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Disclosery

SOXX ISHARES TR

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COM (fund)

776 managers (785 13F filers) reported a position in SOXX shares at 2025-09-30, 25,116,114 shares in all. 95 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
785
New
95
Added
260
Reduced
256
Sold out
56
Shares held by filers
25,116,114

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BCS Wealth Management849$230K0.05%-613F-HRTimeline
Secure Asset Management, LLC833$230K0.04%new13F-HRTimeline
Ariadne Wealth Management, LP795$230K0.1%013F-HRTimeline
Clarus Group, Inc.835$226K0.08%new13F-HRTimeline
Physician Wealth Advisors, Inc.834$226K0.03%-313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC833$226K0.01%-19413F-HRTimeline
DAVENPORT & Co LLC826$224K<0.01%-10013F-HRTimeline
Institute for Wealth Management, LLC.822$223K0.02%new13F-HRTimeline
GK Wealth Management LLC813$220K0.16%new13F-HRTimeline
Acropolis Investment Management, LLC923$220K0.01%new13F-HRTimeline
Heritage Family Offices, LLP811$220K0.1%new13F-HRTimeline
VestGen Advisors, LLC807$219K0.01%new13F-HRTimeline
Warren Street Wealth Advisors, LLC800$217K0.07%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…797$216K0.01%new13F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.790$214K0.1%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC787$213K0.07%new13F-HRTimeline
Olistico Wealth, LLC785$213K0.11%-413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC783$212K<0.01%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…780$211K0.08%new13F-HRTimelineGroup
Milestone Asset Management Group, LLC773$210K0.13%new13F-HRTimeline
Main Street Research LLC771$209K0.01%new13F-HRTimeline
Brooklyn FI, LLC767$208K0.05%new13F-HRTimeline
Round Rock Advisors LLC765$207K0.03%new13F-HRTimeline
Betterment LLC757$205K<0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC755$205K0.02%new13F-HRTimeline
FOCUS Wealth Advisors, LLC753$204K0.1%new13F-HRTimeline
HCR Wealth Advisors723$204K0.02%new13F-HRTimeline
WILKINS INVESTMENT COUNSEL INC750$203K0.03%new13F-HRTimeline
JB Capital LLC745$202K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…741$201K0.01%+25113F-HRTimelineGroup
BASSO CAPITAL MANAGEMENT, L.P.739$200K0.13%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC721$196K0.14%-8213F-HRTimeline
Founders Financial Alliance, LLC702$190K0.04%+313F-HRTimeline
AlphaCore Capital LLC674$183K0.01%013F-HRTimeline
J.Safra Asset Management Corp665$180K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC660$179K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC657$178K0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.645$175K0.02%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC625$169K0.06%-37113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.617$167K0.11%new13F-HRTimeline
SIGNATUREFD, LLC607$164K<0.01%-14213F-HRTimeline
CENTAURUS FINANCIAL, INC.602$163K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.600$163K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC600$163K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.593$161K<0.01%-4313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC562$152K0.05%new13F-HRTimeline
Silicon Valley Capital Partners550$149K0.01%+113F-HRTimeline
Tacita Capital Inc540$146K0.09%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC530$144K0.08%013F-HRTimeline
Archer Investment Corp521$141K0.03%013F-HRTimeline
CENTRAL TRUST Co505$137K<0.01%+913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501$136K<0.01%013F-HRTimelineGroup
EASTERN BANK498$135K<0.01%-4013F-HRTimeline
Provident Wealth Management, LLC496$134K0.04%013F-HRTimeline
Parallel Advisors, LLC488$132K<0.01%-2513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC476$129K0.17%013F-HRTimeline
Root Financial Partners, LLC453$123K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/450$122K0.01%013F-HRTimeline
Signature Resources Capital Management,…450$122K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC445$121K0.01%013F-HRTimeline
WFA of San Diego, LLC426$115K0.08%+6013F-HRTimeline
TRUST CO OF VERMONT400$108K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd400$108K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC395$107K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.380$103K0.01%-9013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC376$102K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS361$97.9K0.04%013F-HRTimeline
IAG Wealth Partners, LLC351$95.1K0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.349$94.7K0.01%+4013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC348$94.3K<0.01%013F-HRTimeline
Canton Hathaway, LLC348$94K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL343$93.1K0.02%-1,12713F-HRTimeline
NFSG Corp339$91.8K0.01%+113F-HRTimeline
MATHER GROUP, LLC.338$91.6K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$90K0.01%013F-HRTimeline
Roxbury Financial LLC327$88.6K0.08%013F-HRTimeline
Advanced Asset Management Advisors Inc311$84.4K0.02%013F-HRTimeline
Fortitude Family Office, LLC306$83K0.02%013F-HRTimeline
Clearstead Advisors, LLC302$81.9K<0.01%013F-HRTimeline
Wallace Hart LLC278$75.4K0.06%new13F-HRTimeline
Creekmur Asset Management LLC273$74K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC261$73.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc263$71.3K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC252$68.4K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA247$67K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust240$65.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC234$63.4K<0.01%+1113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.214$58K0.03%013F-HRTimeline
Hamilton Point Investment Advisors, LLC213$57.7K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.210$56.9K0.04%013F-HRTimeline
EPG Wealth Management LLC210$56.9K0.02%013F-HRTimeline
Guerra Advisors Inc209$56.5K0.02%new13F-HRTimeline
CX Institutional197$53K<0.01%-1,71313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…192$52.1K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC186$50.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC177$48K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…175$47.5K<0.01%-63913F-HRTimelineGroup
Morse Asset Management, Inc167$45.3K0.01%013F-HRTimeline
HM PAYSON & CO166$45.1K<0.01%+7513F-HRTimeline
Tradewinds Capital Management, LLC162$43.9K0.01%013F-HRTimeline
Crews Bank & Trust159$43.1K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO156$42.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.155$42K<0.01%+4413F-HRTimeline
BOK Financial Private Wealth, Inc.150$40.7K<0.01%013F-HRTimeline
Truvestments Capital LLC150$40.7K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC150$40.7K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.2,450$39.2K0.01%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$38.2K0Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.135$36.6K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT133$36.1K<0.01%013F-HRTimeline
Strategic Advocates LLC131$35.4K0.01%new13F-HRTimeline
Allianz SEin group Allianz SE128$34.7K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC127$34.4K<0.01%new13F-HRTimeline
Compass Financial Services Inc116$31.4K0.01%013F-HRTimeline
SJS Investment Consulting Inc.112$30.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC100$27.1K<0.01%013F-HRTimeline
Copia Wealth Management96$26K0.02%-1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB95$25.8K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…91$24.7K0.03%new13F-HRTimeline
VSM Wealth Advisory, LLC90$24.4K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88$23.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp83$22.6K<0.01%013F-HRTimeline
Glassman Wealth Services81$22K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK80$21.8K<0.01%+1713F-HRTimelineGroup
Abound Wealth Management78$21.2K0.01%+6613F-HRTimeline
Morton Brown Family Wealth, LLC75$20.3K0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$20.3K<0.01%013F-HRTimeline
First PREMIER Bank75$20K<0.01%013F-HRTimeline
Integrity Financial Corp /WA72$19.5K0.01%013F-HRTimeline
American Capital Advisory, LLC72$19.5K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC71$19.3K0.01%new13F-HRTimeline
ORG Partners LLC65$17.6K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.62$16.8K<0.01%new13F-HRTimeline
Realta Investment Advisors61$16.7K0.01%+4613F-HRTimeline
Gould Capital, LLC50$13.6K0.01%-913F-HRTimeline
Biltmore Family Office, LLC50$13.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.50$13.6K0.01%013F-HR/ATimeline
Perkins Coie Trust Co46$12.5K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners47$12K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC40$10.8K0.01%013F-HRTimeline
CVA Family Office, LLC39$10.6K<0.01%013F-HRTimeline
New Millennium Group LLC38$10.3K<0.01%+913F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC37$10K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.37$10K0.01%-3013F-HRTimeline
Nemes Rush Group LLC37$10K<0.01%013F-HRTimeline
Financial Life Planners36$9.87K0.01%new13F-HRTimeline
Gen-Wealth Partners Inc30$8.23K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC30$8.13K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC30$8K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$7.86K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division29$7.86K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$7.67K<0.01%013F-HR/ATimeline
Wealth Watch Advisors, INC28$7.59K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC24$7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC23$6.24K<0.01%-1913F-HRTimeline
Beaird Harris Wealth Management, LLC23$6.14K<0.01%new13F-HRTimeline
Bollard Group LLC23$6K<0.01%013F-HRTimeline
Asset Dedication, LLC20$5.42K<0.01%013F-HRTimeline
Sawyer & Company, Inc21$5K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18$4.88K<0.01%-313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$4.44K0.01%013F-HRTimeline
Noble Wealth Management PBC15$4.07K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.13$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST14$3.8K<0.01%new13F-HRTimeline
Goodman Advisory Group, LLC13$3.52K<0.01%013F-HRTimeline
Winch Advisory Services, LLC12$3.27K<0.01%013F-HRTimeline
NVWM, LLC9$2.44K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7$1.9K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.63K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$1.08K<0.01%-2913F-HRTimelineGroup
Aspect Partners, LLC4$1.08K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.4$862<0.01%013F-HRTimeline
West Branch Capital LLC3$649<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$543<0.01%013F-HRTimeline
NWK Group, Inc.2$542<0.01%new13F-HRTimeline
Painted Porch Advisors LLC1$271<0.01%new13F-HRTimeline