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Disclosery

SOXX ISHARES TR

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COM (fund)

710 managers (720 13F filers) reported a position in SOXX shares at 2025-03-31, 24,391,212 shares in all. 61 filers opened a position and 101 filers sold out during the quarter.

Managers
710
13F filers
720
New
61
Added
264
Reduced
262
Sold out
101
Shares held by filers
24,391,212

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Zhang Financial LLC2,194$413K0.02%-42613F-HRTimeline
SOA Wealth Advisors, LLC.2,181$410K0.09%+213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,180$410K0.01%+17113F-HRTimeline
Private Wealth Advisors, LLC2,174$409K0.17%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,163$407K<0.01%+1413F-HRTimeline
CVFG LLC2,150$405K0.37%+16413F-HRTimeline
National Wealth Management Group, LLC2,146$404K0.27%-113F-HRTimeline
Madison Wealth Partners, Inc2,140$403K0.1%+313F-HRTimeline
Dale Q Rice Investment Management Ltd2,131$401K0.21%013F-HRTimeline
Rathbones Group PLC2,080$391K<0.01%-7013F-HRTimeline
Summit Financial, LLC2,075$390K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,060$388K<0.01%new13F-HRTimeline
Wealthstar Advisors, LLC2,057$387K0.18%+5113F-HRTimeline
Baker Avenue Asset Management, LP2,044$385K0.01%-2813F-HRTimeline
CHOREO, LLC2,018$380K0.01%+12913F-HRTimeline
Accredited Investors Inc.2,016$379K0.02%-34913F-HRTimeline
Arkadios Wealth Advisors2,006$377K0.01%+1,00513F-HRTimeline
Bawa N Mallick Trust2,000$376K0.18%013F-HRTimeline
Empower Advisory Group, LLC1,991$375K<0.01%+16513F-HRTimeline
Apella Capital, LLC2,031$373K0.01%+5113F-HRTimeline
RB Capital Management, LLC1,980$373K0.09%+213F-HRTimeline
Strategic Financial Concepts, LLC1,975$372K0.07%-8513F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,975$372K0.03%new13F-HRTimeline
Pathway Financial Advisers, LLC1,970$371K0.13%+4713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,954$369K0.03%+91113F-HR/ATimeline
Delta Investment Management, LLC1,954$368K0.07%-7713F-HRTimeline
WealthBridge Capital Management, LLC1,916$360K0.1%+49713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,900$358K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,890$356K<0.01%-87813F-HRTimeline
Orion Portfolio Solutions, LLC1,890$356K<0.01%-87813F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,857$349K0.03%-1,67413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,815$342K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,803$339K0.01%-3013F-HRTimelineGroup
FourThought Financial Partners, LLC1,802$339K0.04%+213F-HRTimeline
Pine Harbor Wealth Management, LLC1,801$339K0.14%+2013F-HRTimeline
Sequoia Financial Advisors, LLC1,800$339K<0.01%+3813F-HRTimeline
White Lighthouse Investment Management …1,799$339K0.06%+12413F-HRTimeline
Front Row Advisors LLC1,794$338K0.13%+2613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,768$333K<0.01%-20713F-HRTimelineGroup
Rehmann Capital Advisory Group1,759$331K0.02%+31913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,746$329K0.01%+11013F-HRTimelineGroup
WBH ADVISORY INC1,744$328K0.03%+60013F-HRTimeline
Selective Wealth Management, Inc.1,897$327K0.14%+2013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$326K0.12%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC1,725$325K0.07%new13F-HRTimeline
Aviance Capital Partners, LLC1,724$324K0.05%+46313F-HRTimeline
Northeast Financial Consultants Inc1,721$324K0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,713$322K0.11%+47213F-HRTimeline
Cypress Wealth Services, LLC1,708$321K0.07%+7813F-HRTimeline
GPS Wealth Strategies Group, LLC1,686$317K0.04%+18213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,679$316K0.63%+10713F-HRTimeline
WEALTHGARDEN F.S. LLC1,672$315K0.3%-4513F-HRTimeline
BRIGHTON JONES LLC1,644$309K0.01%+213F-HRTimeline
Caprock Group, LLC1,638$308K0.01%-9213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,629$306K0.01%-9913F-HRTimeline
XML Financial, LLC1,627$306K0.03%+213F-HRTimeline
Bravias Capital Group, LLC1,618$304K0.25%+30313F-HRTimeline
McKinley Carter Wealth Services, Inc.1,617$304K0.02%+6713F-HRTimeline
Park Square Financial Group, LLC1,595$300K0.24%-5113F-HRTimeline
Marcum Wealth, LLC1,595$300K0.03%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,582$298K<0.01%+31013F-HRTimelineGroup
Colonial River Investments, LLC1,573$296K0.16%+113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,573$296K0.01%+113F-HRTimeline
Mullooly Asset Management, Inc.1,568$295K0.13%13F-HR/ATimeline
RiverFront Investment Group, LLC1,567$295K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO1,561$294K0.01%-36713F-HRTimeline
Arax Advisory Partners1,550$292K0.02%+313F-HRTimeline
BluePointe Capital Management, LLC1,548$291K0.11%new13F-HRTimeline
Buttonwood Financial Advisors Inc.1,543$290K0.13%013F-HRTimeline
TruNorth Capital Management, LLC1,541$290K0.07%+87013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,539$290K0.19%+3213F-HRTimeline
American Institute for Advanced Investm…1,539$290K0.22%-8013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,535$289K0.05%+1013F-HRTimeline
Accurate Wealth Management, LLC1,675$289K0.06%+2213F-HRTimeline
HOLDERNESS INVESTMENTS CO1,509$284K0.07%013F-HRTimeline
Manchester Capital Management LLC1,507$284K0.03%013F-HRTimeline
Merrion Investment Management Co, LLC1,500$282K0.2%013F-HRTimeline
Fragasso Financial Advisors Inc1,487$280K0.02%+12413F-HRTimeline
CW Advisors, LLC1,468$279K<0.01%-1,56613F-HRTimeline
Rinkey Investments1,472$277K0.09%-2513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,461$275K0.02%-2,55113F-HRTimeline
Jacobi Capital Management LLC1,456$274K0.02%-13413F-HRTimeline
Syntegra Private Wealth Group, LLC1,454$274K0.03%+2813F-HRTimeline
PKS Advisory Services, LLC1,437$270K0.07%+9213F-HRTimeline
LM Advisors LLC1,429$269K0.05%+1213F-HRTimeline
WFA Asset Management Corp1,188$268K0.14%-1,18213F-HRTimeline
Welch & Forbes LLC1,414$266K<0.01%013F-HRTimeline
Quantinno Capital Management LP1,408$265K<0.01%+39913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,400$263K0.01%-60013F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC1,395$262K0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,393$262K0.02%+2413F-HRTimelineGroup
Savvy Advisors, Inc.1,367$257K0.03%-2,89413F-HRTimeline
WILLNER & HELLER, LLC1,365$257K0.24%-20813F-HRTimeline
Secure Asset Management, LLC1,356$255K0.05%-813F-HRTimeline
LOWERY THOMAS, LLC1,351$254K0.17%+40213F-HRTimeline
Novak & Powell Financial Services, Inc.1,350$254K0.16%013F-HRTimeline
Verdence Capital Advisors LLC1,348$254K0.02%+3713F-HRTimeline
Allie Family Office LLC1,338$252K0.14%-1,19113F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,336$251K0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,341$251K<0.01%-4813F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC1,326$250K0.12%+16513F-HRTimeline
Well Done, LLC1,151$248K0.04%+8213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,315$247K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC1,313$247K0.02%+3213F-HRTimeline
Linscomb Wealth, Inc.1,311$247K0.01%013F-HRTimeline
Madrona Financial Services, LLC1,308$246K0.07%-21313F-HRTimeline
FINANCIAL COUNSELORS INC1,305$246K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,300$244K0.15%new13F-HRTimeline
TRUST POINT INC.1,296$244K0.02%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC1,563$242K0.25%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,278$241K0.02%-9,90413F-HRTimeline
Busey Bank1,272$239K0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,268$239K0.03%-20013F-HRTimeline
Scientech Research LLC1,265$238K0.06%-18213F-HRTimeline
GERBER, LLC1,263$238K0.2%+113F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,261$237K0.04%-138,82313F-HRTimeline
Sound Income Strategies, LLC1,255$236K0.01%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.1,246$234K0.11%-913F-HRTimeline
North Star Investment Management Corp.1,244$234K0.02%-713F-HRTimeline
Kathmere Capital Management, LLC1,236$233K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,231$232K0.06%+4713F-HRTimeline
Golden State Wealth Management, LLC1,227$231K0.03%-86713F-HR/ATimeline
Dakota Wealth Management1,217$229K0.01%+6813F-HRTimeline
Cresta Advisors, Ltd.1,212$228K0.12%013F-HRTimeline
Moors & Cabot, Inc.1,203$226K0.01%-3013F-HRTimeline
Essex LLC1,196$225K0.05%-42513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,194$225K0.01%+5413F-HRTimelineGroup
Tyche Wealth Partners LLC1,190$224K0.05%+16513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,185$223K0.03%+16513F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding1,176$221K-6,367Timeline
MWA Asset Management1,171$220K0.15%+3813F-HRTimeline
Grant Private Wealth Management Inc1,171$220K0.24%-24613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,155$217K0.21%+64513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,152$217K0.04%-613F-HR/ATimeline
Outlook Wealth Advisors, LLC1,152$217K0.06%+22213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,145$216K0.1%013F-HRTimeline
Advisor Resource Council1,139$214K0.02%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,137$214K<0.01%-1313F-HRTimelineGroup
Global View Capital Management LLC1,126$212K0.08%-9313F-HRTimeline
Choate Investment Advisors1,125$212K0.01%-3013F-HRTimeline
Sculati Wealth Management, LLC1,125$212K0.09%013F-HRTimeline
Councilmark Asset Management, LLC1,125$212K0.14%013F-HRTimeline
Fort Sheridan Advisors LLC1,121$211K0.03%-15113F-HRTimeline
Keel Point, LLC1,120$211K0.02%-8,22813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$209K0.01%013F-HRTimeline
Fielder Capital Group LLC1,104$208K0.06%013F-HRTimeline
MGO ONE SEVEN LLC1,101$207K0.01%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,100$207K<0.01%new13F-HRTimelineGroup
Riverbend Wealth Management, LLC1,084$204K0.18%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,083$204K<0.01%-32013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,081$203K0.02%-36613F-HRTimeline
LRI Investments, LLC1,068$201K0.02%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,152$201K0.08%new13F-HRTimeline
AllSquare Wealth Management LLC1,065$200K0.12%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,062$200K0.08%+13313F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC906$195K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,014$191K0.03%-6413F-HRTimeline
Sandy Spring Bank949$179K0.01%+113F-HRTimeline
Rice Partnership, LLC902$170K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC807$152K0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC801$151K0.11%+113F-HRTimeline
Olistico Wealth, LLC788$148K0.09%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.739$139K0.12%+18613F-HRTimeline
Founders Financial Alliance, LLC698$131K0.03%-3113F-HRTimeline
CoreCap Advisors, LLC676$127K0.01%+14513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC660$124K<0.01%+3013F-HRTimeline
CENTRAL TRUST Co658$124K<0.01%+1313F-HRTimeline
OAKWORTH CAPITAL, INC.600$113K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC599$113K0.01%+53213F-HRTimeline
SIGNATUREFD, LLC599$113K<0.01%+413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.575$108K0.04%13F-HRTimeline
Silicon Valley Capital Partners554$105K0.01%+113F-HRTimeline
Tacita Capital Inc540$102K0.07%013F-HRTimeline
Provident Wealth Management, LLC537$101K0.03%+25413F-HRTimeline
CENTAURUS FINANCIAL, INC.536$101K0.01%-1,60013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC530$99.7K0.06%013F-HRTimeline
PRIVATE TRUST CO NA522$98.3K0.01%-3113F-HRTimeline
Archer Investment Corp521$98K0.03%013F-HRTimeline
Safe Harbor Fiduciary, LLC500$94.1K0.1%013F-HRTimeline
EASTERN BANK498$93.7K<0.01%-19513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.598$92.6K<0.01%-94113F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC476$89.6K0.12%013F-HRTimeline
FAS Wealth Partners, Inc.471$88.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…469$88.3K<0.01%+1713F-HRTimelineGroup
Global Wealth Strategies & Associates460$86.6K0.03%013F-HRTimeline
Beacon Capital Management, LLC450$84.7K0.01%-21813F-HRTimeline
Signature Resources Capital Management,…450$84.7K0.07%013F-HRTimeline
NFSG Corp448$84.2K0.02%-20113F-HRTimeline
TRUST CO OF VERMONT400$75.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB399$75.1K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd400$75K0.01%013F-HRTimeline
Parallel Advisors, LLC396$74.5K<0.01%-7013F-HRTimeline
DUNCKER STREETT & CO INC395$74.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC376$70K<0.01%-15113F-HRTimelineGroup
AdvisorNet Financial, Inc363$68.3K0.01%-22713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS361$67.9K0.03%013F-HRTimeline
Goodman Advisory Group, LLC353$66.4K0.02%new13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC348$65.5K<0.01%013F-HRTimeline
Roxbury Financial LLC313$65.2K0.06%+6513F-HRTimeline
Canton Hathaway, LLC348$65K0.01%013F-HRTimeline