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Disclosery

SOXX ISHARES TR

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COM (fund)

1,164 managers (1,183 13F filers) reported a position in SOXX shares at 2026-06-30, 34,669,378 shares in all. 295 filers opened a position and 45 filers sold out during the quarter.

Managers
1,164
13F filers
1,183
New
295
Added
335
Reduced
347
Sold out
45
Shares held by filers
34,669,378

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,600,515$2.31B0.24%+211,70513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,966,152$1.9B0.12%-149,12613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,317,691$1.49B1.32%+873,70313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,880,266$1.2B0.06%-354,05313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,713,408$1.1B0.57%-137,96113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,230,000$788M1.13%+640,00013F-HRTimeline
LPL Financial LLC1,096,518$703M0.16%+18,37713F-HRTimeline
UBS Group AGgroup of 2 filers holding958,259$614M-211,561Timeline
Holocene Advisors, LP760,000$487M1.11%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN757,927$486M0.08%+11,53013F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…742,736$476M2.31%+741,48113F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…571,693$366M8.51%+370,15713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC466,096$299M0.09%+227,87313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…433,699$278M0.43%+26,52013F-HRTimelineGroup
ALKEON CAPITAL MANAGEMENT LLC371,200$238M0.92%+60,50013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…367,193$235M0.45%+238,65813F-HRTimelineGroup
Foundations Investment Advisors, LLC364,192$233M2.4%-52,00113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA358,985$230M0.04%-74,39913F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC304,880$195M5.59%+3,47013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/285,325$183M0.16%+111,81113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC271,837$174M0.05%-18,05213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC256,209$164M0.03%+26,99813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC241,515$155M0.19%+10,70113F-HRTimeline
Howard Capital Management, LLC232,236$149M1.77%-34013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.218,332$140M0.16%-42,78913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd203,207$130M1.11%+105,69313F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd202,142$130M4.03%+43,14613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP215,914$127M0.05%+33,13513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,236$125M0.01%+15,35513F-HRTimelineGroup
Cetera Investment Advisers192,870$124M0.11%+11,76913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA191,687$123M0.19%-659,54213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC191,249$123M0.25%+23,02913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…189,891$122M0.06%-16,24513F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP195,400$120M0.09%+79,20013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.186,620$119M0.74%+65,25613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC184,015$118M0.05%-382,87813F-HRTimelineGroup
Cambridge Investment Research Advisors,…176,823$113M0.25%+3,80913F-HR/ATimeline
Daiichi Life Insurance Co., Ltd.group of 2 filers holding176,093$113MnewTimeline
Noked Israel Ltdin group Noked Israel Ltd175,070$112M11.57%-174,00013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC171,024$110M0.17%+168,73913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding164,076$105M+9,884Timeline
Wealthspire Advisors, LLC161,642$104M0.57%+150,98613F-HRTimeline
SIMPLEX TRADING, LLC161,532$104M2.7%+45,25913F-HRTimeline
FIL Ltdin group FIL Ltd138,598$88.8M0.06%-286,58513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP124,691$79.9M0.11%-1,54913F-HR/ATimelineGroup
Integrated Wealth Concepts LLC118,447$75.9M0.37%+5,95013F-HRTimeline
GREENWOOD GEARHART LLC115,823$74.2M3.45%-1,62113F-HRTimeline
Elo Mutual Pension Insurance Co112,320$72M0.93%-194,48013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…111,185$71.2M1.9%-22,67513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…110,838$71M0.12%+95,61613F-HRTimelineGroup
Wellspring Financial Advisors, LLC109,196$70M4.62%-42,59513F-HRTimeline
HighTower Advisors, LLC108,888$69.8M0.07%-9,63213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC101,355$64.9M0.32%new13F-HR/ATimeline
Horizon Investments, LLC101,355$64.9M0.71%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,270$64.9M0.08%+5,40913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP98,074$62.8M0.05%+87413F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …95,280$61.1M0.8%-83,30813F-HRTimelineGroup
Steward Partners Investment Advisory, L…88,474$56.7M0.29%+52,22213F-HRTimeline
FIRST MANHATTAN CO. LLC.85,294$54.7M0.14%-15,97813F-HRTimeline
Traynor Capital Management, Inc.85,270$54.6M2.57%+55,11613F-HRTimeline
HRT FINANCIAL LP82,542$52.9M0.1%+75,64613F-HRTimeline
Yarbrough Capital, LLC82,383$52.8M1.58%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding81,297$52.1M-142Timeline
Focus Partners Wealthgroup of 2 filers holding81,028$51.9M-8,475Timeline
SG Americas Securities, LLC75,671$48.5M0.03%-7,48513F-HRTimeline
Mariner, LLCin group Mariner, LLC71,155$45.6M0.05%-6,73613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,842$45.4M0.48%-24913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS68,232$43.7M0.07%-1,97913F-HRTimeline
TRUE Private Wealth Advisors67,709$43.4M3.74%+35213F-HRTimeline
Hel Ved Capital Management Ltd65,000$41.6M5.87%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,090$39.8M0.01%-183,36413F-HRTimelineGroup
TD Waterhouse Canada Inc.65,681$39.3M0.1%+1,07013F-HRTimeline
Wealthfront Advisers LLC61,114$39.2M0.08%+12,77213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC60,530$38.8M0.35%-30,85813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding70,710$36.5M+54,621Timeline
Advisory Services Network, LLC56,189$36M0.41%-10,02013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,324$35.1M0.06%+2,80913F-HRTimeline
Arax Advisory Partners54,595$35M0.23%+52,70613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC51,635$33.1M0.62%+19,72013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK51,484$33M0.14%-3,54213F-HRTimelineGroup
Cadent Capital Advisors, LLC49,460$31.7M6.57%-55113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM49,285$31.6M2.1%-4,92313F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding49,096$31.5M+25,943Timeline
United Asset Strategies, Inc.48,982$31.4M2.22%-9,94213F-HRTimeline
Marks Wealth, LLC48,876$31.3M6.78%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,474$31.1M0.02%-546,39313F-HRTimelineGroup
Financial Partners Group, Inc45,977$29.5M2.99%-2,48613F-HRTimeline
360 Financial, Inc.44,450$28.5M7.23%+32,20013F-HRTimeline
MinichMacGregor Wealth Management, LLC42,749$27.4M4.16%-17,15013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC41,610$26.7M0.05%+39,96013F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC41,353$26.5M17.29%-12,90213F-HRTimeline
Janney Montgomery Scott LLC40,848$26.2M0.05%+1,13313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,098$25.7M0.15%-13,53513F-HRTimelineGroup
Horizon Wealth Management, LLC40,036$25.7M3.27%new13F-HRTimeline
Parallax Volatility Advisers, L.P.39,929$25.6M0.95%+26,94113F-HRTimeline
Galvin, Gaustad & Stein, LLC38,965$25M1.85%-7,22113F-HRTimeline
Legacy Edge Advisors, LLC38,947$25M2.29%-7,46713F-HR/ATimeline
Capital Investment Counsel, LLC37,945$24.3M3.01%-1,15313F-HRTimeline
LOWE BROCKENBROUGH & CO INC37,319$23.9M1.06%+4,62713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP35,903$23M2.25%-2,65113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP35,340$22.6M0.79%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…35,285$22.6M0.43%-171,65613F-HRTimelineGroup
Chicago Wealth Management, Inc.35,178$22.5M8%-10,80013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…34,995$22.4M6.32%new13F-HRTimeline
Private Advisor Group, LLC34,854$22.3M0.1%-4,36513F-HRTimeline
Gray Foundation34,371$22M4.85%013F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN34,231$21.9M0.09%-4,77413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC33,764$21.6M1.54%-4813F-HRTimeline
MACKENZIE FINANCIAL CORP32,066$20.5M0.02%+36513F-HRTimeline
KCM INVESTMENT ADVISORS LLC31,825$20.4M0.61%-4,04813F-HRTimeline
SPINNAKER TRUST31,334$20.1M0.97%+3,43113F-HRTimeline
Legend Financial Advisors, Inc.30,649$19.6M11.16%-12,62413F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.31,297$19.2M0.06%-25,67113F-HRTimelineGroup
Maniro Ltd29,472$18.9M4.24%+9,72613F-HRTimeline
NewEdge Advisors, LLC29,227$18.7M0.06%+6,19713F-HRTimeline
MSA Advisors, LLC28,965$18.6M4.78%new13F-HRTimeline
Fulton Bank, N.A.28,909$18.5M0.57%+65713F-HRTimeline
Ayalon Insurance Comp Ltd.28,100$18M2.21%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC27,850$17.8M4.45%013F-HRTimeline
CIBC WORLD MARKET INC.27,514$17.6M0.03%+5,99613F-HRTimeline
Allen Mooney & Barnes Investment Adviso…27,349$17.5M2.67%new13F-HRTimeline
Meridian Wealth Management, LLC26,698$17.1M0.53%-2,03513F-HRTimeline
Creative Planningin group Creative Planning26,652$17.1M0.01%+3,50213F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC26,384$16.9M1.37%new13F-HRTimeline
Anson Funds Management LPin group Anson Funds Management LP26,300$16.9M1.54%new13F-HRTimelineGroup
Prospera Financial Services Inc26,159$16.8M0.24%-13,05013F-HRTimeline
Ariose Capital Management Ltd26,127$16.7M7.15%new13F-HRTimeline
CMH Wealth Management LLC25,661$16.4M2.51%-70013F-HRTimeline
Sanctuary Advisors, LLC24,771$15.9M0.07%+1713F-HRTimeline
MAI Capital Management24,160$15.5M0.06%-1,54013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,882$15.3M0.02%+2,68413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,404$15M0.02%-6,82413F-HR/ATimeline
Silverleafe Capital Partners, LLC23,239$14.9M4.06%-45613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,193$14.9M0.09%+1,99713F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…23,470$14.6M0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc22,586$14.5M0.66%-2,31813F-HRTimeline
Stonebridge Financial Group, LLC/CA22,574$14.5M2%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22,055$14.1M0.82%+10,59713F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.22,017$14.1M4.94%-1,05013F-HRTimeline
Concord Investment Counsel Inc.22,108$14.1M3.85%+12113F-HRTimeline
IFP Advisors, Inc21,936$14.1M0.25%-60513F-HRTimeline
GROUP ONE TRADING LLC21,841$14M0.4%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC21,813$14M8.42%-5,06813F-HRTimeline
Dynamic Advisor Solutions LLC21,586$13.8M0.39%-38113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding21,541$13.8M+2,327Timeline
SteelPeak Wealth, LLC21,364$13.7M0.36%+1,94413F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP21,275$13.6M0.31%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding21,083$13.5M-2,113Timeline
WOODMONT INVESTMENT COUNSEL LLC20,653$13.2M0.72%-15013F-HRTimeline
Quantinno Capital Management LP20,458$13.1M0.02%+5,39813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,276$13M0.39%-5,90913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,927$12.8M0.11%+4,87313F-HRTimelineGroup
RFG Advisory, LLC19,219$12.3M0.19%+14,63313F-HRTimeline
Evolution Wealth Advisors, LLC19,140$12.3M1.43%+7,83113F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding19,123$12.3M-11,801Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,096$12.2M0.01%+5,75813F-HRTimelineGroup
ExodusPoint Capital Management, LP19,051$12.2M0.11%new13F-HRTimeline
MARVIN & PALMER ASSOCIATES INC18,797$12M7.58%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/18,785$12M3.22%-12,28713F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE165,825$11.9M3.16%+123,82513F-HRTimeline
Geremia Financial Services, LLC18,422$11.8M12.52%-14,53613F-HRTimeline
Parker Investment Management, LLC18,171$11.6M1.41%+16,76213F-HRTimeline
Beacon Pointe Advisors, LLC18,104$11.6M0.05%+7513F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC17,641$11.3M0.03%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,617$11.3M3.32%-7,32513F-HRTimeline
Peachtree Investment Partners, LLC17,499$11.2M3.59%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,261$11.1M0.21%-29813F-HRTimeline
Kingsview Wealth Management, LLC17,070$10.9M0.13%+38413F-HRTimeline
Qube Research & Technologies Ltd16,968$10.9M0.01%-25,45113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,893$10.8M+4,869Timeline
Strategic Blueprint, LLC16,614$10.6M0.53%-89613F-HRTimeline
CTC Alternative Strategies, Ltd.16,600$10.6M15.34%new13F-HRTimeline
Integrated Capital Management, LLC16,506$10.6M3.81%+36113F-HRTimeline
FMR LLCin group FMR LLC16,506$10.6M<0.01%+2,77313F-HRTimelineGroup
MARTIN & CO INC /TN/16,191$10.4M1.62%-12013F-HRTimeline
EP Wealth Advisors, LLC15,833$10.1M0.04%+8,22913F-HRTimeline
Merit Financial Group, LLC15,696$10.1M0.06%+1,24913F-HR/ATimeline
&PARTNERS15,627$10M0.04%+1,14913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,556$9.97M0.06%-49313F-HRTimelineGroup
Well Done, LLC15,472$9.91M1.33%-6,05713F-HRTimeline
Sowell Financial Services LLC15,471$9.91M0.32%+19613F-HRTimeline
Wharton Business Group, LLC15,330$9.82M0.33%-54413F-HRTimeline
Conservest Capital Advisors, Inc.15,290$9.8M0.78%+1,12813F-HRTimeline
Family Legacy, Inc.15,286$9.79M2.61%-30213F-HRTimeline
HARBOUR INVESTMENTS, INC.15,049$9.64M0.13%+89413F-HRTimeline
Lake Hills Wealth Management, LLC14,996$9.61M4.37%-17,03713F-HRTimeline
BEACON FINANCIAL PLANNING, INC14,994$9.61M3.26%-26913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,972$9.59M<0.01%+2,48213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,934$9.57M0.16%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,817$9.49M0.03%-2,61613F-HRTimelineGroup
KKM Financial LLC14,772$9.47M1.3%-50613F-HRTimeline
PFG Advisors14,468$9.27M0.47%-7,51113F-HRTimeline
Tepp RIA, LLC14,465$9.27M6.28%new13F-HRTimeline
Wall Street Financial Group, Inc.14,168$9.08M4.85%-2,58513F-HRTimeline
Union Bancaire Privee, UBP SA17,029$9.07M0.1%+11,13213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,132$9.06M0.42%+61413F-HRTimeline
Destination Wealth Management13,929$8.92M0.21%+3013F-HRTimeline
Alley Investment Management Company, LLC13,916$8.92M1.04%new13F-HRTimeline
Commonwealth Financial Services, LLC13,895$8.9M1.2%-2,44713F-HRTimeline
Global Wealth Strategies & Associates13,880$8.89M1.69%+52013F-HRTimeline