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Disclosery

SOXX ISHARES TR

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COM (fund)

776 managers (785 13F filers) reported a position in SOXX shares at 2025-09-30, 25,116,114 shares in all. 95 filers opened a position and 56 filers sold out during the quarter.

Managers
776
13F filers
785
New
95
Added
260
Reduced
256
Sold out
56
Shares held by filers
25,116,114

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,319,944$629M0.05%-37,97513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,963,275$532M0.08%-1,222,96513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,821,499$494M0.03%-2,000,97013F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,585,000$430M0.79%-855,00013F-HRTimeline
UBS Group AGin group UBS Group AG1,270,244$344M0.07%-988,53713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,127,144$306M0.24%-1,611,67913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,053,945$286M0.22%+852,88113F-HRTimelineGroup
LPL Financial LLC1,022,745$277M0.08%+2,34513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN842,102$228M0.05%-32,16013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…400,195$109M0.21%+38,84213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA353,702$95.9M0.02%-10,98613F-HRTimelineGroup
Foundations Investment Advisors, LLC330,850$89.7M1.3%+329,65013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP330,000$89.5M1.15%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC326,144$88.4M0.03%+145,69813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO307,105$83.3M0.01%+139,47413F-HR/ATimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC299,953$81.3M2.57%+5,65613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC285,895$77.5M0.02%-15,34913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC280,094$75.9M0.1%+1,69713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…271,415$73.6M0.14%+262,85013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd264,625$71.8M0.85%+260,36513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC253,913$68.8M0.02%-7,03213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC247,247$67M0.05%-286,63313F-HRTimelineGroup
Cambridge Investment Research Advisors,…213,505$57.9M0.16%+44,87313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213,299$57.8M0.04%-6,21113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.183,949$46.8M0.07%+1,14513F-HRTimelineGroup
Cetera Investment Advisers168,624$45.7M0.05%+19,69313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…159,111$43.1M1.34%+6,95313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding152,363$41.3M-16,350Timeline
GM Advisory Group, LLC147,503$40M1.7%-28,45013F-HRTimeline
Wellspring Financial Advisors, LLC145,153$39.4M3.62%+37,27913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …142,535$38.6M0.6%-86513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…141,521$38.4M1.32%-14,81713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,737$36M0.02%+16,59213F-HRTimelineGroup
GREENWOOD GEARHART LLC128,086$34.7M2%-39113F-HRTimeline
HighTower Advisors, LLC118,439$32.1M0.04%-1,93213F-HRTimeline
SG Americas Securities, LLC114,028$30.9M0.11%+11,98013F-HRTimeline
Integrated Wealth Concepts LLC113,791$30.9M0.28%+5,32113F-HRTimeline
FIRST MANHATTAN CO. LLC.100,847$27.3M0.07%+5213F-HRTimeline
Twin Tree Management, LP92,210$25M1.17%-174,70113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding88,150$23.9M-5,553Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,537$22.6M0.03%-1,50813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC82,976$22.5M0.06%-9,13613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…82,744$22.4M6.6%+82,63313F-HRTimelineGroup
Yarbrough Capital, LLC82,383$22.3M0.7%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…81,722$22.2M0.17%-120,00013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,698$21.3M0.02%+2,91513F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC77,044$20.9M0.04%+38,41013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding73,206$19.9M+10,359Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …68,731$18.6M0.23%-4,29013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC65,058$17.6M0.02%+4,14213F-HRTimelineGroup
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…62,472$16.9M1.25%new13F-HRTimelineGroup
United Asset Strategies, Inc.59,170$16M1.29%+8,42613F-HRTimeline
TD Waterhouse Canada Inc.57,314$15.9M0.1%-95413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM57,928$15.7M1.93%+3,26213F-HRTimelineGroup
Parallax Volatility Advisers, L.P.55,420$15M0.44%-7,32113F-HRTimeline
Legend Financial Advisors, Inc.52,017$14.1M8.65%-4,00813F-HRTimeline
FIL Ltdin group FIL Ltd51,426$13.9M0.01%-4,41613F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK50,780$13.8M0.08%+3,66413F-HRTimelineGroup
Legacy Edge Advisors, LLC50,660$13.7M1.62%+3,14713F-HRTimeline
Financial Partners Group, Inc49,460$13.4M1.67%-2613F-HRTimeline
Chicago Wealth Management, Inc.45,387$12.3M5.36%+43,68413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.45,296$12.3M0.01%new13F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE45,275$12.3M4.03%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,493$12M0.02%-79013F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,152$12M0.08%+36,35613F-HR/ATimeline
Avondale Wealth Management43,261$11.7M6.25%-1,53513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/41,517$11.3M<0.01%-2,12413F-HRTimelineGroup
Capital Investment Counsel, LLC41,310$11.2M1.65%-48913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP40,204$10.9M1.18%+8,50113F-HRTimeline
MACKENZIE FINANCIAL CORP39,553$10.7M0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…39,427$10.7M0.06%+2,81613F-HRTimeline
KCM INVESTMENT ADVISORS LLC38,419$10.4M0.34%+1,08913F-HRTimeline
HARBOR ADVISORY CORP /MA/36,872$10M2.96%-16813F-HRTimeline
Perbak Capital Partners LLP36,666$9.94M1.75%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…36,366$9.86M0.03%-19,60913F-HRTimelineGroup
Janney Montgomery Scott LLC35,739$9.69M0.02%+2,75913F-HRTimeline
Private Advisor Group, LLC35,376$9.59M0.05%+47513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/35,256$9.56M0.01%+23,99113F-HRTimelineGroup
Wealthfront Advisers LLC35,017$9.49M0.02%+2,71113F-HRTimeline
Gray Foundation34,371$9.32M2.65%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC32,992$8.94M0.46%+22213F-HRTimeline
Meridian Wealth Management, LLC32,268$8.75M0.34%-97713F-HRTimeline
DRW Securities, LLC30,121$8.17M0.42%+23,85213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,874$8.1M0.01%-192,14113F-HRTimelineGroup
Traynor Capital Management, Inc.29,860$8.1M0.46%-61813F-HRTimeline
Advisory Services Network, LLC29,796$8.08M0.12%+2,25013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,509$8M0.06%+5,05913F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.29,422$7.92M0.06%-19,93013F-HRTimeline
NewEdge Advisors, LLC29,045$7.87M0.04%-3,43613F-HRTimeline
MAI Capital Management28,703$7.78M0.05%-36413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,480$7.72M2.94%+80913F-HRTimeline
CMH Wealth Management LLC28,354$7.69M1.64%-55913F-HRTimeline
BLAIR WILLIAM & CO/IL28,349$7.69M0.02%-1,18213F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.28,484$7.66M0.03%13F-HRTimelineGroup
Fulton Bank, N.A.28,125$7.63M0.27%+7513F-HRTimeline
IMC-Chicago, LLC27,661$7.5M0.13%new13F-HRTimeline
SPINNAKER TRUST27,169$7.37M0.41%+72213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,869$7.28M5.31%+41513F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.26,271$7.12M2.63%-713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,968$7.04M0.17%-2,23313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,543$6.93M0.4%+8,18513F-HRTimeline
Kelly Financial Services LLC25,432$6.9M1.79%-1,10813F-HRTimeline
First Interstate Bank25,389$6.88M0.38%-31313F-HRTimeline
PFG Advisors24,376$6.61M0.27%new13F-HRTimeline
Silverleafe Capital Partners, LLC24,212$6.56M2.03%+4,81213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,066$6.53M0.03%+5,98913F-HRTimelineGroup
Dynamic Advisor Solutions LLC23,611$6.4M0.19%-32313F-HRTimeline
Sanctuary Advisors, LLC23,571$6.39M0.04%-8913F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC23,550$6.38M2.74%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,429$6.35M0.01%+21213F-HRTimelineGroup
Concord Investment Counsel Inc.22,978$6.23M1.98%13F-HRTimeline
Adams Wealth Management22,066$5.98M1.28%-5,04613F-HRTimeline
CacheTech Inc.22,066$5.98M1.2%-5,04613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,697$5.88M0.01%-86,23913F-HRTimelineGroup
Creative Planningin group Creative Planning21,537$5.84M<0.01%+2,30513F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding21,458$5.82M-2,147Timeline
ELEVATION POINT WEALTH PARTNERS, LLC21,226$5.75M0.4%-2,39413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC21,083$5.72M0.38%-45113F-HRTimeline
Cadent Capital Advisors, LLC21,077$5.71M1.51%+16,38613F-HRTimeline
HRT FINANCIAL LP20,930$5.67M0.02%+6,35913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,726$5.62M0.04%+2,41813F-HRTimelineGroup
Commonwealth Financial Services, LLC20,537$5.57M0.95%-10,52713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.20,222$5.48M0.09%+19,56313F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise20,197$5.47M0.21%+7,41613F-HRTimelineGroup
Anchor Investment Management, LLC19,683$5.34M0.44%-64213F-HRTimeline
Integrated Capital Management, LLC17,549$5.34M2.35%-30613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,632$5.32M0.01%+1413F-HRTimeline
Bristlecone Advisors, LLC19,213$5.21M0.44%-4713F-HRTimeline
Gimbal Financial19,171$5.2M3.12%new13F-HRTimeline
Arete Wealth Advisors, LLC18,947$5.14M0.32%+3,39113F-HRTimeline
FARALLON CAPITAL MANAGEMENT, L.L.C.18,907$5.13M0.03%new13F-HR/ATimeline
Wall Street Financial Group, Inc.18,445$5M3.67%-5313F-HRTimeline
JPL Wealth Management, LLC18,271$4.95M1.18%-34313F-HRTimeline
THEORY FINANCIAL LLC16,814$4.93M1.74%+3,59513F-HRTimeline
Family Legacy, Inc.18,025$4.89M1.49%-11913F-HRTimeline
Strategic Blueprint, LLC17,861$4.84M0.21%-25513F-HRTimeline
CIBC WORLD MARKET INC.17,047$4.62M0.01%+96913F-HRTimeline
Wharton Business Group, LLC16,234$4.4M0.19%-11513F-HRTimeline
TRUE Private Wealth Advisors15,897$4.31M0.44%+4,23513F-HRTimeline
EWA, LLC15,897$4.31M1.19%-37313F-HRTimeline
Sowell Financial Services LLC15,752$4.27M0.16%-66713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,573$4.22M0.01%+91813F-HRTimelineGroup
MARTIN & CO INC /TN/15,464$4.19M0.75%-6,42113F-HRTimeline
Midwest Financial Group LLC15,353$4.16M1.98%+28613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,166$4.11M0.03%-72613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC15,110$4.1M0.25%-78513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding15,106$4.1M-15Timeline
PFG Investments, LLC15,093$4.09M0.21%-36313F-HRTimeline
J.W. COLE ADVISORS, INC.15,060$4.08M0.08%+13913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,887$4.04M0.05%+23213F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…14,789$4.01M0.07%-1,99613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV14,293$3.95M0.75%+70713F-HRTimeline
Beacon Pointe Advisors, LLC14,421$3.91M0.03%-2,90113F-HRTimeline
IFP Advisors, Inc14,368$3.9M0.1%+59913F-HR/ATimeline
Sharper & Granite LLC14,178$3.84M1.38%+8,33613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,167$3.84M0.07%+3,61613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,079$3.82M<0.01%+8,43713F-HRTimelineGroup
Farther Finance Advisors, LLC13,972$3.79M0.06%+2,94213F-HRTimeline
Klingman & Associates, LLC13,969$3.79M0.19%-21613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,920$3.77M0.23%+1,06413F-HRTimeline
&PARTNERS13,848$3.75M0.02%+1,24413F-HRTimeline
Union Bancaire Privee, UBP SA4,796$3.74M0.05%+1,69913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…13,748$3.73M0.03%+6,86213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC13,721$3.72M0.26%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,570$3.68M0.23%+86913F-HRTimeline
360 Financial, Inc.13,540$3.67M1.19%-59113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding13,413$3.64M-122Timeline
Quantitative Investment Management, LLC13,214$3.58M0.5%new13F-HRTimeline
One Capital Management, LLC13,184$3.57M0.11%+6213F-HRTimeline
FMR LLCin group FMR LLC13,165$3.57M<0.01%+94713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…13,012$3.53M0.13%-51113F-HRTimelineGroup
Atria Investments, Inc12,919$3.5M0.04%-52913F-HRTimeline
Moss Adams Wealth Advisors LLC12,811$3.47M0.27%-11213F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A12,736$3.45M0.01%13F-HRTimelineGroup
Composition Wealth, LLC12,736$3.45M0.05%-47513F-HRTimeline
Merit Financial Group, LLC12,211$3.31M0.03%+14813F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,041$3.26M0.07%+75113F-HRTimelineGroup
Quantinno Capital Management LP11,874$3.22M0.01%+2,58813F-HRTimeline
Magnus Financial Group LLC11,823$3.21M0.25%+2313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,695$3.17M<0.01%-42913F-HRTimelineGroup
KKM Financial LLC11,679$3.17M1%-56813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.11,633$3.15M0.21%+2,52413F-HRTimelineGroup
Provida Pension Fund Administrator11,611$3.15M0.05%013F-HRTimeline
Krilogy Financial LLC10,164$3.1M0.12%new13F-HRTimeline
Florin Court Capital LLP11,400$3.09M2.42%+5,90013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,367$3.08M0.45%-1,58313F-HRTimeline
HARBOUR INVESTMENTS, INC.11,258$3.05M0.07%+2,57313F-HRTimeline
BEACON FINANCIAL PLANNING, INC10,994$2.98M1.54%+17013F-HRTimeline
Kingsview Wealth Management, LLC10,891$2.95M0.05%-4,38713F-HRTimeline
Maxele Advisors, LLC10,850$2.94M2.54%+7413F-HRTimeline
Polymer Capital Management (HK) LTD10,760$2.92M0.41%-6,90013F-HRTimeline
Evolution Wealth Advisors, LLC10,693$2.9M0.39%+56913F-HRTimeline
Focus Financial Network, Inc.10,552$2.86M0.1%+37413F-HRTimeline
1 NORTH WEALTH SERVICES LLC10,544$2.86M1.17%-22113F-HRTimeline
Evelyn Partners Investment Management (…10,515$2.85M0.99%+26213F-HRTimeline
Aprio Wealth Management, LLC10,384$2.82M0.28%+25513F-HRTimeline
COMERICA BANK10,224$2.77M0.01%-6,81413F-HRTimeline
Global Wealth Strategies & Associates10,024$2.72M0.7%+4,00113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC9,974$2.7M0.21%-1,69513F-HRTimeline
CONDOR CAPITAL MANAGEMENT9,711$2.63M0.22%-16513F-HRTimeline