Free Trial

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

$107.66 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Strive U.S. Semiconductor ETF (NYSEARCA:SHOC)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$11.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$29.68M
Get SHOC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Strive U.S. Semiconductor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SHOC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Royal Bank of Canada1,176$85K0.0%-23.4%0.053%
5/13/2026 Cetera Investment Advisers27,770$2M0.0%+11.6%1.257%
5/7/2026 Parallel Advisors LLC2,239$161K0.0%-4.4%0.101%
5/4/2026 Uptick Partners LLC10,470$754K0.2%-5.4%0.474%
4/30/2026 Kestra Advisory Services LLC3,987$287K0.0%-6.4%0.181%
4/30/2026 Demars Financial Group LLC27,360$1.97M0.6%+89.1%1.244%
4/17/2026 Birch Financial Group LLC11,250$810K0.5%+9.9%0.516%
2/17/2026 Cetera Investment Advisers24,891$1.71M0.0%-1.6%1.214%
2/17/2026 Osaic Holdings Inc.7,835$538K0.0%+32.1%0.382%
2/17/2026 Royal Bank of Canada1,536$105K0.0%+48.3%0.075%
2/13/2026 Kestra Advisory Services LLC4,260$292K0.0%-5.5%0.208%
2/13/2026 Visionary Wealth Advisors6,332$435K0.0%-10.5%0.309%
2/12/2026 Orion Porfolio Solutions LLC34,541$2.37M0.0%+16.0%1.685%
2/12/2026 Commonwealth Equity Services LLC6,245$429K0.0%+25.3%0.305%
2/11/2026 GWN Securities Inc.13,755$944K0.2%-2.1%0.671%
2/11/2026 LPL Financial LLC31,942$2.19M0.0%+2.0%1.558%
2/10/2026 Northwestern Mutual Wealth Management Co.42,970$2.95M0.0%+76,632.1%2.096%
2/6/2026 Kingdom Financial Group LLC.627$43K0.0%N/A0.031%
2/5/2026 Northwestern Mutual Wealth Management Co.42,970$2.95M0.0%+76,632.1%2.096%
2/2/2026 Uptick Partners LLC11,072$760K0.2%-11.7%0.540%
1/22/2026 Demars Financial Group LLC14,466$993K0.3%-2.3%0.709%
1/15/2026 Birch Financial Group LLC10,236$702K0.4%+8.3%0.499%
1/15/2026 Jaffetilchin Investment Partners LLC4,386$301K0.0%N/A0.214%
1/15/2026 Brookstone Capital Management17,926$1.23M0.0%+6.3%0.874%
1/1/2026 JPMorgan Chase & Co.2,200$137K0.0%N/A0.111%
11/24/2025CIBC Private Wealth Group LLC2,200$137K0.0%+9,465.2%0.111%
11/17/2025 Susquehanna International Group LLP4,313$269K0.0%N/A0.218%
11/13/2025 Global Endowment Management LP7,000$437K0.1%-22.2%0.354%
11/12/2025 Orion Porfolio Solutions LLC29,780$1.86M0.0%+78.7%1.504%
11/7/2025 JPMorgan Chase & Co.2,200$137K0.0%N/A0.111%
11/4/2025 Uptick Partners LLC12,540$783K0.2%-4.5%0.633%
10/31/2025 Birch Financial Group LLC9,451$590K0.3%+11.7%0.477%
10/30/2025 Demars Financial Group LLC14,801$925K0.3%+2.0%0.755%
10/27/2025 GWN Securities Inc.14,049$878K0.2%-4.8%0.717%
10/15/2025 CWM LLC435$27K0.0%-32.2%0.023%
10/15/2025 Brookstone Capital Management16,870$1.05M0.0%-4.6%0.893%
9/4/2025 Osaic Holdings Inc.6,204$330K0.0%-7.8%0.320%
8/27/2025 Orion Porfolio Solutions LLC16,662$885K0.0%+95.7%0.859%
8/15/2025 Visionary Wealth Advisors8,154$433K0.0%-50.7%0.420%
8/15/2025 Orion Porfolio Solutions LLC16,662$885K0.0%+95.7%0.859%
No. You’re not imagining it… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
8/14/2025 Jane Street Group LLC4,171$222K0.0%N/A0.215%
8/8/2025 Cetera Investment Advisers24,063$1.28M0.0%+169.4%1.240%
8/1/2025 GWN Securities Inc.14,756$784K0.1%+1.7%0.761%
7/30/2025 Brookstone Capital Management17,684$940K0.0%+20.7%0.912%
7/30/2025 Demars Financial Group LLC14,508$771K0.3%-97.4%0.748%
7/28/2025 Uptick Partners LLC13,125$697K0.2%-5.1%0.677%
7/28/2025 Harbour 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, 29 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 GWN Securities Inc. ($944K).Learn more on Strive U.S. Semiconductor ETF's institutional investors.

Of the 23 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 ($609.51K), 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 Brookstone Capital Management ($11.15K).

Institutional investors have bought a total of 184,513 shares in the last 24 months. This purchase volume represents approximately $11.93M in transactions.

Of the 12 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: Demars Financial Group LLC ($538.01K), Visionary Wealth Advisors ($9.14K), Uptick Partners LLC ($3.36K), Global Endowment Management LP ($2K), GWN Securities Inc. ($1.00K), Brookstone Capital Management ($814.00), and Osaic Holdings Inc. ($528.00).

Institutional investors have sold a total of 556,454 shares in the last 24 months. This volume of shares sold represents approximately $29.68M in transactions.



This page (NYSEARCA:SHOC) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners