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SOXX ISHARES TR

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1,171 managers (1,190 13F filers) reported a position in SOXX shares at 2026-06-30, 34,723,792 shares in all. 297 filers opened a position and 45 filers sold out during the quarter.

Managers
1,171
13F filers
1,190
New
297
Added
335
Reduced
349
Sold out
45
Shares held by filers
34,723,792

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
New Paradigm Capital Management, LLCin group New Paradigm Capital Manageme…3,000$901K1.93%new13F-HRTimelineGroup
Founders Financial Alliance, LLC1,398$896K0.12%+6713F-HRTimeline
Key Client Fiduciary Advisors, LLC1,398$896K0.26%-1713F-HRTimeline
Front Row Advisors LLC1,664$889K0.26%+813F-HRTimeline
WILLNER & HELLER, LLC1,376$882K0.55%+2213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.1,661$881K0.69%+3913F-HRTimeline
OpenArc Corporate Advisory, LLC1,375$881K0.01%-2613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,372$879K0.09%new13F-HRTimeline
AIMZ Investment Advisors, LLC1,367$876K0.24%-11013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,342$860K<0.01%new13F-HRTimelineGroup
Soltis Investment Advisors LLC1,342$860K0.05%-713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP1,340$859K0.01%-11513F-HRTimeline
Choate Investment Advisors1,337$857K0.02%+913F-HRTimeline
PKS Advisory Services, LLC1,324$848K0.14%new13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding1,321$846K+661Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,320$846K0.01%-62013F-HRTimelineGroup
Connecticut Wealth Management, LLC1,313$841K0.03%+17913F-HRTimeline
SAX WEALTH ADVISORS, LLC2,552$839K0.03%new13F-HRTimeline
Caprock Group, LLC1,305$836K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,301$833K0.09%+57113F-HRTimeline
TRUST POINT INC.1,296$830K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,295$830K<0.01%-1,24213F-HRTimelineGroup
PTM WEALTH MANAGEMENT, LLC1,574$829K0.37%+113F-HRTimeline
Kachkovsky & Fisher, Inc.1,290$826K0.8%13F-HRTimeline
Investment Management Trust, LLC1,285$824K0.74%013F-HRTimeline
Busey Bank1,272$815K0.02%013F-HRTimeline
GERBER, LLC1,267$812K0.38%013F-HRTimeline
Florida Trust Wealth Management Co1,253$803K0.02%+1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,248$800K0.04%+1813F-HRTimeline
LOWERY THOMAS, LLC1,240$794K0.39%+113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,234$791K0.01%013F-HRTimeline
Fort Sheridan Advisors LLC1,231$789K0.09%-3513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,230$788K0.01%+25713F-HRTimelineGroup
North Star Investment Management Corp.1,228$787K0.04%013F-HRTimeline
Smartleaf Asset Management LLC1,269$780K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,211$776K<0.01%+31413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,209$775K<0.01%+41213F-HRTimelineGroup
Zhang Financial LLC1,201$770K0.02%+49713F-HRTimeline
Camarda Financial Advisors, LLC1,200$769K0.23%new13F-HRTimeline
GoalVest Advisory LLC1,198$768K0.14%new13F-HRTimeline
Tyche Wealth Partners LLC1,191$763K0.11%013F-HRTimeline
Southland Equity Partners LLC1,191$763K0.13%new13F-HRTimeline
BIP Wealth, LLC1,183$758K0.02%+54913F-HRTimeline
Riverbend Wealth Management, LLC1,174$752K0.38%013F-HRTimeline
Milestone Asset Management Group, LLC1,163$745K0.38%013F-HRTimeline
Rosenberg Matthew Hamilton1,163$745K0.14%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,159$743K0.2%-22713F-HRTimeline
NATIXISin group Natixis Investment Managers1,157$741K<0.01%-48213F-HRTimelineGroup
Madrid Wealth Management, LLC1,156$741K0.49%-48013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,150$736K0.2%013F-HRTimeline
MWA Asset Management1,142$732K0.33%-13513F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,317$729K0.17%+7713F-HRTimeline
HBW ADVISORY SERVICES LLC1,137$729K0.07%+10713F-HRTimeline
Cornerstone Planning, LLC1,137$729K0.17%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,132$725K0.18%+49113F-HRTimeline
McKinley Carter Wealth Services, Inc.1,114$714K0.04%-15013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$711K0.02%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC1,100$705K0.23%new13F-HRTimeline
J. M. Brown & Associates Inc.1,099$704K0.4%13F-HRTimeline
First Interstate Bank1,097$703K0.04%-28513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,095$702K0.12%013F-HRTimeline
ABLE Financial Group, LLC1,092$700K0.12%013F-HRTimeline
S Harris Financial Group, LLC1,086$696K0.54%013F-HRTimeline
Accredited Investors Inc.1,081$692K0.03%+913F-HRTimeline
LRI Investments, LLC1,068$684K0.06%013F-HRTimeline
Asset One Wealth Management LLC1,226$681K0.07%-8013F-HRTimeline
Novak & Powell Financial Services, Inc.1,050$673K0.32%013F-HRTimeline
TruNorth Capital Management, LLC1,044$669K0.11%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL1,039$666K0.07%-7,61313F-HRTimeline
Grant Private Wealth Management Inc1,037$664K0.28%-6913F-HRTimeline
Arrowroot Family Office, LLC1,027$658K0.19%-7813F-HRTimeline
Keating Financial Advisory Services, In…1,027$658K0.09%013F-HRTimeline
Kathmere Capital Management, LLC1,022$655K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.1,021$654K0.27%013F-HRTimeline
PATTEN & PATTEN INC/TN1,015$650K0.03%-1013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,013$649K<0.01%+5613F-HRTimelineGroup
Calydon Capital1,012$649K0.1%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,006$645K0.14%+66013F-HRTimeline
Petix & Botte Co1,000$641K0.13%+50013F-HRTimeline
South Shore Capital Advisors1,000$641K0.43%new13F-HRTimeline
Cache Advisors, LLC1,000$641K0.05%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,000$641K0.27%+213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC999$640K0.02%+5513F-HRTimeline
Chicago Capital, LLC999$640K0.02%+6013F-HRTimeline
GK Wealth Management LLC999$640K0.39%new13F-HRTimeline
SAXON INTERESTS, INC.992$636K0.18%-9213F-HRTimeline
Clear Creek Financial Management, LLC992$636K0.04%-2613F-HRTimeline
Clare Market Investments LLC990$634K0.12%new13F-HRTimeline
Glenview Trust Co987$632K0.01%-5013F-HR/ATimeline
Aptus Capital Advisors, LLC985$631K<0.01%+76313F-HRTimeline
Modera Wealth Management, LLC981$628K0.01%+213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.967$619K0.08%013F-HR/ATimeline
Certified Advisory Corp963$617K0.05%-1813F-HRTimeline
Cambria Investment Management, L.P.959$614K0.03%new13F-HRTimeline
Empowered Funds, LLC959$614K<0.01%new13F-HRTimeline
Dale Q Rice Investment Management Ltd959$614K0.33%013F-HRTimeline
Balboa Wealth Partners959$614K0.08%+2013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC936$600K<0.01%-4,86813F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT930$596K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC923$591K0.02%013F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP917$588K<0.01%new13F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.916$587K0.21%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp915$586K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC913$585K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.913$585K0.07%+3913F-HRTimeline
Signal Advisors Wealth, LLC912$584K0.03%013F-HRTimeline
Empirical Asset Management, LLC911$584K0.13%+20213F-HRTimeline
Rice Partnership, LLC902$578K0.07%-1513F-HRTimeline
Samara Investment Management, LLC900$577K0.53%013F-HRTimeline
PHILADELPHIA TRUST CO899$576K0.04%013F-HRTimeline
Strategic Financial Concepts, LLC898$575K0.17%-87713F-HRTimeline
Integrated Advisors Network LLC890$571K0.03%+19113F-HRTimeline
REGATTA CAPITAL GROUP, LLC890$570K0.08%+17613F-HRTimeline
PRIVATE TRUST CO NA887$568K0.05%-10113F-HRTimeline
Summa Corp.1,120$565K0.18%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC957$556K0.2%+1013F-HRTimeline
Heartwood Wealth Advisors LLC866$555K0.04%+2313F-HRTimeline
Bigelow Investment Advisors, LLC864$554K0.2%+8313F-HRTimeline
FSM Wealth Advisors, LLC864$554K0.06%new13F-HRTimeline
CALTON & ASSOCIATES, INC.860$551K0.08%-53013F-HRTimeline
Three Cord True Wealth Management, LLC857$549K0.26%+6213F-HRTimeline
Waldron Private Wealth LLC857$549K0.02%-15713F-HRTimeline
Blue Trust, Inc.853$547K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC850$544K0.04%-73013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …849$544K<0.01%-13613F-HRTimelineGroup
Institute for Wealth Management, LLC.848$543K0.05%+2513F-HRTimeline
Davis Investment Partners, LLC847$543K0.17%013F-HRTimeline
Icon Wealth Advisors, LLC843$540K0.03%+1613F-HRTimeline
XML Financial, LLC833$534K0.04%-39313F-HRTimeline
Outlook Wealth Advisors, LLC828$531K0.11%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…826$529K0.01%+1013F-HRTimelineGroup
First Financial Group Corp824$528K0.38%-1013F-HRTimeline
KTF INVESTMENTS, LLC824$528K0.05%013F-HRTimeline
TAGStone Capital, Inc.820$525K0.17%013F-HRTimeline
Warren Street Wealth Advisors, LLC813$521K0.12%-4613F-HRTimeline
Williams Jones Wealth Management, LLC.813$521K0.01%-1213F-HRTimeline
JB Capital LLC812$520K0.02%-713F-HRTimeline
Goelzer Investment Management, Inc.807$517K0.02%-4613F-HRTimeline
Fielder Capital Group LLC804$515K0.11%013F-HRTimeline
Sculati Wealth Management, LLC983$513K0.17%013F-HRTimeline
Kingdom Financial Group LLC.798$511K0.13%-26413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…796$510K0.34%-313F-HRTimeline
Inscription Capital, LLC795$509K0.05%new13F-HRTimeline
Ariadne Wealth Management, LP795$509K0.23%013F-HRTimeline
Capital Investment Advisors, LLC792$508K0.01%-84313F-HRTimeline
MSH Capital Advisors LLC791$507K0.09%new13F-HRTimeline
SWEENEY & MICHEL, LLC932$506K0.13%-10013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC790$506K0.01%013F-HRTimeline
Almanack Investment Partners, LLC.787$504K0.06%+11113F-HRTimeline
BCS Wealth Management785$503K0.09%-6313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC780$499K0.01%+40313F-HRTimelineGroup
Interchange Capital Partners, LLC774$496K0.09%-57513F-HRTimeline
Hyposwiss Advisors SA774$496K0.47%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.773$495K0.02%-68113F-HRTimelineGroup
Main Street Research LLC771$494K0.02%013F-HRTimeline
Xcelsior Advisor Partners LLC770$494K0.07%new13F-HRTimeline
Astoria Portfolio Advisors LLC.768$492K0.08%+5813F-HRTimeline
Oxler Private Wealth LLC767$492K0.14%new13F-HRTimeline
HCR Wealth Advisors760$487K0.04%+813F-HRTimeline
Carrera Capital Advisors760$487K0.07%+113F-HRTimeline
Huntleigh Advisors, Inc.759$486K0.07%new13F-HRTimeline
Kelly Financial Services LLC756$484K0.1%-3413F-HRTimeline
STOCK YARDS BANK & TRUST CO756$484K0.01%-1513F-HR/ATimeline
Accelerate Investment Advisors LLC755$484K0.28%new13F-HRTimeline
LEUTHOLD GROUP, LLC754$483K0.05%new13F-HRTimeline
Southeast Asset Advisors, LLC754$483K0.05%+913F-HRTimeline
FOCUS Wealth Advisors, LLC753$482K0.22%013F-HRTimeline
Park Place Capital Corp752$482K0.08%-3013F-HRTimeline
CENTRAL TRUST Co750$481K0.01%+23413F-HRTimeline
WILKINS INVESTMENT COUNSEL INC750$481K0.06%013F-HRTimeline
Commerce Advisors, LLC750$481K0.26%013F-HRTimeline
Cresta Advisors, Ltd.726$465K0.17%013F-HRTimeline
Clarus Group, Inc.725$465K0.16%-11013F-HRTimeline
Cornerstone Wealth Group, LLC724$464K0.03%+2713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC723$463K0.26%013F-HRTimeline
Detalus Advisors, LLC717$460K0.09%-20013F-HRTimeline
W1M Asset Management Ltd712$456K<0.01%new13F-HRTimeline
Secure Asset Management, LLC709$454K0.06%new13F-HRTimeline
ProVise Management Group, LLC704$451K0.03%-613F-HRTimeline
Round Rock Advisors LLC703$450K0.06%+2213F-HRTimeline
Keebeck Wealth Management690$442K0.04%013F-HRTimeline
Wagner Wealth Management, Corp690$442K0.36%-1,11013F-HRTimeline
Appalachian Capital Management Ltd689$442K0.32%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC685$439K1.01%013F-HRTimeline
Fortis Capital Advisors, LLC685$439K0.05%+213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC683$438K0.02%013F-HRTimeline
Darden Wealth Group Inc683$438K0.17%013F-HRTimeline
HF Advisory Group, LLC682$437K0.14%-13013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC680$436K0.02%+12513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP676$433K<0.01%new13F-HRTimelineGroup
Journey Advisory Group, LLC675$433K0.03%-4513F-HRTimeline
Compound Planning, Inc.672$431K0.01%new13F-HRTimeline
Blackston Financial Advisory Group, LLC670$429K0.24%new13F-HRTimeline
New Insight Wealth Advisors670$429K0.13%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS646$428K0.04%new13F-HRTimeline
J.Safra Asset Management Corp665$426K0.02%013F-HRTimeline
Brooklyn FI, LLC767$426K0.08%013F-HRTimeline
GenTrust, LLC660$423K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC660$423K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC657$421K0.02%013F-HRTimelineGroup