Skip to content
Disclosery

SOXX ISHARES TR

Follow

COM (fund)

776 managers (785 13F filers) reported a position in SOXX shares at 2025-09-30, 25,116,114 shares in all. 95 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
785
New
95
Added
260
Reduced
256
Sold out
56
Shares held by filers
25,116,114

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SCOTIA CAPITAL INC.9,698$2.63M0.01%+40813F-HRTimeline
Koshinski Asset Management, Inc.9,685$2.63M0.18%+4113F-HRTimeline
Wealthspire Advisors, LLC9,577$2.6M0.01%-1,32413F-HRTimeline
Armor Investment Advisors, LLC9,562$2.59M0.82%-2,04213F-HRTimeline
Matrix Trust Co9,468$2.57M0.4%-93813F-HRTimeline
Prosperity Consulting Group, LLC9,427$2.56M0.13%+813F-HRTimeline
Groupe la Francaisein group Groupe la Francaise11,100$2.54M0.03%new13F-HRTimelineGroup
Mutual Advisors, LLC8,713$2.54M0.06%+2213F-HRTimeline
D.A. DAVIDSON & CO.9,343$2.53M0.02%-12413F-HRTimeline
Summit Financial, LLC9,330$2.53M0.04%-18313F-HRTimeline
Concentrum Wealth Management9,314$2.53M0.73%-19413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,251$2.51M0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,198$2.49M0.08%-77013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC9,102$2.47M0.34%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,939$2.42M+723Timeline
CORRADO ADVISORS, LLC8,923$2.42M1.3%+39813F-HRTimeline
NewEdge Wealth, LLC7,756$2.37M0.03%-14613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,705$2.36M0.69%+113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,662$2.35M0.01%-8,65213F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA8,587$2.33M<0.01%-2,49013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources8,492$2.3M<0.01%+1713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,287$2.25M0.03%-1,70913F-HRTimeline
Sigma Planning Corp8,282$2.25M0.06%-1,55713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,278$2.24M<0.01%+6,46113F-HRTimelineGroup
RFG Advisory, LLC8,275$2.24M0.05%+91013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,267$2.24M0.03%-8813F-HRTimelineGroup
Clark Capital Management Group, Inc.8,186$2.22M0.01%-1,40713F-HRTimeline
Intellectus Partners, LLC8,099$2.2M0.43%+11313F-HRTimeline
Mesirow Financial Investment Management…8,009$2.17M0.04%-18913F-HRTimeline
Insight Wealth Partners, LLC8,008$2.17M0.96%+4213F-HRTimeline
IBEX WEALTH ADVISORS7,971$2.16M0.21%+1,54213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,866$2.13M<0.01%-33013F-HRTimeline
FORTE ASSET MANAGEMENT LLC7,612$2.06M0.99%-1,31813F-HRTimeline
Mirabaud & Cie SA7,500$2.03M0.65%013F-HRTimeline
Stonebridge Financial Planning Group, L…7,228$1.96M0.74%-6513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,133$1.93M0.05%-3,22013F-HRTimelineGroup
OLD MISSION CAPITAL LLC7,000$1.9M0.07%new13F-HRTimeline
Fisher Asset Management, LLC6,974$1.89M<0.01%-1,54113F-HRTimeline
CoreCap Advisors, LLC6,941$1.88M0.07%+6,78913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd6,865$1.86M0.11%-26013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,754$1.83M<0.01%+93713F-HRTimelineGroup
Avior Wealth Management, LLC6,707$1.82M0.06%-8913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,695$1.82M0.01%+3,60013F-HRTimeline
Gold Investment Management Ltd.6,620$1.79M0.6%-9113F-HRTimeline
CTC Alternative Strategies, Ltd.6,600$1.79M2.88%+3,70013F-HRTimeline
Allworth Financial LP6,596$1.79M0.01%+40713F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC6,530$1.77M0.93%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…6,374$1.73M1.18%+41813F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,359$1.72M0.05%-43813F-HRTimeline
Kovack Advisors, Inc.6,150$1.67M0.16%+52913F-HRTimeline
Federation des caisses Desjardins du Qu…6,128$1.66M0.01%-17,44913F-HRTimeline
Robertson Stephens Wealth Management, L…6,126$1.66M0.05%-20813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…6,113$1.66M0.94%new13F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC6,061$1.64M0.21%+46013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,044$1.64M0.14%-11013F-HRTimeline
Grandview Asset Management LLC6,014$1.63M0.46%+1,53013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,976$1.62M0.23%-2,35413F-HRTimeline
CWM, LLCin group CWM, LLC5,947$1.61M<0.01%+1,10113F-HRTimelineGroup
Intellus Advisors LLC5,908$1.6M0.22%new13F-HRTimeline
Pacific Sun Financial Corp5,874$1.59M0.77%+16513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,870$1.59M<0.01%+12713F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC5,867$1.59M0.6%-1613F-HRTimeline
Transcendent Capital Group LLC5,804$1.57M0.7%-2,33813F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,690$1.54M0.86%013F-HRTimeline
National Philanthropic Trust5,649$1.53M0.02%013F-HRTimeline
Robinson Value Management, Ltd.5,602$1.52M0.88%new13F-HRTimeline
Sunbelt Securities, Inc.5,526$1.5M0.1%-11713F-HRTimeline
Oasis Management Co Ltd.in group Oasis Management Co Ltd.5,500$1.49M0.25%-2,00013F-HRTimelineGroup
Sovran Advisors, LLC4,748$1.45M0.13%+1,67113F-HRTimeline
World Investment Advisors5,347$1.45M0.03%+1713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,340$1.45M0.44%+3,95313F-HRTimelineGroup
Wealthstream Advisors, Inc.5,269$1.43M0.22%013F-HRTimeline
Geneos Wealth Management Inc.5,258$1.43M0.04%-40513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,256$1.43M0.02%+12013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC5,135$1.39M0.32%+10013F-HRTimeline
Continuum Advisory, LLC5,122$1.39M0.15%+11613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…5,000$1.36M0.87%-16013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,091$1.35M0.01%-43213F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…4,982$1.35M0.1%-60413F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC4,917$1.33M0.45%-36213F-HRTimeline
LOM Asset Management Ltd4,873$1.32M0.4%-3013F-HRTimeline
Chicago Partners Investment Group LLC4,299$1.31M0.03%+42213F-HRTimeline
Keystone Financial Group4,784$1.3M0.1%+3513F-HR/ATimeline
Telos Capital Management, Inc.4,779$1.3M0.12%-43213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,761$1.29M0.02%-2413F-HRTimelineGroup
GWN SECURITIES INC.4,738$1.29M0.3%-21813F-HRTimeline
Pacific Center for Financial Services4,742$1.29M0.33%+85813F-HRTimeline
CITY HOLDING CO4,734$1.28M0.16%-1,18013F-HRTimeline
EHRLICH FINANCIAL GROUP4,712$1.28M0.76%new13F-HRTimeline
Retirement Planning Group, LLC4,676$1.27M0.04%-82113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,646$1.26M0.15%+5513F-HRTimeline
Valeo Financial Advisors, LLC4,554$1.23M0.03%-4513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,500$1.22M0.02%-6313F-HRTimelineGroup
Howard Capital Management, LLC4,494$1.22M0.02%-53513F-HRTimeline
Safeguard Investment Advisory Group, LLC4,493$1.22M0.3%-55213F-HRTimeline
Global Retirement Partners, LLC4,462$1.21M0.03%+4913F-HRTimeline
Perigon Wealth Management, LLC4,447$1.21M0.02%+3413F-HRTimeline
Independent Wealth Network Inc.4,415$1.2M0.38%+24113F-HRTimeline
Lionshead Wealth Management, LLC4,413$1.2M0.95%+5313F-HRTimeline
Apeiron RIA LLC4,143$1.18M0.27%-59713F-HRTimeline
NorthStar Asset Management LLC /NJ/4,330$1.17M0.56%-4313F-HRTimeline
Prostatis Group LLC4,319$1.17M0.29%-76813F-HRTimeline
Pines Wealth Management, LLC4,186$1.13M0.38%+3113F-HRTimeline
RoundAngle Advisors LLC4,184$1.13M0.88%-14513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,163$1.13M0.06%+1,89513F-HRTimelineGroup
O'ROURKE & COMPANY, Inc4,154$1.13M0.47%+33113F-HRTimeline
MONTAG A & ASSOCIATES INC4,109$1.11M0.05%+18113F-HRTimeline
Alteri Wealth LLC4,102$1.11M0.38%-1613F-HRTimeline
McHugh Group, LLC4,033$1.09M0.65%013F-HRTimeline
AE Wealth Management LLC3,952$1.07M0.01%-12113F-HRTimeline
Cassaday & Co Wealth Management LLC3,909$1.06M0.02%-4013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,859$1.05M0.07%-38513F-HRTimeline
Capital Investment Advisory Services, L…3,827$1.04M0.08%-3113F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,812$1.03M0.02%-47413F-HRTimeline
Advisory Alpha, LLC3,621$1.02M0.03%+9313F-HRTimeline
Integrated Advisors Network LLC3,762$1.02M0.04%+2,90813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,760$1.02M0.18%13F-HRTimeline
Activest Wealth Management3,724$1.01M0.2%-19213F-HRTimeline
Western Wealth Management, LLC3,674$996K0.05%-72813F-HRTimeline
Cyndeo Wealth Partners, LLC3,630$984K0.05%-10413F-HRTimeline
Midwest Trust Co3,574$969K0.01%-16213F-HRTimeline
Werba Rubin Papier Wealth Management3,565$967K0.16%-25113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,536$959K0.01%-13613F-HR/ATimelineGroup
Apexium Financial, LP3,522$955K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,968$943K0.08%013F-HRTimeline
Blue Chip Partners, LLC3,448$935K0.07%+713F-HRTimeline
IHT Wealth Management, LLC3,435$931K0.02%+15913F-HRTimeline
Waverly Advisors, LLC3,431$930K0.01%+13713F-HRTimeline
Ashton Thomas Private Wealth, LLC3,431$930K0.02%+2,37313F-HRTimeline
WealthCare Investment Partners, LLC3,366$930K0.3%-29313F-HRTimeline
SYNOVUS FINANCIAL CORP3,394$922K0.01%+13313F-HRTimeline
Lynx Investment Advisory3,400$922K0.55%+813F-HRTimeline
10Elms LLP3,365$912K0.82%013F-HRTimeline
Prospera Financial Services Inc3,314$901K0.02%-1513F-HRTimeline
Tudor Financial Inc.3,301$895K0.48%+25513F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC3,278$889K0.01%-17,89813F-HRTimelineGroup
Independence Bank of Kentucky3,266$885K0.11%-23013F-HRTimeline
Ironwood Financial, llc3,259$884K0.16%-23513F-HRTimeline
First Heartland Consultants, Inc.3,258$883K0.07%+5813F-HRTimeline
ALBION FINANCIAL GROUP /UT3,233$877K0.05%-4513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,218$873K<0.01%-12,33713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,189$865K0.03%+613F-HRTimeline
Ionic Capital Management LLC3,185$864K0.96%new13F-HRTimeline
EQUITABLE TRUST CO3,174$861K0.04%013F-HRTimeline
Snowden Capital Advisors LLC3,139$851K0.02%+10413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,115$845K<0.01%-37013F-HRTimelineGroup
Ellis Investment Partners, LLC3,097$840K0.15%+213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC3,089$837K0.6%-37213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3,088$837K0.02%+3,08513F-HR/ATimelineGroup
Finley Financial, LLC3,085$836K0.39%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,073$833K0.04%+23913F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$832K0.41%013F-HRTimeline
GSG Advisors LLC2,994$827K0.22%+713F-HRTimeline
Resolute Wealth Strategies, LLC3,044$825K0.38%-2513F-HRTimeline
Strategic Wealth Partners, Ltd.3,035$823K0.06%-90013F-HRTimeline
McAdam, LLC3,000$813K0.04%+23013F-HRTimeline
Somerset Trust Co2,997$813K0.25%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,965$804K0.01%+29213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,941$797K0.01%-4113F-HRTimeline
Selective Wealth Management, Inc.2,810$792K0.26%+51213F-HRTimeline
Principle Wealth Partners LLC2,899$786K0.05%-30013F-HRTimeline
Westside Investment Management, Inc.2,895$785K0.13%+2213F-HRTimeline
Fortitude Advisory Group L.L.C.2,875$779K0.42%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,873$779K0.05%+1,05813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,849$772K0.06%+1513F-HR/ATimeline
NorthCoast Asset Management LLC2,833$768K<0.01%-7313F-HRTimeline
BANQUE PICTET & CIE SA2,800$759K0.01%013F-HRTimeline
Manchester Capital Management LLC2,798$759K0.1%013F-HRTimeline
Beacon Financial Advisory LLC2,792$757K0.18%+1413F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,720$752K0.44%-15013F-HRTimeline
J. Goldman & Co LP2,683$727K0.03%-5,31313F-HRTimeline
IFG Advisory, LLC2,647$718K0.03%+4313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL2,618$710K0.11%-2,13713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,595$704K0.05%-20513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,569$697K0.01%new13F-HRTimelineGroup
StoneCrest Wealth Management, Inc.2,553$692K0.3%-1113F-HRTimeline
Gladstone Institutional Advisory LLC2,550$691K0.03%-30613F-HRTimeline
SPC Financial, Inc.2,539$688K0.05%-11813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,535$687K0.09%-1,29313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,500$678K0.02%013F-HRTimelineGroup
HB Wealth Management, LLC2,493$676K<0.01%+30613F-HRTimeline
Beaumont Financial Advisors, LLC2,485$674K0.05%-1013F-HRTimeline
Conservest Capital Advisors, Inc.2,471$670K0.06%+16813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,448$664K0.08%-37013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,447$663K0.02%+5713F-HRTimeline
N.E.W. Advisory Services LLC2,443$662K0.06%+15513F-HRTimeline
Carnegie Investment Counsel2,433$660K0.01%-14013F-HRTimeline
Sequoia Financial Advisors, LLC2,407$653K<0.01%+46913F-HRTimeline
TRUST CO OF OKLAHOMA2,402$651K0.19%-46213F-HRTimeline
Trexquant Investment LP2,400$651K0.01%-41013F-HRTimeline
FIRST HORIZON CORP2,384$646K0.03%13F-HRTimeline
Obermeyer Wealth Partners2,384$646K0.03%013F-HRTimeline
Lifeworks Advisors, LLC2,376$644K0.09%+7613F-HRTimeline
Edgestream Partners, L.P.2,374$644K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd2,369$642K<0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC2,334$633K0.03%-1,20313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,317$628K<0.01%+2613F-HRTimelineGroup
CVFG LLC2,315$628K0.45%-4513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,307$625K0.02%+27413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC2,287$620K0.02%-40913F-HRTimeline