SHOC Institutional Ownership
Strive U.S. Semiconductor ETF
1W: +3.4%
1M: +12.8%
3M: +3.8%
YTD: +62.9%
1Y: +81.0%
3Y: +265.5%
$115.43
+1.66 (+1.46%)
Weekly Expected Move ±4.7%
$105
$110
$115
$121
$126
Overview
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Institutional Ownership — SHOC
57
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
15
New Positions
12
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (62 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 41,655 | $5M | +6,126 | +17.2% | 10Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 37,187 | $4M | -3,670 | -9.0% | 14Q | SEC ↗ |
| 3 | Demars Financial Group, LLC | 22,977 | $3M | -4,383 | -16.0% | 10Q | SEC ↗ |
| 4 | GWN SECURITIES INC. | 14,496 | $2M | +82 | +0.6% | 6Q | SEC ↗ |
| 5 | Dynamic Advisor Solutions LLC | 14,256 | $2M | -33 | -0.2% | 2Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 13,703 | $2M | +1,398 | +11.4% | 7Q | SEC ↗ |
| 7 | Brookstone Capital Management | 13,538 | $2M | -4,486 | -24.9% | 11Q | SEC ↗ |
| 8 | GTS SECURITIES LLC | 11,465 | $1M | -4,912 | -30.0% | 6Q | SEC ↗ |
| 9 | UPTICK PARTNERS, LLC | 10,584 | $1M | +114 | +1.1% | 7Q | SEC ↗ |
| 10 | BIRCH FINANCIAL GROUP, LLC | 9,502 | $1M | -1,748 | -15.5% | 5Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 9,193 | $1M | -18,577 | -66.9% | 6Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 8,733 | $1M | +5,476 | +168.1% | 7Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 8,450 | $975K | +4,440 | +110.7% | 2Q | SEC ↗ |
| 14 | Global Endowment Management, LP | 7,000 | $808K | — | +0.0% | 9Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 6,622 | $764K | +1 | +0.0% | 12Q | SEC ↗ |
| 16 | Mariner, LLC NEW | 6,260 | $723K | — | +0.0% | 1Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 5,875 | $678K | -1,507 | -20.4% | 15Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 5,875 | $678K | -370 | -5.9% | 5Q | SEC ↗ |
| 19 | D'Orazio & Associates, Inc. | 5,425 | $626K | +1 | +0.0% | 11Q | SEC ↗ |
| 20 | Visionary Wealth Advisors | 5,395 | $623K | -223 | -4.0% | 14Q | SEC ↗ |
| 21 | Equitable Holdings, Inc. | 4,797 | $554K | +746 | +18.4% | 2Q | SEC ↗ |
| 22 | HRT FINANCIAL LP NEW | 4,494 | $519K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 3,583 | $414K | -404 | -10.1% | 5Q | SEC ↗ |
| 24 | PW Nova Financial Services LLC | 3,187 | $368K | +10 | +0.3% | 2Q | SEC ↗ |
| 25 | CWM, LLC | 2,919 | $337K | +2,484 | +571.0% | 14Q | SEC ↗ |
| 26 | Independent Wealth Network Inc. NEW | 2,800 | $323K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Lauterbach Financial Advisors, LLC NEW | 2,315 | $267K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Corient Private Wealth LP NEW | 2,274 | $262K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Parallel Advisors, LLC | 2,239 | $258K | — | +0.0% | 13Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC NEW | 2,135 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CIBC Bancorp USA Inc. NEW | 2,004 | $231K | — | +0.0% | 1Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 2,004 | $231K | -8 | -0.4% | 4Q | SEC ↗ |
| 33 | Fortis Group Advisors, LLC NEW | 1,961 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Hilltop Holdings Inc. NEW | 1,950 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Lido Advisors, LLC NEW | 1,752 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 1,199 | $138K | — | +0.0% | 7Q | SEC ↗ |
| 37 | Russell Investments Group, Ltd. NEW | 1,170 | $135K | — | +0.0% | 1Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 1,036 | $120K | -140 | -11.9% | 13Q | SEC ↗ |
| 39 | IFG Advisory, LLC | 817 | $94K | +767 | +1534.0% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 617 | $71K | -989 | -61.6% | 4Q | SEC ↗ |
| 41 | Kingdom Financial Group LLC. | 565 | $65K | -54 | -8.7% | 3Q | SEC ↗ |
| 42 | Global Retirement Partners, LLC NEW | 550 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 43 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 500 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FMR LLC | 475 | $55K | -5 | -1.0% | 9Q | SEC ↗ |
| 45 | IFP Advisors, Inc | 361 | $42K | — | +0.0% | 15Q | SEC ↗ |
| 46 | MORGAN STANLEY | 267 | $31K | +65 | +32.2% | 10Q | SEC ↗ |
| 47 | Allworth Financial LP | 207 | $24K | -29 | -12.3% | 15Q | SEC ↗ |
| 48 | Geneos Wealth Management Inc. | 200 | $23K | — | +0.0% | 7Q | SEC ↗ |
| 49 | IMG Wealth Management, Inc. | 187 | $22K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Main Street Group, LTD NEW | 180 | $21K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Mariner, LLC | 6,260 | $723K |
| HRT FINANCIAL LP | 4,494 | $519K |
| Independent Wealth Network Inc. | 2,800 | $323K |
| Lauterbach Financial Advisors, LLC | 2,315 | $267K |
| Corient Private Wealth LP | 2,274 | $262K |
| GOLDMAN SACHS GROUP INC | 2,135 | $246K |
| CIBC Bancorp USA Inc. | 2,004 | $231K |
| Fortis Group Advisors, LLC | 1,961 | $226K |
| Hilltop Holdings Inc. | 1,950 | $225K |
| Lido Advisors, LLC | 1,752 | $202K |
| Russell Investments Group, Ltd. | 1,170 | $135K |
| Global Retirement Partners, LLC | 550 | $63K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 500 | $58K |
| Main Street Group, LTD | 180 | $21K |
| LANARK FINANCIAL, INC. | 111 | $13K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 42,970 | $5M |
| Orion Porfolio Solutions, LLC | 14,696 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,800 | $1M |
| JANE STREET GROUP, LLC | 7,538 | $870K |
| Jaffetilchin Investment Partners, L | 4,386 | $506K |
| Spire Wealth Management | 3,600 | $416K |
| Wealthspire Advisors, LLC | 3,036 | $350K |
| Lloyd Advisory Services, LLC. | 619 | $71K |
| Capital Investment Advisory Service | 125 | $14K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +6,126 | +17.2% | 41,655 |
| JONES FINANCIAL COMPANIES LLLP | +5,476 | +168.1% | 8,733 |
| CITADEL ADVISORS LLC | +4,440 | +110.7% | 8,450 |
| CWM, LLC | +2,484 | +571.0% | 2,919 |
| HighTower Advisors, LLC | +1,398 | +11.4% | 13,703 |
| IFG Advisory, LLC | +767 | +1534.0% | 817 |
| Equitable Holdings, Inc. | +746 | +18.4% | 4,797 |
| UPTICK PARTNERS, LLC | +114 | +1.1% | 10,584 |
| GWN SECURITIES INC. | +82 | +0.6% | 14,496 |
| MORGAN STANLEY | +65 | +32.2% | 267 |
| PW Nova Financial Services LLC | +10 | +0.3% | 3,187 |
| D'Orazio & Associates, Inc. | +1 | +0.0% | 5,425 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.0% | 6,622 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -18,577 | -66.9% | 9,193 |
| GTS SECURITIES LLC | -4,912 | -30.0% | 11,465 |
| Brookstone Capital Management | -4,486 | -24.9% | 13,538 |
| Demars Financial Group, LLC | -4,383 | -16.0% | 22,977 |
| Cambridge Investment Research Advis | -3,670 | -9.0% | 37,187 |
| BIRCH FINANCIAL GROUP, LLC | -1,748 | -15.5% | 9,502 |
| OSAIC HOLDINGS, INC. | -1,507 | -20.4% | 5,875 |
| UBS Group AG | -989 | -61.6% | 617 |
| Kestra Advisory Services, LLC | -404 | -10.1% | 3,583 |
| COMMONWEALTH EQUITY SERVICES, LLC | -370 | -5.9% | 5,875 |
| Visionary Wealth Advisors | -223 | -4.0% | 5,395 |
| ROYAL BANK OF CANADA | -140 | -11.9% | 1,036 |
| Kingdom Financial Group LLC. | -54 | -8.7% | 565 |
| Dynamic Advisor Solutions LLC | -33 | -0.2% | 14,256 |
| Allworth Financial LP | -29 | -12.3% | 207 |
| JPMORGAN CHASE & CO | -8 | -0.4% | 2,004 |
| FMR LLC | -5 | -1.0% | 475 |
| WELLS FARGO & COMPANY/MN | -1 | -50.0% | 1 |