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Disclosery

SOXX ISHARES TR

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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
Swisher Financial Concepts, Inc.348$223K0.14%-38213F-HRTimeline
Canton Hathaway, LLC348$223K0.04%013F-HRTimeline
Facet Wealth, Inc.346$222K<0.01%-29913F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC345$221K<0.01%new13F-HRTimelineGroup
Ruggaard & Associates LLC345$221K0.08%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.345$221K0.04%-3613F-HRTimelineGroup
Maia Wealth LLC344$220K0.03%new13F-HRTimeline
Advisor Resource Council379$220K0.07%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC339$217K0.04%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC333$213K0.02%013F-HRTimeline
Objective Capital Management, LLC332$213K0.19%new13F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,301$212K<0.01%13F-HRTimelineGroup
4J Wealth Management LLC331$212K0.1%new13F-HRTimeline
Oxford Wealth Group, LLC331$212K0.09%new13F-HRTimeline
GUIDANCE CAPITAL, INC399$212K0.05%new13F-HRTimeline
Symphony Financial, Ltd. Co.336$212K0.02%new13F-HRTimeline
APS Management Group, Inc.322$206K0.16%new13F-HRTimeline
Saxony Capital Management, LLC319$204K0.09%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC318$204K0.17%new13F-HRTimeline
SilverOak Wealth Management LLC318$204K0.03%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC318$204K0.01%-3013F-HRTimeline
Range Advisory, LLC315$202K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…315$202K0.03%-25613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC313$201K0.05%new13F-HRTimeline
SWAN Capital LLC312$200K0.07%-15613F-HRTimeline
Fortitude Family Office, LLC306$196K0.04%013F-HRTimeline
VIMA LLC300$192K0.19%13F-HRTimeline
Manchester Capital Management LLC300$192K0.03%013F-HRTimeline
Solstein Capital, LLC300$192K0.07%013F-HRTimeline
Roxbury Financial LLC295$189K0.15%-1013F-HRTimeline
HOWE & RUSLING INC291$186K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding278$178K-1,059Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding266$171K-2,865Timeline
Vinland Capital Management Gestora de R…50$166K1.63%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.244$156K0.02%-13113F-HR/ATimeline
Integrity Financial Corp /WA243$156K0.07%+19013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC286$155K0.02%13F-HRTimeline
CASTLEARK MANAGEMENT LLC230$147K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.222$142K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP222$142K0.13%new13F-HRTimeline
Key Financial Inc217$139K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC213$136K0.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC211$135K0.07%new13F-HRTimeline
EPG Wealth Management LLC210$135K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC206$132K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC204$131K0.07%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC198$127K0.02%+19113F-HRTimeline
CX Institutional187$120K<0.01%+813F-HRTimeline
GAMMA Investing LLC181$116K<0.01%-1213F-HRTimeline
Key Capital Management, INC180$115K0.06%new13F-HRTimeline
Realta Investment Advisors166$106K0.03%+10013F-HRTimeline
Align Financial, LLC165$106K0.05%013F-HRTimeline
PlanVest Financial, Inc163$104K0.07%+7013F-HRTimeline
Fairscale Capital, LLC163$104K0.06%new13F-HRTimeline
Morse Asset Management, Inc160$103K0.02%-213F-HRTimeline
Barnes Dennig Private Wealth Management…159$102K0.08%-4113F-HRTimeline
BOK Financial Private Wealth, Inc.150$96.1K<0.01%013F-HRTimeline
Truvestments Capital LLC150$96.1K0.01%013F-HRTimeline
Crews Bank & Trust150$96.1K0.01%013F-HRTimeline
MidFirst Bank147$94.2K0.01%new13F-HRTimeline
Morling Financial Advisors, LLC137$87.8K0.02%new13F-HRTimeline
Capital Advisor Network LLC131$83.9K0.11%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC128$81.9K0.01%-12513F-HRTimeline
Downshift Financial, LLC126$80.7K0.04%new13F-HRTimeline
Cape Investment Advisory, Inc.126$80.7K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT124$79.6K0.01%-613F-HRTimeline
Gould Capital, LLC118$75.7K0.04%+813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO117$75K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC117$75K0.01%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC115$73.7K<0.01%new13F-HRTimeline
SHP Wealth Management114$73.3K0.01%+2013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC113$72.4K0.01%013F-HRTimeline
BALLAST ADVISORS LLC110$70.5K0.02%new13F-HRTimeline
ESL Trust Services, LLC109$69.8K0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC105$67.3K0.02%new13F-HRTimeline
Bogart Wealth, LLC100$64.1K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC100$64.1K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC100$64.1K0.01%-5013F-HRTimeline
Copia Wealth Management96$61.5K0.04%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …102$61.2K<0.01%+4213F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…90$57.7K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC90$57.7K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$54.7K0.02%+5713F-HRTimeline
Asset Dedication, LLC85$54.5K<0.01%+4513F-HRTimeline
Paladin Partners, LLC85$54.5K0.04%new13F-HRTimeline
Centerpoint Advisors, LLC85$54K0.02%+5513F-HRTimeline
SYM FINANCIAL Corp83$53.3K<0.01%013F-HRTimeline
Glassman Wealth Services81$51.9K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC80$51.3K0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.150$49.3K0.04%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.76$48.8K0.03%013F-HRTimeline
Go Invest LLC76$48.8K0.01%+813F-HRTimeline
Tradewinds Capital Management, LLC76$48.7K0.01%013F-HRTimeline
HM PAYSON & CO75$48.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC75$48.1K0.01%013F-HRTimeline
Topsail Wealth Management, LLC75$48.1K0.01%013F-HRTimeline
Caldwell Trust Co75$48.1K<0.01%new13F-HRTimeline
First PREMIER Bank75$48K0.01%013F-HRTimeline
Atomic Invest LLC77$47.4K<0.01%+4013F-HRTimeline
ZEGA Investments, LLC72$46.1K0.01%+7013F-HRTimeline
Quent Capital, LLC72$46.1K<0.01%+1213F-HRTimeline
American Capital Advisory, LLC72$46.1K0.02%013F-HRTimeline
Burnham & Co LLC71$45.5K0.04%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB69$44.2K<0.01%+4913F-HRTimeline
Triumph Capital Management65$41.7K0.01%+2013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC65$41.6K0.01%+4213F-HRTimeline
Highland Investment Advisors LLC63$40.4K0.02%13F-HRTimeline
Anchor Bay Capital, Inc.76$40K0.02%13F-HRTimeline
First Command Advisory Services, Inc.62$39.7K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC54$35K<0.01%+3013F-HRTimeline
Elequin Capital, LP53$34K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.52$33.6K<0.01%-3713F-HRTimeline
REYL & Cie S.A.100$33K0.04%13F-HRTimeline
Turim 21 Investimentos Ltda.2,450$32.7K0.01%013F-HRTimeline
Perkins Coie Trust Co46$29.5K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC44$28.2K0.01%new13F-HRTimeline
Abound Wealth Management43$27.6K0.01%013F-HRTimeline
Nemes Rush Group LLC42$26.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC40$25.6K0.01%013F-HRTimeline
Financial Life Planners36$23.4K0.02%013F-HRTimeline
Coston, McIsaac & Partners36$23K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV34$21K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.31$20K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gen-Wealth Partners Inc30$19.5K0.01%013F-HRTimeline
Princeton Global Asset Management LLC30$19.2K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.30$19.2K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$18.6K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC28$17.9K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST25$16K<0.01%013F-HRTimeline
Biltmore Family Office, LLC25$16K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC25$16K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC23$14.5K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST21$13.5K<0.01%013F-HRTimeline
Sawyer & Company, Inc21$13.5K<0.01%013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC20$12.8K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18$11.5K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC17$10.9K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA17$10.9K<0.01%new13F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …16$10.5K0.01%013F-HRTimeline
NBH Bank16$10.3K<0.01%13F-HRTimeline
BLUELINE ADVISORS LLC48$10.1K0.01%new13F-HRTimeline
CrossGen Wealth, LLC15$9.87K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC15$9.61K0.01%013F-HRTimeline
Monetary Solutions, Ltd15$9.61K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14$8.97K<0.01%-1113F-HRTimelineGroup
Noble Wealth Management PBC14$8.97K<0.01%013F-HRTimeline
Financially Speaking Inc25$8.22K0.04%013F-HRTimeline
Winch Advisory Services, LLC12$7.74K<0.01%013F-HRTimeline
Rossby Financial, LCC11$7.05K<0.01%-12213F-HRTimeline
Wagner Wealth Management, LLC10$6.41K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9$5.77K<0.01%-2913F-HRTimelineGroup
NVWM, LLC9$5.77K<0.01%013F-HRTimeline
Markowski Investments9$5.77K<0.01%13F-HRTimeline
CKW FINANCIAL GROUP8$5K<0.01%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7$4.49K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.6$3.85K<0.01%013F-HRTimeline
BFSG, LLC5$3.2K<0.01%new13F-HRTimeline
XP Advisory US, Inc.5$3.2K<0.01%13F-HRTimeline
Bollard Group LLC5$3K<0.01%013F-HRTimeline
Aspect Partners, LLC4$2.56K<0.01%013F-HRTimeline
Hurley Capital, LLC3$1.92K<0.01%new13F-HRTimeline
Allied Private Wealth LLC3$1.69K<0.01%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2$1.28K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT2$1.28K<0.01%-113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1$1K<0.01%new13F-HR/ATimeline
Harborfront Financial Group LLC1$686<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1$641<0.01%13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…1$641<0.01%new13F-HRTimeline
Imprint Wealth LLC1$641<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC1$641<0.01%013F-HRTimeline
Napier Financial, LLC1$641<0.01%013F-HRTimeline