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Disclosery

SOXX ISHARES TR

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COM (fund)

710 managers (720 13F filers) reported a position in SOXX shares at 2025-03-31, 24,391,212 shares in all. 61 filers opened a position and 101 filers sold out during the quarter.

Managers
710
13F filers
720
New
61
Added
264
Reduced
262
Sold out
101
Shares held by filers
24,391,212

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Matrix Trust Co9,712$1.83M0.31%013F-HRTimeline
Focus Financial Network, Inc.9,627$1.81M0.07%+30113F-HRTimeline
Fisher Asset Management, LLC9,598$1.81M<0.01%-1,98813F-HRTimeline
SCOTIA CAPITAL INC.9,588$1.8M0.01%-2,27513F-HRTimeline
D.A. DAVIDSON & CO.9,542$1.8M0.01%+3,38513F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,444$1.78M0.06%+5,80213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,385$1.77M0.27%013F-HRTimeline
Wealth Watch Advisors, INC9,191$1.73M1.41%-54613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,167$1.72M<0.01%new13F-HR/ATimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …8,991$1.69M0.13%-1,01013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,821$1.66M0.02%-2,18813F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.8,600$1.62M0.12%-1,13213F-HRTimelineGroup
Pallas Capital Advisors LLC8,558$1.61M0.07%-23813F-HRTimeline
Mutual Advisors, LLC8,658$1.6M0.05%+5,19413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,366$1.57M<0.01%+3,51013F-HRTimeline
GWN SECURITIES INC.8,330$1.57M0.09%+6,94113F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,322$1.57M-165Timeline
NewEdge Wealth, LLC8,288$1.56M0.03%-6,11313F-HRTimeline
Franklin Resourcesgroup of 2 filers holding8,105$1.53M-509Timeline
Wealthspire Advisors, LLC7,971$1.5M0.01%-2,01613F-HRTimeline
Stonebridge Financial Planning Group, L…7,869$1.48M0.68%-37413F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,773$1.46M0.04%+60513F-HRTimeline
HARBOUR INVESTMENTS, INC.7,742$1.46M0.04%+39013F-HRTimeline
Insight Wealth Partners, LLC7,670$1.44M0.87%+28813F-HRTimeline
CORRADO ADVISORS, LLC7,602$1.43M0.96%+72813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,595$1.43M0.04%-3,35713F-HRTimelineGroup
Mirabaud & Cie SA7,500$1.41M0.48%013F-HRTimeline
Trivium Point Advisory, LLC7,322$1.38M0.17%+18813F-HRTimeline
ROCKLAND TRUST CO7,139$1.34M0.07%-33613F-HRTimeline
Avondale Wealth Management7,125$1.34M0.84%+4,30013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…7,275$1.34M0.98%+3,35013F-HRTimeline
Robertson Stephens Wealth Management, L…6,999$1.32M0.05%-86213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,973$1.31M0.11%-18013F-HRTimelineGroup
Avior Wealth Management, LLC6,913$1.3M0.05%-1,12613F-HRTimeline
EP Wealth Advisors, LLC6,871$1.29M0.01%-2,91213F-HRTimeline
Jain Global LLC6,780$1.28M0.03%new13F-HRTimeline
Capital Market Strategies LLC6,537$1.23M0.82%+1613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,460$1.22M0.12%-1,66313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,615$1.21M0.03%+4513F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.6,250$1.18M0.77%-5013F-HR/ATimeline
Intellectus Partners, LLC6,230$1.17M0.29%+2313F-HRTimeline
BARINGS LLCin group BARINGS LLC6,027$1.13M0.03%-1,94113F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,937$1.12M0.89%-1,79513F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.5,914$1.11M0.45%new13F-HRTimeline
Allworth Financial LP6,079$1.11M0.01%-27913F-HRTimeline
PINNACLE ASSOCIATES LTD5,876$1.11M0.02%+4,70413F-HRTimeline
Valeo Financial Advisors, LLC5,858$1.1M0.03%+9713F-HRTimeline
Global Assets Advisory, LLC6,219$1.09M0.21%+4,14313F-HRTimeline
Retirement Planning Group, LLC5,679$1.07M0.05%-2,58213F-HRTimeline
CITY HOLDING CO5,660$1.07M0.15%-97513F-HRTimeline
National Philanthropic Trust5,649$1.06M0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,624$1.06M0.02%-6,30413F-HRTimelineGroup
Keystone Financial Group5,615$1.06M0.11%+51813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…5,586$1.05M0.09%-1,38813F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC5,550$1.04M0.41%+16613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,535$1.04M0.01%-42113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,499$1.03M0.02%+10913F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC5,474$1.03M0.47%-22113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,438$1.02M0.02%+1,67413F-HRTimelineGroup
Sunbelt Securities, Inc.5,400$1.02M0.09%-20113F-HRTimeline
Safeguard Investment Advisory Group, LLC5,387$1.01M0.28%-28913F-HRTimeline
World Investment Advisors5,356$1.01M0.03%+57613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,335$1M<0.01%-1,19613F-HRTimelineGroup
Wealthstream Advisors, Inc.5,254$989K0.18%013F-HRTimeline
Continuum Advisory, LLC5,242$986K0.13%-25613F-HRTimeline
Kovack Advisors, Inc.5,135$966K0.1%-113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,118$963K0.09%+10313F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…5,102$960K0.02%+83613F-HRTimeline
Telos Capital Management, Inc.5,084$957K0.1%+27913F-HRTimeline
TOWNSQUARE CAPITAL LLC5,070$954K0.01%-45413F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,035$947K0.26%+79513F-HRTimeline
HITE Hedge Asset Management LLC5,010$943K0.06%new13F-HRTimeline
Chicago Partners Investment Group LLC4,946$940K0.03%-1,25613F-HRTimeline
Prostatis Group LLC4,988$939K0.3%-6,02613F-HRTimeline
Pacific Sun Financial Corp4,964$934K0.53%+1,52113F-HRTimeline
Apeiron RIA LLC4,936$929K0.28%-93813F-HRTimeline
Western Wealth Management, LLC4,925$927K0.06%-4113F-HRTimeline
GREENBERG FINANCIAL GROUP2,793$918K0.38%13F-HRTimeline
CWM, LLCin group CWM, LLC4,797$903K<0.01%-33713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,734$891K<0.01%+2,12413F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding4,706$886K+3,017Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,602$868K0.13%-1513F-HRTimeline
Nikulski Financial, Inc.4,614$868K0.26%-3,44113F-HRTimeline
NorthStar Asset Management LLC /NJ/4,542$855K0.53%-14213F-HRTimeline
WEDBUSH SECURITIES INC4,445$836K0.03%-2,15813F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP4,401$828K0.02%+50013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Apexium Financial, LP4,365$821K0.05%+83413F-HRTimeline
Lionshead Wealth Management, LLC4,360$820K0.85%new13F-HRTimeline
SPC Financial, Inc.4,344$817K0.07%-48313F-HRTimeline
Perigon Wealth Management, LLC4,323$813K0.02%+113F-HRTimeline
AE Wealth Management LLC4,312$811K0.01%+6213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,305$810K0.07%+45713F-HRTimeline
TWO SIGMA SECURITIES, LLC4,262$802K0.12%-2,58813F-HRTimeline
Conservest Capital Advisors, Inc.4,250$800K0.08%+2,88613F-HRTimeline
O'ROURKE & COMPANY, Inc4,244$799K0.4%+12913F-HRTimeline
WealthCare Investment Partners, LLC4,870$797K0.34%+75313F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…4,222$794K0.01%-1,338,77813F-HRTimelineGroup
Blue Chip Partners, LLC4,214$793K0.07%-7,19213F-HRTimeline
RoundAngle Advisors LLC4,185$787K0.72%+67213F-HRTimeline
Bayesian Capital Management, LP4,100$771K0.13%-1,63913F-HRTimeline
Alteri Wealth LLC4,086$769K0.34%+81713F-HRTimeline
Howard Capital Management, LLC4,076$767K0.02%-2,94113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,075$767K<0.01%+26513F-HRTimelineGroup
McHugh Group, LLC4,033$759K0.57%013F-HRTimeline
Pacific Center for Financial Services3,981$749K0.2%-48213F-HRTimeline
NorthCoast Asset Management LLC3,955$744K<0.01%-21813F-HR/ATimeline
EQUITABLE TRUST CO3,936$741K0.04%013F-HRTimeline
Ignite Planners, LLC3,993$733K0.14%+2,41913F-HRTimeline
Union Bancaire Privee, UBP SA3,847$726K0.01%+3,09713F-HRTimeline
Independent Wealth Network Inc.3,829$720K0.29%-66613F-HRTimeline
Capital Investment Advisory Services, L…3,804$716K0.06%-6413F-HRTimeline
Patriot Financial Group Insurance Agenc…3,798$715K0.1%+65213F-HRTimeline
Connecticut Wealth Management, LLC3,775$710K0.04%+24113F-HRTimeline
Cyndeo Wealth Partners, LLC3,730$702K0.05%+2613F-HRTimeline
Resolute Wealth Strategies, LLC3,692$695K0.39%-3913F-HRTimeline
Werba Rubin Papier Wealth Management3,679$692K0.15%-88213F-HRTimeline
Csenge Advisory Group4,125$687K0.04%new13F-HRTimeline
TRUST CO OF OKLAHOMA3,641$685K0.24%-2,85113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,639$685K0.01%-8813F-HRTimelineGroup
First Horizon Advisors, Inc.3,635$684K0.02%-47013F-HRTimeline
ALBION FINANCIAL GROUP /UT3,596$677K0.05%-3,86613F-HRTimeline
Comprehensive Financial Planning, Inc./…3,586$675K0.66%-5,83913F-HRTimeline
Activest Wealth Management3,579$673K0.18%-65013F-HRTimeline
Advisory Alpha, LLC3,538$666K0.02%-12013F-HR/ATimeline
Beacon Financial Advisory LLC3,506$660K0.2%-5313F-HRTimeline
Ironwood Financial, llc3,494$657K0.14%-1013F-HRTimeline
Waverly Advisors, LLC3,473$653K0.01%+1,78713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,465$652K<0.01%+10813F-HRTimelineGroup
Sargent Investment Group, LLC3,450$649K0.1%013F-HRTimeline
IHT Wealth Management, LLC3,446$648K0.02%-1,68013F-HRTimeline
Quantbot Technologies LP3,445$648K0.02%+90013F-HRTimeline
Qube Research & Technologies Ltd3,441$647K<0.01%+2,72713F-HRTimeline
Cassaday & Co Wealth Management LLC3,413$642K0.02%-6013F-HRTimeline
SYNOVUS FINANCIAL CORP3,412$642K0.01%+2213F-HRTimeline
Lynx Investment Advisory3,386$637K0.42%+3913F-HRTimeline
Prospera Financial Services Inc3,374$635K0.01%-47613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,364$633K0.07%-32613F-HRTimeline
10Elms LLP3,360$632K0.64%+5013F-HRTimeline
Cadent Capital Advisors, LLC3,254$612K0.23%+22813F-HRTimeline
First Heartland Consultants, Inc.3,238$609K0.06%-1013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,222$606K0.04%+4613F-HRTimeline
Sovran Advisors, LLC3,600$600K0.08%+1,48813F-HRTimeline
Chicago Wealth Management, Inc.3,174$597K0.31%-7613F-HRTimeline
Ellis Investment Partners, LLC3,168$596K0.12%-8913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,139$591K0.02%-2613F-HRTimeline
McAdam, LLC3,118$587K0.04%-2,72613F-HRTimeline
Headlands Technologies LLC3,075$579K0.07%new13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$577K0.35%013F-HRTimeline
IFG Advisory, LLC3,049$574K0.03%-16313F-HRTimeline
N.E.W. Advisory Services LLC3,019$568K0.04%+61613F-HRTimeline
Finley Financial, LLC3,085$563K0.31%+1,00013F-HRTimeline
GTS SECURITIES LLC2,927$551K0.02%-22,10913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,912$548K0.01%-3313F-HRTimeline
GSG Advisors LLC2,981$547K0.18%+413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,904$546K0.14%+23913F-HRTimelineGroup
BANQUE PICTET & CIE SA2,900$546K0.01%-50013F-HRTimeline
Florin Court Capital LLP2,900$546K0.57%+90013F-HRTimeline
Snowden Capital Advisors LLC2,891$544K0.02%+43813F-HRTimeline
Tudor Financial Inc.2,880$542K0.33%-6013F-HRTimeline
Gladstone Institutional Advisory LLC2,878$542K0.03%+1213F-HRTimeline
Sharper & Granite LLC2,877$541K0.22%+41513F-HRTimeline
Principle Wealth Partners LLC2,876$541K0.04%-1,68813F-HRTimeline
Summit X, LLC2,871$540K0.11%+6313F-HRTimeline
StoneCrest Wealth Management, Inc.2,845$535K0.34%-79213F-HRTimeline
Westside Investment Management, Inc.2,818$530K0.11%+4013F-HRTimeline
Edgestream Partners, L.P.2,804$528K0.02%+25313F-HRTimeline
Avalon Trust Co2,800$527K0.04%+45013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,794$526K0.05%+1,00613F-HR/ATimeline
EHRLICH FINANCIAL GROUP2,789$525K0.38%new13F-HRTimeline
Wealth Management Partners, LLC2,776$522K0.24%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,759$519K0.04%+5713F-HRTimeline
PSI Advisors, LLC2,723$512K0.17%-2913F-HRTimeline
HB Wealth Management, LLC2,720$512K<0.01%+3013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,719$512K0.07%-10013F-HRTimeline
Beaumont Financial Advisors, LLC2,632$495K0.04%-10113F-HRTimeline
Fortitude Advisory Group L.L.C.2,875$481K0.35%013F-HRTimeline
Biondo Investment Advisors, LLC2,550$480K0.07%-16513F-HRTimeline
CenterStar Asset Management, LLC2,523$475K0.68%new13F-HRTimeline
Pines Wealth Management, LLC3,060$474K0.22%+90013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,500$470K0.01%013F-HRTimelineGroup
Independence Bank of Kentucky2,496$470K0.07%-1,60013F-HRTimeline
NATIXISin group Natixis Investment Managers2,540$470K<0.01%-1,03013F-HR/ATimelineGroup
Carnegie Investment Counsel2,904$468K0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,475$466K<0.01%013F-HRTimelineGroup
Curi Capital, LLC2,416$455K0.01%-35,97613F-HRTimeline
GSA CAPITAL PARTNERS LLP2,395$451K0.04%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,387$449K0.02%+19113F-HRTimeline
Obermeyer Wealth Partners2,384$449K0.02%013F-HRTimeline
RDA Financial Network2,383$448K0.13%013F-HRTimeline
Interchange Capital Partners, LLC2,313$441K0.12%+46113F-HRTimeline
Paragon Private Wealth Management, LLC2,336$440K0.2%-26013F-HRTimeline
Cresset Asset Management, LLC2,304$434K<0.01%-16813F-HRTimeline
Atria Investments, Inc2,294$432K0.01%-67413F-HRTimeline
Alpha Cubed Investments, LLC2,286$430K0.02%-26,06413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,279$429K0.05%-15513F-HRTimeline
Bay Harbor Wealth Management, LLC2,252$424K0.13%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,238$421K<0.01%+1,02113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC2,227$419K0.19%-5,05413F-HRTimeline
Atom Investors LP2,207$415K0.05%-2,00513F-HRTimeline
New England Private Wealth Advisors LLC2,199$414K0.06%+313F-HRTimeline