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Strive U.S. Semiconductor ETF (SHOC) Institutional Ownership

Strive U.S. Semiconductor ETF logo
$103.54 -3.87 (-3.60%)
As of 01:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Strive U.S. Semiconductor ETF (NYSE:SHOC)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$10.59M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$605.31K
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SHOC Institutional Buying and Selling by Quarter

Strive U.S. Semiconductor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026Citadel Advisors LLC8,450$1.03M0.0%+110.7%0.377%
8/27/2026Corient Private Wealth LP2,274$277K0.0%N/A0.102%
5/18/2026Royal Bank of Canada1,176$85K0.0%-23.4%0.053%
5/13/2026Cetera Investment Advisers27,770$2M0.0%+11.6%1.257%
5/7/2026Parallel Advisors LLC2,239$161K0.0%-4.4%0.101%
5/4/2026Uptick Partners LLC10,470$754K0.2%-5.4%0.474%
4/30/2026Kestra Advisory Services LLC3,987$287K0.0%-6.4%0.181%
4/30/2026Demars Financial Group LLC27,360$1.97M0.6%+89.1%1.244%
4/17/2026Birch Financial Group LLC11,250$810K0.5%+9.9%0.516%
2/17/2026Cetera Investment Advisers24,891$1.71M0.0%-1.6%1.214%
2/17/2026Osaic Holdings Inc.7,835$538K0.0%+32.1%0.382%
2/17/2026Royal Bank of Canada1,536$105K0.0%+48.3%0.075%
2/13/2026Kestra Advisory Services LLC4,260$292K0.0%-5.5%0.208%
2/13/2026Visionary Wealth Advisors6,332$435K0.0%-10.5%0.309%
2/12/2026Orion Porfolio Solutions LLC34,541$2.37M0.0%+16.0%1.685%
2/12/2026Commonwealth Equity Services LLC6,245$429K0.0%+25.3%0.305%
2/11/2026GWN Securities Inc.13,755$944K0.2%-2.1%0.671%
2/11/2026LPL Financial LLC31,942$2.19M0.0%+2.0%1.558%
2/10/2026Northwestern Mutual Wealth Management Co.42,970$2.95M0.0%+76,632.1%2.096%
2/6/2026Kingdom Financial Group LLC.627$43K0.0%N/A0.031%
2/5/2026Northwestern Mutual Wealth Management Co.42,970$2.95M0.0%+76,632.1%2.096%
2/2/2026Uptick Partners LLC11,072$760K0.2%-11.7%0.540%
1/22/2026Demars Financial Group LLC14,466$993K0.3%-2.3%0.709%
1/15/2026Birch Financial Group LLC10,236$702K0.4%+8.3%0.499%
1/15/2026Jaffetilchin Investment Partners LLC4,386$301K0.0%N/A0.214%
1/15/2026Brookstone Capital Management17,926$1.23M0.0%+6.3%0.874%
1/1/2026JPMorgan Chase & Co.2,200$137K0.0%N/A0.111%
11/24/2025CIBC Private Wealth Group LLC2,200$137K0.0%+9,465.2%0.111%
11/17/2025Susquehanna International Group LLP4,313$269K0.0%N/A0.218%
11/13/2025Global Endowment Management LP7,000$437K0.1%-22.2%0.354%
11/12/2025Orion Porfolio Solutions LLC29,780$1.86M0.0%+78.7%1.504%
11/7/2025JPMorgan Chase & Co.2,200$137K0.0%N/A0.111%
11/4/2025Uptick Partners LLC12,540$783K0.2%-4.5%0.633%
10/31/2025Birch Financial Group LLC9,451$590K0.3%+11.7%0.477%
10/30/2025Demars Financial Group LLC14,801$925K0.3%+2.0%0.755%
10/27/2025GWN Securities Inc.14,049$878K0.2%-4.8%0.717%
10/15/2025CWM LLC435$27K0.0%-32.2%0.023%
10/15/2025Brookstone Capital Management16,870$1.05M0.0%-4.6%0.893%
9/4/2025Osaic Holdings Inc.6,204$330K0.0%-7.8%0.320%
8/27/2025Orion Porfolio Solutions LLC16,662$885K0.0%+95.7%0.859%
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8/15/2025Visionary Wealth Advisors8,154$433K0.0%-50.7%0.420%
8/15/2025Orion Porfolio Solutions LLC16,662$885K0.0%+95.7%0.859%
8/14/2025Jane Street Group LLC4,171$222K0.0%N/A0.215%
8/8/2025Cetera Investment Advisers24,063$1.28M0.0%+169.4%1.240%
8/1/2025GWN Securities Inc.14,756$784K0.1%+1.7%0.761%
7/30/2025Brookstone Capital Management17,684$940K0.0%+20.7%0.912%
7/30/2025Demars Financial Group LLC14,508$771K0.3%-97.4%0.748%
7/28/2025Uptick Partners LLC13,125$697K0.2%-5.1%0.677%
7/28/2025Harbour Investments Inc.5,504$292K0.0%+49.5%0.284%
5/13/2025HighTower Advisors LLC12,570$499K0.0%+77.8%0.718%
5/8/2025Harbour Investments Inc.3,681$146K0.0%+3,581.0%0.210%
5/6/2025Cetera Investment Advisers8,933$355K0.0%N/A0.510%
4/24/2025Holistic Planning LLC13,829$549K0.2%+21.9%0.790%
4/18/2025Demars Financial Group LLC552,187$21.92M0.1%-9.3%31.554%
2/17/2025Visionary Wealth Advisors43,283$1.99M0.1%-21.7%3.027%
2/13/2025Demars Financial Group LLC608,583$27.94M0.1%+4,696.9%42.558%
2/12/2025Orion Portfolio Solutions LLC9,952$457K0.0%N/A0.696%
2/11/2025LPL Financial LLC22,593$1.04M0.0%+70.4%1.580%
2/7/2025HighTower Advisors LLC7,070$325K0.0%N/A0.494%
1/24/2025Holistic Planning LLC11,349$521K0.2%N/A0.794%
1/24/2025Spire Wealth Management3,600$165K0.0%N/A0.252%
1/13/2025Brookstone Capital Management9,946$457K0.0%+14.7%0.696%
11/15/2024Jane Street Group LLC5,340$250K0.0%N/A0.373%
10/8/2024Brookstone Capital Management8,674$406K0.0%-31.1%0.607%
7/31/2024Essex Financial Services Inc.4,565$231K0.0%N/A0.319%
7/31/2024Commonwealth Equity Services LLC5,026$254K0.0%-10.6%0.351%
7/19/2024Demars Financial Group LLC12,588$636K0.3%+3.5%0.880%
7/18/2024Brookstone Capital Management12,583$615K0.0%+85.2%0.880%
7/10/2024CWM LLC793$40K0.0%-19.9%0.055%
4/24/2024Demars Financial Group LLC12,165$543K0.3%N/A0.882%
4/15/2024Brookstone Capital Management6,796$304K0.0%-5.4%0.492%
1/11/2024Brookstone Capital Management7,186$284K0.0%N/A0.733%
11/13/2023Visionary Wealth Advisors40,364$1.31M0.1%+59.1%4.119%
10/23/2023Commonwealth Equity Services LLC6,187$201K0.0%N/A0.631%
8/11/2023Visionary Wealth Advisors25,370$880K0.1%+117.8%2.589%
8/4/2023Parallel Advisors LLC1,000$35K0.0%N/A0.102%
7/11/2023Worth Asset Management LLC2,755$96K0.1%N/A0.344%


SHOC Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 institutional investors and hedge funds held shares of Strive U.S. Semiconductor ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($2.95M), Orion Porfolio Solutions LLC ($2.37M), LPL Financial LLC ($2.19M), Cetera Investment Advisers ($2M), Demars Financial Group LLC ($1.97M), Brookstone Capital Management ($1.23M), and Citadel Advisors LLC ($1.03M).Learn more on Strive U.S. Semiconductor ETF's institutional investors.

Of the 24 institutional investors that purchased Strive U.S. Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Demars Financial Group LLC ($609.08K), Northwestern Mutual Wealth Management Co. ($85.83K), Orion Porfolio Solutions LLC ($34.18K), Cetera Investment Advisers ($26.94K), Holistic Planning LLC ($13.83K), HighTower Advisors LLC ($12.57K), and LPL Financial LLC ($9.96K).

Institutional investors have bought a total of 150,520 shares in the last 24 months. This purchase volume represents approximately $10.59M in transactions.

Of the 11 institutional investors that sold Strive U.S. Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Uptick Partners LLC ($2.66K), Global Endowment Management LP ($2K), GWN Securities Inc. ($1.00K), Brookstone Capital Management ($814.00), Visionary Wealth Advisors ($741.00), Kestra Advisory Services LLC ($521.00), and Cetera Investment Advisers ($405.00).

Institutional investors have sold a total of 9,141 shares in the last 24 months. This volume of shares sold represents approximately $605.31K in transactions.


Related Companies

Institutional ownership data for NYSE:SHOC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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