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Disclosery

SOXX ISHARES TR

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COM (fund)

871 managers (881 13F filers) reported a position in SOXX shares at 2025-12-31, 27,072,937 shares in all. 104 filers opened a position and 52 filers sold out during the quarter.

Managers
871
13F filers
881
New
104
Added
282
Reduced
278
Sold out
52
Shares held by filers
27,072,937

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC2,904,638$875M0.12%+941,36313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,577,153$776M0.06%+257,20913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,368,608$713M0.04%+547,10913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,439,483$434M0.09%+169,23913F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…1,180,000$355M0.6%-405,00013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,169,180$352M0.22%+42,03613F-HRTimelineGroup
LPL Financial LLC1,041,783$314M0.09%+19,03813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN963,663$290M0.06%+121,56113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA451,617$136M0.2%+443,03013F-HRTimelineGroup
Foundations Investment Advisors, LLC406,107$122M1.6%+75,25713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…397,656$120M0.22%-2,53913F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC343,269$103M0.07%+96,02213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA342,815$103M0.02%-10,88713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,700$90.9M0.03%+47,78713F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC298,148$89.8M2.86%-1,80513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP280,432$84.5M0.81%-49,56813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO252,252$76M0.01%-54,85313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…250,753$75.5M0.1%+220,87913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC248,185$74.8M0.02%-37,71013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC240,689$72.5M0.1%-39,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.226,384$68.2M0.1%+42,43513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…219,836$66.2M0.12%-51,57913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…217,577$65.5M0.04%+4,27813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…210,355$63.3M0.17%-3,15013F-HRTimeline
ALKEON CAPITAL MANAGEMENT LLC192,600$58M0.25%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …179,837$54.2M0.77%+37,30213F-HRTimelineGroup
Gemsstock Ltd.10,634$54.2M6.83%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC179,208$54M0.02%-146,93613F-HRTimelineGroup
Cetera Investment Advisers169,154$50.9M0.06%+53013F-HRTimeline
Elo Mutual Pension Insurance Co156,760$47.2M0.72%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…156,431$47.1M1.37%-2,68013F-HRTimelineGroup
SIMPLEX TRADING, LLC156,093$47M1.32%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP155,263$46.8M0.03%+21,52613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC151,013$45.5M0.11%+68,03713F-HRTimeline
Wellspring Financial Advisors, LLC150,012$45.2M3.58%+4,85913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding146,203$44M-6,160Timeline
Gerber Kawasaki Wealth & Investment Man…145,143$43.7M1.53%+3,62213F-HRTimeline
GM Advisory Group, LLC145,014$43.7M1.71%-2,48913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP127,123$38.3M0.05%+105,42613F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC125,205$37.7M0.03%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/117,802$35.5M0.04%+82,54613F-HRTimelineGroup
GREENWOOD GEARHART LLC117,606$35.4M1.95%-10,48013F-HRTimeline
HighTower Advisors, LLC115,601$34.8M0.04%-2,83813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP108,680$32.7M0.03%+29,98213F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.101,086$30.4M0.08%+23913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding86,835$26.2M-1,315Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP86,469$26M0.03%+2,93213F-HRTimelineGroup
Yarbrough Capital, LLC82,383$24.8M0.77%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,962$24M+6,756Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…77,542$23.4M7.37%-5,20213F-HRTimelineGroup
Advisory Services Network, LLC74,566$22.5M0.32%+44,77013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,067$21.4M0.3%+2,33613F-HRTimelineGroup
TD Waterhouse Canada Inc.68,786$20.7M0.13%+11,47213F-HRTimeline
Mariner, LLCin group Mariner, LLC68,378$20.6M0.02%+3,32013F-HRTimelineGroup
TRUE Private Wealth Advisors64,459$19.4M1.94%+48,56213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.59,718$18.1M0.13%+30,29613F-HRTimeline
United Asset Strategies, Inc.58,811$17.7M1.37%-35913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP58,209$17.5M0.03%new13F-HRTimelineGroup
FIL Ltdin group FIL Ltd56,170$16.9M0.01%+4,74413F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM55,896$16.8M1.46%-2,03213F-HRTimelineGroup
Financial Partners Group, Inc48,471$16.8M1.94%-98913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding55,387$16.7M-7,085Timeline
COMMERCE BANKin group COMMERCE BANK54,985$16.6M0.09%+4,20513F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC54,372$16.4M12.94%13F-HRTimeline
Maxi Investments CY Ltd52,400$15.8M2.87%new13F-HRTimeline
Legacy Edge Advisors, LLC50,860$15.3M1.68%+20013F-HRTimeline
Legend Financial Advisors, Inc.48,559$14.6M8.85%-3,45813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,260$14.5M0.02%+1,76713F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP46,567$14M0.2%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Chicago Wealth Management, Inc.46,034$13.9M5.57%+64713F-HRTimeline
Galvin, Gaustad & Stein, LLC42,618$12.8M1%new13F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE41,940$12.6M4.08%-3,33513F-HRTimeline
Capital Investment Counsel, LLC41,016$12.4M1.72%-29413F-HRTimeline
Steward Partners Investment Advisory, L…40,911$12.3M0.07%+1,48413F-HRTimeline
Wealthfront Advisers LLC40,158$12.1M0.03%+5,14113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40,131$12.1M<0.01%-1,38613F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP39,604$11.9M1.3%-60013F-HRTimeline
Cadent Capital Advisors, LLC39,357$11.9M3.13%+18,28013F-HRTimeline
Janney Montgomery Scott LLC37,824$11.4M0.03%+2,08513F-HRTimeline
Private Advisor Group, LLC37,210$11.2M0.05%+1,83413F-HRTimeline
KCM INVESTMENT ADVISORS LLC36,067$10.9M0.35%-2,35213F-HRTimeline
Avondale Wealth Management35,923$10.8M5.56%-7,33813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…35,615$10.7M0.03%-75113F-HRTimelineGroup
Kingsview Wealth Management, LLC35,196$10.6M0.15%+24,30513F-HRTimeline
Gray Foundation34,371$10.4M2.6%013F-HRTimeline
HARBOR ADVISORY CORP /MA/34,345$10.3M3.13%-2,52713F-HRTimeline
LOWE BROCKENBROUGH & CO INC33,584$10.1M0.5%+59213F-HRTimeline
Geremia Financial Services, LLC33,043$9.95M8.21%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,119$9.67M0.07%+2,61013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP31,591$9.61M0.01%-7,96213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC30,881$9.3M0.02%-46,16313F-HRTimelineGroup
Meridian Wealth Management, LLC30,096$9.06M0.32%-2,17213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,760$8.96M0.22%+29,75613F-HRTimelineGroup
Traynor Capital Management, Inc.29,749$8.96M0.49%-11113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…29,557$8.9M0.08%+15,80913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL28,284$8.52M0.02%-6513F-HRTimeline
Arete Wealth Advisors, LLC28,252$8.51M0.59%+9,30513F-HR/ATimeline
SG Americas Securities, LLC28,198$8.49M0.01%-85,83013F-HRTimeline
Fulton Bank, N.A.28,084$8.46M0.29%-4113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC27,850$8.39M3.06%+4,30013F-HRTimeline
MAI Capital Management27,757$8.36M0.05%-94613F-HRTimeline
Perbak Capital Partners LLP27,706$8.34M2.55%-8,96013F-HRTimeline
SPINNAKER TRUST27,586$8.31M0.44%+41713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC27,312$8.22M2.98%-1,16813F-HRTimeline
CMH Wealth Management LLC27,199$8.19M1.75%-1,15513F-HRTimeline
Twin Tree Management, LP26,448$7.96M0.82%-65,76213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,375$7.94M5.66%-49413F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.28,484$7.66M0.03%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC25,368$7.64M0.17%-60013F-HRTimeline
First Interstate Bank24,749$7.45M0.4%-64013F-HRTimeline
AdvisorNet Financial, Inc24,678$7.43M0.4%+24,41513F-HRTimeline
Silverleafe Capital Partners, LLC24,065$7.25M2.15%-14713F-HRTimeline
Sanctuary Advisors, LLC23,967$7.22M0.04%+39613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.23,384$7.04M2.55%-2,88713F-HRTimeline
PFG Advisors23,358$7.03M0.34%-1,01813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC24,634$6.88M0.03%+56813F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,402$6.75M0.22%-1,20913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,303$6.72M0.4%-3,24013F-HRTimeline
Concord Investment Counsel Inc.22,234$6.7M2.17%-74413F-HRTimeline
NewEdge Advisors, LLC22,058$6.64M0.02%-6,98713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,808$6.57M0.01%-1,62113F-HRTimelineGroup
Creative Planningin group Creative Planning21,756$6.55M<0.01%+21913F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise21,658$6.52M0.23%+1,46113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,642$6.52M0.06%+91613F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding21,330$6.42M-128Timeline
WOODMONT INVESTMENT COUNSEL LLC21,006$6.33M0.4%-7713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,743$6.25M0.01%+1,11113F-HRTimeline
IMC-Chicago, LLC20,511$6.18M0.11%-7,15013F-HRTimeline
THEORY FINANCIAL LLC17,075$5.86M1.97%+26113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,876$5.68M+3,770Timeline
Adams Wealth Management18,768$5.65M1.21%-3,29813F-HRTimeline
CacheTech Inc.18,768$5.65M1.05%-3,29813F-HRTimeline
Commonwealth Financial Services, LLC18,201$5.48M0.9%-2,33613F-HRTimeline
IFP Advisors, Inc18,166$5.47M0.12%+3,79813F-HRTimeline
Family Legacy, Inc.17,989$5.42M1.62%-3613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,916$5.4M0.03%+2,75013F-HRTimelineGroup
Wall Street Financial Group, Inc.17,873$5.38M3.92%-57213F-HRTimeline
Strategic Blueprint, LLC17,847$5.37M0.32%-1413F-HRTimeline
CIBC WORLD MARKET INC.17,709$5.33M0.01%+66213F-HRTimeline
Anchor Investment Management, LLC17,214$5.18M0.42%-2,46913F-HRTimeline
Integrated Capital Management, LLC17,104$5.15M2.21%-44513F-HRTimeline
JPL Wealth Management, LLC17,067$5.14M1.25%-1,20413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,322$4.92M0.13%+12,15913F-HRTimelineGroup
Wharton Business Group, LLC16,139$4.86M0.18%-9513F-HRTimeline
Sowell Financial Services LLC16,011$4.82M0.18%+25913F-HRTimeline
MARTIN & CO INC /TN/15,924$4.8M0.82%+46013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,603$4.7M0.01%+3013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,563$4.69M0.05%+1,39613F-HRTimelineGroup
Midwest Financial Group LLC15,533$4.68M2.07%+18013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,509$4.67M0.05%+62213F-HRTimelineGroup
Farther Finance Advisors, LLC15,444$4.65M0.05%+1,47213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15,360$4.63M<0.01%+1,28113F-HRTimelineGroup
KKM Financial LLC15,278$4.6M0.82%+3,59913F-HRTimeline
EWA, LLC15,070$4.54M1.11%-82713F-HRTimeline
&PARTNERS15,034$4.53M0.02%+1,18613F-HRTimeline
Beacon Pointe Advisors, LLC14,531$4.38M0.03%+11013F-HRTimeline
Jaffetilchin Investment Partners, LLC14,366$4.33M0.25%-74413F-HRTimeline
1 NORTH WEALTH SERVICES LLC14,141$4.26M1.5%+3,59713F-HRTimeline
J.W. COLE ADVISORS, INC.14,973$4.23M0.1%-8713F-HRTimeline
Sharper & Granite LLC14,020$4.22M1.49%-15813F-HRTimeline
Klingman & Associates, LLC13,969$4.21M0.2%013F-HRTimeline
Destination Wealth Management13,899$4.19M0.11%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,860$4.17M0.32%+13913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,776$4.15M0.23%-14413F-HRTimeline
SteelPeak Wealth, LLC13,327$4.01M0.13%+11,53313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,222$3.98M0.24%-34813F-HRTimeline
Merit Financial Group, LLC12,913$3.89M0.03%+70213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding12,692$3.82M-721Timeline
One Capital Management, LLC12,656$3.81M0.12%-52813F-HRTimeline
Composition Wealth, LLC12,530$3.77M0.05%-20613F-HRTimeline
360 Financial, Inc.12,530$3.77M1.15%-1,01013F-HR/ATimeline
FMR LLCin group FMR LLC12,528$3.77M<0.01%-63713F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…12,483$3.76M0.07%-2,30613F-HRTimelineGroup
Moss Adams Wealth Advisors LLC12,479$3.76M0.27%-33213F-HRTimeline
Quantinno Capital Management LP12,470$3.76M0.01%+59613F-HRTimeline
Krilogy Financial LLC10,859$3.73M0.13%+69513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,312$3.71M0.07%+27113F-HRTimelineGroup
Polymer Capital Management (HK) LTD12,056$3.63M0.57%+1,29613F-HRTimeline
Magnus Financial Group LLC11,828$3.56M0.27%+513F-HRTimeline
Aprio Wealth Management, LLC11,064$3.51M0.2%+68013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,611$3.5M<0.01%-8413F-HRTimelineGroup
Provida Pension Fund Administrator11,611$3.5M0.06%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,569$3.48M0.04%-253,05613F-HRTimelineGroup
Atria Investments, Inc11,567$3.48M0.04%-1,35213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,546$3.48M0.12%+2,34813F-HRTimelineGroup
PFG Investments, LLC11,459$3.45M0.16%-3,63413F-HRTimeline
Evolution Wealth Advisors, LLC11,301$3.4M0.34%+60813F-HRTimeline
HARBOUR INVESTMENTS, INC.11,270$3.39M0.07%+1213F-HRTimeline
Evelyn Partners Investment Management (…11,266$3.39M1.1%+75113F-HRTimeline
BEACON FINANCIAL PLANNING, INC11,166$3.36M1.62%+17213F-HRTimeline
VestGen Advisors, LLC11,111$3.35M0.14%+10,30413F-HRTimeline
Maxele Advisors, LLC11,006$3.31M2.69%+15613F-HRTimeline
Focus Financial Network, Inc.10,942$3.3M0.11%+39013F-HRTimeline
COMERICA BANK10,913$3.29M0.01%+68913F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC10,853$3.27M0.05%+7,57513F-HRTimelineGroup
Global Wealth Strategies & Associates10,847$3.27M0.81%+82313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,430$3.14M0.02%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,318$3.11M0.1%-2,69413F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC10,200$3.07M0.52%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.10,177$3.06M0.2%-1,45613F-HRTimelineGroup