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Funds Holding SHOC

On this page, we present all of the funds holding SHOC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SHOC, with a link to that fund's top holdings. The next columns indicate the amount of SHOC stock held by each of the funds holding SHOC, followed by the SHOC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 19 funds holding SHOC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Visionary Wealth Advisors. For more details on the positions held by Visionary Wealth Advisors (or by any of the other funds holding SHOC), click the fund name in the "Holder" column of the funds-holding-SHOC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Visionary Wealth Advisors55,105$2,174 12/31/2023
     SHOC55,105$2,174 12/31/2023
Cambridge Investment Research Advisors Inc.27,699$1,237 03/31/2024
     SHOC27,699$1,237 03/31/2024
Demars Financial Group LLC12,165$543 03/31/2024
     SHOC12,165$543 03/31/2024
Brookstone Capital Management6,796$304 03/31/2024
     SHOC6,796$304 03/31/2024
Commonwealth Equity Services LLC5,625$251 03/31/2024
     SHOC5,625$251 03/31/2024
Cetera Advisor Networks LLC6,343$250 12/31/2023
     SHOC6,343$250 12/31/2023
D Orazio & Associates Inc.5,400$213 12/31/2023
     SHOC5,400$213 12/31/2023
Parallel Advisors LLC1,700$67 12/31/2023
     SHOC1,700$67 12/31/2023
Steward Partners Investment Advisory LLC1,634$64 12/31/2023
     SHOC1,634$64 12/31/2023
Advisor Group Holdings Inc.1,526$60 12/31/2023
     SHOC1,526$60 12/31/2023
CWM LLC990$44 03/31/2024
     SHOC990$44 03/31/2024
ICA Group Wealth Management LLC850$34 12/31/2023
     SHOC850$34 12/31/2023
Royal Bank of Canada407$16 12/31/2023
     SHOC407$16 12/31/2023
Friedenthal Financial186$8 03/31/2024
     SHOC186$8 03/31/2024
IFP Advisors Inc177$7 12/31/2023
     SHOC177$7 12/31/2023
Allworth Financial LP91$4 03/31/2024
     SHOC91$4 03/31/2024
Harbour Investments Inc.100$4 12/31/2023
     SHOC100$4 12/31/2023
UBS Group AG57$2 12/31/2023
     SHOC57$2 12/31/2023
Proequities Inc.0$0 03/31/2024
     SHOC0$0 03/31/2024
Farther Finance Advisors LLC8$0 12/31/2023
     SHOC8$0 12/31/2023

See Summary: Institutional Holders of SHOC
See Details: Top 10 Hedge Funds Holding SHOC

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