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Disclosery

SOXX ISHARES TR

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COM (fund)

922 managers (934 13F filers) reported a position in SOXX shares at 2026-03-31, 33,286,184 shares in all. 111 filers opened a position and 55 filers sold out during the quarter.

Managers
922
13F filers
934
New
111
Added
351
Reduced
282
Sold out
55
Shares held by filers
33,286,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HAZLETT, BURT & WATSON, INC.1,150$378K0.12%013F-HRTimeline
Cornerstone Planning, LLC1,137$374K0.08%013F-HRTimeline
Connecticut Wealth Management, LLC1,134$373K0.02%-1,20013F-HRTimeline
Icon Wealth Advisors, LLC827$372K0.02%-913F-HRTimeline
Councilmark Asset Management, LLC1,125$370K0.21%013F-HRTimeline
Summa Corp.1,120$368K0.15%-10013F-HRTimeline
Sonoma Allocations LLC1,057$366K0.13%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,110$365K0.01%013F-HRTimeline
Grant Private Wealth Management Inc1,106$363K0.19%+4013F-HRTimeline
Arrowroot Family Office, LLC1,105$363K0.12%-3213F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC1,095$360K0.07%013F-HRTimeline
ABLE Financial Group, LLC1,092$359K0.07%013F-HRTimeline
S Harris Financial Group, LLC1,086$357K0.33%+113F-HRTimeline
SAXON INTERESTS, INC.1,084$356K0.12%-313F-HRTimeline
Accredited Investors Inc.1,072$352K0.02%+5213F-HRTimeline
LRI Investments, LLC1,068$351K0.03%013F-HRTimeline
Lloyd Advisory Services, LLC.1,062$349K0.1%new13F-HRTimeline
Kingdom Financial Group LLC.1,062$349K0.1%-3913F-HRTimeline
Novak & Powell Financial Services, Inc.1,050$345K0.19%013F-HRTimeline
Genesee Capital Advisors, LLC1,045$344K0.14%-3313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,045$343K0.18%+25013F-HRTimeline
TruNorth Capital Management, LLC1,044$343K0.07%013F-HRTimeline
Independent Solutions Wealth Management…1,040$342K0.05%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,040$342K0.01%-29613F-HRTimeline
Glenview Trust Co1,037$341K0.01%+713F-HRTimeline
HBW ADVISORY SERVICES LLC1,030$339K0.04%+16513F-HRTimeline
Keating Financial Advisory Services, In…1,027$338K0.05%-1,70413F-HRTimeline
PATTEN & PATTEN INC/TN1,025$337K0.02%013F-HRTimeline
Kathmere Capital Management, LLC1,022$336K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.1,021$336K0.17%013F-HRTimeline
Clear Creek Financial Management, LLC1,018$335K0.03%+23113F-HRTimeline
Waldron Private Wealth LLC1,014$333K0.01%+3013F-HRTimeline
Calydon Capital1,012$332K0.05%+113F-HRTimeline
DIVERSIFIED TRUST CO1,007$331K0.01%-40013F-HRTimeline
Shay Capital LLC1,000$329K0.05%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC998$328K0.15%+113F-HRTimeline
PRIVATE TRUST CO NA988$325K0.03%+17513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …985$324K<0.01%-56413F-HRTimelineGroup
Astoria Portfolio Advisors LLC.710$323K0.07%+613F-HRTimeline
Sculati Wealth Management, LLC983$323K0.12%013F-HRTimeline
Certified Advisory Corp981$322K0.03%+5413F-HRTimeline
Modera Wealth Management, LLC979$322K<0.01%-4013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…973$320K0.01%-30113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.967$318K0.04%new13F-HRTimeline
Dale Q Rice Investment Management Ltd959$315K0.24%-4413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK957$315K<0.01%+93013F-HRTimelineGroup
Procyon Advisors, LLC957$315K0.02%-3013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp950$312K0.01%013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC947$311K0.13%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC944$310K0.01%-2313F-HRTimeline
IEQ CAPITAL, LLC941$309K<0.01%new13F-HRTimeline
Chicago Capital, LLC939$309K0.01%013F-HRTimeline
Balboa Wealth Partners939$309K0.05%-11013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC660$305K<0.01%-1713F-HRTimeline
Acropolis Investment Management, LLC923$303K0.01%013F-HRTimeline
Detalus Advisors, LLC917$301K0.07%-713F-HRTimeline
Rice Partnership, LLC917$301K0.04%+1513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.916$301K0.14%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp915$301K<0.01%013F-HR/ATimelineGroup
Sage Mountain Advisors LLC913$300K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC912$300K0.02%+10713F-HRTimeline
Samara Investment Management, LLC900$296K0.31%13F-HRTimeline
PHILADELPHIA TRUST CO899$295K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC897$295K<0.01%+2513F-HRTimelineGroup
Cornerstone Wealth Group, LLC697$293K0.02%-5113F-HRTimeline
Physician Wealth Advisors, Inc.874$287K0.04%+3813F-HRTimeline
Warren Street Wealth Advisors, LLC859$282K0.07%+5913F-HRTimeline
Goelzer Investment Management, Inc.853$280K0.01%new13F-HRTimeline
Blue Trust, Inc.853$280K<0.01%+67713F-HRTimeline
BCS Wealth Management848$279K0.06%-85013F-HRTimeline
Davis Investment Partners, LLC847$278K0.1%013F-HRTimeline
Heartwood Wealth Advisors LLC843$277K0.02%-1413F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP840$276K0.01%-1,62813F-HRTimelineGroup
Clarus Group, Inc.835$274K0.1%013F-HRTimeline
First Financial Group Corp834$274K0.22%+113F-HRTimeline
Outlook Wealth Advisors, LLC828$272K0.07%-23713F-HRTimeline
Clearstead Advisors, LLC827$272K<0.01%+59113F-HRTimeline
Williams Jones Wealth Management, LLC.825$271K<0.01%-7513F-HRTimeline
Wick Capital Partners, LLC825$271K0.05%new13F-HRTimeline
KTF INVESTMENTS, LLC824$271K0.05%013F-HRTimeline
Institute for Wealth Management, LLC.823$271K0.03%013F-HRTimeline
TAGStone Capital, Inc.820$270K0.1%new13F-HRTimeline
JB Capital LLC819$269K0.01%-413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…816$268K0.01%013F-HRTimelineGroup
HF Advisory Group, LLC812$267K0.09%-6313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…807$265K0.01%-46913F-HR/ATimelineGroup
Fielder Capital Group LLC804$264K0.06%-30013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…799$263K0.21%-3613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP797$262K<0.01%-46113F-HRTimelineGroup
Three Cord True Wealth Management, LLC795$261K0.15%+8413F-HRTimeline
Ariadne Wealth Management, LP795$261K0.12%013F-HRTimeline
Interchange Capital Partners, LLC1,349$260K0.08%+6713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC790$260K<0.01%+713F-HRTimeline
Kelly Financial Services LLC790$259K0.06%-14313F-HRTimeline
Olistico Wealth, LLC785$258K0.13%013F-HRTimeline
BCO Wealth Management LLC784$258K0.15%+8413F-HRTimeline
Park Place Capital Corp782$257K0.05%new13F-HRTimeline
Bigelow Investment Advisors, LLC781$257K0.1%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC741$255K0.01%013F-HRTimeline
Hyposwiss Advisors SA774$254K0.25%+71413F-HRTimeline
Main Street Research LLC771$254K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO771$253K0.01%013F-HRTimeline
Brooklyn FI, LLC767$252K0.05%013F-HRTimeline
Carrera Capital Advisors759$250K0.04%-313F-HRTimeline
Larson Financial Group LLC754$248K0.01%-46013F-HRTimeline
FOCUS Wealth Advisors, LLC753$247K0.12%013F-HRTimeline
HCR Wealth Advisors752$247K0.03%+2913F-HRTimeline
WILKINS INVESTMENT COUNSEL INC750$246K0.04%013F-HRTimeline
Commerce Advisors, LLC750$246K0.21%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC749$246K<0.01%+3913F-HRTimeline
Southeast Asset Advisors, LLC745$245K0.03%new13F-HRTimeline
Triad Wealth Partners, LLC745$245K0.02%-21713F-HRTimeline
Leo Wealth, LLC737$242K0.02%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp555$242K0.17%-1,04213F-HR/ATimeline
Main Street Financial Solutions, LLC734$241K0.02%-15813F-HRTimeline
Edgestream Partners, L.P.731$240K0.01%-7,36813F-HRTimeline
Swisher Financial Concepts, Inc.730$240K0.13%-613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC730$240K0.03%+1713F-HRTimeline
Omega Financial Group, LLC729$240K0.08%013F-HRTimeline
Cresta Advisors, Ltd.726$239K0.1%013F-HRTimeline
Heritage Family Offices, LLP723$238K0.11%-8813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC723$238K0.15%+113F-HRTimeline
Journey Advisory Group, LLC720$237K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT719$236K<0.01%-513F-HRTimeline
REGATTA CAPITAL GROUP, LLC714$235K0.04%new13F-HRTimeline
ProVise Management Group, LLC710$233K0.02%-713F-HRTimeline
Empirical Asset Management, LLC709$233K0.06%new13F-HRTimeline
Prostatis Group LLC705$232K0.06%new13F-HRTimeline
Zhang Financial LLC704$231K0.01%013F-HRTimeline
Capital Squared Financial LLC704$231K0.18%+113F-HRTimeline
Integrated Advisors Network LLC699$230K0.01%-40413F-HRTimeline
Breakwater Capital Group693$228K0.03%-1013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC692$227K0.04%new13F-HRTimeline
Keebeck Wealth Management690$227K0.03%013F-HRTimeline
Appalachian Capital Management Ltd689$226K0.18%+113F-HRTimeline
CROSSPOINT FINANCIAL, LLC685$225K0.57%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC683$225K0.01%-15013F-HRTimeline
Darden Wealth Group Inc683$225K0.11%013F-HRTimeline
Belpointe Asset Management LLC683$224K0.01%+413F-HRTimeline
Fortis Capital Advisors, LLC683$224K0.03%+413F-HRTimeline
Round Rock Advisors LLC681$224K0.03%013F-HRTimeline
Farringdon Capital, Ltd.680$223K0.05%new13F-HRTimeline
Cresset Asset Management, LLC678$223K<0.01%+313F-HRTimeline
Almanack Investment Partners, LLC.676$222K0.04%013F-HRTimeline
J.Safra Asset Management Corp665$219K0.01%013F-HRTimeline
GenTrust, LLC660$217K0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC660$217K0.02%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC657$216K0.01%013F-HRTimelineGroup
Performance Wealth Partners, LLC654$215K0.01%new13F-HRTimeline
Friedenthal Financial648$213K0.11%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC647$213K0.11%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.645$212K0.02%013F-HRTimeline
Facet Wealth, Inc.645$212K<0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.641$211K0.13%013F-HRTimeline
CENTAURUS FINANCIAL, INC.639$210K0.01%-10113F-HRTimeline
BIP Wealth, LLC634$208K0.01%new13F-HRTimeline
Curi Capital, LLC634$208K<0.01%new13F-HRTimeline
MPS Loria Financial Planners, LLC628$206K0.05%new13F-HRTimeline
Plotkin Financial Advisors, LLC624$205K0.1%new13F-HRTimeline
TSFG, LLC625$205K0.03%-16413F-HRTimeline
Moors & Cabot, Inc.621$204K0.01%new13F-HRTimeline
Geometric Wealth Advisors615$202K0.03%new13F-HRTimeline
Forum Finance Group S.A.725$201K0.11%13F-HRTimeline
OAKWORTH CAPITAL, INC.600$197K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC600$197K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…571$188K0.03%+8813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC562$185K0.06%013F-HRTimeline
NFSG Corp557$183K0.03%+24313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC555$182K0.01%013F-HRTimeline
Silicon Valley Capital Partners552$181K0.02%+113F-HRTimeline
SIGNATUREFD, LLC550$181K<0.01%-5713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC543$178K0.09%+1313F-HRTimeline
Tacita Capital Inc540$177K0.11%013F-HRTimeline
Archer Investment Corp522$171K0.04%+113F-HRTimeline
CENTRAL TRUST Co516$170K<0.01%+49413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC509$167K0.26%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501$165K<0.01%013F-HRTimelineGroup
Stelac Advisory Services LLC500$164K0.03%new13F-HRTimeline
Petix & Botte Co500$164K0.04%new13F-HRTimeline
EASTERN BANK498$164K<0.01%013F-HRTimeline
SWAN Capital LLC468$154K0.06%013F-HRTimeline
IAG Wealth Partners, LLC462$152K0.02%+2513F-HRTimeline
EFG International AGin group EFG International AG450$148K<0.01%+2613F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/450$148K0.01%013F-HRTimeline
Signature Resources Capital Management,…450$148K0.07%013F-HRTimeline
Parkside Financial Bank & Trust440$145K0.01%013F-HRTimeline
Provident Wealth Management, LLC439$144K0.04%-2513F-HRTimeline
JTC Employer Solutions Trustee Ltd400$131K0.01%013F-HRTimeline
MATHER GROUP, LLC.387$127K<0.01%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.381$125K0.03%+15013F-HRTimelineGroup
Benson Wealth Management INC379$125K0.17%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC377$124K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.375$123K0.01%-4513F-HRTimeline
Wealth Enhancement Trust Services, Inc.375$123K0.01%-64913F-HRTimeline
Innovative Asset Advisors Group, LLC373$123K0.07%13F-HRTimeline
LANARK FINANCIAL, INC.355$117K0.01%+1513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC348$114K<0.01%new13F-HR/ATimeline
Canton Hathaway, LLC348$114K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$109K0.01%013F-HRTimeline
Fortitude Family Office, LLC306$101K0.02%013F-HRTimeline