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Disclosery

SHOC EA SERIES TRUST

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STRIVE US SEMICO (fund)

38 managers (38 13F filers) reported a position in SHOC shares at 2025-12-31, 284,828 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
16
Reduced
9
Sold out
2
Shares held by filers
284,828

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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,…41,690$2.86M0.01%+7,35013F-HRTimeline
Orion Porfolio Solutions, LLC34,541$2.37M0.02%+4,76113F-HRTimeline
LPL Financial LLC31,942$2.19M<0.01%+62213F-HRTimeline
Cetera Investment Advisers24,891$1.71M<0.01%-40513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,926$1.23M0.01%+1,05613F-HRTimelineGroup
Demars Financial Group, LLC14,466$993K0.33%-33513F-HRTimeline
GWN SECURITIES INC.13,755$944K0.19%-29413F-HRTimeline
UPTICK PARTNERS, LLC11,072$760K0.16%-1,46813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC10,236$702K0.4%+78513F-HRTimeline
HighTower Advisors, LLC9,832$675K<0.01%+1213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,835$538K<0.01%+1,90213F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …7,000$480K0.06%013F-HRTimelineGroup
Visionary Wealth Advisors6,332$435K0.02%-74113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,245$429K<0.01%+1,25913F-HRTimeline
HARBOUR INVESTMENTS, INC.5,610$385K0.01%+10513F-HRTimeline
D'Orazio & Associates, Inc.5,421$372K0.05%+313F-HRTimeline
GTS SECURITIES LLC5,101$350K0.01%-2,20313F-HRTimeline
Jaffetilchin Investment Partners, LLC4,386$301K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,260$292K<0.01%-24813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,600$247K0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC3,036$208K<0.01%+113F-HRTimeline
Parallel Advisors, LLC2,341$161K<0.01%+10213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,250$154K<0.01%+92513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,200$151K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,200$151K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,536$105K<0.01%+50013F-HRTimelineGroup
AE Wealth Management LLC1,431$98.2K<0.01%+37413F-HRTimeline
UBS Group AGin group UBS Group AG1,060$72.7K<0.01%+1,04313F-HRTimelineGroup
Kingdom Financial Group LLC.627$43K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC461$31.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC435$30K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc361$24.8K<0.01%013F-HRTimeline
Allworth Financial LP236$16.2K<0.01%-15313F-HRTimeline
Geneos Wealth Management Inc.200$13.7K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.187$12.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…125$8.58K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$129<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.