Ifg Advisory, Llc | 0.01% | 50 | $3,601 | $5,036 | +$1,435 | +39.86% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $132 | $201 | +$69 | +52.61% |
Frequently asked questions about SHOC
Who owns the most SHOC stock?
The largest holders of SHOC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SHOC US SEMICON EQUITY ETF (SHOC).
Is SHOC widely held by superinvestors?
Many widely followed stocks like SHOC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHOC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.