Skip to content
Disclosery

SOXX ISHARES TR

Follow

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
VSM Wealth Advisory, LLC90$27.1K0.01%013F-HRTimeline
SJS Investment Consulting Inc.89$26.9K<0.01%-2313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88$26.5K<0.01%013F-HRTimeline
SYM FINANCIAL Corp83$25.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC81$24.4K0.02%-1,89513F-HRTimeline
Glassman Wealth Services81$24.4K<0.01%013F-HRTimeline
Gould Capital, LLC79$23.8K0.01%+2913F-HRTimeline
First PREMIER Bank75$23K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC75$22.6K0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$22.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.73$22K0.02%+2313F-HRTimeline
American Capital Advisory, LLC72$21.7K0.01%013F-HRTimeline
Abound Wealth Management70$21.1K<0.01%-813F-HRTimeline
ORG Partners LLC70$21.1K<0.01%+513F-HRTimeline
Triumph Capital Management67$20.2K<0.01%new13F-HRTimeline
Go Invest LLC66$20K0.01%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60$19.3K<0.01%new13F-HRTimelineGroup
First Command Advisory Services, Inc.62$18.7K<0.01%013F-HRTimeline
Quent Capital, LLC60$18.1K<0.01%new13F-HRTimeline
Hyposwiss Advisors SA60$18.1K0.02%13F-HRTimeline
Greenline Wealth Management LLC54$16.3K0.02%13F-HRTimeline
Integrity Financial Corp /WA53$16K0.01%-1913F-HRTimeline
Biltmore Family Office, LLC50$15.1K<0.01%013F-HRTimeline
Ashurst Perkins Coie Trust Co46$13.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC45$13.6K0.01%+3013F-HRTimeline
CVA Family Office, LLC39$11.7K<0.01%013F-HRTimeline
Atomic Invest LLC38$11.7K0.01%13F-HRTimeline
Nemes Rush Group LLC37$11.1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners36$11K<0.01%-1113F-HRTimeline
Garton & Associates Financial Advisors …35$10.7K0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST35$10.5K<0.01%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL31$9.34K<0.01%-2,58713F-HRTimeline
Gen-Wealth Partners Inc30$9.15K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$9.04K<0.01%013F-HRTimeline
Caitlin John, LLC30$9.04K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.31$9K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerpoint Advisors, LLC30$9K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29$8.73K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division29$8.73K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$8.53K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$8.05K<0.01%-5313F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.25$7.53K<0.01%-11013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC23$6.93K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC23$6.82K<0.01%013F-HRTimeline
CENTRAL TRUST Co22$6.63K<0.01%-48313F-HRTimeline
Sawyer & Company, Inc21$6.32K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20$6.02K<0.01%-7513F-HRTimeline
Asset Dedication, LLC20$6.02K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18$5.42K<0.01%013F-HRTimeline
Bollard Group LLC17$5K<0.01%-613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$4.93K0.01%013F-HRTimeline
CrossGen Wealth, LLC15$4.63K<0.01%13F-HRTimeline
SageView Advisory Group, LLC15$4.52K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC15$4.52K<0.01%13F-HRTimeline
Camelot Portfolios, LLC15$4.52K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd15$4.52K<0.01%13F-HRTimeline
Goodman Advisory Group, LLC13$3.92K<0.01%013F-HRTimeline
Winch Advisory Services, LLC12$3.63K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP11$3.31K<0.01%new13F-HRTimelineGroup
Investors Portfolio Services LLC9$2.73K<0.01%13F-HRTimeline
NVWM, LLC9$2.71K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7$2.11K<0.01%013F-HRTimeline
LM Advisors LLC597$1.98K0.04%-83213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.81K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC6$1.81K<0.01%-15613F-HRTimeline
Acumen Wealth Advisors, LLC4$1.21K<0.01%13F-HRTimeline
Aspect Partners, LLC4$1.21K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT3$904<0.01%-3,23013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$603<0.01%013F-HRTimeline
New Millennium Group LLC2$602<0.01%-3613F-HRTimeline
Align Financial, LLC49,719$49.7K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.