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Disclosery

SOXX ISHARES TR

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COM (fund)

871 managers (881 13F filers) reported a position in SOXX shares at 2025-12-31, 27,072,937 shares in all. 104 filers opened a position and 52 filers sold out during the quarter.

Managers
871
13F filers
881
New
104
Added
282
Reduced
278
Sold out
52
Shares held by filers
27,072,937

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Glenview Trust Co1,030$310K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,025$309K0.2%+40813F-HRTimeline
PATTEN & PATTEN INC/TN1,025$309K0.02%-1,09513F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,024$308K0.04%13F-HRTimeline
Kathmere Capital Management, LLC1,022$308K0.02%-3613F-HRTimeline
AMERIFLEX GROUP, INC.1,021$307K0.16%-1,02113F-HRTimeline
Accredited Investors Inc.1,020$307K0.02%-95713F-HRTimeline
Modera Wealth Management, LLC1,019$307K<0.01%+1613F-HRTimeline
Calydon Capital1,011$304K0.05%+113F-HRTimeline
Virtue Capital Management, LLC970$304K0.05%new13F-HR/ATimeline
Dale Q Rice Investment Management Ltd1,003$302K0.22%013F-HRTimeline
Cascade Financial Partners, LLC1,000$301K0.03%013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…1,000$301K0.04%new13F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC997$300K0.14%+113F-HRTimeline
Procyon Advisors, LLC987$297K0.01%new13F-HRTimeline
Waldron Private Wealth LLC984$296K0.01%-9913F-HRTimeline
Sculati Wealth Management, LLC983$296K0.1%013F-HRTimeline
Wealth Management Partners, LLC981$295K0.08%-5113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC981$295K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC967$291K0.01%-2213F-HRTimeline
Triad Wealth Partners, LLC962$290K0.03%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC954$287K0.08%+32913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp950$286K0.01%+113F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC946$285K0.12%+113F-HRTimeline
Chicago Capital, LLC939$283K0.01%013F-HRTimeline
Kelly Financial Services LLC933$281K0.07%-24,49913F-HRTimeline
Ariadne Wealth Management, LP795$279K0.12%013F-HRTimeline
Certified Advisory Corp927$279K0.03%-1113F-HRTimeline
Detalus Advisors, LLC924$278K0.07%+513F-HRTimeline
Acropolis Investment Management, LLC923$278K0.01%013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.916$276K0.11%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp915$276K<0.01%013F-HR/ATimelineGroup
Sage Mountain Advisors LLC913$275K0.01%new13F-HRTimeline
Rice Partnership, LLC902$272K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.900$271K<0.01%-15013F-HRTimeline
Strategic Financial Concepts, LLC900$271K0.25%+2513F-HRTimeline
PHILADELPHIA TRUST CO899$271K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC892$269K0.02%013F-HRTimeline
Milestone Asset Management Group, LLC884$266K0.15%+11113F-HRTimeline
Davis Investment Partners, LLC847$266K0.09%+113F-HRTimeline
HF Advisory Group, LLC875$263K0.09%-3113F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC872$262K<0.01%013F-HRTimelineGroup
Secure Asset Management, LLC871$262K0.04%+3813F-HRTimeline
HBW ADVISORY SERVICES LLC865$260K0.03%-2613F-HRTimeline
Heartwood Wealth Advisors LLC857$258K0.02%+10213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…835$252K0.21%13F-HRTimeline
Icon Wealth Advisors, LLC836$252K0.02%-24013F-HRTimeline
Physician Wealth Advisors, Inc.836$252K0.04%+213F-HRTimeline
Clarus Group, Inc.835$251K0.09%013F-HRTimeline
Astoria Portfolio Advisors LLC.704$251K0.06%-10413F-HRTimeline
First Financial Group Corp833$251K0.21%-3513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC833$251K0.01%013F-HRTimeline
DAVENPORT & Co LLC826$249K<0.01%013F-HRTimeline
KTF INVESTMENTS, LLC824$248K0.04%13F-HRTimeline
Institute for Wealth Management, LLC.823$248K0.03%+113F-HRTimeline
JB Capital LLC823$248K0.01%+7813F-HRTimeline
GK Wealth Management LLC817$246K0.18%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…816$246K0.01%+1913F-HRTimelineGroup
PRIVATE TRUST CO NA813$245K0.02%-4013F-HRTimeline
Heritage Family Offices, LLP811$244K0.11%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC741$243K0.01%+48013F-HRTimeline
Signal Advisors Wealth, LLC805$242K0.02%new13F-HRTimeline
Betterment LLC803$242K<0.01%+4613F-HRTimeline
Warren Street Wealth Advisors, LLC800$241K0.07%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.795$239K0.12%+513F-HRTimeline
TSFG, LLC789$238K0.04%-50313F-HRTimeline
Clear Creek Financial Management, LLC787$237K0.02%new13F-HRTimeline
Olistico Wealth, LLC785$236K0.12%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC783$236K<0.01%013F-HRTimeline
Main Street Research LLC771$232K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO771$232K0.01%new13F-HRTimeline
Brooklyn FI, LLC767$231K0.05%013F-HRTimeline
Carrera Capital Advisors762$230K0.04%-16613F-HRTimeline
FOCUS Wealth Advisors, LLC753$227K0.11%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC750$226K0.03%013F-HRTimeline
Cornerstone Wealth Group, LLC748$225K0.02%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC744$224K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.740$223K0.01%+13813F-HRTimeline
Swisher Financial Concepts, Inc.736$222K0.13%new13F-HRTimeline
SIG BROKERAGE, LP733$221K0.07%new13F-HRTimeline
Florida Trust Wealth Management Co730$220K0.01%new13F-HRTimeline
Omega Financial Group, LLC729$220K0.07%new13F-HRTimeline
Cresta Advisors, Ltd.726$219K0.09%-27413F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC726$219K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT724$218K<0.01%new13F-HRTimeline
HCR Wealth Advisors723$218K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC722$218K0.15%+113F-HRTimeline
Journey Advisory Group, LLC720$217K0.02%new13F-HRTimeline
Bowman & Co S.C.718$216K0.09%new13F-HRTimeline
ProVise Management Group, LLC717$216K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC715$215K0.04%+1313F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…715$215K0.02%-4,26713F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC714$215K0.06%-7313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC713$215K0.03%new13F-HRTimeline
Three Cord True Wealth Management, LLC711$214K0.12%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC710$214K<0.01%new13F-HRTimeline
Zhang Financial LLC704$212K0.01%new13F-HRTimeline
Capital Squared Financial LLC703$212K0.17%new13F-HRTimeline
Breakwater Capital Group703$212K0.03%new13F-HRTimeline
BCO Wealth Management LLC700$211K0.13%new13F-HRTimeline
Shared Vision Wealth Group LLC606$208K0.08%new13F-HRTimeline
Keebeck Wealth Management690$208K0.02%new13F-HRTimeline
Appalachian Capital Management Ltd688$207K0.17%13F-HRTimeline
CROSSPOINT FINANCIAL, LLC685$206K0.49%new13F-HRTimeline
Darden Wealth Group Inc683$206K0.1%new13F-HRTimeline
Charter Capital Management, LLC\DE682$205K0.11%new13F-HRTimeline
Round Rock Advisors LLC681$205K0.03%-8413F-HR/ATimeline
Belpointe Asset Management LLC679$204K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC679$204K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC677$204K<0.01%+1713F-HRTimeline
Almanack Investment Partners, LLC.676$203K0.03%new13F-HRTimeline
Cresset Asset Management, LLC675$203K<0.01%-38013F-HRTimeline
Legacy PCG, LLC674$203K0.13%-20913F-HRTimeline
Kesler, Norman & Wride, LLC674$203K0.03%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…594$200K0.04%new13F-HRTimeline
J.Safra Asset Management Corp665$200K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC657$198K0.01%013F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.645$194K0.02%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.641$193K0.11%-9813F-HRTimeline
SIGNATUREFD, LLC607$183K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.600$181K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC600$181K0.01%013F-HRTimeline
Parallel Advisors, LLC584$176K<0.01%+9613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC562$169K0.05%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC555$167K0.01%new13F-HRTimeline
Silicon Valley Capital Partners551$166K0.02%+113F-HRTimeline
Tacita Capital Inc540$163K0.09%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC530$160K0.08%013F-HRTimeline
Archer Investment Corp521$157K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501$151K<0.01%013F-HRTimelineGroup
EASTERN BANK498$150K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…483$145K0.03%new13F-HRTimeline
SWAN Capital LLC468$141K0.05%new13F-HRTimeline
Provident Wealth Management, LLC464$140K0.04%-3213F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A459$138K<0.01%-12,27713F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/450$136K0.01%013F-HRTimeline
Signature Resources Capital Management,…450$136K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC445$134K0.01%013F-HRTimeline
Parkside Financial Bank & Trust440$133K0.01%+20013F-HRTimeline
IAG Wealth Partners, LLC437$132K0.02%+8613F-HRTimeline
WFA of San Diego, LLC426$128K0.09%013F-HRTimeline
EFG International AGin group EFG International AG424$128K<0.01%13F-HRTimelineGroup
FAS Wealth Partners, Inc.420$126K0.01%+4013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.410$124K<0.01%-18313F-HRTimelineGroup
Sound Income Strategies, LLC359$123K0.01%new13F-HRTimeline
TRUST CO OF VERMONT400$120K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd400$120K0.01%013F-HRTimeline
Benson Wealth Management INC379$114K0.13%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC377$114K<0.01%+113F-HR/ATimelineGroup
Arbor Wealth Management LLC\AZ354$107K0.08%13F-HRTimeline
Canton Hathaway, LLC348$105K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.340$102K0.01%-913F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$100K0.01%013F-HRTimeline
Roxbury Financial LLC327$98.5K0.09%013F-HRTimeline
NFSG Corp314$94.6K0.01%-2513F-HRTimeline
Fortitude Family Office, LLC306$92.2K0.02%013F-HRTimeline
Manchester Capital Management LLC300$90.3K0.01%-2,49813F-HRTimeline
Ransom Advisory, Ltd300$90.3K0.04%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC253$76.1K0.01%+113F-HRTimeline
Jessup Wealth Management, Inc240$72.3K0.02%new13F-HRTimeline
Clearstead Advisors, LLC236$71.2K<0.01%-6613F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.231$69.6K0.01%13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.222$66.9K0.01%new13F-HRTimeline
Key Financial Inc217$65.3K0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC213$64.1K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC212$63.8K<0.01%-2213F-HRTimeline
EPG Wealth Management LLC210$63.2K0.02%013F-HRTimeline
Strategic Advocates LLC206$62.7K0.02%+7513F-HRTimeline
Strategic Investment Solutions, Inc. /IL206$62.1K0.01%-13713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC206$62K<0.01%new13F-HRTimelineGroup
Basepoint Wealth LLC204$61.4K0.04%new13F-HRTimeline
CX Institutional202$61K<0.01%+513F-HRTimeline
GAMMA Investing LLC186$56K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…184$55.4K<0.01%-813F-HRTimelineGroup
Blue Trust, Inc.176$53K<0.01%+2113F-HRTimeline
Morse Asset Management, Inc167$50.3K0.01%013F-HRTimeline
HM PAYSON & CO166$50K<0.01%013F-HRTimeline
Crews Bank & Trust159$47.9K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO156$47K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.150$45.2K<0.01%013F-HRTimeline
Garner Asset Management Corp150$45.2K0.02%new13F-HRTimeline
Truvestments Capital LLC150$45.2K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.150$45.2K0.03%13F-HRTimeline
Private Wealth Asset Management, LLC150$45.2K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$42.5K0Timeline
Rossby Financial, LCC140$42.2K0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.2,450$41K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC135$40.5K0.02%new13F-HRTimeline
Compass Financial Services Inc134$40.4K0.02%+1813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$39.2K<0.01%-313F-HRTimeline
Allianz SEin group Allianz SE128$38.5K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC127$38.2K0.01%013F-HRTimeline
SHP Wealth Management125$37.6K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC106$31.9K0.01%+7813F-HRTimeline
Commonwealth Retirement Investments LLC105$31.6K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA100$30.1K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC100$30.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.96$28.9K0.01%+5913F-HRTimeline
Copia Wealth Management96$28.9K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…91$27.4K0.03%013F-HRTimeline