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Disclosery

SOXX ISHARES TR

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COM (fund)

755 managers (766 13F filers) reported a position in SOXX shares at 2024-12-31, 28,225,579 shares in all. 66 filers opened a position and 79 filers sold out during the quarter.

Managers
755
13F filers
766
New
66
Added
280
Reduced
242
Sold out
79
Shares held by filers
28,225,579

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ARMSTRONG ADVISORY GROUP, INC906$195K0.02%013F-HRTimeline
Rice Partnership, LLC902$194K0.04%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC807$174K0.01%+31813F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC800$172K0.13%+113F-HRTimeline
Olistico Wealth, LLC788$170K0.1%+113F-HRTimeline
Union Bancaire Privee, UBP SA750$163K<0.01%13F-HR/ATimeline
Founders Financial Alliance, LLC729$157K0.04%+113F-HRTimeline
Qube Research & Technologies Ltd714$154K<0.01%+44713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP696$150K0.04%-14913F-HRTimeline
EASTERN BANK693$149K<0.01%+19513F-HRTimeline
TruNorth Capital Management, LLC671$145K0.04%013F-HRTimeline
Beacon Capital Management, LLC668$144K0.02%-9613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…602$142K0.01%-30113F-HRTimeline
NFSG Corp649$140K0.04%new13F-HRTimeline
CENTRAL TRUST Co645$139K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC630$136K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.600$129K0.01%013F-HRTimeline
SIGNATUREFD, LLC595$128K<0.01%+4413F-HRTimeline
AdvisorNet Financial, Inc590$127K0.01%-3013F-HRTimeline
PRIVATE TRUST CO NA553$119K0.01%-12013F-HRTimeline
Silicon Valley Capital Partners553$119K0.01%+113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.553$119K0.1%013F-HRTimeline
Stelac Advisory Services LLC546$118K0.05%-19513F-HRTimeline
Tacita Capital Inc540$116K0.08%013F-HRTimeline
CoreCap Advisors, LLC531$114K0.01%-10213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC530$114K0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC527$114K<0.01%+20313F-HRTimelineGroup
Archer Investment Corp521$112K0.03%+113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …456$112K0.01%new13F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.510$110K0.1%13F-HRTimeline
Safe Harbor Fiduciary, LLC500$108K0.11%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC476$103K0.13%013F-HRTimeline
FAS Wealth Partners, Inc.471$101K0.01%013F-HRTimeline
Parallel Advisors, LLC466$100K<0.01%+8113F-HRTimeline
Global Wealth Strategies & Associates460$99.1K0.03%+2013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…452$97.4K0.01%+17013F-HRTimelineGroup
Signature Resources Capital Management,…450$97K0.09%013F-HRTimeline
Aptus Capital Advisors, LLC413$89K<0.01%+17013F-HRTimeline
JTC Employer Solutions Trustee Ltd400$87K0.01%013F-HRTimeline
TRUST CO OF VERMONT400$86.2K<0.01%013F-HRTimeline
KIECKHEFER GROUP LLC399$86K0.05%13F-HRTimeline
Wilmington Savings Fund Society, FSB399$85.9K<0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC395$85.1K0.02%013F-HRTimeline
WINTRUST INVESTMENTS LLC374$80K0.07%+21013F-HRTimeline
MATHER GROUP, LLC.371$79.9K<0.01%-3813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS361$77.8K0.03%013F-HRTimeline
Spectrum Wealth Counsel, LLC357$76.9K0.01%013F-HRTimeline
Powell Investment Advisors, LLC350$75.4K0.03%new13F-HRTimeline
Canton Hathaway, LLC348$75K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC348$75K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Asset Management, LLCin group Synergy Asset Management, LLC306$70.6K0.01%new13F-HRTimelineGroup
Advanced Asset Management Advisors Inc310$66.8K0.02%+213F-HRTimeline
WASHINGTON TRUST Co309$66.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC306$65.9K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…303$65.3K<0.01%-1213F-HRTimelineGroup
Cordant, Inc.300$64.6K0.03%new13F-HRTimeline
Ransom Advisory, Ltd300$64.6K0.03%013F-HRTimeline
Creekmur Asset Management LLC297$64K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC298$64K0.01%+24713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.284$61.2K0.04%013F-HRTimeline
Provident Wealth Management, LLC283$61K0.02%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.272$58.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…266$57.3K<0.01%+22513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC251$54.1K0.01%+2313F-HRTimeline
Roxbury Financial LLC248$53.5K0.05%13F-HRTimeline
HOWE & RUSLING INC218$47K<0.01%-12513F-HRTimeline
Hamilton Point Investment Advisors, LLC213$45.9K0.01%013F-HRTimeline
EPG Wealth Management LLC210$45.3K0.01%013F-HRTimeline
IAG Wealth Partners, LLC209$45K0.01%-13013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC201$43.3K0.01%013F-HRTimeline
AlphaMark Advisors, LLC195$42K0.02%new13F-HRTimeline
GAMMA Investing LLC186$40.1K<0.01%013F-HRTimeline
Robinswood Financial LLC180$38.9K0.01%013F-HRTimeline
Biltmore Family Office, LLC180$38.8K0.01%-5013F-HRTimeline
Morse Asset Management, Inc179$38.6K0.01%-513F-HRTimeline
Tortoise Investment Management, LLC177$38.1K<0.01%013F-HR/ATimeline
Transce3nd, LLC176$37.9K0.01%13F-HRTimeline
Truvestments Capital LLC162$34.9K0.01%+1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…161$34.7K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.150$32.3K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$30.4KnewTimeline
Hopwood Financial Services, Inc.140$30.2K0.02%13F-HRTimeline
Morling Financial Advisors, LLC126$27.2K0.01%013F-HRTimeline
Compass Financial Services Inc116$25K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…111$23.9K0.01%+4113F-HRTimelineGroup
Blue Trust, Inc.111$23.9K<0.01%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT110$23.6K<0.01%-5713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC108$23.3K<0.01%013F-HRTimeline
Copia Wealth Management108$23.3K0.02%13F-HRTimeline
BOKF, NAin group BOKF, NA105$22.9K<0.01%-513F-HRTimelineGroup
SJS Investment Consulting Inc.106$22.8K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC105$22.7K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC105$22.6K0.01%+4413F-HRTimeline
Global Trust Asset Management, LLC100$21.5K0.01%-1813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$19.8K0.01%-1013F-HRTimeline
VSM Wealth Advisory, LLC90$19.4K0.01%13F-HRTimeline
Dogwood Wealth Management LLC85$18.3K0.01%013F-HRTimeline
BIRCHBROOK, INC.84$18.1K0.01%new13F-HRTimeline
SYM FINANCIAL Corp83$17.9K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$16.2K<0.01%13F-HRTimeline
First PREMIER Bank75$16K<0.01%013F-HRTimeline
American Capital Advisory, LLC72$15.5K0.01%013F-HRTimeline
Integrity Financial Corp /WA72$15.4K0.01%-13513F-HRTimeline
CARDIFF PARK ADVISORS, LLC67$14.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.67$14.4K0.01%-4613F-HRTimeline
Clearstead Advisors, LLC66$14.2K<0.01%-5513F-HRTimeline
UMB Bank, n.a.65$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.61$13.1K<0.01%new13F-HRTimeline
Aspect Partners, LLC61$13.1K0.01%013F-HRTimeline
Heritage Wealth Advisors60$12.9K<0.01%-4013F-HRTimeline
Gould Capital, LLC58$12.5K0.01%-513F-HRTimeline
Financial Life Planners53$11.5K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC48$10.4K<0.01%013F-HRTimeline
Coston, McIsaac & Partners47$10K<0.01%013F-HRTimeline
Element Wealth, LLC45$9.7K0.01%013F-HRTimeline
Bullock Wealth Management Group45$9.7K0.01%013F-HRTimeline
HM PAYSON & CO43$9.27K<0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.44$9K0.03%new13F-HRTimeline
Painted Porch Advisors LLC40$8.62K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC40$8.62K0.01%13F-HRTimeline
CVA Family Office, LLC39$8.4K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE38$8.19K<0.01%+1413F-HRTimelineGroup
Nemes Rush Group LLC37$7.97K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc34$7.36K<0.01%-3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cassady Schiller Wealth Management, LLC33$7.12K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$6.46K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$6.25K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC29$6.25K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division29$6.25K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$6.06K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC30$6K<0.01%013F-HRTimeline
WHITTIER TRUST CO27$5.82K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC27$5.82K<0.01%new13F-HRTimeline
Field & Main Bank24$5.17K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC24$5K<0.01%013F-HRTimeline
Bollard Group LLC23$5K<0.01%013F-HRTimeline
Sawyer & Company, Inc21$5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC22$4.74K<0.01%013F-HRTimeline
Asset Dedication, LLC20$4.31K<0.01%013F-HRTimeline
Larson Financial Group LLC18$3.88K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18$3.88K<0.01%013F-HRTimeline
Noble Wealth Management PBC15$3.23K<0.01%13F-HRTimeline
Abound Wealth Management12$2.59K<0.01%013F-HRTimeline
Crews Bank & Trust9$1.94K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …8$1.72K<0.01%+313F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.6$1.29K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC6$1.29K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC6$1.29K<0.01%-1213F-HRTimeline
Horizon Investments, LLC4$862<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.4$862<0.01%13F-HRTimeline
West Branch Capital LLC3$659<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3$657<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1$215<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Briaud Financial Planning Inc0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.