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Disclosery

SOXX ISHARES TR

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COM (fund)

1,171 managers (1,190 13F filers) reported a position in SOXX shares at 2026-06-30, 34,723,792 shares in all. 297 filers opened a position and 45 filers sold out during the quarter.

Managers
1,171
13F filers
1,190
New
297
Added
335
Reduced
349
Sold out
45
Shares held by filers
34,723,792

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
Commonwealth Financial Services, LLC13,895$8.9M1.2%-2,44713F-HRTimeline
Global Wealth Strategies & Associates13,880$8.89M1.69%+52013F-HRTimeline
Summit Financial, LLC13,682$8.77M0.1%+1,97513F-HRTimeline
JPL Wealth Management, LLC13,560$8.69M1.72%-2,81913F-HRTimeline
BLAIR WILLIAM & CO/IL13,523$8.67M0.02%-14,85113F-HRTimeline
Adams Wealth Management13,467$8.63M1.65%-4,81413F-HRTimeline
CacheTech Inc.13,467$8.63M1.4%-4,81413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…13,412$8.59M0.27%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,300$8.52M0.41%+4413F-HRTimeline
Sharper & Granite LLC13,026$8.35M2.59%-1,89913F-HRTimeline
Goldstream Capital Management Ltd12,961$8.3M9.9%new13F-HRTimeline
Dala Group, LLC12,961$8.3M6.84%-1,81613F-HRTimeline
Aprio Wealth Management, LLC12,768$8.18M0.4%-7813F-HRTimeline
Procyon Advisors, LLC12,701$8.14M0.35%+11,74413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD12,499$8.01M0.05%new13F-HRTimelineGroup
Midwest Financial Group LLC12,286$7.87M2.76%-3,46413F-HRTimeline
THEORY FINANCIAL LLC12,271$7.86M2.48%-1,05213F-HRTimeline
Klingman & Associates, LLC11,969$7.67M0.33%-2,00013F-HRTimeline
Magnus Financial Group LLC11,916$7.64M0.54%+19513F-HRTimeline
Grandview Asset Management LLC11,848$7.62M1.89%+1,82213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,853$7.59M0.19%+11,71613F-HRTimelineGroup
Farther Finance Advisors, LLC11,975$7.58M0.06%-55113F-HRTimeline
Monument Capital Management11,694$7.49M1.51%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding11,686$7.49M-554Timeline
Krilogy Financial LLC11,591$7.43M0.22%+24713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,473$7.35M0.14%-1,71413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,465$7.35M<0.01%-14713F-HRTimelineGroup
Coral Wealth Management, LLC11,163$7.15M5.86%new13F-HRTimeline
RWQ Financial Management Services, Inc.11,155$7.15M3.45%new13F-HRTimeline
OneDigital Investment Advisors LLC11,033$7.07M0.06%+9,06513F-HRTimeline
EWA, LLC11,015$7.06M1.29%-2,22813F-HRTimeline
RH Tailwind Management, LLC11,000$7.05M3.29%new13F-HRTimeline
Maxele Advisors, LLC10,998$7.05M4.92%13F-HRTimeline
Vision Retirement, LLC10,964$7.03M1.7%+21713F-HRTimeline
PFG Investments, LLC10,892$6.98M0.27%+4813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,839$6.95M0.04%-1613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …11,043$6.83M0.04%+2,54313F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …10,549$6.75M0.16%-124,03113F-HRTimelineGroup
Cavalier Investments, LLC10,292$6.59M2.43%-34513F-HRTimeline
Koshinski Asset Management, Inc.10,126$6.49M0.35%+8013F-HRTimeline
Steele Capital Management, Inc.10,121$6.49M0.24%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.10,039$6.43M0.09%new13F-HRTimelineGroup
Advyzon Investment Management, LLC10,008$6.41M0.47%new13F-HRTimeline
SBI Okasan Asset Management Co.Ltd.10,390$6.38M0.21%-15,89013F-HRTimeline
Osbon Capital Management LLC9,857$6.32M4.96%-1813F-HRTimeline
Federation des caisses Desjardins du Qu…9,813$6.29M0.02%+2,06613F-HRTimeline
SCOTIA CAPITAL INC.9,683$6.2M0.02%-49513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,614$6.16M0.01%+2,76213F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC9,548$6.12M3.4%+29913F-HRTimeline
Atria Investments, Inc9,544$6.12M0.06%-1,35313F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…9,527$6.1M0.03%+6,70113F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC9,521$6.1M0.89%-70513F-HRTimeline
Moss Adams Wealth Advisors LLC9,518$6.1M0.38%-2,95713F-HRTimeline
Matrix Trust Co9,479$6.07M0.88%-36213F-HRTimeline
Mesirow Financial Investment Management…9,475$6.07M0.1%+15113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,328$5.98M0.02%013F-HRTimelineGroup
Kapitalo Investimentos Ltda9,200$5.89M0.46%new13F-HRTimeline
Composition Wealth, LLC9,197$5.89M0.07%-1,91913F-HRTimeline
Green Ridge Wealth Planning LLC9,028$5.78M2.43%-4,06513F-HRTimeline
Prosperity Consulting Group, LLC9,016$5.78M0.22%-56513F-HRTimeline
1 NORTH WEALTH SERVICES LLC8,876$5.69M1.86%-4,96613F-HRTimeline
Focus Financial Network, Inc.8,798$5.64M0.17%-1,45713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,794$5.63M0.28%-1,55013F-HRTimeline
Mutual Advisors, LLC8,773$5.62M0.11%-48413F-HRTimeline
VestGen Advisors, LLC8,716$5.58M0.16%-74813F-HRTimeline
Tudor Financial Inc.8,650$5.54M2.49%-12113F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding8,640$5.54M-88Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,623$5.53M0.05%-7,90213F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT8,564$5.49M0.41%-36513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,513$5.45M0.18%-82613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,402$5.38M0.01%-5,62413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,243$5.28M0.06%-2413F-HRTimelineGroup
Insight Wealth Partners, LLC8,117$5.2M0.7%+28913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,990$5.12M1.3%-3113F-HRTimeline
Kovack Advisors, Inc.8,291$5.09M0.24%+70913F-HRTimeline
WILLIAM JOHN SEMPOLINSKI7,906$5.07M2.05%+80013F-HRTimeline
Armor Investment Advisors, LLC7,897$5.06M1.62%-19713F-HRTimeline
VMS Asset Management Limited7,890$5.06M1.61%new13F-HRTimeline
NewEdge Wealth, LLC7,875$5.05M0.05%+22613F-HRTimeline
Comprehensive Financial Planning, Inc./…7,820$5.01M2.67%+91313F-HRTimeline
AAFMAA Wealth Management & Trust LLC7,739$4.96M1.73%+30113F-HRTimeline
Pioneer Family Office, LLC7,585$4.86M2.5%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,576$4.85M0.49%+47013F-HRTimeline
Mirabaud & Cie SA7,500$4.81M1.93%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,469$4.79M0.06%+2,34713F-HRTimelineGroup
Concentrum Wealth Management7,444$4.77M1.14%-18913F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.7,375$4.73M2.33%+1,82513F-HRTimeline
CORRADO ADVISORS, LLC7,346$4.71M2.17%-17213F-HRTimeline
IBEX WEALTH ADVISORS7,308$4.68M0.37%-3213F-HRTimeline
Prime Capital Investment Advisors, LLC7,298$4.68M0.05%+50713F-HRTimeline
Modern Wealth Management, LLC7,255$4.65M0.06%-9713F-HRTimeline
High Point Wealth Management, LLC7,205$4.62M3.78%+43313F-HRTimeline
Avior Wealth Management, LLC7,130$4.57M0.12%-11813F-HRTimeline
Keystone Financial Group7,056$4.52M0.27%+30913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,056$4.52M<0.01%+313F-HRTimelineGroup
First International Bank of Israel Ltd.in group First International Bank of I…7,055$4.52M1.23%-3,80513F-HRTimelineGroup
MGO ONE SEVEN LLC7,008$4.49M0.07%+4,95813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,008$4.49M0.1%+2,99613F-HRTimelineGroup
Stonebridge Financial Planning Group, L…6,996$4.48M1.43%-22713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,981$4.47M0.18%-31513F-HRTimeline
Allworth Financial LP6,930$4.44M0.02%+60213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,880$4.41M0.46%new13F-HRTimeline
Fisher Asset Management, LLC6,871$4.4M<0.01%-66413F-HRTimeline
Intellectus Partners, LLC6,799$4.36M0.75%-58413F-HRTimeline
Guardian Capital, LLC6,782$4.35M3.55%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,754$4.33M0.04%+1,24013F-HRTimelineGroup
Fosun International Ltd6,720$4.31M0.96%new13F-HRTimeline
One Capital Management, LLC12,985$4.27M0.12%013F-HRTimeline
S&A Financial Services, Inc.6,642$4.26M2.6%-12113F-HRTimeline
Gold Investment Management Ltd.6,578$4.21M1.14%-15613F-HRTimeline
Pacific Sun Financial Corp6,526$4.18M1.72%+5513F-HRTimeline
Ashton Thomas Private Wealth, LLC6,472$4.15M0.09%+1813F-HRTimeline
Dedeker Financial LLC6,459$4.14M2.35%+4413F-HRTimeline
Genesee Capital Advisors, LLC6,412$4.11M1.29%+5,36713F-HRTimeline
Western Wealth Management, LLC6,245$4M0.13%+40513F-HRTimeline
AE Wealth Management LLC6,085$3.9M0.02%+1,40413F-HRTimeline
SIG BROKERAGE, LP6,073$3.89M0.62%+1,64013F-HRTimeline
Robertson Stephens Wealth Management, L…5,753$3.69M0.09%-21613F-HRTimeline
Vise Technologies, Inc.5,724$3.67M0.04%+1,24013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,668$3.63M1.09%-2513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,642$3.62M0.19%-9,68713F-HRTimelineGroup
National Philanthropic Trust5,613$3.6M0.05%+7213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,578$3.57M0.01%-47013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,515$3.53M0.01%-89013F-HRTimelineGroup
Berbice Capital Management LLC5,493$3.52M1.82%+2,69313F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,459$3.5M1.43%-2,13013F-HRTimeline
Geneos Wealth Management Inc.5,415$3.47M0.07%+67513F-HRTimeline
Greenspring Advisors, LLC5,401$3.46M0.19%+10513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,349$3.43M0.24%013F-HRTimeline
IHT Wealth Management, LLC5,313$3.4M0.07%+1,85813F-HRTimeline
Transcendent Capital Group LLC5,233$3.35M1.3%+4013F-HRTimeline
Keel Point, LLC5,224$3.35M0.2%-55413F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.5,210$3.34M2.88%-7713F-HRTimeline
Trivium Point Advisory, LLC5,167$3.31M0.3%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP5,120$3.28M0.79%new13F-HRTimeline
Golden State Wealth Management, LLC5,082$3.26M0.3%+12413F-HRTimeline
Global Retirement Partners, LLC5,040$3.23M0.05%13F-HRTimeline
Continuum Advisory, LLC5,027$3.22M0.26%-20713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,002$3.21M0.01%-17713F-HRTimelineGroup
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…4,927$3.16M1.9%13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC4,835$3.1M0.64%-30013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC4,786$3.07M0.96%-24513F-HRTimeline
Ausdal Financial Partners, Inc.4,626$2.96M0.12%+3,33113F-HRTimeline
10Elms LLP4,613$2.96M1.25%+72813F-HRTimeline
Moran Wealth Management, LLC4,593$2.94M0.08%-82713F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…4,590$2.94M0.87%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,578$2.93M0.32%+14713F-HRTimeline
Twin Tree Management, LP4,545$2.91M0.45%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,514$2.89M0.04%+3,79513F-HR/ATimeline
PEAK6 LLCin group PEAK6 LLC4,478$2.87M0.07%+4,47613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,415$2.83M0.04%-45613F-HRTimelineGroup
Lionshead Wealth Management, LLC4,413$2.83M1.84%013F-HRTimeline
AssuredPartners Investment Advisors, LLC4,391$2.81M0.27%new13F-HRTimeline
CITY HOLDING CO4,361$2.79M0.32%-5813F-HRTimeline
Root Financial Partners, LLC4,356$2.79M0.11%-11913F-HRTimeline
Aster Capital Management (DIFC) Ltd4,328$2.77M0.59%+1,78313F-HR/ATimeline
Valeo Financial Advisors, LLC4,328$2.77M0.06%-20813F-HRTimeline
PW Nova Financial Services LLC4,322$2.77M0.59%-36713F-HRTimeline
GTS SECURITIES LLC4,321$2.77M0.06%-6,23213F-HRTimeline
Intellus Advisors LLC4,317$2.77M0.34%-1,68713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP4,300$2.76M0.11%+3,46013F-HRTimelineGroup
LOM Asset Management Ltd4,300$2.76M0.71%-20013F-HRTimeline
GWN SECURITIES INC.4,222$2.71M0.45%+3013F-HRTimeline
Telos Capital Management, Inc.4,211$2.7M0.24%-36513F-HRTimeline
IFG Advisory, LLC4,185$2.68M0.09%new13F-HRTimeline
Whitford Management LLC4,157$2.66M2.38%+51213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHLAND SECURITIES, INC.4,145$2.66M1.55%-313F-HRTimeline
Crestwood Advisors Group, LLC4,134$2.65M0.04%013F-HRTimeline
Betterment LLC4,122$2.64M<0.01%+2,68713F-HRTimeline
First Heartland Consultants, Inc.4,094$2.62M0.17%+86113F-HRTimeline
Alteri Wealth LLC4,062$2.6M0.72%+713F-HRTimeline
Pacific Center for Financial Services4,056$2.6M0.58%-71013F-HRTimeline
McHugh Group, LLC4,033$2.58M1.32%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP4,020$2.58M0.09%+213F-HRTimeline
O'ROURKE & COMPANY, Inc4,008$2.57M0.9%-10713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,003$2.57M0.16%+49313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,000$2.56M0.01%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC3,978$2.55M1%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,966$2.54M0.66%-26713F-HRTimeline
BRIGHTON JONES LLC3,961$2.54M0.05%+82313F-HRTimeline
Cassaday & Co Wealth Management LLC3,909$2.5M0.05%013F-HRTimeline
Sovran Advisors, LLC5,074$2.49M0.19%-5213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich3,890$2.49M0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD3,886$2.49M0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,870$2.48M0.1%-23913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,863$2.48M0.32%+3813F-HRTimeline
Aventura Private Wealth, LLC3,842$2.46M0.76%+3,59413F-HRTimeline
Tempo Wealth, LLC3,798$2.43M0.36%-613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,798$2.43M0.02%+1,94113F-HRTimeline
Parallel Advisors, LLC3,797$2.43M0.04%+2,64613F-HRTimeline
Safeguard Investment Advisory Group, LLC3,791$2.43M0.56%-3413F-HRTimeline
Welch Financial Planning, LLC3,784$2.42M1.41%+2,10413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,765$2.41M0.02%+19113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,752$2.4M0.02%+63313F-HRTimeline
Simplicity Wealth,LLC3,746$2.4M0.08%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.3,688$2.36M0.02%+1,18013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,668$2.35M<0.01%+32813F-HRTimelineGroup
Somerset Trust Co3,666$2.35M0.66%+42113F-HRTimeline
Werba Rubin Papier Wealth Management3,659$2.34M0.28%+9113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,654$2.34M0.01%-3,87113F-HRTimeline