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Disclosery

SOXX ISHARES TR

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COM (fund)

742 managers (750 13F filers) reported a position in SOXX shares at 2025-06-30, 30,907,514 shares in all. 100 filers opened a position and 68 filers sold out during the quarter.

Managers
742
13F filers
750
New
100
Added
253
Reduced
263
Sold out
68
Shares held by filers
30,907,514

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Founders Financial Alliance, LLC699$167K0.04%+113F-HRTimeline
Larson Financial Group LLC678$162K0.01%+66013F-HRTimeline
AlphaCore Capital LLC674$161K0.01%new13F-HRTimeline
J.Safra Asset Management Corp665$159K0.01%new13F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC660$158K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.659$157K<0.01%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC657$157K0.01%-15013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.636$152K<0.01%+3813F-HRTimelineGroup
OAKWORTH CAPITAL, INC.600$143K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC600$143K0.01%+113F-HRTimeline
Silicon Valley Capital Partners549$131K0.01%-513F-HRTimeline
Tacita Capital Inc540$129K0.08%013F-HRTimeline
EASTERN BANK538$128K<0.01%+4013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP677$127K0.05%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC530$127K0.07%013F-HRTimeline
Archer Investment Corp521$124K0.03%013F-HRTimeline
Parallel Advisors, LLC513$122K<0.01%+11713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501$120K<0.01%new13F-HRTimelineGroup
Safe Harbor Fiduciary, LLC500$119K0.11%013F-HRTimeline
CENTRAL TRUST Co496$118K<0.01%-16213F-HRTimeline
Provident Wealth Management, LLC496$118K0.04%-4113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…490$117K0.01%+2113F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC476$114K0.14%013F-HRTimeline
FAS Wealth Partners, Inc.470$112K0.01%-113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/450$107K0.01%new13F-HRTimeline
Signature Resources Capital Management,…450$107K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC445$106K0.01%-46113F-HRTimeline
Morling Financial Advisors, LLC413$98.6K0.03%+28713F-HRTimeline
Wilmington Savings Fund Society, FSB400$95.5K<0.01%+113F-HRTimeline
TRUST CO OF VERMONT400$95.5K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd400$95K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC395$94.3K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC376$90K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC366$87.4K0.06%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS361$86.2K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC348$83.1K<0.01%013F-HR/ATimeline
Canton Hathaway, LLC348$83K0.02%013F-HRTimeline
IAG Wealth Partners, LLC342$81.7K0.01%013F-HRTimeline
NFSG Corp338$80.7K0.01%-11013F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$79K0.01%013F-HRTimeline
Roxbury Financial LLC327$78K0.08%+1413F-HRTimeline
Advanced Asset Management Advisors Inc311$74.2K0.02%+113F-HRTimeline
Fortitude Family Office, LLC306$73K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.309$73K0.01%+5513F-HRTimeline
Clearstead Advisors, LLC302$72.1K<0.01%+8613F-HRTimeline
Creekmur Asset Management LLC273$65.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc263$62.8K<0.01%-10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC261$62.3K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC252$60.1K0.01%+113F-HRTimeline
Compagnie Lombard Odier SCmA247$59K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust240$57.3K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC223$53.2K<0.01%+18113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.214$51.1K0.03%013F-HRTimeline
Hamilton Point Investment Advisors, LLC213$50.8K0.01%013F-HRTimeline
EPG Wealth Management LLC210$50.1K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.210$50.1K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.198$47.3K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…192$45.8K<0.01%-5713F-HRTimelineGroup
GAMMA Investing LLC186$44.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC177$42.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC174$41.6K0.01%-27613F-HRTimeline
Morse Asset Management, Inc167$39.9K0.01%-1013F-HRTimeline
Tradewinds Capital Management, LLC162$38.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…161$38.4K<0.01%013F-HRTimeline
Crews Bank & Trust159$38K0.01%+15013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO156$37.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC152$36.3K<0.01%-52413F-HRTimeline
BOK Financial Private Wealth, Inc.150$35.8K<0.01%013F-HRTimeline
Truvestments Capital LLC150$35.8K0.01%-1213F-HRTimeline
Private Wealth Asset Management, LLC150$35.8K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$33.7K0Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.135$32.2K<0.01%new13F-HRTimelineGroup
GFG Capital, LLC135$32.2K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT133$31.7K<0.01%+2313F-HRTimeline
Allianz SEin group Allianz SE128$30.6K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc116$27.7K0.01%013F-HRTimeline
SJS Investment Consulting Inc.112$26.7K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…111$26.5K0.01%013F-HRTimelineGroup
Blue Trust, Inc.111$26.5K<0.01%013F-HRTimeline
Copia Wealth Management108$25.8K0.02%013F-HRTimeline
Garde Capital, Inc.107$25.6K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC107$25.5K0.01%-5013F-HRTimeline
BOKF, NAin group BOKF, NA105$25.1K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC100$23.9K<0.01%new13F-HRTimeline
Transce3nd, LLC96$22.9K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB95$22.7K<0.01%new13F-HRTimeline
HM PAYSON & CO91$21.7K<0.01%-1513F-HRTimeline
VSM Wealth Advisory, LLC90$21.5K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88$21K<0.01%+1013F-HRTimeline
SYM FINANCIAL Corp83$19.9K<0.01%013F-HRTimeline
Rise Advisors, LLC78$18.7K0.01%013F-HRTimeline
First PREMIER Bank75$18K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC75$17.9K0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$17.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC72$17.2K0.01%013F-HRTimeline
Integrity Financial Corp /WA72$17.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.67$16K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK63$15K<0.01%+2113F-HRTimelineGroup
Joseph Group Capital Management60$14.3K<0.01%013F-HR/ATimeline
Gould Capital, LLC59$14.1K0.01%+113F-HRTimeline
Sawyer & Company, Inc21$13.5K<0.01%013F-HR/ATimeline
Biltmore Family Office, LLC50$11.9K<0.01%-5013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.50$11.9K0.01%13F-HRTimeline
Coston, McIsaac & Partners47$11K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.42$10K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC42$10K<0.01%-5013F-HRTimeline
Kiker Wealth Management, LLC40$9.55K0.01%013F-HRTimeline
CVA Family Office, LLC39$9.31K<0.01%013F-HRTimeline
Nemes Rush Group LLC37$8.83K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33$7.88K<0.01%-19,84813F-HRTimelineGroup
Princeton Global Asset Management LLC30$7.16K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC30$7K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$6.92K<0.01%new13F-HRTimelineGroup
New Millennium Group LLC29$6.92K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$6.92K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$6.74K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC24$6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21$5.03K<0.01%013F-HRTimeline
Bollard Group LLC23$5K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20$4.77K<0.01%-3513F-HRTimelineGroup
Asset Dedication, LLC20$4.77K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp19$4.54K<0.01%new13F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …16$3.91K0.01%013F-HRTimeline
Realta Investment Advisors15$3.59K<0.01%-4613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13$3.12K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC13$3.1K<0.01%-34013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.13$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winch Advisory Services, LLC12$2.87K<0.01%013F-HRTimeline
Abound Wealth Management12$2.87K<0.01%-513F-HRTimeline
Aventura Private Wealth, LLC12$2.86K<0.01%-1513F-HRTimeline
Glen Eagle Advisors, LLC8$1.94K<0.01%-9013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7$1.67K<0.01%-23613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.43K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5$1K<0.01%013F-HRTimelineGroup
Aspect Partners, LLC4$955<0.01%-5713F-HRTimeline
Prudent Man Investment Management, Inc.4$862<0.01%013F-HRTimeline
West Branch Capital LLC3$649<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$636<0.01%-113F-HR/ATimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$478<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$239<0.01%13F-HRTimelineGroup
WEST PACES ADVISORS INC.1$239<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.