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Disclosery

SOXX ISHARES TR

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COM (fund)

922 managers (934 13F filers) reported a position in SOXX shares at 2026-03-31, 33,286,184 shares in all. 111 filers opened a position and 55 filers sold out during the quarter.

Managers
922
13F filers
934
New
111
Added
351
Reduced
282
Sold out
55
Shares held by filers
33,286,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ellis Investment Partners, LLC3,099$1.02M0.18%+113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,073$1.01M0.13%-43413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.3,067$1.01M0.46%013F-HRTimeline
ATX Financial Planning, LLC3,049$1M0.76%-22113F-HRTimeline
Resolute Wealth Strategies, LLC3,039$999K0.43%-813F-HRTimeline
Fortitude Advisory Group L.L.C.3,032$996K0.45%-2413F-HRTimeline
Florin Court Capital LLP3,000$986K3.72%-6,70013F-HRTimeline
GSG Advisors LLC3,000$986K0.26%+213F-HRTimeline
Apella Capital, LLC2,371$986K0.01%+30013F-HRTimeline
Arkadios Wealth Advisors2,997$985K0.02%+5513F-HRTimeline
Obermeyer Wealth Partners2,979$979K0.05%+59513F-HRTimeline
Westside Investment Management, Inc.2,973$977K0.15%+7813F-HRTimeline
Sepio Capital, LP2,970$976K0.05%-81513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,964$975K<0.01%-16113F-HRTimeline
Savvy Advisors, Inc.2,961$973K0.03%+86913F-HRTimeline
Brendel Financial Advisors LLC2,939$966K0.48%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,896$952K0.29%-35213F-HRTimeline
Beacon Financial Advisory LLC2,889$949K0.21%+7713F-HRTimeline
Strategic Wealth Partners, Ltd.2,885$948K0.07%013F-HRTimeline
Carnegie Investment Counsel2,844$935K0.02%+17813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,840$933K0.06%013F-HRTimeline
Virtue Capital Management, LLC2,974$932K0.14%+2,00413F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…2,826$929K0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC2,824$928K0.3%-1,36213F-HRTimeline
Principle Wealth Partners LLC2,806$922K0.05%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,803$921K0.04%-63513F-HRTimeline
Berbice Capital Management LLC2,800$920K0.6%new13F-HRTimeline
Madison Wealth Partners, Inc2,668$877K0.14%+46213F-HRTimeline
Gotham Asset Management, LLC2,659$874K<0.01%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,622$864K0.82%+113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,620$861K0.03%+7813F-HRTimeline
Retirement Planning Group, LLC2,619$861K0.03%-1,17813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,585$850K0.05%-1013F-HRTimeline
HB Wealth Management, LLC2,578$847K0.01%+4013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,569$844K0.62%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,555$840K0.03%-2813F-HRTimeline
White Lighthouse Investment Management …2,554$839K0.12%-2713F-HRTimeline
CVFG LLC2,546$837K0.1%+24113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,538$834K0.06%-65213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,537$834K<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.2,508$824K0.01%-2413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,417$817K0.06%-1,42413F-HRTimeline
StoneCrest Wealth Management, Inc.2,471$812K0.34%-5813F-HRTimeline
National Wealth Management Group, LLC2,461$809K0.3%+9113F-HRTimeline
WEDBUSH SECURITIES INC2,443$803K0.02%+26513F-HRTimeline
Beaumont Financial Advisors, LLC2,441$802K0.06%-3313F-HRTimeline
CoreCap Advisors, LLC2,440$802K0.03%-5,07813F-HRTimeline
FIRST HORIZON CORP2,438$801K0.03%+7513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,295$790K0.48%+35013F-HRTimeline
AlphaCore Capital LLC2,402$790K0.02%-17013F-HRTimeline
Regal Investment Advisors LLC2,349$772K0.04%+56213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,347$771K0.09%+12113F-HRTimeline
Accurate Wealth Management, LLC1,965$760K0.09%-3113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,309$759K0.06%new13F-HRTimeline
HighPoint Advisor Group LLC2,291$753K0.03%+1613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,285$751K<0.01%+12713F-HRTimelineGroup
Acorn Wealth Advisors, LLC2,280$749K0.22%+5713F-HRTimeline
Rathbones Group PLC2,275$748K<0.01%013F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd2,272$747K0.01%+9213F-HRTimelineGroup
RDA Financial Network2,258$742K0.19%013F-HRTimeline
Bay Harbor Wealth Management, LLC2,252$740K0.19%013F-HRTimeline
CHOREO, LLC2,231$733K0.01%013F-HRTimeline
Capital Developers, LLC2,218$729K0.66%013F-HRTimeline
New England Private Wealth Advisors LLC2,212$727K0.08%+113F-HRTimeline
Annex Advisory Services, LLC2,195$721K0.01%+5513F-HRTimeline
TRUST CO OF OKLAHOMA2,188$719K0.21%-9613F-HRTimeline
Ignite Planners, LLC2,187$719K0.11%+2213F-HRTimeline
Harbor Asset Planning, Inc.2,170$713K0.6%+1813F-HRTimeline
Fortune Financial Group, Inc.2,168$713K0.64%+10213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,161$710K0.17%+1,44713F-HRTimeline
PSI Advisors, LLC2,146$705K0.17%-4,20913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,138$703K0.46%+1,11313F-HRTimeline
Pathway Financial Advisers, LLC2,135$702K0.2%+3313F-HRTimeline
Sequoia Financial Advisors, LLC2,129$700K<0.01%-12613F-HRTimeline
Bravias Capital Group, LLC2,123$698K0.46%+22113F-HRTimeline
Private Wealth Advisors, LLC2,114$695K0.2%-6213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,105$692K0.06%-20313F-HRTimelineGroup
Global Assets Advisory, LLC2,079$683K0.2%013F-HRTimeline
MGO ONE SEVEN LLC2,050$674K0.01%+5513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,006$659K0.07%+2613F-HRTimeline
Bawa N Mallick Trust2,000$657K0.27%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,969$647K0.02%-18213F-HRTimeline
OneDigital Investment Advisors LLC1,968$647K0.01%+68613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,960$644K<0.01%+14513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC1,950$641K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,940$638K0.01%+32513F-HRTimelineGroup
DAVENPORT & Co LLC1,929$634K<0.01%+1,10313F-HRTimeline
SOA Wealth Advisors, LLC.1,925$633K0.12%-6513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,903$625K0.03%new13F-HRTimeline
Arax Advisory Partners1,889$621K0.02%-2,79413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,857$610K<0.01%013F-HRTimeline
RB Capital Management, LLC1,853$609K0.13%-10013F-HRTimeline
Urban Wealth Management, LLC1,825$600K0.61%-6913F-HRTimeline
StoryOne LLC0$599K0.34%013F-HRTimelineAmount filed as zero, left out of ratios.
COLDSTREAM CAPITAL MANAGEMENT INC1,819$598K0.01%013F-HRTimeline
Cypress Wealth Services, LLC1,817$597K0.08%+6513F-HRTimeline
Paragon Private Wealth Management, LLC1,808$594K0.19%-12413F-HRTimeline
Wagner Wealth Management, Corp1,800$592K0.53%+4613F-HRTimeline
FourThought Financial Partners, LLC1,799$591K0.05%+113F-HRTimeline
WBH ADVISORY INC1,744$590K0.04%013F-HRTimeline
X-Square Capital, LLC1,789$588K0.2%+1113F-HRTimeline
Eagle Strategies LLC1,781$585K0.07%+3313F-HRTimeline
Strategic Financial Concepts, LLC1,775$583K0.14%+87513F-HRTimeline
Jacobi Capital Management LLC1,761$579K0.03%-4913F-HRTimeline
Avalon Trust Co1,750$575K0.04%013F-HRTimeline
Merrion Investment Management Co, LLC1,750$575K0.31%+25013F-HRTimeline
Fiduciary Alliance LLC1,426$573K0.03%-24913F-HRTimeline
L & S Advisors Inc1,733$570K0.07%-4313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,731$569K0.16%013F-HRTimeline
Kesler, Norman & Wride, LLC1,724$567K0.1%+1,05013F-HRTimeline
ASPIRIANT, LLC1,683$553K0.02%+20013F-HRTimeline
Welch Financial Planning, LLC1,680$552K0.4%+4113F-HRTimeline
Asset One Wealth Management LLC1,306$549K0.06%-34713F-HRTimeline
WEALTHGARDEN F.S. LLC1,667$548K0.37%-2013F-HRTimeline
Front Row Advisors LLC1,656$544K0.18%-1013F-HRTimeline
Dakota Wealth Management1,655$544K0.01%+4413F-HR/ATimeline
Bauman Advisory Group, LLC1,653$543K0.38%+10113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,650$542K<0.01%-29,23113F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC1,573$541K0.29%+113F-HRTimeline
NATIXISin group Natixis Investment Managers1,639$539K<0.01%+1513F-HRTimelineGroup
Madrid Wealth Management, LLC1,636$538K0.41%013F-HR/ATimeline
Capital Investment Advisors, LLC1,635$537K0.01%new13F-HR/ATimeline
Pine Harbor Wealth Management, LLC1,621$533K0.16%+113F-HRTimeline
Wealthstar Advisors, LLC1,618$532K0.32%-4913F-HRTimeline
SeaCrest Wealth Management, LLC1,586$521K0.06%-3213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,580$519K0.04%+32513F-HRTimeline
Fragasso Financial Advisors Inc1,501$516K0.03%+113F-HRTimeline
Rinkey Investments1,571$516K0.13%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,569$516K0.03%-5813F-HRTimeline
Delta Investment Management, LLC1,561$513K0.09%+113F-HRTimeline
COFG Advisors, LLC1,553$510K0.13%-19413F-HRTimeline
Madrona Financial Services, LLC1,545$508K0.11%+14013F-HRTimeline
Buttonwood Financial Advisors Inc.1,541$506K0.17%013F-HRTimeline
RiverFront Investment Group, LLC1,511$497K0.01%+15013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,502$494K0.06%-4,09013F-HRTimeline
Mullooly Asset Management, Inc.1,501$493K0.18%-4213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,500$493K0.04%new13F-HRTimeline
BANQUE PICTET & CIE SA1,500$493K0.01%013F-HRTimeline
HOLDERNESS INVESTMENTS CO1,492$490K0.1%013F-HRTimeline
Charter Capital Management, LLC\DE1,492$490K0.25%+81013F-HRTimeline
Ballast Financial Advisors LLC1,481$487K0.5%+1413F-HRTimeline
IPG Investment Advisors LLC1,481$487K0.08%-7313F-HRTimeline
AIMZ Investment Advisors, LLC1,477$485K0.15%-40013F-HRTimeline
JT Stratford LLC1,460$480K0.06%+3813F-HRTimeline
Aster Capital Management (DIFC) Ltd2,545$479K0.16%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,455$478K0.01%-13213F-HRTimeline
Syntegra Private Wealth Group, LLC1,454$478K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,454$477K0.03%-10413F-HRTimelineGroup
Centerpoint Advisory Group1,441$474K0.36%new13F-HRTimeline
Betterment LLC1,435$472K<0.01%+63213F-HRTimeline
Welch & Forbes LLC1,434$471K0.01%013F-HRTimeline
Key Client Fiduciary Advisors, LLC1,415$465K0.16%+8613F-HRTimeline
Parker Investment Management, LLC1,409$463K0.07%new13F-HRTimeline
OpenArc Corporate Advisory, LLC1,401$460K0.01%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,240$459K0.13%-42213F-HRTimeline
Cornerstone Wealth Management, LLC1,393$458K0.02%+10413F-HRTimeline
CALTON & ASSOCIATES, INC.1,390$457K0.07%-11913F-HRTimeline
Comprehensive Financial Consultants Ins…1,386$456K0.14%-73213F-HRTimeline
First Interstate Bank1,382$454K0.03%-23,36713F-HRTimeline
WILLNER & HELLER, LLC1,354$445K0.33%+18413F-HRTimeline
Soltis Investment Advisors LLC1,349$443K0.03%-9313F-HRTimeline
Allie Family Office LLC1,338$440K0.19%013F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,337$439K<0.01%-37313F-HRTimelineGroup
Andina Capital Management, LLC1,337$439K0.39%-8913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,337$439K0.06%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,331$437K<0.01%-1,53513F-HRTimeline
Founders Financial Alliance, LLC1,331$437K0.08%+61613F-HRTimeline
Choate Investment Advisors1,328$436K0.01%+4113F-HRTimeline
Caprock Group, LLC1,305$429K0.01%-28413F-HRTimeline
TRUST POINT INC.1,296$426K0.04%013F-HRTimeline
Ausdal Financial Partners, Inc.1,295$426K0.02%+19313F-HRTimeline
Rehmann Capital Advisory Group1,290$424K0.02%-2213F-HRTimeline
Investment Management Trust, LLC1,285$422K0.41%13F-HRTimeline
MWA Asset Management1,277$420K0.23%+1213F-HR/ATimeline
Wealth Management Partners, LLC1,276$419K0.12%+29513F-HRTimeline
Busey Bank1,272$418K0.01%013F-HRTimeline
GERBER, LLC1,267$416K0.24%+113F-HRTimeline
Fort Sheridan Advisors LLC1,266$416K0.05%+17313F-HRTimeline
McKinley Carter Wealth Services, Inc.1,264$415K0.02%+113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,255$411K<0.01%+1913F-HRTimelineGroup
Quadrant Private Wealth Management, LLC1,249$411K0.06%new13F-HRTimeline
Winthrop Advisory Group LLC1,241$408K0.03%+113F-HRTimeline
LOWERY THOMAS, LLC1,239$407K0.23%-9913F-HRTimeline
SWEENEY & MICHEL, LLC1,032$406K0.12%+113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,234$406K0.01%-2513F-HRTimeline
Florida Trust Wealth Management Co1,234$406K0.01%+50413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,230$404K0.02%+2813F-HRTimeline
North Star Investment Management Corp.1,228$404K0.02%+113F-HRTimeline
XML Financial, LLC1,226$403K0.03%-12613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,223$402K0.05%+4113F-HRTimeline
Global View Capital Management LLC1,199$394K0.1%+913F-HRTimeline
Smartleaf Asset Management LLC1,269$393K0.01%-3713F-HRTimeline
Tyche Wealth Partners LLC1,191$392K0.06%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,184$389K0.01%+3913F-HRTimelineGroup
Riverbend Wealth Management, LLC1,174$386K0.24%+6813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,170$385K<0.01%new13F-HRTimelineGroup
American Institute for Advanced Investm…1,168$384K0.25%-1513F-HRTimeline
Rosenberg Matthew Hamilton1,163$382K0.08%013F-HRTimeline
Milestone Asset Management Group, LLC1,163$382K0.22%+27913F-HRTimeline
Parallel Advisors, LLC1,151$378K0.01%+56713F-HR/ATimeline