Who Owns SHOC?
Strive U.S. Semiconductor ETF — Institutional Ownership & 13F Holdings
$113.44
+7.22 (+6.80%)
Market Cap
$168.8M
Shares Outstanding
2,083,134
Institutional Holders
34
Total Inst. Value
$28.7M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
12
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Demars Financial Group, LLC | $13.9M | 552,187 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 129,700 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $2.3M | 59 |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.5M | 37,917 |
| 5 | LPL Financial LLC | $966K | 24,328 |
| 6 | Visionary Wealth Advisors | $657K | 16,556 |
| 7 | Brookstone Capital Management | $582K | 14,648 |
| 8 | GWN SECURITIES INC.New | $576K | 14,507 |
| 9 | UPTICK PARTNERS, LLCNew | $549K | 13,829 |
| 10 | HighTower Advisors, LLC | $499K | 12,570 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +129K | $4.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +59 | $2.3M |
| LPL Financial LLC | +2K | $966K |
| Brookstone Capital Management | +5K | $582K |
| GWN SECURITIES INC.New | +15K | $576K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Demars Financial Group, LLC | -56K | $13.9M |
| Visionary Wealth Advisors | -27K | $657K |
| Cambridge Investment Research Advisors, Inc. | -924 | $1.5M |
| MORGAN STANLEY | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold SHOC?
As of Q1 2025, 34 institutional investors report holding SHOC (Strive U.S. Semiconductor ETF) in their 13F filings.
Which hedge fund owns the most SHOC?
The largest institutional holder of SHOC is Demars Financial Group, LLC with $13.9M in shares.
Are institutions buying or selling SHOC?
This quarter, 6 institutions opened new positions in SHOC and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.