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Disclosery

SOXX ISHARES TR

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COM (fund)

922 managers (934 13F filers) reported a position in SOXX shares at 2026-03-31, 33,286,184 shares in all. 111 filers opened a position and 55 filers sold out during the quarter.

Managers
922
13F filers
934
New
111
Added
351
Reduced
282
Sold out
55
Shares held by filers
33,286,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,187$4.33M0.08%+87513F-HRTimelineGroup
Green Ridge Wealth Planning LLC13,093$4.3M2.26%new13F-HRTimeline
Parallax Volatility Advisers, L.P.12,988$4.27M0.19%new13F-HRTimeline
One Capital Management, LLC12,985$4.27M0.12%+32913F-HRTimeline
Farther Finance Advisors, LLC12,526$4.24M0.04%-2,91813F-HRTimeline
Aprio Wealth Management, LLC12,846$4.22M0.23%+1,78213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.12,490$4.1M<0.01%-2,87013F-HRTimelineGroup
Moss Adams Wealth Advisors LLC12,475$4.1M0.3%-413F-HRTimeline
360 Financial, Inc.12,250$4.03M1.21%-28013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding12,240$4.02M-452Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,024$3.95MnewTimeline
Magnus Financial Group LLC11,721$3.85M0.31%-10713F-HRTimeline
Summit Financial, LLC11,707$3.85M0.05%+1,60213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,612$3.82M<0.01%+6,18413F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.11,458$3.77M0.24%+1,28113F-HRTimelineGroup
Evolution Wealth Advisors, LLC11,309$3.72M0.38%+813F-HRTimeline
Evelyn Partners Investment Management (…11,219$3.69M1.27%-4713F-HRTimeline
Composition Wealth, LLC11,116$3.65M0.05%-1,41413F-HRTimeline
Atria Investments, Inc10,897$3.58M0.04%-67013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,896$3.58M0.02%new13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…10,860$3.57M1.05%+6,36013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.10,855$3.57M0.03%+42513F-HRTimelineGroup
PFG Investments, LLC10,844$3.56M0.17%-61513F-HRTimeline
Vision Retirement, LLC10,747$3.53M1%+66313F-HRTimeline
Wealthspire Advisors, LLC10,656$3.5M0.03%+1,07713F-HRTimeline
Cavalier Investments, LLC10,637$3.5M0.9%new13F-HRTimeline
GTS SECURITIES LLC10,553$3.47M0.12%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,344$3.4M0.19%-11,95913F-HRTimeline
Focus Financial Network, Inc.10,255$3.37M0.12%-68713F-HRTimeline
Grandview Asset Management LLC10,026$3.36M0.98%+3,05413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,226$3.36M0.56%+2613F-HRTimeline
SCOTIA CAPITAL INC.10,178$3.35M0.01%+19013F-HRTimeline
Koshinski Asset Management, Inc.10,046$3.3M0.21%+18313F-HRTimeline
Osbon Capital Management LLC9,875$3.25M2.65%013F-HRTimeline
Matrix Trust Co9,841$3.23M0.54%+45913F-HRTimeline
Prosperity Consulting Group, LLC9,581$3.15M0.14%+30413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,339$3.07M0.12%-97913F-HRTimelineGroup
D.A. DAVIDSON & CO.9,338$3.07M0.02%+413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,328$3.07M0.01%+7713F-HRTimelineGroup
Mesirow Financial Investment Management…9,324$3.06M0.05%+2,90313F-HRTimeline
Mutual Advisors, LLC9,257$3.04M0.07%+2,65113F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC9,249$3.04M1.99%+89813F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,023$2.97M0.07%+2,87613F-HRTimeline
CONDOR CAPITAL MANAGEMENT8,929$2.93M0.25%-28513F-HRTimeline
Tudor Financial Inc.8,771$2.88M1.47%+5,40013F-HR/ATimeline
Essex Financial Services, Inc.group of 2 filers holding8,728$2.87M-213Timeline
CREDIT INDUSTRIEL ET COMMERCIAL8,652$2.84M0.45%+8,62113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,500$2.79M0.02%+4,19913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,267$2.72M0.03%+113F-HRTimelineGroup
Snowden Capital Advisors LLC8,180$2.69M0.07%+4,89913F-HRTimeline
Truxt Investmentos Ltda.8,172$2.69M1.72%13F-HRTimeline
Armor Investment Advisors, LLC8,094$2.66M0.96%-59913F-HRTimeline
CWM, LLCin group CWM, LLC8,071$2.65M0.01%+2,27313F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,021$2.64M0.75%+28013F-HRTimeline
Insight Wealth Partners, LLC7,828$2.57M1.04%+11013F-HRTimeline
Federation des caisses Desjardins du Qu…7,747$2.55M0.01%+2,09113F-HRTimeline
Kovack Advisors, Inc.7,582$2.55M0.14%-1,60213F-HRTimeline
Sunbelt Securities, Inc.7,705$2.53M0.16%+2,35613F-HRTimeline
NewEdge Wealth, LLC7,649$2.51M0.03%-5413F-HRTimeline
Concentrum Wealth Management7,633$2.51M0.74%-86813F-HRTimeline
EP Wealth Advisors, LLC7,604$2.5M0.01%+87313F-HRTimeline
FORTE ASSET MANAGEMENT LLC7,589$2.49M1.09%-4913F-HRTimeline
Modern Wealth Management, LLC7,352$2.49M0.04%-14513F-HRTimeline
Fisher Asset Management, LLC7,535$2.48M<0.01%+91713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,525$2.47M0.01%+36013F-HRTimeline
CORRADO ADVISORS, LLC7,518$2.47M1.29%-1,56813F-HRTimeline
Mirabaud & Cie SA7,500$2.46M1%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC7,438$2.44M0.95%+1,47713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,422$2.44M0.31%new13F-HRTimeline
Quantbot Technologies LP7,411$2.44M0.1%-2,11413F-HRTimeline
Intellectus Partners, LLC7,383$2.43M0.5%-40013F-HRTimeline
IBEX WEALTH ADVISORS7,340$2.41M0.22%-24913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,296$2.4M0.11%+2,98813F-HRTimeline
Avior Wealth Management, LLC7,248$2.38M0.07%+56913F-HRTimeline
Stonebridge Financial Planning Group, L…7,223$2.37M0.87%-13513F-HRTimeline
Sovran Advisors, LLC5,126$2.37M0.19%+36813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,106$2.34M0.27%+89013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI7,106$2.34M1.17%+2,12013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,053$2.32M<0.01%+513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…6,907$2.27M1.57%+39413F-HRTimeline
HRT FINANCIAL LP6,896$2.27M0.01%+4,55813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,852$2.25M<0.01%-10913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC6,791$2.23M0.03%+12913F-HRTimeline
High Point Wealth Management, LLC6,772$2.23M2.15%+1,83213F-HRTimeline
S&A Financial Services, Inc.6,763$2.22M1.53%13F-HRTimeline
Keystone Financial Group6,747$2.22M0.15%+1,31013F-HRTimeline
Gold Investment Management Ltd.6,734$2.21M0.69%+20813F-HRTimeline
Pacific Sun Financial Corp6,471$2.13M1.03%+51413F-HRTimeline
Ashton Thomas Private Wealth, LLC6,454$2.12M0.05%+2,32213F-HRTimeline
Dedeker Financial LLC6,415$2.11M1.84%+53313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,405$2.11M0.01%-1,59113F-HRTimelineGroup
DRW Securities, LLC6,401$2.1M0.11%new13F-HRTimeline
Allworth Financial LP6,328$2.08M0.01%-23513F-HRTimeline
Chicago Partners Investment Group LLC4,737$2.05M0.05%-1,57813F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,110$2.01M0.04%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,048$1.99M<0.01%+31113F-HRTimelineGroup
Intellus Advisors LLC6,004$1.97M0.27%+813F-HRTimeline
Robertson Stephens Wealth Management, L…5,969$1.96M0.05%-10913F-HRTimeline
Western Wealth Management, LLC5,840$1.92M0.07%+26113F-HR/ATimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,804$1.91M<0.01%new13F-HRTimelineGroup
Keel Point, LLC5,778$1.9M0.13%+4,70013F-HRTimeline
Joseph P. Lucia & Associates, LLC5,693$1.87M0.67%+16513F-HRTimeline
Clark Capital Management Group, Inc.5,637$1.85M0.01%-93513F-HRTimeline
Apeiron RIA LLC5,576$1.83M0.42%+32913F-HRTimeline
Union Bancaire Privee, UBP SA5,897$1.83M0.03%+2,80013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.5,550$1.82M1.06%013F-HRTimeline
National Philanthropic Trust5,541$1.82M0.02%-10813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,514$1.81M0.02%+67213F-HRTimelineGroup
Independent Wealth Network Inc.5,470$1.8M0.53%+88613F-HRTimeline
World Investment Advisors5,423$1.78M0.03%+7713F-HRTimeline
Moran Wealth Management, LLC5,420$1.78M0.05%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,349$1.76M0.14%-33813F-HRTimeline
Greenspring Advisors, LLC5,296$1.74M0.11%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.5,287$1.74M1.66%+37613F-HRTimeline
Robinson Value Management, Ltd.5,249$1.73M0.96%-36913F-HRTimeline
Continuum Advisory, LLC5,234$1.72M0.17%+8913F-HRTimeline
Transcendent Capital Group LLC5,193$1.71M0.78%-39513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,179$1.7M0.01%+4,72013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC5,135$1.69M0.4%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,122$1.68M0.02%-5813F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC5,031$1.65M0.59%+97913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…4,995$1.64M1.01%-113F-HRTimelineGroup
Golden State Wealth Management, LLC4,958$1.63M0.18%+3,74713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,871$1.6M0.03%+18513F-HRTimelineGroup
Fairvoy Private Wealth, LLC4,867$1.6M0.38%new13F-HRTimeline
Pacific Center for Financial Services4,766$1.57M0.4%+2413F-HRTimeline
Geneos Wealth Management Inc.4,740$1.56M0.04%-65813F-HRTimeline
PW Nova Financial Services LLC4,689$1.54M0.39%new13F-HRTimeline
Northstar Advisory Group, LLC4,682$1.54M0.59%new13F-HRTimeline
AE Wealth Management LLC4,681$1.54M0.01%+19713F-HRTimeline
RoundAngle Advisors LLC4,638$1.52M1.14%+17513F-HRTimeline
RFG Advisory, LLC4,586$1.51M0.03%-3,41713F-HRTimeline
Telos Capital Management, Inc.4,576$1.5M0.14%-18813F-HRTimeline
Valeo Financial Advisors, LLC4,536$1.49M0.04%013F-HRTimeline
LOM Asset Management Ltd4,500$1.48M0.43%013F-HRTimeline
Root Financial Partners, LLC4,475$1.47M0.07%+1,58913F-HRTimeline
Nikulski Financial, Inc.4,459$1.47M0.36%-5913F-HRTimeline
Patriot Financial Group Insurance Agenc…4,454$1.46M0.08%+2,37413F-HRTimeline
SIG BROKERAGE, LP4,433$1.46M0.41%+3,70013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,431$1.46M0.18%-14713F-HRTimeline
CITY HOLDING CO4,419$1.45M0.18%-21713F-HRTimeline
Lionshead Wealth Management, LLC4,413$1.45M1.07%013F-HRTimeline
Advisory Alpha, LLC4,357$1.43M0.04%+62413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,233$1.39M0.46%-29313F-HRTimeline
GWN SECURITIES INC.4,192$1.38M0.26%-14613F-HRTimeline
NORTHLAND SECURITIES, INC.4,148$1.36M1.3%+1413F-HRTimeline
Crestwood Advisors Group, LLC4,134$1.36M0.02%+2,09313F-HRTimeline
O'ROURKE & COMPANY, Inc4,115$1.35M0.54%-12513F-HRTimeline
MONTAG A & ASSOCIATES INC4,109$1.35M0.06%013F-HRTimeline
Selective Wealth Management, Inc.3,001$1.35M0.4%-26913F-HRTimeline
Vise Technologies, Inc.4,484$1.35M0.03%013F-HRTimeline
Alteri Wealth LLC4,055$1.33M0.43%-5613F-HRTimeline
Ionic Capital Management LLC4,048$1.33M1.12%-16713F-HRTimeline
McHugh Group, LLC4,033$1.33M0.78%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP4,018$1.32M0.05%+213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,012$1.32M0.03%+1,11813F-HRTimelineGroup
Sigma Planning Corp3,924$1.29M0.04%-4,62613F-HRTimeline
Cassaday & Co Wealth Management LLC3,909$1.28M0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,886$1.28M0.02%013F-HRTimeline
10Elms LLP3,885$1.28M0.81%+67013F-HRTimeline
Capital Investment Advisory Services, L…3,861$1.27M0.09%+18013F-HRTimeline
Safeguard Investment Advisory Group, LLC3,825$1.26M0.35%-22613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,825$1.26M0.2%+6513F-HRTimeline
Tempo Wealth, LLC3,804$1.25M0.22%+38213F-HRTimeline
VVR Holdings LLC3,646$1.2M0.62%+1,39413F-HRTimeline
Whitford Management LLC3,645$1.2M1.22%+80513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Waverly Advisors, LLC3,601$1.18M0.01%+3613F-HRTimeline
Activest Wealth Management3,595$1.18M0.21%+15813F-HRTimeline
Midwest Trust Co3,574$1.17M0.01%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.3,574$1.17M0.01%+1113F-HRTimelineGroup
Werba Rubin Papier Wealth Management3,568$1.17M0.16%+113F-HRTimeline
Cyndeo Wealth Partners, LLC3,554$1.17M0.06%-13813F-HRTimeline
NorthStar Asset Management LLC /NJ/3,549$1.17M0.56%-73413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,545$1.16M0.08%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,510$1.15M0.08%+58913F-HRTimeline
IHT Wealth Management, LLC3,455$1.14M0.03%-52613F-HRTimeline
Sargent Investment Group, LLC3,450$1.13M0.15%013F-HRTimeline
Blue Chip Partners, LLC3,365$1.11M0.08%-19813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,340$1.1M<0.01%-33213F-HRTimelineGroup
Bulltick Wealth Management, LLC3,333$1.1M0.24%new13F-HRTimeline
Wedmont Private Capital2,954$1.09M0.04%+1,55013F-HRTimeline
17 CAPITAL PARTNERS, LLC3,294$1.08M0.56%+31113F-HRTimeline
Finley Financial, LLC3,282$1.08M0.51%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,267$1.07M0.26%+3,06113F-HRTimeline
Signature Equity Partners, LLC3,263$1.07M0.58%-44513F-HRTimeline
Ground Swell Capital, LLC3,261$1.07M2.11%new13F-HRTimeline
Somerset Trust Co3,245$1.07M0.33%+12013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,239$1.07M0.01%-1913F-HRTimelineGroup
Independence Bank of Kentucky3,241$1.07M0.13%013F-HRTimeline
First Heartland Consultants, Inc.3,233$1.06M0.08%-6213F-HRTimeline
Lynx Investment Advisory3,207$1.05M0.5%+4513F-HRTimeline
Ironwood Financial, llc3,206$1.05M0.18%+1513F-HRTimeline
EQUITABLE TRUST CO3,174$1.04M0.05%013F-HRTimeline
McAdam, LLC3,149$1.03M0.05%+10213F-HRTimeline
N.E.W. Advisory Services LLC3,139$1.03M0.08%+27413F-HRTimeline
BRIGHTON JONES LLC3,138$1.03M0.02%new13F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,131$1.03M+1,547Timeline
WealthCare Investment Partners, LLC2,976$1.03M0.29%-10713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,119$1.02M0.01%+8713F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,111$1.02M0.02%-90513F-HRTimeline