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Disclosery

SOXX ISHARES TR

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COM (fund)

871 managers (881 13F filers) reported a position in SOXX shares at 2025-12-31, 27,072,937 shares in all. 104 filers opened a position and 52 filers sold out during the quarter.

Managers
871
13F filers
881
New
104
Added
282
Reduced
278
Sold out
52
Shares held by filers
27,072,937

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Carnegie Investment Counsel2,666$803K0.01%+23313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,660$801K<0.01%-1,051,28513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC2,619$789K0.04%-18,60713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,595$781K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC2,583$778K0.03%+3313F-HRTimeline
White Lighthouse Investment Management …2,581$777K0.11%+81813F-HRTimeline
AlphaCore Capital LLC2,572$775K0.02%+1,89813F-HRTimeline
Conservest Capital Advisors, Inc.2,555$769K0.07%+8413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,542$766K0.02%+9513F-HRTimeline
HB Wealth Management, LLC2,538$764K<0.01%+4513F-HRTimeline
Vestmark Advisory Solutions, Inc.2,532$763K0.01%new13F-HRTimeline
StoneCrest Wealth Management, Inc.2,529$762K0.31%-2413F-HRTimeline
Ignite Planners, LLC2,165$750K0.11%-5013F-HRTimeline
Beaumont Financial Advisors, LLC2,474$745K0.05%-1113F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,468$743K0.04%new13F-HRTimelineGroup
Obermeyer Wealth Partners2,384$718K0.03%013F-HRTimeline
National Wealth Management Group, LLC2,370$714K0.25%+17513F-HRTimeline
Lifeworks Advisors, LLC2,368$713K0.09%-813F-HRTimeline
FIRST HORIZON CORP2,363$712K0.03%-2113F-HRTimeline
HRT FINANCIAL LP2,338$704K<0.01%-18,59213F-HRTimeline
Connecticut Wealth Management, LLC2,334$703K0.03%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,314$697K0.02%-77413F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,308$695K0.04%+48813F-HRTimelineGroup
CVFG LLC2,305$694K0.48%-1013F-HRTimeline
TRUST CO OF OKLAHOMA2,284$688K0.2%-11813F-HRTimeline
Fortune Financial Group, Inc.2,066$686K0.67%13F-HRTimeline
Rathbones Group PLC2,275$685K<0.01%+19513F-HR/ATimeline
HighPoint Advisor Group LLC2,275$685K0.02%new13F-HRTimeline
CHOREO, LLC2,231$680K0.01%-4513F-HRTimeline
RDA Financial Network2,258$680K0.16%013F-HRTimeline
Sequoia Financial Advisors, LLC2,255$679K<0.01%-15213F-HRTimeline
VVR Holdings LLC2,252$678K0.35%13F-HRTimeline
Bay Harbor Wealth Management, LLC2,252$678K0.18%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,226$670K0.07%-22213F-HRTimeline
Acorn Wealth Advisors, LLC2,223$669K0.2%+33313F-HRTimeline
Capital Developers, LLC2,218$668K0.6%13F-HRTimeline
New England Private Wealth Advisors LLC2,211$666K0.08%+313F-HR/ATimeline
Madison Wealth Partners, Inc2,206$664K0.12%+3713F-HRTimeline
Oak Barrel Wealth Advisory LLC2,193$660K0.39%13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,180$657K0.01%-38913F-HRTimelineGroup
Accurate Wealth Management, LLC1,996$656K0.08%+32413F-HRTimeline
WEDBUSH SECURITIES INC2,178$656K0.02%+33913F-HRTimeline
Private Wealth Advisors, LLC2,176$655K0.24%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,158$650K<0.01%-15913F-HRTimelineGroup
Harbor Asset Planning, Inc.2,152$649K0.55%+8913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,151$648K0.02%-13613F-HRTimeline
Annex Advisory Services, LLC2,140$645K0.01%new13F-HRTimeline
Comprehensive Financial Consultants Ins…2,118$638K0.19%013F-HRTimeline
Pathway Financial Advisers, LLC2,102$633K0.18%-4813F-HRTimeline
Savvy Advisors, Inc.2,092$630K0.02%+56813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,080$626K0.07%-45513F-HRTimeline
Global Assets Advisory, LLC2,079$626K0.18%+213F-HRTimeline
Apella Capital, LLC2,071$624K0.01%+8913F-HRTimeline
Crestwood Advisors Group, LLC2,041$615K0.01%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,945$610K0.38%-77513F-HRTimeline
Bawa N Mallick Trust2,000$602K0.22%013F-HRTimeline
BLUE JEAN FINANCIAL LLC1,997$601K0.49%13F-HRTimeline
MGO ONE SEVEN LLC1,995$601K0.01%+13513F-HRTimeline
SOA Wealth Advisors, LLC.1,990$599K0.1%+313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,980$596K0.06%-30013F-HRTimeline
RB Capital Management, LLC1,953$588K0.12%-3813F-HRTimeline
RWA WEALTH PARTNERS, LLC1,950$587K0.01%+4513F-HRTimeline
Taikang Asset Management (Hong Kong) Co…1,940$584K0.06%new13F-HRTimeline
Asset One Wealth Management LLC1,653$583K0.08%13F-HRTimeline
Paragon Private Wealth Management, LLC1,932$582K0.18%-10813F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,662$580K0.15%+64013F-HRTimeline
WEALTHGARDEN F.S. LLC1,687$579K0.38%-2913F-HRTimeline
Bravias Capital Group, LLC1,902$573K0.35%+6913F-HRTimeline
Urban Wealth Management, LLC1,894$570K0.53%13F-HRTimeline
AIMZ Investment Advisors, LLC1,877$565K0.16%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,621$561K0.72%+313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,857$559K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,819$548K0.01%+16013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,815$547K<0.01%13F-HRTimelineGroup
Jacobi Capital Management LLC1,810$545K0.03%+213F-HRTimeline
FourThought Financial Partners, LLC1,798$541K0.05%-413F-HRTimeline
Regal Investment Advisors LLC1,787$538K0.03%+48813F-HRTimeline
X-Square Capital, LLC1,778$536K0.18%+5013F-HRTimeline
L & S Advisors Inc1,776$535K0.05%-12213F-HRTimeline
Realta Investment Advisors1,776$535K0.18%+1,71513F-HRTimeline
Jain Global LLC1,758$529K0.01%new13F-HRTimeline
Wagner Wealth Management, Corp1,754$528K0.52%13F-HRTimeline
Cypress Wealth Services, LLC1,752$528K0.07%013F-HRTimeline
Avalon Trust Co1,750$527K0.03%013F-HRTimeline
Eagle Strategies LLC1,748$526K0.07%new13F-HRTimeline
COFG Advisors, LLC1,747$526K0.13%13F-HRTimeline
SeaCrest Wealth Management, LLC1,618$526K0.05%+68413F-HRTimeline
WBH ADVISORY INC1,744$525K0.04%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$521K0.15%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,710$515K<0.01%+63613F-HRTimelineGroup
BCS Wealth Management1,698$512K0.05%+84913F-HRTimeline
Alpha Cubed Investments, LLC1,698$511K0.02%-56013F-HRTimeline
Fiduciary Alliance LLC1,675$504K0.03%-23313F-HRTimeline
StoryOne LLC0$503K0.3%13F-HRTimelineAmount filed as zero, left out of ratios.
Wealthstar Advisors, LLC1,667$502K0.27%-5613F-HRTimeline
Front Row Advisors LLC1,666$502K0.17%-513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC1,572$500K0.28%+213F-HRTimeline
Welch Financial Planning, LLC1,639$494K0.36%13F-HRTimeline
Madrid Wealth Management, LLC1,636$493K0.4%13F-HRTimeline
KERR FINANCIAL PLANNING Corp1,597$491K0.66%+72013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,627$490K0.03%-24813F-HRTimeline
NATIXISin group Natixis Investment Managers1,624$489K<0.01%-18513F-HRTimelineGroup
Pine Harbor Wealth Management, LLC1,620$488K0.15%-18513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,615$486K0.01%+3113F-HRTimelineGroup
Dakota Wealth Management1,611$485K0.01%+27513F-HR/ATimeline
Alpine Global Management, LLC1,600$482K0.11%new13F-HR/ATimeline
Caprock Group, LLC1,589$479K0.01%-5313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,587$478K0.01%-24813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,584$477K0Timeline
Rinkey Investments1,571$473K0.12%+3613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,558$470K0.02%+313F-HRTimelineGroup
Delta Investment Management, LLC1,560$470K0.08%-713F-HRTimeline
IPG Investment Advisors LLC1,554$468K0.08%+40513F-HRTimeline
Bauman Advisory Group, LLC1,552$467K0.38%13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,549$467K<0.01%-68513F-HRTimelineGroup
Mullooly Asset Management, Inc.1,543$465K0.17%-3113F-HRTimeline
Buttonwood Financial Advisors Inc.1,541$464K0.15%013F-HRTimeline
Wedmont Private Capital1,404$456K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.1,509$455K0.07%+113F-HRTimeline
Merrion Investment Management Co, LLC1,500$452K0.24%013F-HRTimeline
BANQUE PICTET & CIE SA1,500$452K<0.01%-1,30013F-HRTimeline
Fragasso Financial Advisors Inc1,500$452K0.03%+313F-HRTimeline
HOLDERNESS INVESTMENTS CO1,492$449K0.09%-1713F-HRTimeline
ASPIRIANT, LLC1,483$447K0.01%013F-HRTimeline
Ballast Financial Advisors LLC1,467$442K0.46%13F-HRTimeline
Syntegra Private Wealth Group, LLC1,454$438K0.04%013F-HRTimeline
Soltis Investment Advisors LLC1,442$434K0.03%+25713F-HR/ATimeline
Welch & Forbes LLC1,434$432K0.01%-7513F-HRTimeline
Andina Capital Management, LLC1,426$429K0.26%new13F-HRTimeline
JT Stratford LLC1,422$428K0.05%+22113F-HRTimeline
DIVERSIFIED TRUST CO1,407$424K0.01%013F-HRTimeline
Madrona Financial Services, LLC1,405$423K0.09%013F-HRTimeline
RiverFront Investment Group, LLC1,361$410K0.01%013F-HRTimeline
XML Financial, LLC1,352$407K0.03%-28113F-HRTimeline
LOWERY THOMAS, LLC1,338$403K0.23%-1813F-HRTimeline
Allie Family Office LLC1,338$403K0.19%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,337$403K0.05%+13013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC1,336$402K0.01%-4813F-HRTimeline
Key Client Fiduciary Advisors, LLC1,329$400K0.14%-3613F-HRTimeline
Smartleaf Asset Management LLC1,306$398K0.02%+10613F-HRTimeline
Rehmann Capital Advisory Group1,312$395K0.02%+3413F-HRTimeline
TRUST POINT INC.1,296$390K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC1,289$388K0.02%+26013F-HRTimeline
Choate Investment Advisors1,287$388K0.01%+6113F-HRTimeline
OneDigital Investment Advisors LLC1,282$386K<0.01%+3313F-HRTimeline
Interchange Capital Partners, LLC1,282$386K0.07%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,276$384K0.01%+53513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,274$384K0.01%-1513F-HRTimelineGroup
Busey Bank1,272$383K0.01%013F-HRTimeline
GERBER, LLC1,266$381K0.21%013F-HRTimeline
MWA Asset Management1,265$381K0.21%-5913F-HRTimeline
McKinley Carter Wealth Services, Inc.1,263$380K0.02%-22113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,259$379K0.01%-3113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,258$379K<0.01%+20613F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC1,255$378K0.03%+5113F-HRTimeline
Winthrop Advisory Group LLC1,240$374K0.03%+9713F-HR/ATimeline
SWEENEY & MICHEL, LLC1,031$371K0.11%+113F-HRTimeline
Perigon Wealth Management, LLC1,230$370K0.01%-3,21713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,236$370K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.1,227$370K0.02%-213F-HRTimeline
Summa Corp.1,220$367K0.16%new13F-HRTimeline
Larson Financial Group LLC1,214$366K0.01%-30313F-HRTimeline
Golden State Wealth Management, LLC1,211$365K0.04%+213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,202$362K0.02%+113F-HRTimeline
Walser Wealth Management Company, A Ltd…1,196$360K0.19%13F-HRTimeline
Tyche Wealth Partners LLC1,191$359K0.06%013F-HRTimeline
Global View Capital Management LLC1,190$358K0.07%+7713F-HRTimeline
American Institute for Advanced Investm…1,183$356K0.23%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,182$356K0.05%+1313F-HRTimeline
WILLNER & HELLER, LLC1,170$352K0.25%+11913F-HRTimeline
Trexquant Investment LP1,165$351K<0.01%-1,23513F-HRTimeline
Rosenberg Matthew Hamilton1,163$350K0.07%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,150$347K0.11%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,145$345K0.01%+28613F-HRTimelineGroup
Arrowroot Family Office, LLC1,137$342K0.12%-3613F-HRTimeline
Cornerstone Planning, LLC1,137$342K0.08%13F-HRTimeline
Capital Advisors, Ltd. LLC7,068$340K0.04%+7,04413F-HRTimeline
Councilmark Asset Management, LLC1,125$339K0.19%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$334K0.01%013F-HRTimeline
Riverbend Wealth Management, LLC1,106$333K0.21%+113F-HRTimeline
Fielder Capital Group LLC1,104$333K0.07%013F-HRTimeline
Integrated Advisors Network LLC1,103$332K0.01%-2,65913F-HRTimeline
Ausdal Financial Partners, Inc.1,102$332K0.02%+20913F-HRTimeline
Kingdom Financial Group LLC.1,101$332K0.1%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,095$330K0.06%-30013F-HRTimeline
Fort Sheridan Advisors LLC1,093$329K0.04%013F-HRTimeline
ABLE Financial Group, LLC1,092$329K0.07%+4613F-HRTimeline
SAXON INTERESTS, INC.1,087$327K0.12%-3413F-HRTimeline
S Harris Financial Group, LLC1,085$327K0.31%13F-HRTimeline
Well Done, LLC1,083$326K0.05%-16513F-HRTimeline
Genesee Capital Advisors, LLC1,078$324K0.13%new13F-HRTimeline
Keel Point, LLC1,078$324K0.02%013F-HRTimeline
LRI Investments, LLC1,068$322K0.03%013F-HRTimeline
Grant Private Wealth Management Inc1,066$321K0.19%-2013F-HRTimeline
Outlook Wealth Advisors, LLC1,065$321K0.07%-8713F-HRTimeline
Novak & Powell Financial Services, Inc.1,050$316K0.16%013F-HRTimeline
Balboa Wealth Partners1,049$316K0.05%new13F-HRTimeline
TruNorth Capital Management, LLC1,044$314K0.06%-49713F-HRTimeline
ITHAKA GROUP LLC1,040$313K0.06%new13F-HRTimeline
PKS Advisory Services, LLC1,036$312K0.07%-35213F-HRTimeline