Who Owns Strive U.S. Semiconductor ETF (SHOC)?Hedge Fund & Institutional Holders

$74.80+1.85 (+2.54%)Financial ServicesNYSE

Institutional Holders

41

as of Q4 2025

Total Institutional Value

$2.000000943000759e+111T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$33.95$45.45$56.95$68.45$79.95Jul 24May 25Mar 26

SHOC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GWN SECURITIES INC.New Position+14K+$943.0M
UPTICK PARTNERS, LLCNew Position+11K+$759.0M
BIRCH FINANCIAL GROUP, LLCNew Position+10K+$702.0M
Jaffetilchin Investment Partners, LLCNew Position+4K+$300.0M
Spire Wealth ManagementNew Position+4K+$247.0M
Orion Porfolio Solutions, LLCIncreased+5K+$139.7M
UBS Group AGIncreased+1K+$70.9M
Kingdom Financial Group LLC.New Position+627+$43.0M
Geneos Wealth Management Inc.New Position+200+$13.0M
IMG Wealth Management, Inc.New Position+187+$12.0M
Capital Investment Advisory Services, LLCNew Position+125+$8.0M
Demars Financial Group, LLCNew Position+14K+$992K
D'Orazio & Associates, Inc.Increased+3+$34K
CWM, LLCNew Position+435+$30K
AE Wealth Management LLCNew Position+1K+$0

SHOC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-405-$1.6B
GTS SECURITIES LLCDecreased-2K-$456.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-4K-$269.4M
Allworth Financial LPDecreased-153-$24.3M
Visionary Wealth AdvisorsDecreased-741-$7.8M
Kestra Advisory Services, LLCDecreased-248-$281K
MORGAN STANLEYDecreased-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Orion Porfolio Solutions, LLC34,541$2.0B14.67%Share
2GWN SECURITIES INC.13,755$943.0M0.19%Share
3UPTICK PARTNERS, LLC11,072$759.0M0.16%Share
4BIRCH FINANCIAL GROUP, LLC10,236$702.0M0.40%Share
5Visionary Wealth Advisors6,332$434.0M0.02%Share
6Jaffetilchin Investment Partners, LLC4,386$300.0M0.02%Share
7Spire Wealth Management3,600$247.0M0.01%Share
8UBS Group AG1,060$72.0M0.01%Share
9Kingdom Financial Group LLC.627$43.0M0.01%Share
10Geneos Wealth Management Inc.200$13.0M0.00%Share
11IMG Wealth Management, Inc.187$12.0M0.01%Share
12Capital Investment Advisory Services, LLC125$8.0M0.00%Share
13Cambridge Investment Research Advisors, Inc.41,690$2.0M0.01%Share
14LPL Financial LLC31,942$2.0M0.00%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO42,970$1.9M0.00%Share
16Brookstone Capital Management17,926$1.2M0.01%Share
17Cetera Investment Advisers24,891$1.0M0.00%Share
18Demars Financial Group, LLC14,466$992K0.33%Share
19Global Endowment Management, LP7,000$480K0.06%Share
20HARBOUR INVESTMENTS, INC.5,610$385K0.01%Share
21D'Orazio & Associates, Inc.5,421$372K0.05%Share
22CWM, LLC435$30K0.00%Share
23Allworth Financial LP236$16K0.00%Share
24OSAIC HOLDINGS, INC.331$00.00%Share
25OSAIC HOLDINGS, INC.7,504$00.00%Share
26WELLS FARGO & COMPANY/MN0$00.00%Share
27IFP Advisors, Inc361$00.00%Share
28ROYAL BANK OF CANADA1,036$00.00%Share
29ROYAL BANK OF CANADA500$00.00%Share
30GTS SECURITIES LLC5,101$00.00%Share
31AE Wealth Management LLC1,431$00.00%Share
32Parallel Advisors, LLC2,341$00.00%Share
33Wealthspire Advisors, LLC3,036$00.00%Share
34COMMONWEALTH EQUITY SERVICES, LLC6,245$00.00%Share
35HighTower Advisors, LLC9,832$00.00%Share
36FMR LLC461$00.00%Share
37JONES FINANCIAL COMPANIES LLLP2,250$00.00%Share
38CIBC Private Wealth Group LLC2,200$00.00%Share
39JPMORGAN CHASE & CO2,200$00.00%Share
40MORGAN STANLEY1$00.00%Share
41Kestra Advisory Services, LLC4,260$00.00%Share

SHOC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$5.5B+13
Q3 202526$9.6B-5
Q2 202531$10.3B-3
Q1 202534$10.4B+2
Q4 202432$4.8B+10
Q3 202422$1.8T-3
Q2 202425$1.3T+10
Q1 202415$3.3B—

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As of Q4 2025, 41 institutional investors hold SHOC (Strive U.S. Semiconductor ETF). The largest holder is Orion Porfolio Solutions, LLC with $2.0B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SHOC?

As of Q4 2025, 41 institutional investors report holding SHOC (Strive U.S. Semiconductor ETF) in their 13F filings.

Who is the largest institutional holder of SHOC?

The largest institutional holder of SHOC is Orion Porfolio Solutions, LLC with $2.0B in shares.

Is institutional ownership of SHOC increasing or decreasing?

This quarter, 12 institutions opened new positions in SHOC and 1 closed their positions.