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Disclosery

SOXX ISHARES TR

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COM (fund)

710 managers (720 13F filers) reported a position in SOXX shares at 2025-03-31, 24,391,212 shares in all. 61 filers opened a position and 101 filers sold out during the quarter.

Managers
710
13F filers
720
New
61
Added
264
Reduced
262
Sold out
101
Shares held by filers
24,391,212

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
IAG Wealth Partners, LLC342$64.4K0.01%+13313F-HRTimeline
MATHER GROUP, LLC.338$63.6K<0.01%-3313F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$62K0.01%+3513F-HRTimeline
Advanced Asset Management Advisors Inc310$58.4K0.02%013F-HRTimeline
WASHINGTON TRUST Co309$58.1K<0.01%013F-HRTimeline
Fortitude Family Office, LLC306$57.6K0.02%013F-HRTimeline
Spectrum Wealth Counsel, LLC300$56.5K0.01%-5713F-HRTimeline
Creekmur Asset Management LLC273$51.4K0.01%-2413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC251$47.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.254$47K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…249$46.9K<0.01%-1713F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC243$45.7K0.02%+13813F-HRTimeline
Parkside Financial Bank & Trust240$45.2K0.01%new13F-HRTimeline
Clearstead Advisors, LLC216$40.6K<0.01%+15013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.214$40.3K0.02%-7013F-HRTimeline
Hamilton Point Investment Advisors, LLC213$40.1K0.01%013F-HRTimeline
EPG Wealth Management LLC210$39.5K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.210$39.5K0.03%+7013F-HRTimeline
AMERIFLEX GROUP, INC.198$37.3K0.02%new13F-HRTimeline
GAMMA Investing LLC186$35K<0.01%013F-HR/ATimeline
Robinswood Financial LLC180$34K0.01%013F-HRTimeline
Tortoise Investment Management, LLC177$33.3K<0.01%013F-HR/ATimeline
Morse Asset Management, Inc177$33.3K0.01%-213F-HRTimeline
Tradewinds Capital Management, LLC162$30.5K0.01%+15613F-HRTimeline
Truvestments Capital LLC162$30.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…161$30.3K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC157$29.5K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO156$29.4K<0.01%-95113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC154$29K0.01%-4713F-HRTimeline
BOK Financial Private Wealth, Inc.150$28.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC150$28.2K<0.01%13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$26.5K0Timeline
Allianz SEin group Allianz SE128$24.1K<0.01%+9013F-HRTimelineGroup
Morling Financial Advisors, LLC126$23.7K0.01%013F-HRTimeline
Compass Financial Services Inc116$21.8K0.01%013F-HRTimeline
SJS Investment Consulting Inc.112$21K<0.01%+613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…111$20.9K0.01%013F-HRTimelineGroup
Blue Trust, Inc.111$20.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT110$20.6K<0.01%013F-HRTimeline
Copia Wealth Management108$20.3K0.02%013F-HRTimeline
Garde Capital, Inc.107$20.2K<0.01%new13F-HRTimeline
HM PAYSON & CO106$19.9K<0.01%+6313F-HRTimeline
BOKF, NAin group BOKF, NA105$19.8K<0.01%013F-HRTimelineGroup
Biltmore Family Office, LLC100$18.8K<0.01%-8013F-HRTimeline
Glen Eagle Advisors, LLC98$18.5K<0.01%-713F-HRTimeline
Transce3nd, LLC96$18.1K0.01%-8013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$17.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC90$16.9K0.01%013F-HRTimeline
Dogwood Wealth Management LLC85$16K0.01%013F-HRTimeline
SYM FINANCIAL Corp83$15.6K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC78$14.7K<0.01%-3013F-HRTimeline
Rise Advisors, LLC78$14.7K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC75$14.1K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC75$14.1K<0.01%013F-HRTimeline
First PREMIER Bank75$14K<0.01%013F-HRTimeline
American Capital Advisory, LLC72$13.5K0.01%013F-HRTimeline
Integrity Financial Corp /WA72$13.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.67$12.6K0.01%013F-HRTimeline
Realta Investment Advisors61$11.5K0.01%new13F-HRTimeline
Aspect Partners, LLC61$11.5K0.01%013F-HRTimeline
Heritage Wealth Advisors60$11.3K<0.01%013F-HRTimeline
Joseph Group Capital Management60$11.3K<0.01%new13F-HRTimeline
Gould Capital, LLC58$10.9K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL57$10.8K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\55$10.3K<0.01%new13F-HRTimelineGroup
Bullock Wealth Management Group45$8.47K<0.01%013F-HRTimeline
Coston, McIsaac & Partners47$8K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK42$7.95K<0.01%-2,23713F-HRTimelineGroup
Aptus Capital Advisors, LLC42$7.91K<0.01%-37113F-HRTimeline
Kiker Wealth Management, LLC40$7.53K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc34$7.36K<0.01%013F-HRTimeline
CVA Family Office, LLC39$7.34K<0.01%013F-HRTimeline
CX Institutional36$7K<0.01%new13F-HRTimeline
Nemes Rush Group LLC37$6.96K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC30$6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$5.64K<0.01%013F-HRTimeline
New Millennium Group LLC29$5.46K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$5.46K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$5.3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC28$5.27K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC27$5.08K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC24$5K<0.01%013F-HRTimeline
Field & Main Bank24$4.52K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC22$4.14K<0.01%013F-HRTimeline
Bollard Group LLC23$4K<0.01%013F-HRTimeline
Sawyer & Company, Inc21$4K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21$3.96K<0.01%+313F-HRTimeline
WealthShield Partners, LLC20$3.77K<0.01%new13F-HRTimeline
Asset Dedication, LLC20$3.76K<0.01%013F-HRTimeline
Larson Financial Group LLC18$3.39K<0.01%013F-HRTimeline
Abound Wealth Management17$3.27K<0.01%+513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$3.08K0.01%new13F-HRTimeline
Noble Wealth Management PBC15$2.82K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13$2.46K<0.01%+1013F-HRTimeline
Winch Advisory Services, LLC12$2.26K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC9$1.73K<0.01%-3113F-HRTimeline
Hexagon Capital Partners LLC9$1.69K<0.01%new13F-HRTimeline
Crews Bank & Trust9$1.69K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.13K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5$1K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC5$941<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$941<0.01%13F-HRTimelineGroup
Prudent Man Investment Management, Inc.4$862<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4$668<0.01%new13F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC188$6510.6%13F-HRTimeline
West Branch Capital LLC3$576<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3$565<0.01%-30013F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$377<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.1$188<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-60213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.