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Disclosery

SOXX ISHARES TR

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COM (fund)

710 managers (720 13F filers) reported a position in SOXX shares at 2025-03-31, 24,391,212 shares in all. 61 filers opened a position and 101 filers sold out during the quarter.

Managers
710
13F filers
720
New
61
Added
264
Reduced
262
Sold out
101
Shares held by filers
24,391,212

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,485,942$468M0.09%-509,67113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,202,316$414M0.04%-18,86413F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,090,000$393M0.87%-500,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,816,097$342M0.02%-210,94613F-HRTimelineGroup
UBS Group AGin group UBS Group AG996,109$187M0.04%-384,58713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS968,262$182M0.14%+665,86713F-HRTimelineGroup
LPL Financial LLC843,995$159M0.06%+57,35013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN698,539$131M0.03%-52,83113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC392,881$73.9M0.03%+81,34513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO363,434$68.4M0.01%-747,89613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC345,761$65.1M0.02%+22,67513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339,402$63.9M0.01%-106,40413F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…320,646$60.3M0.15%+80,28213F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC319,441$60.1M2.27%+6,99213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC295,310$55.6M0.05%-61,18013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC284,042$53.4M0.01%+5,10713F-HRTimelineGroup
FIL Ltdin group FIL Ltd281,024$52.9M0.05%+276,37013F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP280,000$52.7M1.06%+20,00013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC271,889$51.2M0.05%+230,04813F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd261,752$49.2M1.09%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC230,679$43.4M0.06%-3,96613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC225,083$42.4M0.03%+27,52113F-HRTimelineGroup
Twin Tree Management, LP222,529$41.9M0.92%-39,12313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP219,028$41.2M0.07%+106,69013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…204,276$38.4M0.06%-107,67113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…198,310$37.3M0.03%-8,05613F-HRTimelineGroup
Cambridge Investment Research Advisors,…191,426$36M0.12%-22,18413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,578$35.1M0.08%-2,18313F-HRTimelineGroup
Cetera Investment Advisers174,594$32.9M0.06%+20,47513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …153,218$28.8M0.51%+25,90813F-HRTimelineGroup
HighTower Advisors, LLC151,681$28.5M0.04%+1,46113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…142,893$26.9M1.05%+26,41813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding131,992$24.8M+11,976Timeline
IMC-Chicago, LLC110,586$20.8M0.81%-24,72313F-HRTimeline
GM Advisory Group, LLC109,200$20.5M1.11%+8,12513F-HRTimeline
Integrated Wealth Concepts LLC108,764$20.5M0.24%-87113F-HRTimeline
GREENWOOD GEARHART LLC107,850$20.3M1.4%+71113F-HRTimeline
SG Americas Securities, LLC101,860$19.2M0.07%+33,90813F-HRTimeline
FIRST MANHATTAN CO. LLC.101,375$19.1M0.06%+1,58913F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.100,000$18.8M0.81%-100,24713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,137$17.7M0.03%-85413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC93,069$17.5M0.06%-2,93113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,966$17M0.02%+11,48713F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC87,712$16.5M0.25%+25,17113F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding83,639$15.7M-41,717Timeline
Yarbrough Capital, LLC82,383$15.5M0.67%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …72,215$13.6M0.21%+28813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,793$13.5M0.01%-2,79013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC56,296$10.6M0.02%-6,24213F-HRTimelineGroup
GROUP ONE TRADING LLC55,327$10.4M0.43%new13F-HRTimeline
Legend Financial Advisors, Inc.55,146$10.4M7.62%+5,13213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53,761$10.1M0.01%+11,07513F-HRTimelineGroup
TD Waterhouse Canada Inc.53,303$10M0.08%-3,00713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding49,971$9.4M-2,053Timeline
Advisory Services Network, LLC49,049$9.23M0.18%+1,69613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.49,731$9.17M0.09%+22,64813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,840$9M0.06%+3113F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM45,773$8.61M1.25%-4,03513F-HRTimelineGroup
Legacy Edge Advisors, LLC45,634$8.59M1.34%-1,47113F-HRTimeline
Wealthfront Advisers LLC45,231$8.51M0.02%+16,11613F-HRTimeline
Atria Wealth Solutions, Inc.44,911$8.45M0.1%-6,89013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…44,126$8.3M1.51%+3,17613F-HRTimelineGroup
Financial Partners Group, Inc43,501$8.19M1.26%+2,37013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A43,489$8.18M0.03%+14,30813F-HRTimelineGroup
Capital Investment Counsel, LLC43,063$8.1M1.34%-1,60613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,965$7.9M0.01%-7,51413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…39,128$7.38M0.03%+20,34613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…38,635$7.27M0.33%-5,35513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP37,341$7.03M0.01%+27,81713F-HRTimelineGroup
Private Advisor Group, LLC36,145$6.8M0.04%-2,03113F-HRTimeline
NewEdge Advisors, LLC36,037$6.78M0.04%-2,19713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,815$6.55M0.01%-408,34313F-HRTimelineGroup
Gray Foundation34,371$6.47M2.02%013F-HRTimeline
Meridian Wealth Management, LLC33,503$6.3M0.31%+12013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC33,004$6.21M0.54%+28913F-HRTimeline
LOWE BROCKENBROUGH & CO INC32,966$6.2M0.41%+35013F-HRTimeline
Clark Capital Management Group, Inc.32,680$6.15M0.04%new13F-HRTimeline
CIBC WORLD MARKET INC.31,806$5.98M0.01%+2,00513F-HRTimeline
Traynor Capital Management, Inc.31,586$5.94M0.5%-1,18713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.31,330$5.9M0.02%+11,25513F-HRTimelineGroup
Janney Montgomery Scott LLC30,000$5.64M0.02%+1,16313F-HRTimeline
CMH Wealth Management LLC29,326$5.52M1.38%-113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP29,300$5.51M0.66%-14,48313F-HRTimeline
MAI Capital Management28,603$5.38M0.04%-37513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,511$5.36M0.08%+15,29113F-HRTimelineGroup
Fulton Bank, N.A.28,350$5.33M0.22%-3,41213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding27,628$5.2M-10,484Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,433$5.16M0.01%-2,14413F-HRTimeline
Lindbrook Capital, LLC27,256$5.13M0.47%-23313F-HRTimeline
TUDOR INVESTMENT CORP ET AL27,251$5.13M0.05%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,850$5.05M2.92%013F-HRTimeline
Wall Street Financial Group, Inc.26,380$4.96M5.14%-1,56213F-HRTimeline
Dynamic Advisor Solutions LLC26,327$4.95M0.16%-37113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,181$4.93M3.62%+1,44313F-HRTimeline
First Interstate Bank26,104$4.91M0.29%-45313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL25,950$4.88M0.88%new13F-HRTimeline
Portfolio Strategies, Inc.25,538$4.81M0.74%-79013F-HRTimeline
SPINNAKER TRUST25,473$4.79M0.31%+1,32513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.25,182$4.74M2.05%-27913F-HRTimeline
Bremer Bank National Association25,166$4.74M0.84%new13F-HRTimeline
Kelly Financial Services LLC25,064$4.72M1.64%+1,78213F-HRTimeline
AJ Advisors, LLC25,056$4.71M2.41%+1,88113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC24,406$4.59M2.45%-1,15813F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC24,200$4.55M0.01%new13F-HRTimeline
Sanctuary Advisors, LLC23,954$4.51M0.03%-3,05013F-HRTimeline
Adams Wealth Management23,795$4.48M0.88%-1,42713F-HRTimeline
CacheTech Inc.23,795$4.48M0.87%-1,42713F-HRTimeline
Federation des caisses Desjardins du Qu…23,418$4.41M0.02%+45413F-HRTimeline
Sigma Planning Corp23,331$4.39M0.14%-14913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,143$4.35M0.01%-7,42813F-HRTimeline
PFG Advisors22,464$4.23M0.24%+5,30313F-HRTimeline
Strategic Blueprint, LLC22,319$4.2M0.23%-5,75813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,298$4.2M0.14%-1,76313F-HRTimeline
MARTIN & CO INC /TN/22,137$4.17M0.8%+64113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,908$4.12M0.01%+2,11913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,881$4.04M0.12%+3,80713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,137$3.98M0.01%-41713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,678$3.89M0.01%-182,75813F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…20,497$3.86M0.07%+19013F-HRTimelineGroup
Creative Planningin group Creative Planning19,932$3.75M<0.01%-1,04213F-HRTimelineGroup
Aprio Wealth Management, LLC19,860$3.74M0.47%-1,03513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,840$3.73M0.32%+83413F-HR/ATimeline
MONTAG A & ASSOCIATES INC19,768$3.72M0.19%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,745$3.72M0.04%+4,33813F-HRTimelineGroup
Bristlecone Advisors, LLC19,379$3.65M0.3%+55213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,829$3.54M0.03%-1,25713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,721$3.52M0.04%+2,88113F-HRTimelineGroup
Anchor Investment Management, LLC18,399$3.46M0.32%+40813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,215$3.43M0.19%+16,67613F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC18,191$3.42M0.04%+80113F-HRTimeline
KKM Financial LLC17,850$3.37M1.43%-1,93913F-HRTimeline
HARBOR ADVISORY CORP /MA/17,843$3.36M1.13%+88513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,814$3.35M0.02%+3,77813F-HRTimelineGroup
Family Legacy, Inc.17,754$3.34M1.15%+5,10413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC17,684$3.33M0.24%-27,36013F-HRTimeline
JPL Wealth Management, LLC17,658$3.32M0.95%+1,24813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.17,283$3.25M0.02%+15113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV16,898$3.18M0.7%-6,15413F-HRTimeline
Parallax Volatility Advisers, L.P.16,597$3.12M0.1%+9,91313F-HRTimeline
COMERICA BANK16,467$3.1M0.01%-2,90413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,325$3.07M0.22%+10,40113F-HRTimeline
Jaffetilchin Investment Partners, LLC16,235$3.05M0.22%-35213F-HRTimeline
Wharton Business Group, LLC16,154$3.04M0.14%+6,18513F-HRTimeline
PFG Investments, LLC16,101$3.03M0.19%+12413F-HRTimeline
Integrated Capital Management, LLC16,054$3.02M1.66%+46913F-HRTimeline
Concentrum Wealth Management15,941$3M1.11%-5,06213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding15,717$2.96M+32Timeline
EWA, LLC15,707$2.96M1.1%+47013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,915$2.82M0.01%-14,27213F-HR/ATimelineGroup
Rakuten Investment Management, Inc.14,710$2.78M0.01%13F-HRTimeline
Composition Wealth, LLC14,689$2.76M0.06%+3,77813F-HRTimeline
Midwest Financial Group LLC14,675$2.76M1.6%+7,72813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,665$2.76M0.09%-1,36713F-HRTimelineGroup
360 Financial, Inc.14,585$2.74M1%-9,34513F-HRTimeline
RFG Advisory, LLC14,556$2.74M0.07%-22,06513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…14,525$2.73M0.01%-1,29413F-HRTimeline
Mesirow Financial Investment Management…14,510$2.73M0.05%+7,86513F-HRTimeline
Klingman & Associates, LLC14,185$2.67M0.16%+89013F-HRTimeline
1 NORTH WEALTH SERVICES LLC14,160$2.66M1.23%-2,44113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,840$2.6M<0.01%+25513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC13,820$2.6M0.27%new13F-HRTimeline
IFP Advisors, Inc13,669$2.57M0.08%+1513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,583$2.55M0.07%+4,64313F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.13,524$2.54M0.08%+3,25013F-HRTimeline
One Capital Management, LLC13,431$2.53M0.09%-45113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding13,414$2.52M-12,996Timeline
Prime Capital Investment Advisors, LLC13,266$2.5M0.03%+2,07413F-HRTimeline
Geneos Wealth Management Inc.13,176$2.48M0.04%+56913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,877$2.42M<0.01%-1,61813F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC12,771$2.4M1.21%+2,87513F-HRTimeline
Prosperity Consulting Group, LLC12,754$2.4M0.19%-2,88313F-HRTimeline
&PARTNERS12,613$2.39M0.03%+2,25813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,558$2.36M0.1%13F-HRTimelineGroup
FMR LLCin group FMR LLC12,030$2.26M<0.01%+34513F-HRTimelineGroup
Gold Investment Management Ltd.11,952$2.25M0.95%+18413F-HRTimeline
Armor Investment Advisors, LLC11,861$2.23M0.92%+4913F-HRTimeline
Magnus Financial Group LLC11,828$2.23M0.22%-1,45913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,928$2.21M<0.01%+8,15213F-HRTimelineGroup
Merit Financial Group, LLC11,744$2.21M0.03%+1913F-HRTimeline
Provida Pension Fund Administrator11,611$2.18M0.04%-232,26413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV11,559$2.17M0.8%-44013F-HRTimeline
Evolution Wealth Advisors, LLC11,519$2.17M0.36%+4,14713F-HRTimeline
Evelyn Partners Investment Management (…11,154$2.1M0.79%+1,66013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP11,090$2.09M0.16%+5813F-HRTimeline
BEACON FINANCIAL PLANNING, INC11,071$2.08M1.2%-87413F-HRTimeline
Transcendent Capital Group LLC10,950$2.06M1.16%+51413F-HRTimeline
THEORY FINANCIAL LLC10,945$2.06M0.87%-10,72813F-HRTimeline
Kingsview Wealth Management, LLC10,890$2.05M0.04%-12,59813F-HRTimeline
B. Riley Wealth Advisors, Inc.10,837$2.04M0.06%+81113F-HRTimeline
Polymer Capital Management (HK) LTD10,760$2.02M0.35%-16,08613F-HRTimeline
Sowell Financial Services LLC10,755$2.02M0.09%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,599$1.99M0.15%-24613F-HRTimeline
Farther Finance Advisors, LLC10,549$1.99M0.05%+2,53913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,554$1.99M0.05%+1,67213F-HRTimelineGroup
Maxele Advisors, LLC10,533$1.98M1.92%-16613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,517$1.98M<0.01%-253,85513F-HR/ATimelineGroup
Koshinski Asset Management, Inc.10,396$1.96M0.17%+30313F-HRTimeline
TSFG, LLC10,056$1.89M0.39%+55813F-HRTimeline
Steward Partners Investment Advisory, L…9,935$1.87M0.02%-2,67113F-HRTimeline
CONDOR CAPITAL MANAGEMENT9,833$1.85M0.17%+14613F-HRTimeline