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Disclosery

SOXX ISHARES TR

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COM (fund)

871 managers (881 13F filers) reported a position in SOXX shares at 2025-12-31, 27,072,937 shares in all. 104 filers opened a position and 52 filers sold out during the quarter.

Managers
871
13F filers
881
New
104
Added
282
Reduced
278
Sold out
52
Shares held by filers
27,072,937

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Summit Financial, LLC10,105$3.04M0.04%+77513F-HRTimeline
Vision Retirement, LLC10,084$3.04M0.81%13F-HRTimeline
SCOTIA CAPITAL INC.9,988$3.01M0.01%+29013F-HRTimeline
Osbon Capital Management LLC9,875$2.97M2.78%13F-HRTimeline
Koshinski Asset Management, Inc.9,863$2.97M0.19%+17813F-HRTimeline
Florin Court Capital LLP9,700$2.92M4.07%-1,70013F-HRTimeline
Wealthspire Advisors, LLC9,579$2.88M0.02%+213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC9,527$2.87M0.21%-44713F-HRTimeline
Quantbot Technologies LP9,525$2.87M0.1%+7,27613F-HRTimeline
Matrix Trust Co9,382$2.83M0.47%-8613F-HRTimeline
D.A. DAVIDSON & CO.9,334$2.81M0.02%-913F-HRTimeline
Prosperity Consulting Group, LLC9,277$2.79M0.13%-15013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,251$2.79M0.01%013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT9,214$2.78M0.22%-49713F-HRTimeline
Kovack Advisors, Inc.9,184$2.77M0.13%+3,03413F-HR/ATimeline
CORRADO ADVISORS, LLC9,086$2.74M1.37%+16313F-HRTimeline
Integrated Wealth Concepts LLC9,062$2.73M0.03%-104,72913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,941$2.69M+2Timeline
Armor Investment Advisors, LLC8,693$2.62M0.96%-86913F-HRTimeline
Concentrum Wealth Management8,501$2.56M0.71%-81313F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC8,351$2.51M1.63%+5,26213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,266$2.49M0.03%-113F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC19,171$2.48M2.35%new13F-HRTimeline
Edgestream Partners, L.P.8,099$2.44M0.07%+5,72513F-HRTimeline
RFG Advisory, LLC8,003$2.41M0.05%-27213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,996$2.41M0.01%-66613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,931$2.39M<0.01%+6513F-HRTimeline
Intellectus Partners, LLC7,783$2.34M0.45%-31613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,741$2.33M0.64%-96413F-HRTimeline
Insight Wealth Partners, LLC7,718$2.32M0.97%-29013F-HRTimeline
NewEdge Wealth, LLC7,703$2.32M0.03%-5313F-HRTimeline
FORTE ASSET MANAGEMENT LLC7,638$2.3M1.04%+2613F-HRTimeline
IBEX WEALTH ADVISORS7,589$2.29M0.22%-38213F-HRTimeline
CoreCap Advisors, LLC7,518$2.26M0.08%+57713F-HRTimeline
Mirabaud & Cie SA7,500$2.26M0.73%013F-HRTimeline
Modern Wealth Management, LLC7,497$2.26M0.04%new13F-HRTimeline
Stonebridge Financial Planning Group, L…7,358$2.22M0.8%+13013F-HRTimeline
GROUP ONE TRADING LLC7,260$2.19M0.06%new13F-HRTimeline
Chicago Partners Investment Group LLC6,315$2.18M0.05%+2,01613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,165$2.16M0.01%+47013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,048$2.12M<0.01%-1,44413F-HRTimelineGroup
Grandview Asset Management LLC6,972$2.1M0.58%+95813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,961$2.1M<0.01%+20713F-HRTimelineGroup
Sigma Planning Corp8,550$2.03M0.06%+26813F-HRTimeline
EP Wealth Advisors, LLC6,731$2.03M0.01%13F-HRTimeline
Avior Wealth Management, LLC6,679$2.01M0.06%-2813F-HRTimeline
Prime Capital Investment Advisors, LLC6,662$2.01M0.02%-1,62513F-HRTimeline
Fisher Asset Management, LLC6,618$1.99M<0.01%-35613F-HRTimeline
Mutual Advisors, LLC6,606$1.99M0.04%-2,10713F-HRTimeline
FLOW TRADERS U.S. LLC6,581$1.98M0.06%new13F-HRTimeline
Clark Capital Management Group, Inc.6,572$1.98M0.01%-1,61413F-HRTimeline
Allworth Financial LP6,563$1.98M0.01%-3313F-HRTimeline
Gold Investment Management Ltd.6,526$1.97M0.63%-9413F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC6,515$1.96M1.11%-1513F-HRTimeline
Comprehensive Financial Planning, Inc./…6,513$1.96M1.3%+13913F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…6,477$1.95M0.01%-75,24513F-HRTimelineGroup
Mesirow Financial Investment Management…6,421$1.93M0.04%-1,58813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,216$1.87M0.22%+15513F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,147$1.85M0.05%-21213F-HRTimeline
Apeiron RIA LLC5,247$1.85M0.38%+1,10413F-HRTimeline
Wallace Hart LLC6,135$1.85M1.36%+5,85713F-HRTimeline
Robertson Stephens Wealth Management, L…6,078$1.83M0.05%-4813F-HRTimeline
Intellus Advisors LLC5,996$1.81M0.24%+8813F-HRTimeline
AAFMAA Wealth Management & Trust LLC5,961$1.8M0.7%new13F-HRTimeline
Pacific Sun Financial Corp5,957$1.79M0.86%+8313F-HRTimeline
Dedeker Financial LLC5,882$1.77M1.59%13F-HRTimeline
CWM, LLCin group CWM, LLC5,798$1.75M<0.01%-14913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,737$1.73M<0.01%-13313F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION5,687$1.71M0.14%-35713F-HRTimeline
Federation des caisses Desjardins du Qu…5,656$1.7M0.01%-47213F-HRTimeline
National Philanthropic Trust5,649$1.7M0.02%013F-HRTimeline
Robinson Value Management, Ltd.5,618$1.69M0.91%+1613F-HRTimeline
TWO SIGMA SECURITIES, LLC5,592$1.68M0.23%-5,77513F-HRTimeline
Transcendent Capital Group LLC5,588$1.68M0.76%-21613F-HRTimeline
Western Wealth Management, LLC5,579$1.68M0.08%+1,90513F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,550$1.67M0.92%-14013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,528$1.66M0.6%-33913F-HRTimeline
Dala Group, LLC5,525$1.66M1.44%13F-HRTimeline
Keystone Financial Group5,437$1.64M0.12%+65313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,428$1.63M<0.01%-2,85013F-HRTimelineGroup
Geneos Wealth Management Inc.5,398$1.63M0.04%+14013F-HRTimeline
Sunbelt Securities, Inc.5,349$1.61M0.11%-17713F-HRTimeline
World Investment Advisors5,346$1.61M0.03%-113F-HR/ATimeline
Sovran Advisors, LLC4,758$1.6M0.14%+1013F-HRTimeline
Greenspring Advisors, LLC5,296$1.59M0.1%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,180$1.56M0.02%-7613F-HRTimelineGroup
Continuum Advisory, LLC5,145$1.55M0.16%+2313F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,135$1.55M0.36%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,996$1.5M0.91%-413F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI4,986$1.5M0.74%13F-HRTimeline
High Point Wealth Management, LLC4,940$1.49M1.4%13F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.4,911$1.48M1.39%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,842$1.46M0.02%+8113F-HRTimelineGroup
Telos Capital Management, Inc.4,764$1.43M0.13%-1513F-HRTimeline
Global Retirement Partners, LLC4,753$1.43M0.03%+29113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,686$1.41M0.03%+18613F-HRTimelineGroup
Arax Advisory Partners4,683$1.41M0.04%new13F-HRTimeline
CITY HOLDING CO4,636$1.4M0.17%-9813F-HRTimeline
Independent Wealth Network Inc.4,584$1.38M0.42%+16913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,578$1.38M0.17%-6813F-HRTimeline
EHRLICH FINANCIAL GROUP4,541$1.37M0.78%-17113F-HRTimeline
Valeo Financial Advisors, LLC4,536$1.37M0.03%-1813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,526$1.36M0.45%-39113F-HRTimeline
Nikulski Financial, Inc.4,518$1.36M0.33%new13F-HRTimeline
LOM Asset Management Ltd4,500$1.36M0.39%-37313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…4,500$1.36M0.65%-1,61313F-HRTimelineGroup
AE Wealth Management LLC4,484$1.35M0.01%+53213F-HRTimeline
Vise Technologies, Inc.4,484$1.35M0.03%new13F-HRTimeline
RoundAngle Advisors LLC4,463$1.34M0.98%+27913F-HRTimeline
Prospera Financial Services Inc4,423$1.33M0.02%+1,10913F-HRTimeline
Westwood Wealth Management4,413$1.33M1%new13F-HRTimeline
Lionshead Wealth Management, LLC4,413$1.33M1%013F-HRTimeline
GWN SECURITIES INC.4,338$1.31M0.26%-40013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,308$1.3M0.06%+1,43513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,301$1.29M0.01%-79013F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/4,283$1.29M0.58%-4713F-HRTimeline
Pacific Center for Financial Services4,742$1.29M0.33%013F-HRTimeline
O'ROURKE & COMPANY, Inc4,240$1.28M0.5%+8613F-HRTimeline
Ionic Capital Management LLC4,215$1.27M1.26%+1,03013F-HRTimeline
Pines Wealth Management, LLC4,186$1.26M0.41%013F-HRTimeline
NORTHLAND SECURITIES, INC.4,134$1.24M1.19%13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,132$1.24M0.03%+70113F-HRTimeline
Alteri Wealth LLC4,111$1.24M0.4%+913F-HRTimeline
MONTAG A & ASSOCIATES INC4,109$1.24M0.06%013F-HRTimeline
Howard Capital Management, LLC4,107$1.24M0.02%-38713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC4,052$1.22M0.42%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC4,051$1.22M0.31%-44213F-HRTimeline
McHugh Group, LLC4,033$1.21M0.69%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,016$1.21M0.02%+20413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP4,016$1.21M0.05%+82713F-HRTimeline
IHT Wealth Management, LLC3,981$1.2M0.03%+54613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,918$1.18M0.03%-3,21513F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC3,909$1.18M0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,886$1.17M0.02%+1,90913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,841$1.16M0.08%-12713F-HRTimeline
Retirement Planning Group, LLC3,797$1.14M0.04%-87913F-HRTimeline
Sepio Capital, LP3,785$1.14M0.06%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,760$1.13M0.18%013F-HRTimeline
Advisory Alpha, LLC3,733$1.12M0.03%+11213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,719$1.12M0.05%-3,14613F-HRTimelineGroup
Signature Equity Partners, LLC3,708$1.12M0.62%13F-HRTimeline
Cyndeo Wealth Partners, LLC3,692$1.11M0.06%+6213F-HRTimeline
Capital Investment Advisory Services, L…3,681$1.11M0.08%-14613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,672$1.11M<0.01%+55713F-HRTimelineGroup
Selective Wealth Management, Inc.3,270$1.1M0.34%+46013F-HRTimeline
Midwest Trust Co3,574$1.08M0.01%013F-HRTimeline
Werba Rubin Papier Wealth Management3,567$1.07M0.29%+213F-HRTimeline
Waverly Advisors, LLC3,565$1.07M0.01%+13413F-HRTimeline
Blue Chip Partners, LLC3,563$1.07M0.08%+11513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,563$1.07M0.01%+2713F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…3,545$1.07M0.07%+1,90913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,507$1.06M0.14%-2,46913F-HRTimeline
Ironwood Financial, llc3,191$1.05M0.18%-6813F-HRTimeline
Sargent Investment Group, LLC3,450$1.04M0.13%new13F-HRTimeline
SBI Okasan Asset Management Co.Ltd.3,400$1.04M0.06%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,438$1.04M0.04%new13F-HRTimeline
Activest Wealth Management3,437$1.04M0.19%-28713F-HRTimeline
Tempo Wealth, LLC3,422$1.03M0.18%13F-HRTimeline
Tudor Financial Inc.3,371$1.02M0.52%+7013F-HRTimeline
First Heartland Consultants, Inc.3,295$992K0.08%+3713F-HRTimeline
Finley Financial, LLC3,282$988K0.45%+19713F-HRTimeline
Snowden Capital Advisors LLC3,281$988K0.03%+14213F-HRTimeline
ATX Financial Planning, LLC3,270$985K0.76%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,258$983K0.01%13F-HR/ATimelineGroup
HARMONY ASSET MANAGEMENT LLC3,248$978K0.33%new13F-HRTimeline
Independence Bank of Kentucky3,241$976K0.12%-2513F-HRTimeline
10Elms LLP3,215$968K0.89%-15013F-HRTimeline
WealthCare Investment Partners, LLC3,083$967K0.28%-28313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,190$961K0.07%-66913F-HRTimeline
EQUITABLE TRUST CO3,174$956K0.04%013F-HRTimeline
Lynx Investment Advisory3,162$952K0.52%-23813F-HRTimeline
Union Bancaire Privee, UBP SA3,097$944K0.01%-1,69913F-HRTimeline
PSI Advisors, LLC6,355$941K0.24%+4,19613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,125$941K<0.01%-9313F-HRTimeline
Somerset Trust Co3,125$941K0.29%+12813F-HRTimeline
Oasis Management Co Ltd.in group Oasis Management Co Ltd.3,100$934K0.12%-2,40013F-HRTimelineGroup
Ellis Investment Partners, LLC3,098$933K0.16%+113F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$924K0.44%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,060$921K0.04%-1313F-HRTimeline
Fortitude Advisory Group L.L.C.3,056$920K0.39%+18113F-HRTimeline
Resolute Wealth Strategies, LLC3,047$918K0.4%+313F-HRTimeline
McAdam, LLC3,047$918K0.04%+4713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,032$913K0.01%+9113F-HRTimeline
GSG Advisors LLC2,998$903K0.23%+413F-HRTimeline
17 CAPITAL PARTNERS, LLC2,983$898K0.47%+86613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,921$891K0.06%+85413F-HRTimeline
Arkadios Wealth Advisors2,942$886K0.02%+85613F-HRTimeline
Westside Investment Management, Inc.2,895$872K0.14%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,894$871K0.02%+58713F-HRTimelineGroup
IFG Advisory, LLC2,889$870K0.04%+24213F-HRTimeline
Root Financial Partners, LLC2,886$869K0.04%+2,43313F-HRTimeline
Strategic Wealth Partners, Ltd.2,885$869K0.06%-15013F-HRTimeline
Orion Porfolio Solutions, LLC2,866$863K0.01%-9913F-HRTimeline
N.E.W. Advisory Services LLC2,865$863K0.06%+42213F-HRTimeline
Whitford Management LLC2,840$855K0.87%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VERUS CAPITAL PARTNERS, LLC2,840$855K0.06%-913F-HR/ATimeline
Beacon Financial Advisory LLC2,812$847K0.2%+2013F-HRTimeline
Principle Wealth Partners LLC2,806$845K0.05%-9313F-HRTimeline
GREENBERG FINANCIAL GROUP2,798$843K0.35%13F-HRTimeline
Keating Financial Advisory Services, In…2,731$822K0.11%13F-HRTimeline