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Shoc US Semicon Equity ETF (SHOC)

CUSIP: 02072L672 | NYSE | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC45,424
0.0% of portfolio›$5.1M
Cambridge Investment Research Advisors, Inc.34,408
0.0% of portfolio›$3.9M
Demars Financial Group, LLC24,216
0.7% of portfolio›$2.7M
Dynamic Advisor Solutions LLC16,322
0.1% of portfolio›$1.8M
Uptick Partners, LLC10,621
0.2% of portfolio›$1.2M
Birch Financial Group, LLC9,491
0.5% of portfolio›$1.1M
Simplicity Wealth,LLC8,116
0.0% of portfolio›$908.4K
Brookstone Capital Management6,438
0.0% of portfolio›$720.6K
Commonwealth Equity Services, LLC5,883
0.0% of portfolio›$658.5K
Visionary Wealth Advisors5,504
0.0% of portfolio›$616.0K
D'Orazio & Associates, Inc.5,427
0.1% of portfolio›$607.4K
Independent Wealth Network Inc.2,802
0.1% of portfolio›$313.6K
Kestra Advisory Services, LLC2,616
0.0% of portfolio›$292.8K
PW Nova Financial Services LLC2,524
0.1% of portfolio›$282.5K
Lauterbach Financial Advisors, LLC2,315
0.1% of portfolio›$259.1K
Parallel Advisors, LLC2,239
0.0% of portfolio›$250.6K
International Assets Investment Management, LLC1,785
0.0% of portfolio›$203.0K
Russell Investments Group, Ltd.1,170
0.0% of portfolio›$130.9K
Kingdom Financial Group Llc.565
0.0% of portfolio›$63.3K
Balance Wealth Partners LLC374
0.0% of portfolio›$41.8K
IFP Advisors, Inc361
0.0% of portfolio›$40.4K
Allworth Financial LP207
0.0% of portfolio›$25.3K
IMG Wealth Management, Inc.187
0.0% of portfolio›$20.9K
Main Street Group, LTD180
0.0% of portfolio›$20.1K
CoreCap Advisors, LLC50
0.0% of portfolio›$5.6K
Montag A & Associates Inc31
0.0% of portfolio›$3.4K
StyleTurnoverLocationFiled
LPL Financial LLC
45,424$5.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
34,408$3.9M0.0%ETFLowFairfield, IA2026-11-02
Demars Financial Group, LLC
24,216$2.7M0.7%ETFLowSpokane Valley, WA2026-10-22
Dynamic Advisor Solutions LLC
16,322$1.8M0.1%ETFLowPhoenix, AZ2026-10-13
Uptick Partners, LLC
10,621$1.2M0.2%ETFLowNacogdoches, TX2026-11-04
Birch Financial Group, LLC
9,491$1.1M0.5%CoreLowKeene, NH2026-10-27
Simplicity Wealth,LLC
8,116$908.4K0.0%ETFLowSummit, NJ2026-10-23
Brookstone Capital Management
6,438$720.6K0.0%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
5,883$658.5K0.0%ETFLowWaltham, MA2026-11-02
Visionary Wealth Advisors
5,504$616.0K0.0%ETFLowO'Fallon, IL2026-11-04
D'Orazio & Associates, Inc.
5,427$607.4K0.1%ETFLowVienna, VA2026-11-04
Independent Wealth Network Inc.
2,802$313.6K0.1%ETFMediumUrbandale, IA2026-10-19
Kestra Advisory Services, LLC
2,616$292.8K0.0%CoreLowAustin, TX2026-11-02
PW Nova Financial Services LLC
2,524$282.5K0.1%ETFLowNewtown, PA2026-10-15
Lauterbach Financial Advisors, LLC
2,315$259.1K0.1%ETFVery LowEl Paso, TX2026-10-21
Parallel Advisors, LLC
2,239$250.6K0.0%IndexLowSan Francisco, CA2026-11-03
International Assets Investment Management, LLC
1,785$203.0K0.0%CoreVery HighOrlando, FL2026-11-02
Russell Investments Group, Ltd.
1,170$130.9K0.0%CoreLowSeattle, WA2026-11-06
Kingdom Financial Group Llc.
565$63.3K0.0%ETFMediumPeoria, AZ2026-11-04
Balance Wealth Partners LLC
374$41.8K0.0%ETFMediumWorthington, OH2026-10-27
IFP Advisors, Inc
361$40.4K0.0%GrowthLowTampa, FL2026-10-16
Allworth Financial LP
207$25.3K0.0%IndexLowFolsom, CA2026-11-06
IMG Wealth Management, Inc.
187$20.9K0.0%ETFMediumJacksonville, FL2026-10-27
Main Street Group, LTD
180$20.1K0.0%ETFMediumGlen Allen, VA2026-10-28
CoreCap Advisors, LLC
50$5.6K0.0%ETFMediumSouthfield, MI2026-10-08
Montag A & Associates Inc
31$3.4K0.0%CoreLowAtlanta, GA2026-10-29