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Disclosery

SOXX ISHARES TR

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COM (fund)

755 managers (766 13F filers) reported a position in SOXX shares at 2024-12-31, 28,225,579 shares in all. 66 filers opened a position and 79 filers sold out during the quarter.

Managers
755
13F filers
766
New
66
Added
280
Reduced
242
Sold out
79
Shares held by filers
28,225,579

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wealthspire Advisors, LLC9,987$2.15M0.02%+24213F-HRTimeline
Wharton Business Group, LLC9,969$2.15M0.1%-72,92013F-HRTimeline
FORTE ASSET MANAGEMENT LLC9,896$2.13M1.13%-20913F-HRTimeline
EP Wealth Advisors, LLC9,783$2.11M0.02%-42113F-HRTimeline
Wealth Watch Advisors, INC9,737$2.1M1.31%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.9,732$2.1M0.16%+22413F-HRTimelineGroup
Matrix Trust Co9,712$2.09M0.36%+2,44113F-HRTimeline
CONDOR CAPITAL MANAGEMENT9,687$2.09M0.18%+8613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,524$2.05M<0.01%-6,04013F-HRTimelineGroup
TSFG, LLC9,498$2.05M0.42%+92713F-HRTimeline
Evelyn Partners Investment Management (…9,494$2.05M0.74%13F-HRTimeline
Comprehensive Financial Planning, Inc./…9,425$2.03M1.72%13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,385$2.02M0.3%+10013F-HRTimeline
Keel Point, LLC9,348$2.01M0.16%+1,13213F-HRTimeline
Focus Financial Network, Inc.9,326$2.01M0.08%+6,89613F-HRTimeline
Vienna Asset Management LLC9,224$1.99M1.34%-5,65813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …8,940$1.93M0.06%-5,29013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,882$1.91M0.05%+49113F-HRTimelineGroup
Pallas Capital Advisors LLC8,796$1.9M0.08%-37413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.8,616$1.86M0.06%+1,00513F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding8,614$1.86M+1,964Timeline
Essex Financial Services, Inc.group of 2 filers holding8,487$1.83M-130Timeline
Retirement Planning Group, LLC8,261$1.78M0.09%-4,98213F-HRTimeline
Stonebridge Financial Planning Group, L…8,243$1.78M0.79%+4113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,123$1.75M0.16%-11613F-HRTimeline
HRT FINANCIAL LP8,100$1.75M0.01%-28,37513F-HRTimeline
Nikulski Financial, Inc.8,055$1.74M0.51%+1,55813F-HRTimeline
Avior Wealth Management, LLC8,039$1.73M0.06%-16013F-HRTimeline
Farther Finance Advisors, LLC8,010$1.73M0.06%+1,87813F-HRTimeline
BARINGS LLCin group BARINGS LLC7,968$1.72M0.04%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…7,861$1.69M0.06%-8,29213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…7,732$1.67M1.27%13F-HR/ATimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding7,543$1.63M+31Timeline
Mirabaud & Cie SA7,500$1.62M0.52%013F-HRTimeline
ROCKLAND TRUST CO7,475$1.61M0.08%-45013F-HRTimeline
ALBION FINANCIAL GROUP /UT7,462$1.61M0.11%-41413F-HRTimeline
Insight Wealth Partners, LLC7,382$1.59M1.01%+2913F-HRTimeline
Evolution Wealth Advisors, LLC7,372$1.59M0.27%-2,13013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,352$1.58M0.05%+98213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,281$1.57M0.64%+1,15213F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,168$1.54M0.05%+62713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,153$1.54M0.14%-53513F-HRTimelineGroup
Trivium Point Advisory, LLC7,134$1.54M0.19%+36313F-HRTimeline
IBEX WEALTH ADVISORS7,085$1.53M0.18%new13F-HRTimeline
Howard Capital Management, LLC7,017$1.51M0.02%+37913F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…6,974$1.5M0.12%013F-HRTimelineGroup
Allworth Financial LP6,358$1.5M0.01%+1,81913F-HRTimeline
Midwest Financial Group LLC6,947$1.5M0.86%+30313F-HRTimeline
CORRADO ADVISORS, LLC6,874$1.48M0.97%+44113F-HRTimeline
TWO SIGMA SECURITIES, LLC6,850$1.48M0.27%+5,46313F-HRTimeline
Parallax Volatility Advisers, L.P.6,684$1.44M0.03%-19,63313F-HRTimeline
Mesirow Financial Investment Management…6,645$1.43M0.03%-24513F-HRTimeline
CITY HOLDING CO6,635$1.43M0.2%+23313F-HRTimeline
WEDBUSH SECURITIES INC6,603$1.42M0.05%+10113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,531$1.41M<0.01%+38013F-HRTimelineGroup
Capital Market Strategies LLC6,521$1.41M0.81%-913F-HRTimeline
TRUST CO OF OKLAHOMA6,492$1.4M0.45%-1,50113F-HRTimeline
Chicago Partners Investment Group LLC6,202$1.39M0.05%+5,24513F-HRTimeline
Integrated Advisors Network LLC6,422$1.38M0.07%+54813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.6,300$1.36M0.84%-10013F-HRTimeline
Intellectus Partners, LLC6,207$1.34M0.3%+2113F-HRTimeline
D.A. DAVIDSON & CO.6,157$1.33M0.01%+1,53913F-HRTimeline
Avitas Wealth Management LLC6,046$1.3M0.18%-31613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,956$1.28M0.02%-66313F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC5,946$1.28M0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,924$1.28M0.09%+32213F-HRTimeline
Apeiron RIA LLC5,874$1.27M0.35%-1,65613F-HRTimeline
McAdam, LLC5,844$1.26M0.07%+45813F-HRTimeline
Valeo Financial Advisors, LLC5,761$1.24M0.03%-1213F-HRTimeline
Bayesian Capital Management, LP5,739$1.24M0.15%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC5,695$1.23M0.55%+70313F-HRTimeline
Safeguard Investment Advisory Group, LLC5,676$1.22M0.34%-16213F-HRTimeline
National Philanthropic Trust5,649$1.22M0.02%013F-HRTimeline
Sunbelt Securities, Inc.5,601$1.22M0.11%-1,20913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,570$1.2M0.03%+1,02813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC5,524$1.19M0.01%+52913F-HRTimeline
Continuum Advisory, LLC5,498$1.18M0.15%+713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,390$1.16M0.03%-58913F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC5,384$1.16M0.43%+34913F-HRTimeline
Wealthstream Advisors, Inc.5,254$1.13M0.21%013F-HRTimeline
Triton Financial Group Inc5,206$1.12M0.7%-13413F-HRTimeline
Kovack Advisors, Inc.5,136$1.11M0.11%-39613F-HRTimeline
CWM, LLCin group CWM, LLC5,134$1.11M<0.01%+27713F-HRTimelineGroup
IHT Wealth Management, LLC5,126$1.1M0.04%-2,19813F-HRTimeline
Keystone Financial Group5,097$1.1M0.11%+113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,015$1.08M0.08%+2,28813F-HRTimeline
Western Wealth Management, LLC4,966$1.07M0.07%-1,30113F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS4,856$1.05M<0.01%-6913F-HRTimeline
SPC Financial, Inc.4,827$1.04M0.09%-24,34913F-HRTimeline
Telos Capital Management, Inc.4,805$1.04M0.11%+8213F-HRTimeline
World Investment Advisors4,780$1.03M0.03%+3,90613F-HRTimeline
NorthStar Asset Management LLC /NJ/4,684$1.01M0.64%-23713F-HRTimeline
FIL Ltdin group FIL Ltd4,654$1M<0.01%-10,77513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,617$995K0.15%-18913F-HRTimeline
Principle Wealth Partners LLC4,564$984K0.07%+113F-HRTimeline
Werba Rubin Papier Wealth Management4,561$983K0.23%013F-HRTimeline
Independent Wealth Network Inc.4,495$969K0.39%+41513F-HRTimeline
Strategic Wealth Partners, Ltd.4,345$968K0.08%+26113F-HRTimeline
Perigon Wealth Management, LLC4,322$966K0.02%013F-HRTimeline
Pacific Center for Financial Services4,463$962K0.25%+713F-HRTimeline
Schonfeld Strategic Advisors LLC4,300$927K0.01%-23,19913F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,266$919K0.03%+12513F-HRTimeline
Savvy Advisors, Inc.4,261$918K0.11%+4613F-HRTimeline
AE Wealth Management LLC4,250$916K0.01%-27713F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,240$914K0.24%+10013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,236$913K0.01%-42813F-HRTimelineGroup
Activest Wealth Management4,229$911K0.25%+1013F-HRTimeline
Atom Investors LP4,212$908K0.11%new13F-HRTimeline
NorthCoast Asset Management LLC4,173$899K<0.01%+1,05513F-HR/ATimeline
WealthCare Investment Partners, LLC4,117$893K0.39%+15313F-HRTimeline
Global Retirement Partners, LLC4,127$889K0.03%+48713F-HRTimeline
O'ROURKE & COMPANY, Inc4,115$887K0.43%+84413F-HRTimeline
First Horizon Advisors, Inc.4,105$885K0.02%-3513F-HRTimeline
Independence Bank of Kentucky4,096$883K0.14%+1,63013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,925$876K0.62%-24013F-HRTimeline
McHugh Group, LLC4,033$869K0.65%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC4,012$864K0.05%new13F-HRTimeline
EQUITABLE TRUST CO3,936$848K0.05%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP3,901$841K0.02%-7,70013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,848$834K0.07%-15,221,56013F-HRTimeline
Capital Investment Advisory Services, L…3,868$834K0.08%-3213F-HRTimeline
Prospera Financial Services Inc3,850$830K0.02%+1,78813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,810$821K<0.01%+37113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,776$817K<0.01%-1,60913F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd3,764$811K0.01%+1,95913F-HRTimelineGroup
Resolute Wealth Strategies, LLC3,731$804K0.41%-4713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,727$803K0.01%-9813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC3,704$798K0.05%+5413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,690$795K0.08%+41313F-HRTimeline
Advisory Alpha, LLC3,658$788K0.03%+15613F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,642$785K0.03%+1,90213F-HRTimeline
StoneCrest Wealth Management, Inc.3,637$784K0.51%-14013F-HRTimeline
Mutual Advisors, LLC3,464$774K0.02%+1,28313F-HRTimeline
NATIXISin group Natixis Investment Managers3,570$769K0.01%+2,47013F-HRTimelineGroup
Beacon Financial Advisory LLC3,559$767K0.25%+11113F-HRTimeline
Connecticut Wealth Management, LLC3,534$762K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,531$761K0.06%+14713F-HRTimeline
Apexium Financial, LP3,531$761K0.05%013F-HRTimeline
RoundAngle Advisors LLC3,513$757K0.72%13F-HRTimeline
Ironwood Financial, llc3,504$755K0.16%-2413F-HRTimeline
Sargent Investment Group, LLC3,450$751K0.12%-1,91013F-HRTimeline
Cassaday & Co Wealth Management LLC3,473$748K0.02%+26813F-HRTimeline
Pacific Sun Financial Corp3,443$742K0.4%+1,79413F-HRTimeline
BANQUE PICTET & CIE SA3,400$733K0.01%+1,45013F-HRTimeline
SYNOVUS FINANCIAL CORP3,390$731K0.01%+3213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,357$723K<0.01%+47613F-HRTimelineGroup
Lynx Investment Advisory3,347$721K0.49%+513F-HRTimeline
10Elms LLP3,310$713K0.74%13F-HRTimeline
Alteri Wealth LLC3,269$704K0.19%13F-HRTimeline
Ellis Investment Partners, LLC3,257$702K0.14%+7713F-HRTimeline
Chicago Wealth Management, Inc.3,250$700K0.36%-11,53813F-HRTimeline
First Heartland Consultants, Inc.3,248$700K0.07%+5513F-HRTimeline
IFG Advisory, LLC3,212$692K0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,176$684K0.04%-2713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,165$682K0.03%+1413F-HRTimeline
Patriot Financial Group Insurance Agenc…3,146$678K0.09%+61713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$661K0.42%013F-HRTimeline
CW Advisors, LLC3,034$654K0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC3,026$652K0.23%-32,88913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,022$651K0.16%+86013F-HRTimelineGroup
Caption Management, LLC3,000$646K0.03%new13F-HRTimeline
GSG Advisors LLC2,977$642K0.2%+513F-HRTimeline
Atria Investments, Inc2,968$640K0.01%-1,73113F-HRTimeline
Arrowroot Family Office, LLC2,965$639K0.33%+2,02013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,945$635K0.01%-28313F-HRTimeline
Tudor Financial Inc.2,940$634K0.37%-1,04713F-HRTimeline
Carnegie Investment Counsel2,904$626K0.02%+60313F-HRTimeline
Fortitude Advisory Group L.L.C.2,875$619K0.37%013F-HRTimeline
Gladstone Institutional Advisory LLC2,866$618K0.03%-19613F-HRTimeline
Avondale Wealth Management2,825$609K0.39%-1,99613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,819$607K0.08%-3113F-HRTimeline
Trexquant Investment LP2,812$606K0.01%-1,61213F-HRTimeline
Summit X, LLC2,808$605K0.13%+33413F-HRTimeline
Westside Investment Management, Inc.2,778$599K0.13%013F-HRTimeline
Orion Porfolio Solutions, LLC2,768$597K0.01%+1,88513F-HRTimeline
Orion Portfolio Solutions, LLC2,768$597K0.01%+1,88513F-HRTimeline
PSI Advisors, LLC2,752$593K0.18%+23513F-HRTimeline
Beaumont Financial Advisors, LLC2,733$589K0.04%-81213F-HRTimeline
Biondo Investment Advisors, LLC2,715$585K0.08%+56013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,702$582K0.04%013F-HRTimeline
HB Wealth Management, LLC2,690$580K0.01%-13813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,665$574K0.14%+3213F-HRTimelineGroup
Zhang Financial LLC2,620$565K0.03%-45113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,610$562K<0.01%+2,50513F-HRTimelineGroup
Paragon Private Wealth Management, LLC2,596$559K0.26%+7513F-HRTimeline
Edgestream Partners, L.P.2,551$550K0.02%new13F-HRTimeline
Quantbot Technologies LP2,545$548K0.02%+73913F-HRTimeline
Allie Family Office LLC2,529$545K0.3%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,500$539K0.02%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,475$533K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC2,472$533K<0.01%-46313F-HRTimeline
Sharper & Granite LLC2,462$531K0.23%+1,32513F-HRTimeline
Snowden Capital Advisors LLC2,453$529K0.02%+29613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,434$525K0.07%013F-HRTimeline
N.E.W. Advisory Services LLC2,403$518K0.05%+22913F-HRTimeline
Obermeyer Wealth Partners2,384$514K0.03%-2213F-HRTimeline
RDA Financial Network2,383$514K0.15%-37513F-HRTimeline
WFA Asset Management Corp2,370$511K0.28%+2213F-HRTimeline
Accredited Investors Inc.2,365$510K0.03%013F-HRTimeline
Avalon Trust Co2,350$506K0.04%013F-HRTimeline