Skip to content
Disclosery

SOXX ISHARES TR

Follow

COM (fund)

776 managers (785 13F filers) reported a position in SOXX shares at 2025-09-30, 25,116,114 shares in all. 95 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
785
New
95
Added
260
Reduced
256
Sold out
56
Shares held by filers
25,116,114

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,280$618K0.06%013F-HRTimeline
CHOREO, LLC2,276$617K0.01%+22313F-HRTimeline
RDA Financial Network2,258$612K0.15%013F-HRTimeline
Alpha Cubed Investments, LLC2,258$612K0.02%+14213F-HRTimeline
Bay Harbor Wealth Management, LLC2,252$611K0.16%013F-HRTimeline
Quantbot Technologies LP2,249$610K0.02%-6,22713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,234$606K<0.01%+49413F-HRTimelineGroup
Ignite Planners, LLC2,215$601K0.1%-4213F-HRTimeline
New England Private Wealth Advisors LLC2,208$599K0.08%+513F-HRTimeline
National Wealth Management Group, LLC2,195$595K0.22%+2313F-HRTimeline
Private Wealth Advisors, LLC2,176$590K0.22%+113F-HRTimeline
Madison Wealth Partners, Inc2,169$588K0.12%+413F-HRTimeline
PSI Advisors, LLC2,159$585K0.15%-30013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,176$584K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC2,150$575K0.17%+9713F-HRTimeline
PATTEN & PATTEN INC/TN2,120$575K0.03%+10513F-HRTimeline
Comprehensive Financial Consultants Ins…2,118$574K0.18%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,117$574K0.31%+25413F-HRTimeline
Apella Capital, LLC1,982$573K0.01%+113F-HRTimeline
Arkadios Wealth Advisors2,086$566K0.01%+7313F-HRTimeline
Rathbones Group PLC2,080$564K<0.01%013F-HRTimeline
Global Assets Advisory, LLC2,077$563K0.17%-413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,067$560K0.04%-2613F-HRTimeline
Harbor Asset Planning, Inc.2,063$560K0.5%+2813F-HRTimeline
AMERIFLEX GROUP, INC.2,042$554K0.21%+1,84413F-HRTimeline
Crestwood Advisors Group, LLC2,041$553K0.01%-20113F-HRTimeline
Paragon Private Wealth Management, LLC2,040$553K0.18%-23213F-HRTimeline
Bawa N Mallick Trust2,000$542K0.21%013F-HRTimeline
WFA Asset Management Corp2,348$541K0.29%+29913F-HRTimeline
RB Capital Management, LLC1,991$540K0.11%-4213F-HRTimeline
SOA Wealth Advisors, LLC.1,987$539K0.09%-2613F-HRTimeline
PINNACLE ASSOCIATES LTD1,977$536K0.01%+85113F-HRTimeline
Accredited Investors Inc.1,977$536K0.03%-4013F-HRTimeline
GPS Wealth Strategies Group, LLC1,976$536K0.06%+39413F-HRTimeline
Fiduciary Alliance LLC1,908$517K0.03%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC1,905$516K0.01%+23013F-HRTimeline
L & S Advisors Inc1,898$515K0.05%-97,30113F-HRTimeline
Acorn Wealth Advisors, LLC1,890$512K0.16%+1,00813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,875$508K0.03%-15713F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,869$507K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC1,860$504K0.01%+53313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,857$503K<0.01%+15013F-HRTimeline
WEALTHGARDEN F.S. LLC1,716$503K0.36%+3013F-HRTimeline
WEDBUSH SECURITIES INC1,839$499K0.02%+34613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,835$498K0.01%-10913F-HRTimeline
Bravias Capital Group, LLC1,833$497K0.33%-1613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,820$493K0.03%+30113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,818$493K<0.01%+96813F-HRTimelineGroup
Glenmede Investment Management, LP1,815$492K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers1,809$490K<0.01%-2,00513F-HRTimelineGroup
Jacobi Capital Management LLC1,808$490K0.03%+9913F-HRTimeline
Pine Harbor Wealth Management, LLC1,805$489K0.16%+113F-HRTimeline
FourThought Financial Partners, LLC1,802$489K0.04%-213F-HRTimeline
SteelPeak Wealth, LLC1,794$486K0.02%new13F-HRTimeline
White Lighthouse Investment Management …1,763$478K0.07%-4213F-HRTimeline
Cypress Wealth Services, LLC1,752$475K0.08%-7013F-HRTimeline
Avalon Trust Co1,750$474K0.03%013F-HRTimeline
WBH ADVISORY INC1,744$473K0.04%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$469K0.14%013F-HRTimeline
X-Square Capital, LLC1,728$469K0.15%-1813F-HRTimeline
Wealthstar Advisors, LLC1,723$467K0.18%-17613F-HRTimeline
Accurate Wealth Management, LLC1,672$467K0.06%-113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,618$466K0.69%+13613F-HRTimeline
Front Row Advisors LLC1,671$453K0.15%-13913F-HRTimeline
PTM WEALTH MANAGEMENT, LLC1,570$453K0.27%+313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,659$450K0.01%+3013F-HRTimeline
BRIGHTON JONES LLC1,651$448K0.01%+313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,636$444K0.03%new13F-HRTimeline
XML Financial, LLC1,633$443K0.04%+313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,584$430K+22Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,584$429K0.01%+71913F-HRTimelineGroup
Mullooly Asset Management, Inc.1,574$427K0.16%+413F-HRTimeline
Delta Investment Management, LLC1,567$425K0.08%+113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,555$422K0.02%-8,40513F-HRTimelineGroup
Fragasso Financial Advisors Inc1,497$419K0.03%+313F-HRTimeline
TruNorth Capital Management, LLC1,541$418K0.08%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,541$418K0.14%013F-HRTimeline
Rinkey Investments1,535$416K0.11%013F-HRTimeline
Savvy Advisors, Inc.1,524$413K0.02%-12713F-HRTimeline
Verdence Capital Advisors LLC1,353$411K0.02%013F-HRTimeline
Larson Financial Group LLC1,517$411K0.01%+83913F-HRTimeline
Welch & Forbes LLC1,509$409K<0.01%013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,509$409K0.08%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,508$409K0.06%+12313F-HRTimeline
Merrion Investment Management Co, LLC1,500$407K0.23%013F-HRTimeline
Caprock Group, LLC1,642$403K0.01%13F-HRTimeline
McKinley Carter Wealth Services, Inc.1,484$402K0.02%-10513F-HRTimeline
ASPIRIANT, LLC1,483$402K0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC1,454$394K0.04%013F-HRTimeline
LM Advisors LLC1,429$387K0.06%013F-HRTimeline
DIVERSIFIED TRUST CO1,407$381K0.01%-18013F-HRTimeline
Madrona Financial Services, LLC1,405$381K0.08%+19613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,395$378K0.08%013F-HRTimeline
Consolidated Portfolio Review Corp1,393$378K0.05%+4513F-HRTimeline
PKS Advisory Services, LLC1,388$376K0.08%+34713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,384$375K0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC1,365$370K0.12%+1613F-HRTimeline
RiverFront Investment Group, LLC1,361$369K0.01%013F-HRTimeline
LOWERY THOMAS, LLC1,356$368K0.21%+213F-HRTimeline
Allie Family Office LLC1,338$363K0.17%013F-HRTimeline
Dakota Wealth Management1,336$362K0.01%-8813F-HR/ATimeline
Colonial River Investments, LLC1,331$361K0.13%-19213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,331$361K0.01%-19213F-HRTimeline
Terra Nova Asset Management LLC1,330$361K0.23%new13F-HRTimeline
MWA Asset Management1,324$359K0.2%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,315$357K0.28%+15013F-HRTimeline
Regal Investment Advisors LLC1,299$352K0.02%+2913F-HRTimeline
TRUST POINT INC.1,296$351K0.03%013F-HRTimeline
TSFG, LLC1,292$350K0.06%-74913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,290$350K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,289$350K0.01%+213F-HRTimelineGroup
Interchange Capital Partners, LLC1,282$347K0.07%-6313F-HRTimeline
Rehmann Capital Advisory Group1,278$347K0.02%-52313F-HRTimeline
Busey Bank1,272$345K0.01%013F-HRTimeline
GERBER, LLC1,266$343K0.22%+213F-HRTimeline
Independent Solutions Wealth Management…1,257$341K0.06%new13F-HRTimeline
OneDigital Investment Advisors LLC1,249$339K<0.01%-1913F-HRTimeline
Well Done, LLC1,248$338K0.06%+9713F-HRTimeline
North Star Investment Management Corp.1,229$333K0.02%+213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,236$333K<0.01%013F-HRTimelineGroup
Choate Investment Advisors1,226$332K0.01%+7313F-HRTimeline
Golden State Wealth Management, LLC1,209$328K0.04%-1913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,207$327K0.04%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,204$326K0.03%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,201$326K0.02%-6813F-HRTimeline
JT Stratford LLC1,201$326K0.04%+28413F-HRTimeline
Tyche Wealth Partners LLC1,191$323K0.06%013F-HRTimeline
Smartleaf Asset Management LLC1,200$323K0.02%013F-HRTimeline
Soltis Investment Advisors LLC1,185$321K0.02%-4513F-HRTimeline
American Institute for Advanced Investm…1,183$321K0.21%+4013F-HRTimeline
Arrowroot Family Office, LLC1,173$318K0.13%-1,08213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,169$317K0.04%+513F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,022$316K0.08%+17113F-HRTimeline
Rosenberg Matthew Hamilton1,163$315K0.07%013F-HRTimeline
Outlook Wealth Advisors, LLC1,152$312K0.08%013F-HRTimeline
IPG Investment Advisors LLC1,149$312K0.06%+10713F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,150$311K0.11%013F-HRTimeline
Winthrop Advisory Group LLC1,143$310K0.03%+113F-HRTimeline
Councilmark Asset Management, LLC1,125$305K0.17%013F-HRTimeline
Global View Capital Management LLC1,113$302K0.06%+5913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$301K0.01%013F-HRTimeline
Riverbend Wealth Management, LLC1,105$300K0.21%013F-HRTimeline
Fielder Capital Group LLC1,104$299K0.07%013F-HRTimeline
Fort Sheridan Advisors LLC1,093$296K0.04%+3013F-HRTimeline
Grant Private Wealth Management Inc1,086$294K0.18%new13F-HRTimeline
Waldron Private Wealth LLC1,083$294K0.01%013F-HRTimeline
Keel Point, LLC1,078$292K0.02%-613F-HRTimeline
Icon Wealth Advisors, LLC1,076$292K0.02%+113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,074$291K<0.01%new13F-HRTimelineGroup
Dale Q Rice Investment Management Ltd1,003$291K0.21%-10013F-HRTimeline
LRI Investments, LLC1,068$290K0.02%013F-HRTimeline
Kathmere Capital Management, LLC1,058$287K0.02%-12213F-HRTimeline
Cresset Asset Management, LLC1,055$286K<0.01%013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,052$285K<0.01%new13F-HR/ATimelineGroup
WILLNER & HELLER, LLC1,051$285K0.22%+11713F-HRTimeline
Williams Jones Wealth Management, LLC.1,050$285K<0.01%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,050$285K0.15%013F-HRTimeline
ABLE Financial Group, LLC1,046$284K0.06%+3613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,036$281K<0.01%new13F-HRTimelineGroup
SWEENEY & MICHEL, LLC1,030$280K0.09%+213F-HRTimeline
Wealth Management Partners, LLC1,032$280K0.09%+6813F-HRTimeline
Glenview Trust Co1,030$279K<0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC1,029$279K0.02%-5913F-HRTimeline
AllSquare Wealth Management LLC1,015$275K0.15%-5013F-HRTimeline
SAXON INTERESTS, INC.1,121$275K0.11%new13F-HRTimeline
Calydon Capital1,010$274K0.04%-1,00413F-HRTimeline
SeaCrest Wealth Management, LLC934$272K0.03%new13F-HRTimeline
Modera Wealth Management, LLC1,003$272K<0.01%+4013F-HRTimeline
Cresta Advisors, Ltd.1,000$271K0.12%+6113F-HRTimeline
Cascade Financial Partners, LLC1,000$271K0.03%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC996$270K0.13%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC989$268K0.01%+14913F-HRTimeline
Sheets Smith Investment Management988$268K0.17%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP988$268K0.99%new13F-HRTimeline
Sculati Wealth Management, LLC983$267K0.09%+12013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp949$257K<0.01%013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC945$256K0.12%+113F-HRTimeline
Chicago Capital, LLC939$255K0.01%013F-HRTimeline
Certified Advisory Corp938$254K0.02%+113F-HRTimeline
KERR FINANCIAL PLANNING Corp877$253K0.36%13F-HR/ATimeline
Carrera Capital Advisors928$252K0.05%-95013F-HRTimeline
Detalus Advisors, LLC919$249K0.06%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.916$248K0.1%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp915$248K<0.01%new13F-HRTimelineGroup
HF Advisory Group, LLC906$246K0.09%+5013F-HRTimeline
Rice Partnership, LLC902$244K0.03%013F-HRTimeline
PHILADELPHIA TRUST CO899$244K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.893$242K0.01%-10,06913F-HRTimeline
Main Street Financial Solutions, LLC892$242K0.02%-30413F-HRTimeline
HBW ADVISORY SERVICES LLC891$242K0.03%-2013F-HRTimeline
Legacy PCG, LLC883$239K0.14%new13F-HRTimeline
Strategic Financial Concepts, LLC875$237K0.03%-16513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC872$236K<0.01%-38313F-HRTimelineGroup
Astoria Portfolio Advisors LLC.808$236K0.06%new13F-HRTimeline
First Financial Group Corp868$236K0.2%-513F-HRTimeline
Valmark Advisers, Inc.865$235K<0.01%+113F-HRTimeline
Davis Investment Partners, LLC846$234K0.08%+113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…859$233K0.01%-913F-HRTimelineGroup
IEQ CAPITAL, LLC854$232K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA853$231K0.02%+14113F-HRTimeline