Security record · archived quarter
SHOC
name pending profile ingest
13Tracked holders
0Δ holders
88.69KShares held
$6.09MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 31.94K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 24.89K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 9.83K | n/a | $674,721 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 7.83K | n/a | $537,579 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 6.25K | n/a | $428,550 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 2.25K | n/a | $154,406 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 2.20K | -50.0% | $150,975 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.54K | n/a | $105,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 1.06K | n/a | $72,743 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 461 | 0.0% | $31,621 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Cwm, Llc | 435 | n/a | $30,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | -50.0% | $129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 0 | n/a | $17 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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