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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
Roxbury Financial LLC305$100K0.09%-2213F-HRTimeline
Manchester Capital Management LLC300$98.6K0.01%013F-HRTimeline
Solstein Capital, LLC300$98.6K0.04%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.150$96.1K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC275$90.5K0.01%-17013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…266$87.4K<0.01%+8213F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC253$83.1K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC346$82.6K0.04%-60813F-HRTimeline
Aventura Private Wealth, LLC248$81.5K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC222$73K<0.01%+1013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.222$73K0.01%013F-HRTimeline
Key Financial Inc217$71.3K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC213$70K0.01%013F-HRTimeline
EPG Wealth Management LLC210$69K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC206$68K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC199$67.4K<0.01%-16013F-HRTimeline
Basepoint Wealth LLC204$67.1K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…200$65.7K0.07%+10913F-HRTimeline
GAMMA Investing LLC193$63.4K<0.01%+713F-HRTimeline
CX Institutional179$59K<0.01%-2313F-HRTimeline
Opal Wealth Advisors, LLC179$58.8K0.01%new13F-HRTimeline
Align Financial, LLC165$54.3K0.03%-49,55413F-HRTimeline
Morse Asset Management, Inc162$53.2K0.01%-513F-HRTimeline
BOK Financial Private Wealth, Inc.150$49.3K<0.01%013F-HRTimeline
Truvestments Capital LLC150$49.3K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC150$49.3K0.01%013F-HRTimeline
Crews Bank & Trust150$49.3K0.01%-913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding141$46.3K0Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…137$45K<0.01%-29,62313F-HRTimelineGroup
Rossby Financial, LCC133$45K0.01%-713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$42.8K<0.01%013F-HRTimeline
Allianz SEin group Allianz SE128$42.1K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC127$41.7K0.01%013F-HRTimeline
WFA of San Diego, LLC126$41.4K0.03%-30013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO117$38.5K<0.01%-3913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC113$37.1K0.01%+2513F-HRTimeline
Gould Capital, LLC110$36.2K0.02%+3113F-HRTimeline
Turim 21 Investimentos Ltda.2,450$35.2K0.01%013F-HRTimeline
Bogart Wealth, LLC100$32.9K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC98$32.2K<0.01%new13F-HRTimeline
Copia Wealth Management96$31.6K0.02%013F-HRTimeline
SHP Wealth Management94$31K<0.01%-3113F-HRTimeline
PlanVest Financial, Inc93$30.6K0.02%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC90$29.6K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC90$29.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.89$29.4K<0.01%013F-HRTimeline
SYM FINANCIAL Corp83$27.4K<0.01%013F-HRTimeline
Glassman Wealth Services81$26.6K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.76$25K0.02%+313F-HRTimeline
First PREMIER Bank75$25K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC76$25K<0.01%+7013F-HRTimeline
HM PAYSON & CO75$24.6K<0.01%-9113F-HRTimeline
Morton Brown Family Wealth, LLC75$24.6K0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$24.6K<0.01%013F-HRTimeline
American Capital Advisory, LLC72$23.7K0.01%013F-HRTimeline
Hanson & Doremus Investment Management70$23K<0.01%new13F-HRTimeline
Trask Adam Roland69$22.7K0.02%13F-HRTimeline
Go Invest LLC68$22.5K0.01%+213F-HRTimeline
Realta Investment Advisors66$21.5K0.01%-1,71013F-HRTimeline
First Command Advisory Services, Inc.62$20.4K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …60$20.2K<0.01%013F-HRTimelineGroup
Quent Capital, LLC60$19.7K<0.01%013F-HRTimeline
Integrity Financial Corp /WA53$17.5K0.01%013F-HRTimeline
RED REEF ADVISORS LLC50$16.4K0.02%new13F-HRTimeline
Perkins Coie Trust Co46$15.1K<0.01%013F-HRTimeline
Triumph Capital Management45$14.8K<0.01%-2213F-HRTimeline
Abound Wealth Management43$14.2K<0.01%-2713F-HRTimeline
Nemes Rush Group LLC42$13.8K<0.01%+513F-HRTimeline
Asset Dedication, LLC40$13.1K<0.01%+2013F-HRTimeline
Kiker Wealth Management, LLC40$13.1K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC38$12.5K<0.01%+913F-HRTimelineGroup
Coston, McIsaac & Partners36$12K<0.01%013F-HRTimeline
Financial Life Planners36$12K0.01%new13F-HRTimeline
Atomic Invest LLC37$11.5K0.01%-113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV34$11K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.31$10K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerpoint Advisors, LLC30$10K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc30$10K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$9.86K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.30$9.86K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division29$9.53K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC28$9.31K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC28$9.2K<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC27$8.87K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST25$8.22K<0.01%-1013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.25$8.22K<0.01%013F-HRTimelineGroup
Biltmore Family Office, LLC25$8.22K<0.01%-2513F-HRTimeline
Glen Eagle Advisors, LLC25$8.22K<0.01%new13F-HRTimeline
Financially Speaking Inc25$8.22K0.04%new13F-HRTimeline
Capital Advisors, Ltd. LLC24$8K<0.01%-7,04413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC23$7.56K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC23$7.44K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC22$7.32K<0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST21$6.9K<0.01%13F-HRTimeline
Sawyer & Company, Inc21$6.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB20$6.57K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18$5.92K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC17$5.59K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$5.38K0.01%013F-HRTimeline
CrossGen Wealth, LLC15$5.06K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC15$4.93K<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC15$4.93K<0.01%013F-HRTimeline
Monetary Solutions, Ltd15$4.93K<0.01%013F-HRTimeline
Noble Wealth Management PBC14$4.6K<0.01%-3113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13$4.3K<0.01%new13F-HRTimeline
Goodman Advisory Group, LLC13$4.27K<0.01%013F-HRTimeline
Winch Advisory Services, LLC12$3.97K<0.01%013F-HRTimeline
Investors Portfolio Services LLC9$2.98K<0.01%013F-HRTimeline
NVWM, LLC9$2.96K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.9$2.96K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC7$2.3K<0.01%013F-HRTimeline
Bollard Group LLC5$2K<0.01%-1213F-HRTimeline
LM Advisors LLC651$1.98K0.03%+5413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6$1.97K<0.01%013F-HRTimeline
Aspect Partners, LLC4$1.31K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT3$986<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$750<0.01%-2,31213F-HRTimelineGroup
ZEGA Investments, LLC2$659<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2$658<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$329<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC1$329<0.01%new13F-HRTimeline
Napier Financial, LLC1$329<0.01%new13F-HRTimeline