Skip to content
Disclosery

SHOC EA SERIES TRUST

Follow

STRIVE US SEMICO (fund)

37 managers (37 13F filers) reported a position in SHOC shares at 2025-09-30, 269,107 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
37
13F filers
37
New
5
Added
15
Reduced
11
Sold out
3
Shares held by filers
269,107

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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,…34,340$2.15M0.01%+6,86713F-HRTimeline
LPL Financial LLC31,320$1.96M<0.01%+5,76913F-HRTimeline
Orion Porfolio Solutions, LLC29,780$1.86M0.01%+13,11813F-HRTimeline
Cetera Investment Advisers25,296$1.58M<0.01%+1,23313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,870$1.05M0.01%-81413F-HRTimelineGroup
Demars Financial Group, LLC14,801$925K0.32%+29313F-HRTimeline
GWN SECURITIES INC.14,049$878K0.2%-70713F-HRTimeline
UPTICK PARTNERS, LLC12,540$783K0.21%-58513F-HRTimeline
HighTower Advisors, LLC9,820$613K<0.01%+2,50013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC9,451$590K0.35%+99213F-HRTimeline
GTS SECURITIES LLC7,304$456K0.02%-37,58013F-HRTimeline
Visionary Wealth Advisors7,073$442K0.02%-1,08113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,000$437K0.05%-2,00013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.5,505$344K0.01%+113F-HRTimeline
D'Orazio & Associates, Inc.5,418$338K0.04%-5213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,933$335K<0.01%-27113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,986$311K<0.01%+90213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,508$282K<0.01%+213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,313$269K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,600$225K0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC3,035$190K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,239$140K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,200$137K<0.01%new13F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,200$137K<0.01%+2,17713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,325$81.7K<0.01%+33913F-HRTimelineGroup
AE Wealth Management LLC1,057$66K<0.01%+13613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,036$65K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC461$28.8K<0.01%+33813F-HRTimelineGroup
CWM, LLCin group CWM, LLC435$27K<0.01%-20713F-HRTimelineGroup
Allworth Financial LP389$24.3K<0.01%013F-HRTimeline
IFP Advisors, Inc361$22.6K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.200$12.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.187$11.7K0.01%-9513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$3.5K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG17$1.06K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$149<0.01%+113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.