46 tracked 13F filers disclose a position in SHOC as of the latest SEC 13F filings, a combined $25.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $2.6M | 36K | ▲+11% Added · +4K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $2.0M | 28K | ▲+12% Added · +3K sh | Q1 2026 | |
| 3 | Demars Financial Group, LLC | $2.8M | 23K | ▼−16% Reduced · −4K sh | Q2 2026 | |
| 4 | GTS SECURITIES LLC | $1.2M | 16K | ▲+221% Added · +11K sh | Q1 2026 | |
| 5 | Orion Porfolio Solutions, LLC | $1.1M | 15K | ▼−57% Reduced · −20K sh | Q1 2026 | |
| 6 | GWN SECURITIES INC. | $1.8M | 14K | ▲+0.6% Added · +82 sh | Q2 2026 | |
| 7 | Dynamic Advisor Solutions LLC | $1.7M | 14K | ▼−0.2% Reduced · −33 sh | Q2 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $922K | 13K | ▲New +13K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $886K | 12K | ▲+25% Added · +2K sh | Q1 2026 | |
| 10 | UPTICK PARTNERS, LLC | $1.3M | 11K | ▲+1.1% Added · +114 sh | Q2 2026 | |
| 11 | BIRCH FINANCIAL GROUP, LLC | $1.2M | 10K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $1.0M | 8K | ▲+111% Added · +4K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $543K | 8K | ▲New +8K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $532K | 7K | ▼−5.8% Reduced · −453 sh | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $477K | 7K | ▲+18% Added · +1K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $450K | 6K | —Held | Q1 2026 | |
| 17 | D'Orazio & Associates, Inc. | $662K | 5K | ▲~0% Added · +1 sh | Q2 2026 | |
| 18 | Visionary Wealth Advisors | $658K | 5K | ▼−4.0% Reduced · −223 sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | $585K | 5K | ▲+18% Added · +746 sh | Q2 2026 | |
| 20 | Spire Wealth Management | $259K | 4K | —Held | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $437K | 4K | ▼−10% Reduced · −404 sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $230K | 3K | ▲+45% Added · +1K sh | Q1 2026 | |
| 23 | PW Nova Financial Services LLC | $389K | 3K | ▲+0.3% Added · +10 sh | Q2 2026 | |
| 24 | CWM, LLC | $210K | 3K | ▲+571% Added · +2K sh | Q1 2026 | |
| 25 | Independent Wealth Network Inc. | $342K | 3K | ▲New +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SHOC and 7 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $5.4B |
| APPLE INCAAPL | 20 funds | $4.0B |
| AMAZON.COM INCAMZN | 20 funds | $2.8B |
| MICROSOFT CORPMSFT | 20 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 20 funds | $1.8B |
| BROADCOM INCAVGO | 20 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 20 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 20 funds | $1.3B |
| TESLA INCTSLA | 20 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $1.1B |
| MASTERCARD INC - AMA | 20 funds | $757.2M |
Ranked by how many of SHOC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 345 funds | $1.9B |
| FRDMmc | 285 funds | $2.2B |
| STRVmc | 125 funds | $378.9M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BUXXSTRIVE ENHANCED | 65 funds | $285.2M |
| BBLUmc | 65 funds | $136.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SHOC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SHOC/capital-change-brief"
Use Arkolith's capital_change_brief for SHOC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SHOC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.