Who Owns EA SER TR (SHOC)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $36.8M of EA SER TR (SHOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($5.1M), Cambridge Investment Research Advisors, Inc. ($4.5M), Demars Financial Group, LLC ($2.8M), GWN SECURITIES INC. ($1.8M), Dynamic Advisor Solutions LLC ($1.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$5.1M	41,655	Added
2	Cambridge Investment Research Advisors, Inc.	$4.5M	37,187	Trimmed
3	Demars Financial Group, LLC	$2.8M	22,977	Trimmed
4	GWN SECURITIES INC.	$1.8M	14,496	Added
5	Dynamic Advisor Solutions LLC	$1.7M	14,256	Trimmed
6	HighTower Advisors, LLC	$1.7M	13,703	Added
7	Brookstone Capital Management	$1.7M	13,538	Trimmed
8	GTS SECURITIES LLC	$1.4M	11,465	Trimmed
9	UPTICK PARTNERS, LLC	$1.3M	10,584	Added
10	BIRCH FINANCIAL GROUP, LLC	$1.2M	9,502	Trimmed
11	Cetera Investment Advisers	$1.1M	9,193	Trimmed
12	CITADEL ADVISORS LLC	$1.0M	8,450	Added
13	JONES FINANCIAL COMPANIES LLLP	$997,151	8,733	Added
14	Global Endowment Management, LP	$854,000	7,000	Hold
15	HARBOUR INVESTMENTS, INC.	$807,784	6,622	Added
16	Mariner, LLC	$763,611	6,260	New
17	COMMONWEALTH EQUITY SERVICES, LLC	$716,660	5,875	Trimmed
18	OSAIC HOLDINGS, INC.	$716,464	5,875	Trimmed
19	D'Orazio & Associates, Inc.	$661,847	5,425	Added
20	Visionary Wealth Advisors	$658,174	5,395	Trimmed
21	Equitable Holdings, Inc.	$585,160	4,797	Added
22	HRT FINANCIAL LP	$548,000	4,494	New
23	Kestra Advisory Services, LLC	$437,133	3,583	Trimmed
24	PW Nova Financial Services LLC	$388,782	3,187	Added
25	Independent Wealth Network Inc.	$341,572	2,800	New

来源：SEC 13F 申报文件 · 截至 2026-06-30