Skip to content
Disclosery

SHOC EA SERIES TRUST

Follow

STRIVE US SEMICO (fund)

36 managers (36 13F filers) reported a position in SHOC shares at 2025-03-31, 756,861 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
12
Reduced
7
Sold out
3
Shares held by filers
756,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambridge Investment Research Advisors,…37,917$1.5M0.01%-92413F-HRTimeline
LPL Financial LLC24,328$966K<0.01%+1,73513F-HRTimeline
Visionary Wealth Advisors16,556$657K0.04%-26,72713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,648$582K0.01%+4,70213F-HRTimelineGroup
GWN SECURITIES INC.14,507$576K0.03%new13F-HRTimeline
UPTICK PARTNERS, LLC13,829$549K0.19%+2,48013F-HRTimeline
HighTower Advisors, LLC12,570$499K<0.01%+5,50013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,000$397K0.05%013F-HRTimelineGroup
Cetera Investment Advisers8,933$355K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,513$338K<0.01%-1,43913F-HRTimeline
Orion Portfolio Solutions, LLC8,513$338K<0.01%-1,43913F-HR/ATimeline
GTS SECURITIES LLC6,806$270K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,732$267K<0.01%-1,98213F-HRTimelineGroup
D'Orazio & Associates, Inc.5,574$221K0.03%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,681$146K<0.01%+3,58113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,600$143K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,239$88.9K<0.01%+3913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,036$41K<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP986$39.3K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC921$36.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC642$25K<0.01%+913F-HRTimelineGroup
Allworth Financial LP422$16.7K<0.01%+113F-HRTimeline
Friedenthal Financial414$16.4K0.01%+11613F-HRTimeline
IMG Wealth Management, Inc.322$12.8K0.01%013F-HRTimeline
IFP Advisors, Inc318$12.6K<0.01%+11513F-HRTimeline
Capital Investment Advisory Services, L…230$9.13K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.200$7.94K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC93$3.69K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59$2.34K<0.01%new13F-HRTimelineGroup
Guardian Wealth Management, Inc.37$1.47K<0.01%+613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.25$850<0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC21$819<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$63<0.01%-113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$47<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC552,187$13.9K-56,39613F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.