SHOC US SEMICON EQUITY ETF (SHOC) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $21.27M in SHOC holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SHOC tracked by InsiderSet, reporting ownership valued at approximately $2.56M in its March 31, 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 $4.14M, representing an estimated gain of +61.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed SHOC value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cetera Investment Advisers, Demars Financial Group, 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
42
Total Reported Value
$21.27M
Largest Holder
Lpl Financial Llc
Largest Position
$2.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
47
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% | 35,529 | $2,558,892 | $4,135,576 | +$1,576,684 | +61.62% | |
| Cetera Investment Advisers | 0.00% | 27,770 | $2,000,107 | $3,232,428 | +$1,232,321 | +61.61% | |
| Demars Financial Group, Llc | 0.65% | 27,360 | $1,970,544 | $3,184,704 | +$1,214,160 | +61.62% | |
| Brookstone Capital Management | 0.01% | 18,024 | $1,298,107 | $2,097,994 | +$799,887 | +61.62% | |
| Gts Securities Llc | 0.04% | 16,377 | $1,179,521 | $1,906,283 | +$726,762 | +61.61% | |
| Orion Porfolio Solutions, Llc | 0.01% | 14,696 | $1,058,411 | $1,710,614 | +$652,203 | +61.62% | |
| Gwn Securities Inc. | 0.20% | 14,414 | $1,038,222 | $1,677,790 | +$639,568 | +61.60% | |
| Dynamic Advisor Solutions Llc | 0.03% | 14,289 | $1,029,148 | $1,663,240 | +$634,092 | +61.61% | |
| Susquehanna International Group, Llp | 0.00% | 12,800 | $921,892 | $1,489,920 | +$568,028 | +61.62% | |
| Hightower Advisors, Llc | 0.00% | 12,305 | $886,241 | $1,432,302 | +$546,061 | +61.62% | |
| Birch Financial Group, Llc | 0.47% | 11,250 | $810,277 | $1,309,500 | +$499,223 | +61.61% | |
| Uptick Partners, Llc | 0.15% | 10,470 | $754,092 | $1,218,708 | +$464,616 | +61.61% | |
| Jane Street Group, Llc | 0.00% | 7,538 | $542,908 | $877,423 | +$334,515 | +61.62% | |
| Osaic Holdings, Inc. | 0.00% | 7,382 | $531,566 | $859,265 | +$327,699 | +61.65% | |
| Global Endowment Management, Lp | 0.06% | 7,000 | $504,000 | $814,800 | +$310,800 | +61.67% | |
| Harbour Investments, Inc. | 0.01% | 6,621 | $476,873 | $770,684 | +$293,811 | +61.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,245 | $449,770 | $726,918 | +$277,148 | +61.62% | |
| Visionary Wealth Advisors | 0.02% | 5,618 | $404,603 | $653,935 | +$249,332 | +61.62% | |
| D'Orazio & Associates, Inc. | 0.05% | 5,424 | $390,644 | $631,354 | +$240,710 | +61.62% | |
| Equitable Holdings, Inc. | 0.00% | 4,051 | $291,734 | $471,536 | +$179,802 | +61.63% | |
| Citadel Advisors Llc | 0.00% | 4,010 | $288,811 | $466,764 | +$177,953 | +61.62% | |
| Kestra Advisory Services, Llc | 0.00% | 3,987 | $287,121 | $464,087 | +$176,966 | +61.63% | |
| Spire Wealth Management | 0.01% | 3,600 | $259,282 | $419,040 | +$159,758 | +61.62% | |
| Jones Financial Companies Lllp | 0.00% | 3,257 | $229,586 | $379,115 | +$149,529 | +65.13% | |
| Pw Nova Financial Services Llc | 0.06% | 3,177 | $228,816 | $369,803 | +$140,987 | +61.62% | |
| Cwm, Llc | 0.00% | 2,919 | $210,238 | $339,772 | +$129,534 | +61.61% | |
| Parallel Advisors, Llc | 0.00% | 2,239 | $161,259 | $260,620 | +$99,361 | +61.62% | |
| Ubs Group Ag | 0.00% | 1,606 | $115,669 | $186,938 | +$71,269 | +61.61% | |
| Ae Wealth Management Llc | 0.00% | 1,199 | $86,349 | $139,564 | +$53,215 | +61.63% | |
| Royal Bank Of Canada | 0.00% | 1,176 | $85,000 | $136,886 | +$51,886 | +61.04% | |
| Kingdom Financial Group Llc. | 0.01% | 619 | $44,576 | $72,052 | +$27,476 | +61.64% | |
| Lloyd Advisory Services, Llc. | 0.01% | 619 | $44,576 | $72,052 | +$27,476 | +61.64% | |
| Fmr Llc | 0.00% | 480 | $34,540 | $55,872 | +$21,332 | +61.76% | |
| Ifp Advisors, Inc | 0.00% | 361 | $26,000 | $42,020 | +$16,020 | +61.62% | |
| Allworth Financial Lp | 0.00% | 236 | $17,021 | $27,470 | +$10,449 | +61.39% | |
| Morgan Stanley | 0.00% | 202 | $14,575 | $23,513 | +$8,938 | +61.32% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $14,404 | $23,280 | +$8,876 | +61.62% | |
| Img Wealth Management, Inc. | 0.01% | 187 | $13,468 | $21,767 | +$8,299 | +61.62% | |
| Corecap Advisors, Llc | 0.00% | 50 | $3,601 | $5,820 | +$2,219 | +61.62% | |
| Ifg Advisory, Llc | 0.01% | 50 | $3,601 | $5,820 | +$2,219 | +61.62% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 40,857 | $2,943 | $4,755,755 | +$4,752,812 | +161495.47% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $132 | $233 | +$101 | +76.36% |
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.