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Disclosery

SOXX ISHARES TR

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COM (fund)

742 managers (750 13F filers) reported a position in SOXX shares at 2025-06-30, 30,907,514 shares in all. 100 filers opened a position and 68 filers sold out during the quarter.

Managers
742
13F filers
750
New
100
Added
253
Reduced
263
Sold out
68
Shares held by filers
30,907,514

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY3,822,469$912M0.06%+2,006,37213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,186,240$761M0.12%+700,29813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,738,823$654M0.51%+1,770,56113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,440,000$582M1.17%+350,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,357,919$563M0.05%+155,60313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,258,781$539M0.11%+1,262,67213F-HRTimelineGroup
LPL Financial LLC1,020,400$244M0.08%+176,40513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN874,262$209M0.05%+175,72313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC533,880$127M0.09%+308,79713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC477,105$114M0.1%+205,21613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…361,353$94.2M0.21%+40,70713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA364,688$87.1M0.02%+25,28613F-HR/ATimelineGroup
LMR Partners LLPin group LMR Partners LLP330,000$78.8M1.23%+50,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC301,244$71.9M0.02%+17,20213F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC294,297$70.2M2.58%-25,14413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC278,397$66.5M0.09%+47,71813F-HRTimeline
Twin Tree Management, LP266,911$63.7M1.6%+44,38213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC260,945$62.3M0.02%-84,81613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…222,015$53M0.08%+17,73913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…219,510$52.4M0.04%+21,20013F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…201,722$48.2M0.47%+197,50013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC201,064$48M0.04%-94,24613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.182,804$43.5M0.08%-3,77413F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC180,446$43.1M0.02%-212,43513F-HR/ATimelineGroup
GM Advisory Group, LLC175,953$42M2.08%+66,75313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding168,713$40.3M+36,721Timeline
Cambridge Investment Research Advisors,…168,632$40.3M0.12%-22,79413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO167,631$40M<0.01%-195,80313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…156,338$37.3M1.44%+117,70313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…152,158$36.3M1.24%+9,26513F-HRTimelineGroup
Cetera Investment Advisers148,931$35.5M0.06%-25,66313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …143,400$34.2M0.55%-9,81813F-HRTimelineGroup
GREENWOOD GEARHART LLC128,477$30.7M1.91%+20,62713F-HRTimeline
HighTower Advisors, LLC120,371$28.7M0.04%-31,31013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP117,145$28M0.02%+27,17913F-HRTimelineGroup
Integrated Wealth Concepts LLC108,470$25.9M0.26%-29413F-HRTimeline
Wellspring Financial Advisors, LLC107,874$25.7M2.59%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP107,936$25.7M0.03%-111,09213F-HR/ATimelineGroup
SG Americas Securities, LLC102,048$24.4M0.11%+18813F-HRTimeline
FIRST MANHATTAN CO. LLC.100,795$24.1M0.07%-58013F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.100,000$23.9M1.05%013F-HRTimeline
L & S Advisors Inc99,199$23.7M2.34%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding93,703$22.4M+10,064Timeline
MML INVESTORS SERVICES, LLC92,112$22M0.06%-95713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,045$20.3M0.03%-9,09213F-HRTimelineGroup
Yarbrough Capital, LLC82,383$19.7M0.7%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,783$18.1M0.02%+3,99013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,021$17.4M0.23%+80613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding62,847$15M+12,876Timeline
Parallax Volatility Advisers, L.P.62,741$15M0.6%+46,14413F-HRTimeline
Mariner, LLCin group Mariner, LLC60,916$14.5M0.02%+4,62013F-HRTimelineGroup
TD Waterhouse Canada Inc.58,268$13.8M0.1%+4,96513F-HRTimeline
Legend Financial Advisors, Inc.56,025$13.4M8.88%+87913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…55,975$13.4M0.05%+16,84713F-HRTimelineGroup
FIL Ltdin group FIL Ltd55,842$13.3M0.01%-225,18213F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM54,666$13M1.78%+8,89313F-HRTimelineGroup
GROUP ONE TRADING LLC53,027$12.7M0.41%-2,30013F-HRTimeline
United Asset Strategies, Inc.50,744$12.1M1.03%new13F-HRTimeline
Financial Partners Group, Inc49,486$11.8M1.63%+5,98513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.49,352$11.8M0.11%-37913F-HRTimeline
Legacy Edge Advisors, LLC47,513$11.3M1.51%+1,87913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK47,116$11.2M0.07%-72413F-HRTimelineGroup
Avondale Wealth Management44,796$10.7M5.97%+37,67113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,283$10.5M0.02%+15,85013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,641$10.4M0.01%-10,12013F-HRTimelineGroup
Capital Investment Counsel, LLC41,799$9.98M1.55%-1,26413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC38,634$9.22M0.02%+17,95613F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC37,330$8.91M0.3%+27,88613F-HRTimeline
HARBOR ADVISORY CORP /MA/37,040$8.84M2.82%+19,19713F-HRTimeline
Steward Partners Investment Advisory, L…36,611$8.74M0.07%+26,67613F-HRTimeline
Private Advisor Group, LLC34,901$8.33M0.04%-1,24413F-HRTimeline
Gray Foundation34,371$8.2M2.32%013F-HRTimeline
Meridian Wealth Management, LLC33,245$7.94M0.34%-25813F-HRTimeline
Janney Montgomery Scott LLC32,980$7.87M0.02%+2,98013F-HRTimeline
LOWE BROCKENBROUGH & CO INC32,770$7.82M0.44%-19613F-HRTimeline
NewEdge Advisors, LLC32,481$7.75M0.04%-3,55613F-HRTimeline
Wealthfront Advisers LLC32,306$7.71M0.02%-12,92513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP31,703$7.57M0.88%+2,40313F-HRTimeline
Commonwealth Financial Services, LLC31,064$7.41M1.43%new13F-HRTimeline
Traynor Capital Management, Inc.30,478$7.24M0.51%-1,10813F-HRTimeline
BLAIR WILLIAM & CO/IL29,531$7.05M0.02%+8,39413F-HRTimeline
MAI Capital Management29,067$6.94M0.05%+46413F-HRTimeline
CMH Wealth Management LLC28,913$6.9M1.61%-41313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,201$6.73M0.19%+5,90313F-HRTimeline
Fulton Bank, N.A.28,050$6.7M0.25%-30013F-HRTimeline
Advisory Services Network, LLC27,546$6.61M0.11%-21,50313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC27,671$6.61M2.94%+3,26513F-HRTimeline
Adams Wealth Management27,112$6.47M1.23%+3,31713F-HRTimeline
CacheTech Inc.27,112$6.47M1.19%+3,31713F-HRTimeline
Kelly Financial Services LLC26,540$6.33M1.87%+1,47613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,454$6.31M4.24%+27313F-HRTimeline
SPINNAKER TRUST26,447$6.31M0.38%+97413F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.26,278$6.27M2.57%+1,09613F-HRTimeline
First Interstate Bank25,702$6.14M0.36%-40213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC25,382$6.06M5.69%new13F-HRTimeline
Lake Hills Wealth Management, LLC25,105$5.99M3.43%new13F-HRTimeline
Portfolio Strategies, Inc.24,735$5.9M0.77%-80313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,450$5.84M0.05%+4,70513F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,934$5.71M0.18%-2,39313F-HRTimeline
Sanctuary Advisors, LLC23,660$5.65M0.03%-29413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC23,620$5.64M0.44%+3,78013F-HR/ATimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…23,605$5.63M0.95%-20,52113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…23,577$5.63M0.02%+15913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC23,550$5.62M2.83%-3,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,217$5.54M0.01%+1,30913F-HRTimelineGroup
MARTIN & CO INC /TN/21,885$5.22M0.96%-25213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC21,534$5.14M0.34%+3,85013F-HRTimeline
KADENSA CAPITAL Ltd21,327$5.09M0.81%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding21,176$5.05M-6,452Timeline
Polymer Capital Management (US) LLC21,100$5.04M0.82%new13F-HRTimeline
Anchor Investment Management, LLC20,325$4.85M0.43%+1,92613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,618$4.68M0.01%-3,52513F-HRTimeline
Silverleafe Capital Partners, LLC19,400$4.63M1.61%new13F-HRTimeline
Bristlecone Advisors, LLC19,260$4.6M0.39%-11913F-HRTimeline
Creative Planningin group Creative Planning19,232$4.59M<0.01%-70013F-HRTimelineGroup
JPL Wealth Management, LLC18,614$4.44M1.2%+95613F-HRTimeline
Maxi Investments CY Ltd18,600$4.44M0.74%new13F-HRTimeline
Wall Street Financial Group, Inc.18,498$4.42M3.98%-7,88213F-HRTimeline
Integrated Capital Management, LLC17,855$4.41M2.11%+1,80113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,308$4.37M0.04%-41313F-HRTimelineGroup
Family Legacy, Inc.18,144$4.33M1.41%+39013F-HRTimeline
Strategic Blueprint, LLC18,116$4.32M0.21%-4,20313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC18,077$4.32M0.02%+26313F-HRTimelineGroup
Polymer Capital Management (HK) LTD17,660$4.22M0.66%+6,90013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,592$4.2M0.02%+30913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,358$4.14M0.27%+8,36713F-HR/ATimeline
Beacon Pointe Advisors, LLC17,322$4.13M0.04%-86913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,314$4.13M0.01%-14,01613F-HRTimelineGroup
COMERICA BANK17,038$4.07M0.02%+57113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…16,785$4.01M0.07%-3,71213F-HRTimelineGroup
Sowell Financial Services LLC16,419$3.92M0.16%+5,66413F-HRTimeline
Wharton Business Group, LLC16,349$3.9M0.16%+19513F-HRTimeline
EWA, LLC16,270$3.88M1.22%+56313F-HRTimeline
CIBC WORLD MARKET INC.16,078$3.84M0.01%-15,72813F-HRTimeline
Jaffetilchin Investment Partners, LLC15,895$3.79M0.25%-34013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,892$3.79M0.03%-2,93713F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…15,555$3.71M0.01%+1,03013F-HRTimeline
Arete Wealth Advisors, LLC15,556$3.71M0.26%new13F-HRTimeline
PFG Investments, LLC15,456$3.69M0.22%-64513F-HRTimeline
Kingsview Wealth Management, LLC15,278$3.65M0.06%+4,38813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding15,121$3.61M-596Timeline
Midwest Financial Group LLC15,067$3.6M1.89%+39213F-HRTimeline
J.W. COLE ADVISORS, INC.14,921$3.56M0.08%+1,39713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,655$3.5M0.04%+5,83413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,655$3.5M<0.01%+81513F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC14,610$3.49M0.04%-73,10213F-HR/ATimelineGroup
HRT FINANCIAL LP14,571$3.48M0.02%new13F-HRTimeline
Klingman & Associates, LLC14,185$3.39M0.19%013F-HRTimeline
360 Financial, Inc.14,131$3.37M1.07%-45413F-HRTimeline
Atria Wealth Solutions, Inc.14,002$3.35M0.08%-30,90913F-HRTimeline
IFP Advisors, Inc13,769$3.29M0.09%+10013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,721$3.28M0.25%-2,60413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,586$3.24M0.65%-3,31213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding13,535$3.23M+121Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…13,523$3.23M0.13%+11,77713F-HRTimelineGroup
Atria Investments, Inc13,448$3.21M0.04%+11,15413F-HRTimeline
THEORY FINANCIAL LLC13,219$3.17M1.2%+2,27413F-HRTimeline
Composition Wealth, LLC13,211$3.15M0.05%-1,47813F-HRTimeline
One Capital Management, LLC13,122$3.13M0.11%-30913F-HRTimeline
TWO SIGMA SECURITIES, LLC12,950$3.09M0.38%+8,68813F-HRTimeline
Moss Adams Wealth Advisors LLC12,923$3.08M0.28%-89713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,856$3.07M0.21%+1,76613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,781$3.05M0.12%+22313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC12,701$3.03M0.21%+9,47913F-HRTimeline
&PARTNERS12,604$3.01M0.02%-913F-HRTimeline
KKM Financial LLC12,247$2.93M1.02%-5,60313F-HRTimeline
FMR LLCin group FMR LLC12,218$2.92M<0.01%+18813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,124$2.89M<0.01%-75313F-HRTimelineGroup
Merit Financial Group, LLC12,063$2.88M0.03%+31913F-HRTimeline
Magnus Financial Group LLC11,800$2.82M0.25%-2813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,669$2.79M0.23%-21,33513F-HRTimeline
TRUE Private Wealth Advisors11,662$2.78M0.31%new13F-HRTimeline
Provida Pension Fund Administrator11,611$2.77M0.05%013F-HRTimeline
Armor Investment Advisors, LLC11,604$2.77M1.04%-25713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.11,500$2.75M0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,290$2.69M0.06%+3,69513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,265$2.69M<0.01%-30,70013F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA11,077$2.64M0.01%+56013F-HRTimelineGroup
Farther Finance Advisors, LLC11,030$2.63M0.05%+48113F-HRTimeline
Ausdal Financial Partners, Inc.10,962$2.62M0.17%+36313F-HRTimeline
Wealthspire Advisors, LLC10,901$2.6M0.01%+2,93013F-HRTimeline
BEACON FINANCIAL PLANNING, INC10,824$2.58M1.44%-24713F-HRTimeline
Maxele Advisors, LLC10,776$2.57M2.24%+24313F-HRTimeline
1 NORTH WEALTH SERVICES LLC10,765$2.57M1.02%-3,39513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,551$2.52M0.05%-313F-HRTimelineGroup
Matrix Trust Co10,406$2.48M0.4%+69413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …10,353$2.47M0.07%-3,23013F-HRTimelineGroup
Evelyn Partners Investment Management (…10,253$2.45M0.88%-90113F-HR/ATimeline
Focus Financial Network, Inc.10,178$2.43M0.1%+55113F-HRTimeline
Aprio Wealth Management, LLC10,129$2.42M0.27%-9,73113F-HRTimeline
Evolution Wealth Advisors, LLC10,124$2.42M0.35%-1,39513F-HRTimeline
Prime Capital Investment Advisors, LLC9,996$2.39M0.03%-3,27013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,968$2.38M0.09%-4,69713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,960$2.38M0.12%-8,25513F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT9,876$2.36M0.2%+4313F-HRTimeline
Sigma Planning Corp9,839$2.35M0.07%-13,49213F-HRTimeline
Koshinski Asset Management, Inc.9,644$2.3M0.17%-75213F-HRTimeline
Clark Capital Management Group, Inc.9,593$2.29M0.02%-23,08713F-HRTimeline
Summit Financial, LLC9,513$2.27M0.05%+7,43813F-HRTimeline
Concentrum Wealth Management9,508$2.27M0.71%-6,43313F-HRTimeline