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Disclosery

SOXX ISHARES TR

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COM (fund)

742 managers (750 13F filers) reported a position in SOXX shares at 2025-06-30, 30,907,514 shares in all. 100 filers opened a position and 68 filers sold out during the quarter.

Managers
742
13F filers
750
New
100
Added
253
Reduced
263
Sold out
68
Shares held by filers
30,907,514

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
D.A. DAVIDSON & CO.9,467$2.26M0.02%-7513F-HRTimeline
Prosperity Consulting Group, LLC9,419$2.25M0.16%-3,33513F-HRTimeline
Gallo Partners, LP9,358$2.23M1.46%new13F-HRTimeline
SCOTIA CAPITAL INC.9,290$2.22M0.01%-29813F-HRTimeline
Quantinno Capital Management LP9,286$2.22M0.01%+7,87813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,251$2.21M0.01%new13F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.9,109$2.17M0.16%+50913F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC8,930$2.13M1.09%-3,84113F-HRTimeline
Mutual Advisors, LLC8,691$2.1M0.05%+3313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,704$2.08M0.66%-2,85513F-HRTimeline
HARBOUR INVESTMENTS, INC.8,685$2.07M0.05%+94313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,565$2.04M<0.01%-5,35013F-HR/ATimelineGroup
CORRADO ADVISORS, LLC8,525$2.03M1.24%+92313F-HRTimeline
Fisher Asset Management, LLC8,515$2.03M<0.01%-1,08313F-HRTimeline
Quantbot Technologies LP8,476$2.02M0.05%+5,03113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,475$2.02M<0.01%+37013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,355$1.99M0.03%-20,15613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC8,330$1.99M0.32%+6,79513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,216$1.96M-106Timeline
Mesirow Financial Investment Management…8,198$1.96M0.04%-6,31213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,196$1.96M<0.01%-17013F-HRTimeline
Transcendent Capital Group LLC8,142$1.94M1%-2,80813F-HRTimeline
J. Goldman & Co LP7,996$1.91M0.06%new13F-HRTimeline
Intellectus Partners, LLC7,986$1.91M0.41%+1,75613F-HRTimeline
NewEdge Wealth, LLC7,902$1.9M0.03%-38613F-HRTimeline
Insight Wealth Partners, LLC7,966$1.9M1.05%+29613F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,796$1.86M0.01%-19,45513F-HRTimeline
Oasis Management Co Ltd.in group Oasis Management Co Ltd.7,500$1.79M0.42%new13F-HRTimelineGroup
Mirabaud & Cie SA7,500$1.79M0.57%013F-HRTimeline
RFG Advisory, LLC7,365$1.76M0.04%-7,19113F-HRTimeline
Stonebridge Financial Planning Group, L…7,293$1.74M0.73%-57613F-HRTimeline
GREENBERG FINANCIAL GROUP2,688$1.72M0.65%-10513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd7,125$1.7M0.12%+15213F-HRTimelineGroup
EP Wealth Advisors, LLC7,068$1.69M0.01%+19713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…6,886$1.64M0.02%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC6,797$1.62M0.05%-97613F-HRTimeline
Avior Wealth Management, LLC6,796$1.62M0.06%-11713F-HRTimeline
Gold Investment Management Ltd.6,711$1.59M0.6%-5,24113F-HRTimeline
IBEX WEALTH ADVISORS6,429$1.53M0.16%new13F-HRTimeline
Northeast Financial Consultants Inc6,374$1.52M0.06%+4,65313F-HRTimeline
Robertson Stephens Wealth Management, L…6,334$1.51M0.05%-66513F-HRTimeline
DRW Securities, LLC6,269$1.5M0.11%new13F-HRTimeline
Allworth Financial LP6,189$1.48M0.01%+11013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,154$1.47M0.13%-30613F-HRTimeline
Global Wealth Strategies & Associates6,023$1.44M0.41%+5,56313F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP5,960$1.42M0.12%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…5,956$1.42M1.12%+2,37013F-HRTimeline
Sharper & Granite LLC5,842$1.41M0.54%+2,96513F-HRTimeline
CITY HOLDING CO5,914$1.41M0.18%+25413F-HRTimeline
Joseph P. Lucia & Associates, LLC5,883$1.4M0.57%+40913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,817$1.39M<0.01%+48213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,743$1.37M<0.01%+4,16113F-HRTimelineGroup
Pacific Sun Financial Corp5,709$1.36M0.71%+74513F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,690$1.36M0.8%-56013F-HRTimeline
Geneos Wealth Management Inc.5,663$1.35M0.03%-7,51313F-HRTimeline
National Philanthropic Trust5,649$1.35M0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,642$1.35M<0.01%+90813F-HRTimelineGroup
Kovack Advisors, Inc.5,621$1.34M0.13%+48613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,601$1.34M0.19%-3,78413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…5,586$1.33M0.1%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,523$1.32M0.02%-1213F-HR/ATimelineGroup
Florin Court Capital LLP5,500$1.31M1.34%+2,60013F-HRTimeline
Retirement Planning Group, LLC5,497$1.31M0.06%-18213F-HRTimeline
World Investment Advisors5,330$1.27M0.03%-2613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC5,279$1.26M0.45%-27113F-HRTimeline
Wealthstream Advisors, Inc.5,269$1.26M0.21%+1513F-HRTimeline
Telos Capital Management, Inc.5,211$1.24M0.13%+12713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,160$1.23M0.9%-77713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,136$1.23M0.02%-47913F-HRTimelineGroup
Sunbelt Securities, Inc.5,643$1.22M0.11%+24313F-HRTimeline
Prostatis Group LLC5,087$1.21M0.35%+9913F-HRTimeline
Safeguard Investment Advisory Group, LLC5,045$1.21M0.3%-34213F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,035$1.2M0.3%013F-HRTimeline
Howard Capital Management, LLC5,029$1.2M0.02%+95313F-HRTimeline
Trek Financial, LLC5,015$1.2M0.08%new13F-HRTimeline
Continuum Advisory, LLC5,006$1.19M0.14%-23613F-HRTimeline
GWN SECURITIES INC.4,956$1.19M0.22%-3,37413F-HRTimeline
LOM Asset Management Ltd4,903$1.17M0.4%13F-HR/ATimeline
CWM, LLCin group CWM, LLC4,846$1.16M<0.01%+4913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,785$1.14M0.01%-83913F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL4,755$1.14M0.18%-21,19513F-HR/ATimeline
Keystone Financial Group4,749$1.13M0.1%-86613F-HRTimeline
Apeiron RIA LLC4,740$1.13M0.29%-19613F-HRTimeline
Cadent Capital Advisors, LLC4,691$1.12M0.37%+1,43713F-HRTimeline
Valeo Financial Advisors, LLC4,599$1.1M0.03%-1,25913F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,591$1.1M0.15%-1113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,563$1.09M0.02%-93613F-HRTimelineGroup
Grandview Asset Management LLC4,484$1.07M0.34%new13F-HRTimeline
Perigon Wealth Management, LLC4,413$1.05M0.02%+9013F-HRTimeline
Global Retirement Partners, LLC4,413$1.05M0.03%13F-HRTimeline
Western Wealth Management, LLC4,402$1.05M0.06%-52313F-HRTimeline
NorthStar Asset Management LLC /NJ/4,373$1.04M0.55%-16913F-HRTimeline
Lionshead Wealth Management, LLC4,360$1.04M0.96%013F-HRTimeline
RoundAngle Advisors LLC4,329$1.03M0.86%+14413F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,286$1.02M0.02%-81613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,260$1.02M0.02%-257,49213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC4,244$1.01M0.09%+88013F-HRTimeline
Pines Wealth Management, LLC4,155$1.01M0.36%+1,09513F-HRTimeline
Independent Wealth Network Inc.4,174$996K0.36%+34513F-HRTimeline
Alteri Wealth LLC4,118$983K0.38%+3213F-HRTimeline
AE Wealth Management LLC4,073$972K0.01%-23913F-HRTimeline
McHugh Group, LLC4,033$963K0.64%013F-HRTimeline
Capital Market Strategies LLC4,029$962K0.67%-2,50813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,968$947K0.08%-33713F-HRTimeline
Cassaday & Co Wealth Management LLC3,949$943K0.02%+53613F-HRTimeline
Strategic Wealth Partners, Ltd.3,935$939K0.07%13F-HRTimeline
Chicago Partners Investment Group LLC3,877$939K0.03%-1,06913F-HRTimeline
MONTAG A & ASSOCIATES INC3,928$938K0.05%-15,84013F-HRTimeline
Activest Wealth Management3,916$935K0.23%+33713F-HRTimeline
Pacific Center for Financial Services3,884$927K0.25%-9713F-HRTimeline
Capital Investment Advisory Services, L…3,858$921K0.08%+5413F-HRTimeline
Patriot Financial Group Insurance Agenc…3,828$914K0.1%+3013F-HRTimeline
O'ROURKE & COMPANY, Inc3,823$913K0.43%-42113F-HRTimeline
Werba Rubin Papier Wealth Management3,816$911K0.17%+13713F-HRTimeline
NATIXISin group Natixis Investment Managers3,814$910K<0.01%+1,27413F-HRTimelineGroup
Midwest Trust Co3,736$892K0.01%13F-HRTimeline
Cyndeo Wealth Partners, LLC3,734$891K0.05%+413F-HRTimeline
WealthCare Investment Partners, LLC3,659$890K0.32%-1,21113F-HRTimeline
First Horizon Advisors, Inc.3,684$880K0.02%+4913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,672$876K0.01%+3313F-HRTimelineGroup
Connecticut Wealth Management, LLC3,537$844K0.04%-23813F-HRTimeline
CW Advisors, LLC3,530$843K0.01%+2,06213F-HRTimeline
Advisory Alpha, LLC3,528$842K0.03%-1013F-HRTimeline
Apexium Financial, LP3,522$841K0.04%-84313F-HRTimeline
Independence Bank of Kentucky3,496$834K0.12%+1,00013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,495$834K0.15%+1,77013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,485$832K<0.01%-59013F-HRTimelineGroup
Amundiin group Amundi3,430$831K<0.01%new13F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC3,461$826K0.63%+3,27313F-HRTimeline
Blue Chip Partners, LLC3,441$821K0.07%-77313F-HRTimeline
Sargent Investment Group, LLC3,450$817K0.11%013F-HRTimeline
Lynx Investment Advisory3,392$810K0.53%+613F-HRTimeline
10Elms LLP3,365$803K0.76%+513F-HRTimeline
Prospera Financial Services Inc3,329$796K0.01%-4513F-HRTimeline
Waverly Advisors, LLC3,294$786K0.01%-17913F-HRTimeline
ALBION FINANCIAL GROUP /UT3,278$782K0.05%-31813F-HRTimeline
IHT Wealth Management, LLC3,276$782K0.02%-17013F-HRTimeline
SYNOVUS FINANCIAL CORP3,261$780K0.01%-15113F-HRTimeline
First Heartland Consultants, Inc.3,200$764K0.07%-3813F-HRTimeline
Principle Wealth Partners LLC3,199$764K0.05%+32313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,183$760K0.03%new13F-HRTimeline
EQUITABLE TRUST CO3,174$758K0.04%-76213F-HRTimeline
Sovran Advisors, LLC3,077$749K0.08%-52313F-HRTimeline
Union Bancaire Privee, UBP SA3,097$740K0.01%-75013F-HRTimeline
Ellis Investment Partners, LLC3,095$739K0.14%-7313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,095$739K0.01%+93213F-HRTimeline
Finley Financial, LLC3,085$736K0.37%013F-HRTimeline
Resolute Wealth Strategies, LLC3,069$733K0.39%-62313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$732K0.41%013F-HRTimeline
Tudor Financial Inc.3,046$727K0.41%+16613F-HRTimeline
Snowden Capital Advisors LLC3,035$725K0.02%+14413F-HRTimeline
GSG Advisors LLC2,987$713K0.21%+613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,982$712K0.01%+7013F-HRTimeline
NorthCoast Asset Management LLC2,906$694K<0.01%-1,04913F-HRTimeline
CTC Alternative Strategies, Ltd.2,900$692K0.61%new13F-HRTimeline
Fortitude Advisory Group L.L.C.2,875$686K0.39%013F-HRTimeline
Westside Investment Management, Inc.2,873$686K0.13%+5513F-HRTimeline
TRUST CO OF OKLAHOMA2,864$684K0.22%-77713F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,870$682K0.44%-4,40513F-HRTimeline
Gladstone Institutional Advisory LLC2,856$682K0.03%-2213F-HRTimeline
Csenge Advisory Group3,323$681K0.04%-80213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,834$676K0.03%-8,00313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,834$676K0.06%+4013F-HR/ATimeline
Summit X, LLC2,829$675K0.13%-4213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,818$673K0.08%+9913F-HRTimeline
Trexquant Investment LP2,810$671K0.01%new13F-HRTimeline
BANQUE PICTET & CIE SA2,800$668K0.01%-10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,800$668K0.05%+4113F-HRTimeline
Manchester Capital Management LLC2,798$668K0.09%+1,29113F-HRTimeline
Beacon Financial Advisory LLC2,778$663K0.17%-72813F-HRTimeline
McAdam, LLC2,770$661K0.04%-34813F-HRTimeline
Ironwood Financial, llc3,494$657K0.14%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,696$644K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,673$638K0.01%+78313F-HR/ATimeline
SPC Financial, Inc.2,657$634K0.05%-1,68713F-HRTimeline
Biondo Investment Advisors, LLC2,650$633K0.08%+10013F-HRTimeline
IFG Advisory, LLC2,604$622K0.03%-44513F-HRTimeline
Carnegie Investment Counsel2,573$614K0.01%-33113F-HRTimeline
StoneCrest Wealth Management, Inc.2,564$612K0.29%-28113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,500$597K0.04%013F-HRTimelineGroup
Beaumont Financial Advisors, LLC2,495$596K0.04%-13713F-HRTimeline
PSI Advisors, LLC2,459$587K0.29%-26413F-HRTimeline
Lion Street Advisors, LLC2,401$573K0.17%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,390$570K0.02%-74913F-HRTimeline
Obermeyer Wealth Partners2,384$569K0.03%013F-HRTimeline
CVFG LLC2,360$563K0.45%+21013F-HRTimeline
Selective Wealth Management, Inc.2,298$561K0.2%+40113F-HRTimeline
Ignite Planners, LLC2,257$557K0.1%-1,73613F-HR/ATimeline
Conservest Capital Advisors, Inc.2,303$550K0.05%-1,94713F-HRTimeline
Lifeworks Advisors, LLC2,300$549K0.08%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,291$547K<0.01%-18413F-HRTimelineGroup
New England Private Wealth Advisors LLC2,203$546K0.08%+413F-HRTimeline
N.E.W. Advisory Services LLC2,288$546K0.05%-73113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,280$544K0.06%+113F-HRTimeline
Paragon Private Wealth Management, LLC2,272$542K0.22%-6413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,268$541K0.02%new13F-HRTimelineGroup
RDA Financial Network2,258$539K0.15%-12513F-HRTimeline
Arrowroot Family Office, LLC2,255$538K0.24%13F-HRTimeline
Bay Harbor Wealth Management, LLC2,252$538K0.16%013F-HRTimeline
Crestwood Advisors Group, LLC2,242$535K0.01%new13F-HRTimeline