Institutional Ownership Ea Ser Tr Strive U S Semicondu (SHOC)
This table provides information about the institutional ownership of Ea Ser Tr Strive U S Semicondu (SHOC). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 749,420 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
318
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 56.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
230
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
37
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
25
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
21
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|