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Disclosery

SOXX ISHARES TR

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COM (fund)

742 managers (750 13F filers) reported a position in SOXX shares at 2025-06-30, 30,907,514 shares in all. 100 filers opened a position and 68 filers sold out during the quarter.

Managers
742
13F filers
750
New
100
Added
253
Reduced
263
Sold out
68
Shares held by filers
30,907,514

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HB Wealth Management, LLC2,187$522K<0.01%-53313F-HRTimeline
Private Wealth Advisors, LLC2,175$519K0.2%+113F-HRTimeline
National Wealth Management Group, LLC2,172$518K0.29%+2613F-HRTimeline
Madison Wealth Partners, Inc2,165$517K0.11%+2513F-HRTimeline
Balboa Wealth Partners2,128$508K0.1%new13F-HRTimeline
Comprehensive Financial Consultants Ins…2,118$506K0.17%+40513F-HRTimeline
WFA Asset Management Corp2,049$505K0.29%+86113F-HRTimeline
Alpha Cubed Investments, LLC2,116$505K0.02%-17013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,093$500K0.04%+13913F-HRTimeline
Rathbones Group PLC2,080$496K<0.01%013F-HRTimeline
Global Assets Advisory, LLC2,081$494K0.19%-4,13813F-HRTimeline
CHOREO, LLC2,053$490K0.01%+3513F-HRTimeline
Pathway Financial Advisers, LLC2,053$490K0.16%+8313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,046$488K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,041$487K<0.01%-1913F-HRTimeline
TSFG, LLC2,041$487K0.09%-8,01513F-HRTimeline
Harbor Asset Planning, Inc.2,035$486K0.46%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,033$485K0.01%+23013F-HRTimelineGroup
RB Capital Management, LLC2,033$485K0.11%+5313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,032$485K0.03%+17513F-HRTimeline
Accredited Investors Inc.2,017$481K0.03%+113F-HRTimeline
PATTEN & PATTEN INC/TN2,015$481K0.03%new13F-HRTimeline
Calydon Capital2,014$481K0.05%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,013$481K0.09%-16813F-HRTimeline
Arkadios Wealth Advisors2,013$481K0.01%+713F-HRTimeline
Bawa N Mallick Trust2,000$477K0.2%013F-HRTimeline
Apella Capital, LLC1,981$473K0.01%-5013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,944$464K0.01%-23613F-HRTimeline
Sequoia Financial Advisors, LLC1,938$463K<0.01%+13813F-HRTimeline
CX Institutional1,910$456K0.02%+1,87413F-HR/ATimeline
Wealthstar Advisors, LLC1,899$453K0.17%-15813F-HRTimeline
Carrera Capital Advisors1,878$448K0.09%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC1,863$445K0.26%+32413F-HRTimeline
Bravias Capital Group, LLC1,849$441K0.32%+23113F-HRTimeline
Cypress Wealth Services, LLC1,822$435K0.08%+11413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,819$434K<0.01%-8113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,817$434K<0.01%-42113F-HRTimelineGroup
Glenmede Investment Management, LP1,815$433K<0.01%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,815$433K0.03%-3,30313F-HRTimeline
Front Row Advisors LLC1,810$432K0.15%+1613F-HRTimeline
Pine Harbor Wealth Management, LLC1,804$431K0.15%+313F-HRTimeline
White Lighthouse Investment Management …1,805$431K0.07%+613F-HRTimeline
FourThought Financial Partners, LLC1,804$431K0.04%+213F-HRTimeline
Rehmann Capital Advisory Group1,801$430K0.03%+4213F-HRTimeline
Avalon Trust Co1,750$418K0.03%-1,05013F-HRTimeline
X-Square Capital, LLC1,746$417K0.15%new13F-HRTimeline
WBH ADVISORY INC1,744$416K0.04%013F-HRTimeline
Empower Advisory Group, LLC1,740$415K<0.01%-25113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$413K0.14%013F-HRTimeline
Accurate Wealth Management, LLC1,673$412K0.06%-213F-HRTimeline
SIMPLEX TRADING, LLC1,718$410K0.01%new13F-HRTimeline
Jacobi Capital Management LLC1,709$408K0.03%+25313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,707$407K<0.01%+62413F-HRTimeline
Chicago Wealth Management, Inc.1,703$406K0.19%-1,47113F-HRTimeline
WEALTHGARDEN F.S. LLC1,686$405K0.34%+1413F-HRTimeline
RWA WEALTH PARTNERS, LLC1,675$400K0.01%new13F-HRTimeline
Savvy Advisors, Inc.1,651$394K0.03%+28413F-HRTimeline
BRIGHTON JONES LLC1,648$393K0.01%+413F-HRTimeline
XML Financial, LLC1,630$389K0.03%+313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,629$389K0.01%013F-HRTimeline
Arax Advisory Partners1,623$388K0.02%+7313F-HRTimeline
PTM WEALTH MANAGEMENT, LLC1,567$381K0.25%+413F-HRTimeline
McKinley Carter Wealth Services, Inc.1,589$379K0.02%-2813F-HRTimeline
DIVERSIFIED TRUST CO1,587$379K0.01%+2613F-HRTimeline
GPS Wealth Strategies Group, LLC1,582$378K0.04%-10413F-HRTimeline
Colonial River Investments, LLC1,523$375K0.16%-5013F-HRTimeline
Mullooly Asset Management, Inc.1,570$375K0.16%+213F-HRTimeline
Delta Investment Management, LLC1,566$374K0.07%-38813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,562$373K-3,144Timeline
TruNorth Capital Management, LLC1,541$368K0.08%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,541$368K0.15%-213F-HRTimeline
Rinkey Investments1,535$366K0.11%+6313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,523$363K0.01%-5013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,519$363K0.02%+12613F-HRTimelineGroup
Welch & Forbes LLC1,509$360K<0.01%+9513F-HRTimeline
HOLDERNESS INVESTMENTS CO1,509$360K0.08%013F-HRTimeline
Merrion Investment Management Co, LLC1,500$358K0.23%013F-HRTimeline
Fragasso Financial Advisors Inc1,494$357K0.02%+713F-HRTimeline
WEDBUSH SECURITIES INC1,493$356K0.01%-2,95213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,482$354K0.64%-19713F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,470$351K0.11%+1,41313F-HRTimeline
Syntegra Private Wealth Group, LLC1,454$347K0.04%013F-HRTimeline
Greenland Capital Management LP1,440$344K0.04%new13F-HRTimeline
LM Advisors LLC1,429$341K0.04%013F-HRTimeline
Dakota Wealth Management1,424$340K0.01%+20713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,395$333K0.07%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,387$331K0.09%-1,51713F-HRTimelineGroup
CALTON & ASSOCIATES, INC.1,385$331K0.06%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,384$330K0.01%-1,00313F-HRTimeline
RiverFront Investment Group, LLC1,361$325K0.01%-20613F-HRTimeline
LOWERY THOMAS, LLC1,354$323K0.21%+313F-HRTimeline
Verdence Capital Advisors LLC1,353$323K0.02%+513F-HRTimeline
Key Client Fiduciary Advisors, LLC1,349$322K0.13%+2313F-HRTimeline
Consolidated Portfolio Review Corp1,348$322K0.04%new13F-HRTimeline
Interchange Capital Partners, LLC1,345$321K0.07%-96813F-HR/ATimeline
Allie Family Office LLC1,338$319K0.16%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,336$319K0.01%013F-HRTimeline
MGO ONE SEVEN LLC1,327$317K0.01%+22613F-HRTimeline
MWA Asset Management1,324$316K0.19%+15313F-HRTimeline
TRUST POINT INC.1,296$309K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,287$307K0.01%+9313F-HRTimelineGroup
Busey Bank1,272$304K0.01%013F-HRTimeline
Regal Investment Advisors LLC1,270$303K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,269$303K0.02%-913F-HRTimeline
OneDigital Investment Advisors LLC1,268$303K<0.01%new13F-HRTimeline
GERBER, LLC1,264$302K0.21%+113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,255$299K<0.01%-51313F-HR/ATimelineGroup
Summa Corp.1,250$298K0.16%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,236$294K<0.01%-10513F-HRTimelineGroup
Soltis Investment Advisors LLC1,230$294K0.02%new13F-HRTimeline
Golden State Wealth Management, LLC1,228$293K0.04%+113F-HRTimeline
North Star Investment Management Corp.1,227$293K0.02%-1713F-HRTimeline
Madrona Financial Services, LLC1,209$289K0.07%-9913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,207$288K0.04%+2213F-HRTimelineGroup
Smartleaf Asset Management LLC1,200$287K0.03%new13F-HRTimeline
Foundations Investment Advisors, LLC1,200$286K<0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,196$285K<0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC1,196$285K0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,194$285K0.03%+11313F-HRTimeline
Tyche Wealth Partners LLC1,191$284K0.06%+113F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC1,187$283K0.05%-7413F-HRTimeline
Kathmere Capital Management, LLC1,180$282K0.02%-5613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,165$278K0.25%+1013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,164$278K0.04%+1213F-HRTimeline
Rosenberg Matthew Hamilton1,163$278K0.06%-6813F-HRTimeline
Choate Investment Advisors1,153$275K0.01%+2813F-HRTimeline
Outlook Wealth Advisors, LLC1,152$275K0.07%013F-HRTimeline
Well Done, LLC1,151$275K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,150$274K0.11%+513F-HRTimeline
American Institute for Advanced Investm…1,143$273K0.19%-39613F-HRTimeline
Winthrop Advisory Group LLC1,142$273K0.03%new13F-HRTimeline
Dale Q Rice Investment Management Ltd1,103$271K0.22%-1,02813F-HRTimeline
PINNACLE ASSOCIATES LTD1,126$269K<0.01%-4,75013F-HRTimeline
Councilmark Asset Management, LLC1,125$269K0.17%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$265K0.01%013F-HRTimeline
Riverbend Wealth Management, LLC1,105$264K0.2%+2113F-HRTimeline
Fielder Capital Group LLC1,104$264K0.07%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,100$263K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Management, LLC1,088$260K0.02%new13F-HRTimeline
Keel Point, LLC1,084$259K0.02%-3613F-HRTimeline
Waldron Private Wealth LLC1,083$258K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC1,075$256K0.02%-23813F-HRTimeline
LRI Investments, LLC1,068$255K0.02%013F-HRTimeline
Park Square Financial Group, LLC1,068$255K0.18%-52713F-HRTimeline
AllSquare Wealth Management LLC1,065$254K0.14%013F-HRTimeline
Fort Sheridan Advisors LLC1,063$254K0.04%-5813F-HRTimeline
SWEENEY & MICHEL, LLC1,028$253K0.09%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,058$253K0.01%new13F-HRTimeline
Cresset Asset Management, LLC1,055$252K<0.01%-1,24913F-HR/ATimeline
Global View Capital Management LLC1,054$252K0.08%-7213F-HRTimeline
Williams Jones Wealth Management, LLC.1,050$251K<0.01%new13F-HRTimeline
Novak & Powell Financial Services, Inc.1,050$251K0.17%-30013F-HRTimeline
IPG Investment Advisors LLC1,042$249K0.05%new13F-HRTimeline
PKS Advisory Services, LLC1,041$249K0.06%-39613F-HRTimeline
Strategic Financial Concepts, LLC1,040$248K0.03%-93513F-HRTimeline
Glenview Trust Co1,030$246K<0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,027$245K0.01%-43413F-HRTimeline
Moors & Cabot, Inc.1,011$241K0.01%-19213F-HRTimeline
ABLE Financial Group, LLC1,010$241K0.06%new13F-HRTimeline
Cascade Financial Partners, LLC1,000$239K0.03%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC996$238K0.09%-6613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC995$237K0.12%new13F-HRTimeline
Wealth Management Partners, LLC964$230K0.08%-1,81213F-HRTimeline
Modera Wealth Management, LLC963$230K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp949$227K0.01%new13F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC944$225K0.12%new13F-HRTimeline
Cresta Advisors, Ltd.939$224K0.11%-27313F-HRTimeline
Chicago Capital, LLC939$224K0.01%new13F-HRTimeline
Certified Advisory Corp937$224K0.02%new13F-HRTimeline
WILLNER & HELLER, LLC934$223K0.19%-43113F-HRTimeline
DAVENPORT & Co LLC926$221K<0.01%new13F-HRTimeline
JT Stratford LLC917$219K0.03%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.916$219K0.09%-33013F-HRTimeline
HBW ADVISORY SERVICES LLC911$217K0.03%-35713F-HRTimeline
Rice Partnership, LLC902$215K0.04%013F-HRTimeline
PHILADELPHIA TRUST CO899$215K0.02%new13F-HRTimeline
Leo Wealth, LLC917$211K0.02%new13F-HRTimeline
Acorn Wealth Advisors, LLC882$211K0.08%new13F-HRTimeline
First Financial Group Corp873$208K0.2%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…868$207K0.01%new13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…865$206K<0.01%-45013F-HRTimelineGroup
Valmark Advisers, Inc.864$206K<0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC516$206K0.04%new13F-HRTimeline
Sculati Wealth Management, LLC863$206K0.08%-26213F-HRTimeline
ROMAN BUTLER FULLERTON & CO851$205K0.06%-30113F-HRTimeline
HF Advisory Group, LLC856$204K0.08%new13F-HRTimeline
BCS Wealth Management855$204K0.04%new13F-HRTimeline
Integrated Advisors Network LLC854$204K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC850$203K<0.01%-8,31713F-HRTimelineGroup
Ariadne Wealth Management, LP795$202K0.1%new13F-HRTimeline
Davis Investment Partners, LLC845$201K0.07%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC840$200K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.837$200K0.03%-17713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…814$194K0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC803$192K0.14%+213F-HRTimeline
Olistico Wealth, LLC789$188K0.1%+113F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA750$179K0.22%new13F-HRTimelineGroup
SIGNATUREFD, LLC749$179K<0.01%+15013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.739$176K0.13%013F-HRTimeline
PRIVATE TRUST CO NA712$170K0.02%+19013F-HRTimeline