Skip to content
Disclosery

SOXX ISHARES TR

Follow

COM (fund)

1,171 managers (1,190 13F filers) reported a position in SOXX shares at 2026-06-30, 34,723,792 shares in all. 297 filers opened a position and 45 filers sold out during the quarter.

Managers
1,171
13F filers
1,190
New
297
Added
335
Reduced
349
Sold out
45
Shares held by filers
34,723,792

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Grantvest Financial Group LLC652$418K0.24%new13F-HRTimeline
Prostatis Group LLC651$417K0.1%-5413F-HRTimeline
OAKWORTH CAPITAL, INC.650$414K0.02%+5013F-HRTimeline
Steigerwald, Gordon & Koch Inc.645$413K0.04%013F-HRTimeline
Ionic Capital Management LLC642$411K0.39%-3,40613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC641$411K0.19%-613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC741$409K0.01%013F-HRTimeline
Curi Capital, LLC634$406K0.01%013F-HRTimeline
Breakwater Capital Group634$406K0.05%-5913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…634$406K0.01%new13F-HRTimelineGroup
Main Street Financial Solutions, LLC629$403K0.03%-10513F-HRTimeline
Omega Financial Group, LLC629$403K0.12%-10013F-HRTimeline
MPS Loria Financial Planners, LLC628$402K0.09%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,223$402K0.05%013F-HRTimeline
HBK Sorce Advisory LLC746$396K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC617$395K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC616$395K0.01%-13313F-HRTimeline
GILL CAPITAL PARTNERS, LLC616$395K0.1%+59413F-HRTimeline
Geometric Wealth Advisors615$394K0.04%013F-HRTimeline
Friedenthal Financial609$390K0.18%-3913F-HRTimeline
WORLD EQUITY GROUP, INC.607$389K0.09%new13F-HRTimeline
Shared Vision Wealth Group LLC606$388K0.13%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…606$388K0.16%new13F-HRTimeline
BCO Wealth Management LLC605$388K0.21%-17913F-HRTimeline
Capital Squared Financial LLC604$387K0.25%-10013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC602$386K0.1%+4013F-HRTimeline
Values Added Financial LLC600$384K0.14%new13F-HRTimeline
Cascade Financial Partners, LLC600$384K0.03%new13F-HRTimeline
Everest Private Wealth600$384K0.14%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC600$384K0.03%013F-HRTimeline
TSFG, LLC598$383K0.05%-2713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI596$382K0.02%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC596$382K0.05%new13F-HRTimeline
Revisor Wealth Management LLC595$382K0.09%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…594$381K0.09%new13F-HRTimeline
Sepio Capital, LP589$377K0.02%-2,38113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…587$376K<0.01%+32113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO587$376K0.01%new13F-HRTimeline
Forum Finance Group S.A.725$375K0.13%013F-HRTimeline
Granite Bay Wealth Management, LLC585$375K0.03%new13F-HRTimeline
American Money Management, LLC583$374K0.05%new13F-HRTimeline
Box Hill Private Wealth LLC580$372K0.3%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC578$370K0.05%new13F-HRTimeline
WJ Wealth Management, LLC570$365K0.14%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC569$365K0.06%-12313F-HRTimeline
SageGuard Financial Group, LLC567$363K0.05%new13F-HRTimeline
Accel Wealth Management567$363K0.08%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP565$362K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC561$359K0.01%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT560$359K0.1%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV559$358K0.15%new13F-HRTimeline
Avantax Planning Partners, Inc.553$354K0.01%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…552$354K0.1%new13F-HRTimeline
Silicon Valley Capital Partners552$354K0.03%013F-HRTimeline
VISTA FINANCE, LLC545$349K0.2%new13F-HRTimeline
Trust Co of the South543$348K0.05%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC541$347K0.02%+26613F-HRTimeline
Tacita Capital Inc540$346K0.19%013F-HRTimeline
American Financial Advisors, LLC538$345K0.04%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC538$345K<0.01%new13F-HRTimelineGroup
Avidian Wealth Enterprises, LLC537$344K0.01%new13F-HRTimeline
SYON CAPITAL LLC526$337K0.01%new13F-HRTimeline
Texas Yale Capital Corp.525$336K0.01%new13F-HRTimeline
Core Wealth Partners LLC524$336K0.14%new13F-HRTimeline
NWAM LLC522$334K0.02%new13F-HRTimeline
Archer Investment Corp522$334K0.06%013F-HR/ATimeline
Essex LLC521$334K0.05%new13F-HRTimeline
UPTICK PARTNERS, LLC521$334K0.05%new13F-HRTimeline
Tactive Advisors, LLC520$333K0.08%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC517$331K0.02%new13F-HRTimeline
Ark Wealth Advisors LLC517$331K0.29%new13F-HRTimeline
IAG Wealth Partners, LLC516$331K0.03%+5413F-HRTimeline
B. Riley Wealth Advisors, Inc.536$329K0.02%new13F-HRTimeline
Pinion Investment Advisors, LLC509$326K0.06%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC501$321K0.01%013F-HRTimelineGroup
Olistico Wealth, LLC501$321K0.14%-28413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC500$320K0.02%-1,00013F-HRTimeline
Stelac Advisory Services LLC500$320K0.06%013F-HRTimeline
Guardian Financial Partners, LLC500$320K0.12%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.500$320K<0.01%new13F-HR/ATimeline
EASTERN BANK498$319K<0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.497$318K0.2%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC496$318K0.49%-1313F-HRTimeline
Investment Advisory Services Group LLC495$317K0.23%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp495$317K0.35%-6013F-HRTimeline
Atlas Private Wealth Advisors494$317K0.07%new13F-HRTimeline
Exit Wealth Advisors, LLC.494$316K0.14%new13F-HRTimeline
Summit Financial Strategies, Inc.489$313K0.02%new13F-HRTimeline
Resurgent Financial Advisors LLC489$313K0.09%new13F-HRTimeline
Heritage Wealth Management, Inc.489$313K0.08%new13F-HRTimeline
My Personal CFO, LLC489$313K0.12%new13F-HRTimeline
Cladis Investment Advisory, LLC487$312K0.15%new13F-HRTimeline
CWA Asset Management Group, LLC483$310K0.01%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…480$308K0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.480$308K0.02%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC477$306K0.05%new13F-HRTimeline
NESTEGG ADVISORS, INC.476$305K0.22%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC474$304K<0.01%new13F-HRTimelineGroup
Demars Financial Group, LLC473$303K0.08%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC472$303K0.02%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC472$302K0.13%-7113F-HRTimeline
Advisors Capital Management, LLC470$301K<0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC469$301K0.15%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC465$298K0.07%new13F-HRTimeline
Arcadia Wealth Management, Inc.465$298K0.14%new13F-HRTimeline
Polaris Investment Advisors, LLC465$298K0.19%new13F-HRTimeline
Sentry LLC463$297K0.08%new13F-HRTimeline
Reyes Financial Architecture, Inc.463$297K0.17%+45413F-HRTimeline
Signet Private Wealth LLC460$295K0.23%new13F-HRTimeline
SMITH, MOORE & CO.457$293K0.02%new13F-HRTimeline
Venture Visionary Partners LLC454$291K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.452$290K0.01%-18713F-HRTimeline
CMG Global Holdings, LLC452$290K0.12%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/450$288K0.02%013F-HRTimeline
Mechanics Bank Trust Department450$288K0.04%new13F-HRTimeline
Plotkin Financial Advisors, LLC450$288K0.12%-17413F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC450$288K0.19%new13F-HRTimeline
Signature Resources Capital Management,…450$288K0.11%013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC450$288K0.1%new13F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd449$288K<0.01%new13F-HR/ATimelineGroup
Optivise Advisory Services LLC448$287K0.15%new13F-HRTimeline
Joel Isaacson & Co., LLC447$286K0.01%new13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …444$284K0.03%new13F-HRTimeline
NFSG Corp443$284K0.04%-11413F-HRTimeline
Parkside Financial Bank & Trust441$282K0.02%+113F-HRTimeline
Wisconsin Wealth Advisors, LLC440$282K0.24%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC438$281K0.02%new13F-HRTimeline
SIGNATUREFD, LLC438$281K<0.01%-11213F-HRTimeline
BAXTER BROS INC435$279K0.03%new13F-HRTimeline
Valmark Advisers, Inc.430$276K<0.01%new13F-HRTimeline
Pachira Investments Inc.429$275K0.1%new13F-HRTimeline
WAYSTONE ADVISORS LLC429$275K0.21%new13F-HRTimeline
Ironwood Investment Counsel, LLC427$274K0.04%new13F-HRTimeline
Provident Wealth Management, LLC426$273K0.07%-1313F-HRTimeline
Arch Global Advisors, LLC426$273K0.12%new13F-HRTimeline
Canvas Wealth Advisors, LLC426$273K0.04%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT425$272K0.01%new13F-HRTimeline
SACKS & ASSOCIATES, LLC538$272K0.18%new13F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC423$271K0.1%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …421$270K0.08%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…418$268K<0.01%-91913F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC414$266K0.13%new13F-HRTimeline
Heirloom Wealth Management411$263K0.04%new13F-HRTimeline
Premier Private Wealth Management LLC411$263K0.23%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO411$263K0.02%new13F-HRTimeline
Portfolio Strategies, Inc.409$262K0.03%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC406$260K0.12%+31613F-HRTimeline
BOSTON FAMILY OFFICE LLC405$260K0.02%new13F-HRTimeline
Sharp Wealth Advisory, LLC405$260K0.12%new13F-HRTimeline
TRUST CO OF VERMONT400$256K0.01%13F-HRTimeline
Hartree Partners, LP400$256K0.06%new13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL400$256K0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd400$256K0.02%013F-HRTimeline
KIECKHEFER GROUP LLC399$256K0.1%new13F-HRTimeline
Breachway Investments LLC394$252K0.38%new13F-HRTimeline
Teamwork Financial Advisors, LLC393$252K0.02%new13F-HRTimeline
Quantbot Technologies LP392$251K0.01%-7,01913F-HRTimeline
X-Square Capital, LLC392$251K0.06%-1,39713F-HRTimeline
Holland Advisory Services, Inc.390$250K0.28%new13F-HRTimeline
Frisch Financial Group, Inc.390$250K0.04%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.389$249K0.08%new13F-HRTimeline
Morton Capital Management LLC/CA389$249K0.03%new13F-HRTimeline
MATHER GROUP, LLC.387$248K<0.01%013F-HRTimeline
Austin Asset Management Co Inc382$245K0.03%new13F-HRTimeline
RMR Wealth Builders381$244K0.02%new13F-HRTimeline
Elite Financial, Inc.380$243K0.1%new13F-HRTimeline
Benson Wealth Management INC379$243K0.24%013F-HRTimeline
Able Wealth Management LLC378$242K0.06%new13F-HRTimeline
Falcon Wealth Planning375$240K0.02%new13F-HRTimeline
Nelson Capital Management, LLC375$240K0.03%new13F-HRTimeline
Banco BTG Pactual S.A.375$240K0.03%new13F-HRTimeline
FAS Wealth Partners, Inc.375$240K0.01%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC375$240K0.13%new13F-HRTimeline
Lakeridge Wealth Management LLC375$240K0.09%new13F-HRTimeline
LANARK FINANCIAL, INC.373$239K0.02%+1813F-HRTimeline
Innovative Asset Advisors Group, LLC373$239K0.1%013F-HRTimeline
SEEDS INVESTOR LLC373$239K0.02%new13F-HRTimeline
Coastal Bridge Advisors, LLC371$238K0.01%new13F-HRTimeline
Serenus Wealth Advisors, LLC370$237K0.04%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC369$236K0.04%new13F-HRTimeline
MONECO ADVISORS, LLC368$236K0.01%new13F-HRTimeline
Forge Financial Services LLC366$235K0.02%new13F-HRTimeline
Calder Financial LLC365$234K0.22%new13F-HRTimeline
Beacon Capital Management, LLC364$234K0.03%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC364$233K<0.01%new13F-HRTimeline
Quartz Partners, LLC363$233K0.08%new13F-HRTimeline
Family Manage LLC362$232K0.02%new13F-HRTimeline
Shoker Investment Counsel, Inc.361$232K0.06%new13F-HRTimeline
LWM ADVISORS INC361$231K0.17%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP360$231K<0.01%new13F-HRTimeline
EdgeRock Capital LLC360$231K0.05%new13F-HRTimeline
Terra Nova Asset Management LLC358$230K0.14%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC358$229K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC357$229K<0.01%-97413F-HRTimeline
Bryn Mawr Trust Advisors, LLC357$229K0.01%new13F-HRTimeline
Arbor Wealth Management LLC\AZ354$227K0.2%new13F-HRTimeline
CRA Financial Services, LLC351$225K0.03%new13F-HRTimeline
United Advisor Group, LLC351$225K0.02%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC350$224K0.05%new13F-HRTimeline
Bluesphere Advisors LLC350$224K0.07%new13F-HRTimeline