SHOC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -3.5% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 41.66K | +17.2% | $5.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 13.70K | +11.4% | $1.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 9.19K | -66.9% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 8.45K | +110.7% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 8.73K | +168.1% | $997,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 6.26K | New | $763,611 | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 5.88K | -5.9% | $716,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 5.88K | -20.4% | $716,464 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Hrt Financial Lp | 4.49K | New | $548,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 2.27K | New | $277,405 | 0.0% | New | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 2.13K | New | $260,449 | 0.0% | New | 1 | SEC ↗ |
| 12 | CIBC Bancorp USA Inc. | 2.00K | New | $244,468 | 0.0% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 2.00K | -0.4% | $235,905 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Lido Advisors, LLC | 1.75K | New | $213,765 | 0.0% | New | 1 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 1.17K | New | $142,681 | 0.0% | New | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.04K | -11.9% | $126,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 617 | -61.6% | $75,268 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Fidelity (FMR) ✦ | 475 | -1.0% | $57,921 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 267 | +32.2% | $32,660 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 1 | -50.0% | $157 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $763,611 | 0.0% |
| Hrt Financial Lp | $548,000 | 0.0% |
| Corient Private Wealth LP | $277,405 | 0.0% |
| Goldman Sachs Group | $260,449 | 0.0% |
| CIBC Bancorp USA Inc. | $244,468 | 0.0% |
| Lido Advisors, LLC | $213,765 | 0.0% |
| Russell Investments Group… | $142,681 | 0.0% |
Exited
| Susquehanna International… | $921,892 | was 0.0% |
| Jane Street Group, Llc | $542,908 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 336.20K shares, $21.27M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.