Who owns SHOC?
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51 institutions reported holding SHOC, worth $41.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHOC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $9.1M | 74,374 | +33,517 shares |
| LPL Financial LLC | Fort Mill, SC | $5.1M | 41,655 | +6,126 shares |
| Demars Financial Group, LLC | Spokane Valley, WA | $2.8M | 22,977 | −4,383 shares |
| GWN Securities Inc. | Palm Beach Gardens, FL | $1.8M | 14,496 | +82 shares |
| Dynamic Advisor Solutions LLC | Phoenix, AZ | $1.7M | 14,256 | −33 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.7M | 13,703 | +1,398 shares |
| Brookstone Capital Management | Wheaton, IL | $1.7M | 13,538 | −4,486 shares |
| GTS Securities LLC | New York, NY | $1.4M | 11,465 | −4,912 shares |
| Uptick Partners, LLC | Nacogdoches, TX | $1.3M | 10,584 | +114 shares |
| Birch Financial Group, LLC | Keene, NH | $1.2M | 9,502 | −1,748 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHOC?
51 institutional managers reported holding SHOC in Form 13F filings for June 30, 2026, worth $41.3M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $9.1M.
Did institutions buy or sell SHOC last quarter?
Reported 13F value rose 71.1% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHOC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.