Skip to content
Disclosery

SOXX ISHARES TR

Follow

COM (fund)

1,171 managers (1,190 13F filers) reported a position in SOXX shares at 2026-06-30, 34,723,792 shares in all. 297 filers opened a position and 45 filers sold out during the quarter.

Managers
1,171
13F filers
1,190
New
297
Added
335
Reduced
349
Sold out
45
Shares held by filers
34,723,792

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital Investment Advisory Services, L…3,643$2.33M0.14%-21813F-HRTimeline
Ramiah Investment Group3,640$2.33M1.78%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC3,614$2.32M1.05%+32013F-HRTimeline
Cyndeo Wealth Partners, LLC3,591$2.3M0.11%+3713F-HRTimeline
Robinson Value Management, Ltd.3,587$2.3M1.23%-1,66213F-HRTimeline
Midwest Trust Co3,574$2.29M0.03%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,562$2.28M0.07%+75913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,495$2.24M0.13%-5013F-HRTimeline
Advisory Alpha, LLC3,477$2.23M0.05%-88013F-HRTimeline
Sargent Investment Group, LLC3,450$2.21M0.27%013F-HRTimeline
Sigma Planning Corp3,447$2.21M0.06%-47713F-HRTimeline
NorthStar Asset Management LLC /NJ/3,443$2.21M0.9%-10613F-HRTimeline
Chicago Partners Investment Group LLC3,986$2.2M0.04%-75113F-HRTimeline
Schonfeld Strategic Advisors LLC3,382$2.17M0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3,380$2.17M0.5%+1,12813F-HRTimeline
Blue Chip Partners, LLC3,371$2.16M0.14%+613F-HRTimeline
Activest Wealth Management3,361$2.15M0.42%-23413F-HRTimeline
Clearstead Advisors, LLC3,342$2.14M0.02%+2,51513F-HRTimeline
McAdam, LLC3,307$2.12M0.08%+15813F-HRTimeline
Signature Equity Partners, LLC3,304$2.12M0.97%+4113F-HRTimeline
N.E.W. Advisory Services LLC3,294$2.11M0.14%+15513F-HRTimeline
Arkadios Wealth Advisors3,288$2.11M0.03%+29113F-HRTimeline
Finley Financial, LLC3,282$2.1M0.85%013F-HRTimeline
Capital CS Group, LLC3,258$2.09M3.04%new13F-HRTimeline
Snowden Capital Advisors LLC3,253$2.08M0.05%-4,92713F-HRTimeline
Principle Wealth Partners LLC3,253$2.08M0.1%+44713F-HRTimeline
Independent Wealth Network Inc.3,250$2.08M0.53%-2,22013F-HRTimeline
Rehmann Capital Advisory Group3,241$2.08M0.1%+1,95113F-HRTimeline
Clark Capital Management Group, Inc.3,217$2.06M0.01%-2,42013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,203$2.05M0.01%-3613F-HRTimelineGroup
Independence Bank of Kentucky3,194$2.05M0.23%-4713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,178$2.04M0.12%+86913F-HRTimeline
EQUITABLE TRUST CO3,174$2.03M0.08%013F-HRTimeline
Ellis Investment Partners, LLC3,154$2.02M0.31%+5513F-HRTimeline
WEDBUSH SECURITIES INC3,133$2.01M0.05%+69013F-HRTimeline
Wedmont Private Capital3,450$2.01M0.06%+49613F-HRTimeline
Moors & Cabot, Inc.3,122$2M0.08%+2,50113F-HRTimeline
Savvy Advisors, Inc.3,110$1.99M0.04%+14913F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,106$1.99M0.03%-513F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$1.97M0.82%013F-HRTimeline
Resolute Wealth Strategies, LLC3,041$1.95M0.75%+213F-HRTimeline
GSG Advisors LLC3,001$1.92M0.42%+113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,989$1.92M0.1%+1,08613F-HRTimeline
Obermeyer Wealth Partners2,979$1.91M0.08%013F-HRTimeline
Westside Investment Management, Inc.2,973$1.91M0.25%013F-HRTimeline
Edgestream Partners, L.P.2,959$1.9M0.06%+2,22813F-HRTimeline
IEQ CAPITAL, LLC2,942$1.89M0.01%+2,00113F-HRTimeline
ATX Financial Planning, LLC2,939$1.88M1.25%-11013F-HRTimeline
HighPoint Advisor Group LLC2,927$1.88M0.07%+63613F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,921$1.87M0.43%-34613F-HRTimeline
Beacon Financial Advisory LLC2,899$1.86M0.37%+1013F-HRTimeline
WealthCare Investment Partners, LLC2,889$1.85M0.45%-8713F-HRTimeline
Strategic Wealth Partners, Ltd.2,885$1.85M0.11%013F-HRTimeline
Carnegie Investment Counsel2,844$1.82M0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,006$1.81M0.11%+58913F-HRTimeline
VVR Holdings LLC2,812$1.8M0.78%-83413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,812$1.8M0.01%-15213F-HRTimeline
World Investment Advisors5,334$1.8M0.03%-8913F-HRTimeline
CVFG LLC2,770$1.77M0.19%+22413F-HRTimeline
Ironwood Financial, llc3,205$1.77M0.28%-113F-HRTimeline
Fortitude Advisory Group L.L.C.2,755$1.77M0.67%-27713F-HRTimeline
Cresset Asset Management, LLC2,684$1.72M0.01%+2,00613F-HRTimeline
Gladstone Institutional Advisory LLC2,681$1.72M0.05%+12613F-HRTimeline
Fairvoy Private Wealth, LLC2,680$1.72M0.35%-2,18713F-HRTimeline
Rathbones Group PLC2,680$1.72M0.01%+40513F-HRTimeline
Madison Wealth Partners, Inc2,669$1.71M0.22%+113F-HRTimeline
Lynx Investment Advisory2,664$1.71M0.56%-54313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,662$1.71M1.11%+9313F-HRTimeline
Gotham Asset Management, LLC2,659$1.7M<0.01%013F-HRTimeline
Pines Wealth Management, LLC2,659$1.7M0.49%-16513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,035$1.7M<0.01%new13F-HRTimelineGroup
Florin Court Capital LLP2,600$1.67M2.72%-40013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,589$1.66M0.13%+48413F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,585$1.66M0.1%013F-HRTimeline
HB Wealth Management, LLC2,580$1.65M0.01%+213F-HRTimeline
COFG Advisors, LLC2,541$1.63M0.28%+98813F-HRTimeline
Kesler, Norman & Wride, LLC2,532$1.62M0.26%+80813F-HRTimeline
Belpointe Asset Management LLC2,530$1.62M0.05%+1,84713F-HRTimeline
White Lighthouse Investment Management …2,525$1.62M0.2%-2913F-HRTimeline
Retirement Planning Group, LLC2,525$1.62M0.04%-9413F-HRTimeline
National Wealth Management Group, LLC2,504$1.6M0.5%+4313F-HRTimeline
Regal Investment Advisors LLC2,457$1.57M0.08%+10813F-HRTimeline
Bauman Advisory Group, LLC2,457$1.57M0.83%+80413F-HRTimeline
Fortune Financial Group, Inc.2,428$1.56M1.22%+26013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,420$1.55M0.06%-11813F-HRTimeline
TRUST CO OF OKLAHOMA2,405$1.54M0.4%+21713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,385$1.53M<0.01%-19,96813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…2,375$1.52M0.16%-2,07913F-HRTimeline
SeaCrest Wealth Management, LLC2,367$1.52M0.17%+78113F-HRTimeline
Ignite Planners, LLC2,350$1.51M0.21%+16313F-HRTimeline
Acorn Wealth Advisors, LLC2,338$1.5M0.37%+5813F-HRTimeline
Annex Advisory Services, LLC2,323$1.49M0.03%+12813F-HRTimeline
Bravias Capital Group, LLC2,264$1.45M0.86%+14113F-HRTimeline
Beaumont Financial Advisors, LLC2,258$1.45M0.09%-18313F-HRTimeline
CHOREO, LLC2,235$1.43M0.02%+413F-HRTimeline
AlphaCore Capital LLC2,233$1.43M0.03%-16913F-HRTimeline
Global Assets Advisory, LLC2,370$1.43M0.31%+29113F-HRTimeline
Sequoia Financial Advisors, LLC2,221$1.42M0.01%+9213F-HRTimeline
Triad Wealth Partners, LLC2,798$1.42M0.08%+2,05313F-HRTimeline
RWA WEALTH PARTNERS, LLC2,213$1.42M0.01%+26313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,185$1.4M0.02%+1,23513F-HRTimelineGroup
Pathway Financial Advisers, LLC2,178$1.4M0.35%+4313F-HRTimeline
Harbor Asset Planning, Inc.2,171$1.39M1.04%+113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,162$1.39M0.37%-73413F-HRTimeline
Brendel Financial Advisors LLC2,140$1.37M0.63%-79913F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…2,140$1.37M0.01%-76,33713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,106$1.35M0.12%+10013F-HRTimeline
Apella Capital, LLC2,441$1.35M0.02%+7013F-HRTimeline
Private Wealth Advisors, LLC2,089$1.34M0.4%-2513F-HRTimeline
Nikulski Financial, Inc.2,084$1.34M0.29%-2,37513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,082$1.33M0.09%-11,92913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,062$1.32M0.01%-21013F-HRTimelineGroup
Bawa N Mallick Trust2,000$1.28M0.41%013F-HRTimeline
Waverly Advisors, LLC1,998$1.28M0.01%-1,60313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,961$1.26M0.74%-17713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,960$1.26M0.01%013F-HRTimelineGroup
RDA Financial Network1,956$1.25M0.27%-30213F-HRTimeline
Cypress Wealth Services, LLC1,945$1.25M0.15%+12813F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,940$1.24M0.02%new13F-HRTimeline
StoryOne LLC1,935$1.24M0.59%+1,93513F-HRTimeline
Syntegra Private Wealth Group, LLC1,930$1.24M0.1%+47613F-HRTimeline
Eagle Strategies LLC1,928$1.24M0.12%+14713F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,924$1.23M0.14%-1,14913F-HRTimeline
Virtue Capital Management, LLC1,922$1.23M0.16%-1,05213F-HRTimeline
SOA Wealth Advisors, LLC.1,917$1.23M0.21%-813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,916$1.23M0.03%-5313F-HRTimeline
PSI Advisors, LLC1,915$1.23M0.29%-23113F-HRTimeline
Accurate Wealth Management, LLC2,110$1.23M0.12%+14513F-HRTimeline
Delta Investment Management, LLC1,911$1.22M0.2%+35013F-HRTimeline
FIRST HORIZON CORP1,904$1.22M0.05%-53413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,900$1.22M0.21%-26113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,896$1.21M0.47%new13F-HRTimeline
Apeiron RIA LLC1,892$1.21M0.31%-3,68413F-HRTimeline
ASPIRIANT, LLC1,887$1.21M0.03%+20413F-HRTimeline
DAVENPORT & Co LLC1,886$1.21M0.01%-4313F-HRTimeline
Capital Markets Trading UK LLP1,863$1.19M0.85%new13F-HRTimeline
L & S Advisors Inc1,863$1.19M0.12%+13013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,836$1.18M0.06%-1,00413F-HRTimeline
Selective Wealth Management, Inc.2,254$1.18M0.31%-74713F-HRTimeline
New England Private Wealth Advisors LLC2,213$1.17M0.11%+113F-HRTimeline
Urban Wealth Management, LLC1,815$1.16M1.01%-1013F-HRTimeline
EFG International AGin group EFG International AG1,796$1.15M0.02%+1,34613F-HRTimelineGroup
FourThought Financial Partners, LLC1,797$1.15M0.09%-213F-HRTimeline
Global View Capital Management LLC1,783$1.14M0.24%+58413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,755$1.12M<0.01%+58513F-HRTimelineGroup
Merrion Investment Management Co, LLC1,750$1.12M0.53%013F-HRTimeline
Avalon Trust Co1,750$1.12M0.07%013F-HRTimeline
WBH ADVISORY INC1,744$1.12M0.08%013F-HRTimeline
Brookwood Investment Group LLC1,742$1.12M0.13%new13F-HRTimeline
StoneCrest Wealth Management, Inc.1,739$1.11M0.36%-73213F-HRTimeline
Northstar Advisory Group, LLC1,732$1.11M0.34%-2,95013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$1.11M0.26%013F-HRTimeline
DIVERSIFIED TRUST CO1,729$1.11M0.02%+72213F-HRTimeline
Jacobi Capital Management LLC1,717$1.1M0.05%-4413F-HRTimeline
D.A. DAVIDSON & CO.1,713$1.1M0.01%-7,62513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,701$1.09M0.04%+89413F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC1,692$1.08M0.48%13F-HRTimeline
Wealthstar Advisors, LLC1,688$1.08M0.54%+7013F-HRTimeline
NWF Advisory Services Inc.1,662$1.06M0.1%new13F-HRTimeline
Allie Family Office LLC1,660$1.06M0.39%+32213F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,649$1.06M0.01%-17013F-HRTimeline
Winthrop Advisory Group LLC1,634$1.05M0.07%+39313F-HRTimeline
Madrona Financial Services, LLC1,633$1.05M0.19%+8813F-HRTimeline
Pine Harbor Wealth Management, LLC1,622$1.04M0.28%+113F-HRTimeline
Rinkey Investments1,610$1.03M0.24%+3913F-HRTimeline
Fiduciary Alliance LLC1,608$1.03M0.07%+18213F-HRTimeline
Schuylkill Financial LLC1,604$1.03M0.95%13F-HRTimeline
WEALTHGARDEN F.S. LLC1,597$1.02M0.58%-7013F-HRTimeline
Paragon Private Wealth Management, LLC1,595$1.02M0.27%-21313F-HRTimeline
Dakota Wealth Management1,595$1.02M0.02%-6013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,592$1.02M0.43%+54713F-HRTimeline
Centerpoint Advisory Group1,551$994K0.63%+11013F-HRTimeline
Buttonwood Financial Advisors Inc.1,540$987K0.3%-113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,538$985K0.02%+35413F-HRTimelineGroup
CoreCap Advisors, LLC1,538$985K0.03%-90213F-HRTimeline
Larson Financial Group LLC1,522$975K0.03%+76813F-HRTimeline
RiverFront Investment Group, LLC1,511$968K0.01%013F-HRTimeline
Wealth Management Partners, LLC1,510$968K0.23%+23413F-HRTimeline
Ballast Financial Advisors LLC1,510$967K0.88%+2913F-HRTimeline
Cornerstone Wealth Management, LLC1,509$967K0.04%+11613F-HRTimeline
Mullooly Asset Management, Inc.1,502$962K0.3%+113F-HRTimeline
Fragasso Financial Advisors Inc1,501$962K0.05%013F-HRTimeline
BANQUE PICTET & CIE SA1,500$961K0.01%013F-HRTimeline
Sassicaia Capital Advisers LLC1,500$961K0.42%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,494$957K0.03%new13F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO1,492$956K0.16%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,482$950K0.05%-8713F-HRTimeline
JT Stratford LLC1,467$940K0.1%+713F-HRTimeline
PRAIRIE ADVISORY, LLC1,466$939K0.23%13F-HRTimeline
Performance Wealth Partners, LLC1,462$937K0.02%+80813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,458$935K<0.01%new13F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,452$930K0.01%-12,14813F-HRTimelineGroup
SUMMITRY LLC1,435$919K0.03%new13F-HRTimeline
Welch & Forbes LLC1,434$919K0.01%013F-HRTimeline
RB Capital Management, LLC1,431$917K0.18%-42213F-HRTimeline
LM Advisors LLC1,426$914K0.11%+77513F-HRTimeline
Charter Capital Management, LLC\DE1,425$913K0.4%-6713F-HRTimeline
IPG Investment Advisors LLC1,422$911K0.13%-5913F-HRTimeline
Andina Capital Management, LLC1,421$911K1.49%+8413F-HRTimeline
American Institute for Advanced Investm…1,413$905K0.52%+24513F-HRTimeline