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Disclosery

SOXX ISHARES TR

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COM (fund)

755 managers (766 13F filers) reported a position in SOXX shares at 2024-12-31, 28,225,579 shares in all. 66 filers opened a position and 79 filers sold out during the quarter.

Managers
755
13F filers
766
New
66
Added
280
Reduced
242
Sold out
79
Shares held by filers
28,225,579

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,279$491K<0.01%+2,26313F-HR/ATimelineGroup
Bay Harbor Wealth Management, LLC2,252$485K0.16%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,196$473K0.02%-6913F-HRTimeline
New England Private Wealth Advisors LLC2,196$473K0.07%-1213F-HRTimeline
Pines Wealth Management, LLC2,160$471K0.21%13F-HRTimeline
SOA Wealth Advisors, LLC.2,179$469K0.09%+413F-HR/ATimeline
Private Wealth Advisors, LLC2,174$468K0.2%-1713F-HRTimeline
Davis Investment Partners, LLC2,135$466K0.2%+113F-HRTimeline
Finley Financial, LLC2,085$465K0.24%13F-HRTimeline
Rathbones Group PLC2,150$463K<0.01%-12913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,149$463K<0.01%-11313F-HRTimeline
National Wealth Management Group, LLC2,147$463K0.31%-8813F-HRTimeline
Sovran Advisors, LLC2,112$462K0.07%13F-HRTimeline
Madison Wealth Partners, Inc2,137$461K0.13%+2113F-HRTimeline
CENTAURUS FINANCIAL, INC.2,136$460K0.03%-62113F-HRTimeline
Dale Q Rice Investment Management Ltd2,131$459K0.2%13F-HRTimeline
Golden State Wealth Management, LLC2,094$451K0.07%13F-HRTimeline
Global Assets Advisory, LLC2,076$450K0.25%-313F-HRTimeline
Baker Avenue Asset Management, LP2,072$446K0.01%+23613F-HRTimeline
Strategic Financial Concepts, LLC2,060$444K0.09%+91213F-HR/ATimeline
Delta Investment Management, LLC2,031$438K0.09%-19013F-HRTimeline
Trilogy Capital Inc.2,018$435K0.02%-34913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.2,000$435K0.01%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP2,009$433K0.01%-24013F-HRTimeline
Wealthstar Advisors, LLC2,006$432K0.19%13F-HRTimeline
Florin Court Capital LLP2,000$431K0.45%-1,70013F-HRTimeline
Bawa N Mallick Trust2,000$431K0.19%13F-HRTimeline
CVFG LLC1,986$428K0.39%13F-HRTimeline
Apella Capital, LLC1,980$427K0.02%+513F-HRTimeline
RB Capital Management, LLC1,978$426K0.1%+213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,975$426K<0.01%+97213F-HRTimelineGroup
DIVERSIFIED TRUST CO1,928$415K0.01%+12913F-HRTimeline
Pathway Financial Advisers, LLC1,923$414K0.14%+10013F-HRTimeline
Selective Wealth Management, Inc.1,877$411K0.17%+25213F-HRTimeline
CHOREO, LLC1,889$408K0.01%-37513F-HRTimeline
Interchange Capital Partners, LLC1,852$399K0.14%-7613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,833$395K0.01%+94813F-HRTimelineGroup
Empower Advisory Group, LLC1,826$394K<0.01%-213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,815$391K<0.01%013F-HRTimelineGroup
FourThought Financial Partners, LLC1,800$388K0.04%-4613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$386K0.14%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,788$385K0.04%-12813F-HR/ATimeline
Pine Harbor Wealth Management, LLC1,781$384K0.15%+313F-HRTimeline
Front Row Advisors LLC1,768$381K0.13%+2013F-HRTimeline
Sequoia Financial Advisors, LLC1,762$380K<0.01%+78513F-HR/ATimeline
Caprock Group, LLC1,730$373K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,728$372K0.01%013F-HRTimeline
Northeast Financial Consultants Inc1,721$371K0.02%-4,71513F-HRTimeline
WEALTHGARDEN F.S. LLC1,717$370K0.35%+48513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,689$364K-103Timeline
Waverly Advisors, LLC1,686$363K0.01%+20813F-HRTimeline
White Lighthouse Investment Management …1,675$361K0.06%-1213F-HRTimeline
Accurate Wealth Management, LLC1,653$361K0.07%+64613F-HRTimeline
Park Square Financial Group, LLC1,646$355K0.25%13F-HRTimeline
BRIGHTON JONES LLC1,642$354K0.01%-15713F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,636$353K0.07%-3013F-HRTimelineGroup
Cypress Wealth Services, LLC1,630$351K0.07%013F-HRTimeline
XML Financial, LLC1,625$350K0.03%+213F-HRTimeline
Ignite Planners, LLC1,574$350K0.08%013F-HRTimeline
IPG Investment Advisors LLC1,622$350K0.08%-21,00913F-HRTimeline
Essex LLC1,621$349K0.07%-1413F-HRTimeline
Keebeck Wealth Management1,620$349K0.05%013F-HRTimeline
American Institute for Advanced Investm…1,619$349K0.26%-4513F-HRTimeline
Executive Wealth Management, LLC1,618$349K0.03%-1913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC1,611$347K0.34%-62813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,539$344K<0.01%-1,12613F-HRTimelineGroup
Jacobi Capital Management LLC1,590$343K0.03%-32913F-HRTimeline
WILLNER & HELLER, LLC1,573$339K0.3%-25913F-HRTimeline
Colonial River Investments, LLC1,572$339K0.16%-1813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,572$339K0.01%-1813F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,572$339K0.67%+313F-HRTimeline
Peak Planning Group, LLC1,566$337K0.14%-6013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,550$334K0.02%+113F-HRTimeline
Arax Advisory Partners1,547$333K0.02%+1,08213F-HRTimeline
Buttonwood Financial Advisors Inc.1,543$333K0.15%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,539$332K0.02%new13F-HR/ATimelineGroup
Terra Nova Asset Management LLC1,529$329K0.25%+113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,525$329K0.06%-12,19013F-HRTimeline
Madrona Financial Services, LLC1,521$328K0.09%-6013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,509$325K0.07%013F-HRTimeline
Manchester Capital Management LLC1,507$325K0.04%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,507$325K0.21%+13713F-HRTimeline
GPS Wealth Strategies Group, LLC1,504$324K0.04%+4013F-HRTimeline
MACKENZIE FINANCIAL CORP1,500$323K<0.01%-51013F-HR/ATimeline
Merrion Investment Management Co, LLC1,500$323K0.22%013F-HRTimeline
Rinkey Investments1,497$323K0.1%+10013F-HRTimeline
HBW ADVISORY SERVICES LLC1,468$316K0.03%013F-HRTimeline
Scientech Research LLC1,447$312K0.09%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,447$312K0.04%new13F-HRTimeline
Rehmann Capital Advisory Group1,440$310K0.02%-4413F-HRTimeline
WORLD EQUITY GROUP, INC.1,434$309K0.07%new13F-HRTimeline
Syntegra Private Wealth Group, LLC1,426$307K0.03%+5813F-HRTimeline
WealthBridge Capital Management, LLC1,419$306K0.08%new13F-HRTimeline
Grant Private Wealth Management Inc1,417$305K0.33%13F-HRTimeline
LM Advisors LLC1,417$305K0.05%013F-HR/ATimeline
Welch & Forbes LLC1,414$305K<0.01%+1613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,403$302K<0.01%+22513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,395$301K0.07%013F-HRTimeline
GWN SECURITIES INC.1,389$300K0.08%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,389$298K<0.01%+7213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,369$295K0.02%-9913F-HRTimelineGroup
Secure Asset Management, LLC1,364$294K0.04%+713F-HRTimeline
Conservest Capital Advisors, Inc.1,364$294K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc1,363$294K0.02%+213F-HRTimeline
Novak & Powell Financial Services, Inc.1,350$291K0.17%013F-HRTimeline
PKS Advisory Services, LLC1,345$290K0.07%13F-HRTimeline
Bravias Capital Group, LLC1,315$287K0.23%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,322$286K<0.01%+2113F-HRTimelineGroup
Verdence Capital Advisors LLC1,311$283K0.02%013F-HRTimeline
Linscomb Wealth, Inc.1,311$283K0.01%013F-HRTimeline
OBSIDIAN CIO, LLC1,308$282K0.05%-1513F-HRTimeline
FINANCIAL COUNSELORS INC1,305$281K<0.01%013F-HRTimeline
Cresta Advisors, Ltd.1,212$279K0.15%013F-HRTimeline
TRUST POINT INC.1,296$279K0.02%013F-HRTimeline
Icon Wealth Advisors, LLC1,281$276K0.02%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC1,281$276K0.01%013F-HRTimeline
Busey Bank1,272$274K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,272$274K<0.01%-67313F-HRTimelineGroup
Fort Sheridan Advisors LLC1,272$274K0.04%013F-HRTimeline
GERBER, LLC1,262$272K0.2%+113F-HRTimeline
Aviance Capital Partners, LLC1,261$272K0.04%+213F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC1,256$271K0.01%+1013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.1,255$270K0.12%-7513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP1,251$270K0.07%new13F-HRTimelineGroup
North Star Investment Management Corp.1,251$270K0.02%+14613F-HRTimeline
AssuredPartners Investment Advisors, LLC1,250$269K0.05%13F-HRTimeline
Comprehensive Financial Consultants Ins…1,241$267K0.1%new13F-HRTimeline
Kathmere Capital Management, LLC1,236$266K0.02%013F-HRTimeline
Moors & Cabot, Inc.1,233$266K0.01%-13313F-HRTimeline
Global View Capital Management LLC1,219$264K0.09%13F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/1,225$264K0.31%-2,06113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,217$262K<0.01%+4113F-HRTimelineGroup
Astoria Portfolio Advisors LLC.1,180$258K0.09%-16713F-HRTimeline
MinichMacGregor Wealth Management, LLC1,197$258K0.05%+39313F-HRTimeline
Journey Advisory Group, LLC1,040$256K0.03%013F-HRTimeline
COOKSON PEIRCE & CO INC1,190$256K0.01%-1,34413F-HRTimeline
Rosenberg Matthew Hamilton1,184$255K0.07%+10413F-HRTimeline
PINNACLE ASSOCIATES LTD1,172$253K<0.01%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC1,161$250K0.11%+1913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,158$250K0.04%-3713F-HRTimeline
Choate Investment Advisors1,155$249K0.01%-3013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,150$248K<0.01%-2,39113F-HRTimelineGroup
Dakota Wealth Management1,149$248K0.01%-15013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,145$247K0.11%013F-HRTimeline
WBH ADVISORY INC1,144$247K0.02%-213F-HRTimeline
Well Done, LLC1,069$247K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,140$246K0.01%+1313F-HRTimelineGroup
MWA Asset Management1,133$244K0.16%-113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,130$243K0.01%new13F-HRTimeline
Sculati Wealth Management, LLC1,125$242K0.1%013F-HR/ATimeline
Councilmark Asset Management, LLC1,125$242K0.16%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$239K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,107$239K<0.01%+33313F-HRTimelineGroup
NWAM LLC1,107$238K0.01%-11513F-HRTimeline
Fielder Capital Group LLC1,104$238K0.07%013F-HRTimeline
Fermata Advisors, LLC1,095$236K0.04%-80413F-HRTimeline
Independent Solutions Wealth Management…1,089$235K0.05%new13F-HRTimeline
Darden Wealth Group Inc1,083$233K0.16%new13F-HRTimeline
Legacy PCG, LLC1,079$233K0.17%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,078$232K0.04%+5913F-HRTimeline
HUB Investment Partners, LLC1,075$232K0.01%new13F-HRTimeline
Good Life Advisors, LLC1,075$232K0.02%-1,10113F-HRTimeline
LRI Investments, LLC1,068$230K0.02%013F-HRTimeline
AllSquare Wealth Management LLC1,065$229K0.13%-10513F-HRTimeline
Financial Advocates Investment Manageme…2,175$228K0.01%+34013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,058$228K0.01%new13F-HRTimeline
Waldron Private Wealth LLC1,052$227K0.01%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,043$227K0.02%new13F-HRTimeline
Williams Jones Wealth Management, LLC.1,050$226K<0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC1,032$222K0.02%+1313F-HRTimeline
Stonebrook Private Inc.1,031$222K0.06%new13F-HRTimeline
Glenview Trust Co1,030$222K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC1,025$221K0.05%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,020$220K0.03%-15013F-HRTimelineGroup
Quantinno Capital Management LP1,009$217K<0.01%new13F-HRTimeline
Calydon Capital1,004$216K0.04%+413F-HRTimeline
Arkadios Wealth Advisors1,001$216K0.01%-7613F-HRTimeline
Cascade Financial Partners, LLC1,000$215K0.03%013F-HRTimeline
Fernwood Investment Management, LLC996$215K0.07%-813F-HRTimeline
Cornerstone Wealth Management, LLC996$215K0.01%+613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC993$214K0.12%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.980$214K0.01%new13F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC990$213K0.12%+113F-HRTimeline
PATTEN & PATTEN INC/TN990$213K0.01%013F-HRTimeline
First Financial Group Corp989$213K0.24%13F-HRTimeline
L & S Advisors Inc987$213K0.02%-12713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich886$211K<0.01%+47413F-HRTimeline
Tempus Wealth Planning, LLC963$208K0.06%013F-HRTimeline
SeaBridge Investment Advisors LLC951$205K0.04%new13F-HRTimeline
Summa Corp.950$205K0.1%013F-HRTimeline
Milestone Asset Management Group, LLC950$205K0.18%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…949$205K0.01%new13F-HRTimelineGroup
LOWERY THOMAS, LLC949$204K0.13%+213F-HRTimeline
Sandy Spring Bank948$204K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…940$202K0.07%+113F-HRTimeline
Chicago Capital, LLC939$202K0.01%013F-HRTimeline
Certified Advisory Corp935$202K0.02%-213F-HRTimeline
Bison Wealth, LLC933$201K0.04%new13F-HRTimeline
Outlook Wealth Advisors, LLC930$200K0.06%-22013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC929$200K0.12%13F-HRTimeline