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Disclosery

SOXX ISHARES TR

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COM (fund)

922 managers (934 13F filers) reported a position in SOXX shares at 2026-03-31, 33,286,184 shares in all. 111 filers opened a position and 55 filers sold out during the quarter.

Managers
922
13F filers
934
New
111
Added
351
Reduced
282
Sold out
55
Shares held by filers
33,286,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC3,388,810$1.11B0.15%+484,17213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,115,278$1.02B0.07%+538,12513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,234,319$734M0.04%-134,28913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,851,369$608M0.4%+682,18913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,443,988$475M0.61%+1,193,23513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,169,820$384M-269,663Timeline
LPL Financial LLC1,078,141$354M0.09%+36,35813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA851,229$280M0.49%+399,61213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN746,397$245M0.05%-217,26613F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC594,867$196M0.21%new13F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…590,000$194M0.32%-590,00013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC566,893$186M0.12%+223,62413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA433,384$142M0.03%+90,56913F-HRTimelineGroup
FIL Ltdin group FIL Ltd425,183$140M0.11%+369,01313F-HRTimelineGroup
Foundations Investment Advisors, LLC416,193$137M1.7%+10,08613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…407,179$134M0.24%+9,52313F-HRTimelineGroup
Noked Israel Ltdin group Noked Israel Ltd349,070$115M16.95%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.322,500$106M0.08%new13F-HRTimelineGroup
ALKEON CAPITAL MANAGEMENT LLC310,700$102M0.46%+118,10013F-HRTimeline
Elo Mutual Pension Insurance Co306,800$101M1.66%+150,04013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC301,410$99.1M3.21%+3,26213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC289,889$95.3M0.03%-11,81113F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP273,000$89.7M0.83%-7,43213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,121$85.9M0.13%+34,73713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/245,454$80.7M0.03%+205,32313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC238,223$78.3M0.03%+59,01513F-HRTimelineGroup
Howard Capital Management, LLC232,576$76.4M1.25%+228,46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC230,814$75.9M0.11%-9,87513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC229,211$75.4M0.02%-18,97413F-HR/ATimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…206,941$68M1.38%+194,45813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…206,136$67.7M0.04%-11,44113F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…201,536$66.2M2.01%+45,10513F-HRTimelineGroup
Cetera Investment Advisers181,101$59.5M0.06%+11,94713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,779$59.1M0.03%+27,51613F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …178,588$58.7M0.85%-1,24913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO187,881$58.2M<0.01%-64,37113F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/173,514$57M0.06%+55,71213F-HRTimelineGroup
Cambridge Investment Research Advisors,…173,014$56.9M0.15%-37,34113F-HRTimeline
MML INVESTORS SERVICES, LLC168,220$55.3M0.15%+17,20713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd158,996$52.2M2.05%+155,27713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding154,192$50.7M+7,989Timeline
Wellspring Financial Advisors, LLC151,791$49.9M3.75%+1,77913F-HRTimeline
GM Advisory Group, LLC145,424$47.8M1.84%+41013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …134,580$44.2M1.3%+130,66213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…133,860$44M1.4%-11,28313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…128,535$42.2M0.12%+92,92013F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP126,240$41.5M0.06%-88313F-HRTimelineGroup
HighTower Advisors, LLC118,520$39M0.04%+2,91913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.121,364$38.6M0.27%+61,64613F-HRTimeline
GREENWOOD GEARHART LLC117,444$38.6M2.09%-16213F-HRTimeline
SIMPLEX TRADING, LLC116,273$38.2M1.18%-39,82013F-HRTimeline
Integrated Wealth Concepts LLC112,497$37M0.29%+103,43513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP116,200$36M0.03%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.101,272$33.3M0.09%+18613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd97,514$32M0.38%+85,94513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,200$31.9M0.03%-11,48013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP95,861$31.5M0.04%+9,39213F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC91,388$30M0.44%+90,40713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding89,503$29.4M+9,541Timeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…84,607$27.8M7.65%+7,06513F-HRTimelineGroup
SG Americas Securities, LLC83,156$27.3M0.03%+54,95813F-HRTimeline
Yarbrough Capital, LLC82,383$27.1M0.95%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,439$26.8M-5,396Timeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …80,851$26.6M0.16%new13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…78,477$25.8M0.16%+72,00013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC77,891$25.6M0.03%+9,51313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,091$23.4M0.28%+2413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS70,211$23.1M0.04%+62,28013F-HRTimeline
TRUE Private Wealth Advisors67,357$22.1M2.11%+2,89813F-HRTimeline
TD Waterhouse Canada Inc.64,611$21.9M0.06%-4,17513F-HRTimeline
Advisory Services Network, LLC66,209$21.8M0.29%-8,35713F-HRTimeline
MinichMacGregor Wealth Management, LLC59,899$19.8M3.49%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,515$19.5M0.04%+13,25513F-HRTimeline
United Asset Strategies, Inc.58,924$19.4M1.54%+11313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,026$18.1M0.09%+4113F-HRTimelineGroup
REDSTONE WEALTH MANAGEMENT, LLC54,255$17.8M14.21%-11713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM54,208$17.8M2.73%-1,68813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,633$17.1M0.11%+21,51413F-HRTimelineGroup
Cadent Capital Advisors, LLC50,011$16.4M4.35%+10,65413F-HRTimeline
Provida Pension Fund Administrator49,036$16.1M0.27%+37,42513F-HRTimeline
Financial Partners Group, Inc48,463$15.9M1.91%-813F-HRTimeline
Wealthfront Advisers LLC48,342$15.9M0.03%+8,18413F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.56,968$15.3M0.03%+28,48413F-HRTimelineGroup
Legacy Edge Advisors, LLC46,414$15.3M1.6%-4,44613F-HRTimeline
Galvin, Gaustad & Stein, LLC46,186$15.2M1.22%+3,56813F-HRTimeline
Chicago Wealth Management, Inc.45,978$15.1M6.03%-5613F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT44,200$14.5M0.75%new13F-HRTimeline
Legend Financial Advisors, Inc.43,273$14.2M9.17%-5,28613F-HRTimeline
Qube Research & Technologies Ltd42,419$13.9M0.02%new13F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE42,000$13.8M4.22%+6013F-HRTimeline
Janney Montgomery Scott LLC39,715$13.1M0.03%+1,89113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management39,615$13M0.03%new13F-HRTimelineGroup
Private Advisor Group, LLC39,219$12.9M0.06%+2,00913F-HRTimeline
Prospera Financial Services Inc39,209$12.9M0.21%+34,78613F-HRTimeline
Capital Investment Counsel, LLC39,098$12.8M1.76%-1,91813F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN39,005$12.8M0.07%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP38,554$12.7M1.39%-1,05013F-HRTimeline
Steward Partners Investment Advisory, L…36,252$11.9M0.06%-4,65913F-HRTimeline
KCM INVESTMENT ADVISORS LLC35,873$11.8M0.39%-19413F-HRTimeline
Gray Foundation34,371$11.3M2.85%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,116$11.2M0.01%-24,09313F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC33,812$11.1M0.88%+24,28513F-HRTimeline
Geremia Financial Services, LLC32,958$10.8M8.82%-8513F-HRTimeline
LOWE BROCKENBROUGH & CO INC32,692$10.7M0.54%-89213F-HRTimeline
Lake Hills Wealth Management, LLC32,033$10.5M5.89%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,915$10.5M0.24%+6,54713F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd31,884$10.5M0.18%+15,56213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP31,701$10.4M0.01%+11013F-HRTimeline
HARBOR ADVISORY CORP /MA/31,072$10.2M3.07%-3,27313F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding30,924$10.2M-24,463Timeline
MERCER GLOBAL ADVISORS INC /ADV30,228$9.93M0.01%+9,48513F-HRTimeline
Meridian Wealth Management, LLC28,733$9.44M0.33%-1,36313F-HRTimeline
Traynor Capital Management, Inc.30,154$9.34M0.56%+40513F-HRTimeline
BLAIR WILLIAM & CO/IL28,374$9.33M0.03%+9013F-HRTimeline
Fulton Bank, N.A.28,252$9.29M0.33%+16813F-HRTimeline
Independent Advisor Alliance28,144$9.25M0.1%new13F-HRTimeline
SPINNAKER TRUST27,903$9.17M0.51%+31713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC27,850$9.15M3.04%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC26,881$8.83M6.23%+50613F-HRTimeline
CMH Wealth Management LLC26,361$8.66M1.49%-83813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,185$8.61M0.29%+14,63913F-HRTimelineGroup
MAI Capital Management25,700$8.45M0.05%-2,05713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC24,942$8.2M2.86%-2,37013F-HRTimeline
111 Capital24,935$8.2M2.02%new13F-HRTimeline
AdvisorNet Financial, Inc24,904$8.19M0.42%+22613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.26,280$8.14M0.33%+22,88013F-HRTimeline
Sanctuary Advisors, LLC24,754$8.14M0.04%+78713F-HRTimeline
Silverleafe Capital Partners, LLC23,695$7.79M2.35%-37013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding23,196$7.62M+1,866Timeline
Walleye Capital LLCgroup of 2 filers holding23,153$7.61M+12,300Timeline
Creative Planningin group Creative Planning23,150$7.61M0.01%+1,39413F-HRTimelineGroup
ALEXANDER LABRUNERIE & CO., INC.23,067$7.58M2.83%-31713F-HRTimeline
NewEdge Advisors, LLC23,030$7.57M0.03%+97213F-HR/ATimeline
IFP Advisors, Inc22,541$7.41M0.15%+4,37513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,353$7.35M0.01%+19,69313F-HRTimelineGroup
IMC-Chicago, LLC22,161$7.28M0.11%+1,65013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …16,089$7.24M0.13%new13F-HRTimelineGroup
Concord Investment Counsel Inc.21,987$7.23M2.43%-24713F-HRTimeline
PFG Advisors21,979$7.22M0.35%-1,37913F-HRTimeline
Dynamic Advisor Solutions LLC21,967$7.22M0.23%-43513F-HRTimeline
Well Done, LLC21,529$7.08M1.04%+20,44613F-HRTimeline
CIBC WORLD MARKET INC.21,518$7.07M0.01%+3,80913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,198$6.97M0.01%-61013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,196$6.97M0.05%-44613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC20,803$6.84M0.42%-20313F-HRTimeline
Maniro Ltd19,746$6.49M1.97%new13F-HRTimeline
SteelPeak Wealth, LLC19,420$6.38M0.2%+6,09313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding19,214$6.32M+338Timeline
Avondale Wealth Management18,723$6.15M3.02%-17,20013F-HRTimeline
Adams Wealth Management18,281$6M1.32%-48713F-HRTimeline
CacheTech Inc.18,281$6M1.16%-48713F-HRTimeline
Beacon Pointe Advisors, LLC18,029$5.93M0.03%+3,49813F-HRTimeline
Anchor Investment Management, LLC17,671$5.81M0.48%+45713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,559$5.77M0.14%+14,94013F-HRTimeline
Strategic Blueprint, LLC17,510$5.75M0.33%-33713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,433$5.73M0.02%-7,20113F-HRTimelineGroup
Wall Street Financial Group, Inc.16,753$5.51M3.26%-1,12013F-HRTimeline
Kingsview Wealth Management, LLC16,686$5.48M0.07%-18,51013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,525$5.44M0.05%+1,01613F-HRTimelineGroup
JPL Wealth Management, LLC16,379$5.38M1.24%-68813F-HR/ATimeline
Commonwealth Financial Services, LLC16,342$5.37M0.85%-1,85913F-HRTimeline
MARTIN & CO INC /TN/16,311$5.36M0.91%+38713F-HRTimeline
Integrated Capital Management, LLC16,145$5.31M2.24%-95913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,049$5.28M0.03%-1,86713F-HRTimelineGroup
Wharton Business Group, LLC15,874$5.22M0.2%-26513F-HRTimeline
Midwest Financial Group LLC15,750$5.18M2.21%+21713F-HRTimeline
Family Legacy, Inc.15,588$5.12M1.54%-2,40113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,329$5.04M0.19%-6,32913F-HRTimelineGroup
Sowell Financial Services LLC15,275$5.02M0.19%-73613F-HRTimeline
BEACON FINANCIAL PLANNING, INC15,263$5.02M1.94%+4,09713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,222$5M0.01%-204,61413F-HRTimelineGroup
Quantinno Capital Management LP15,060$4.95M0.01%+2,59013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,054$4.95M0.05%-50913F-HRTimelineGroup
Sharper & Granite LLC14,925$4.91M1.68%+90513F-HRTimeline
VestGen Advisors, LLC9,464$4.88M0.14%-1,64713F-HRTimeline
Dala Group, LLC14,777$4.85M4.06%+9,25213F-HRTimeline
&PARTNERS14,478$4.76M0.02%-55613F-HRTimeline
Merit Financial Group, LLC14,447$4.75M0.04%+1,53413F-HRTimeline
Conservest Capital Advisors, Inc.14,162$4.65M0.42%+11,60713F-HRTimeline
HARBOUR INVESTMENTS, INC.14,155$4.65M0.07%+2,88513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,026$4.61M0.01%-1,57713F-HRTimelineGroup
Krilogy Financial LLC11,344$4.61M0.15%+48513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,011$4.6M0.37%+15113F-HRTimeline
KKM Financial LLC15,278$4.6M0.82%013F-HRTimeline
Quantitative Investment Management, LLC13,996$4.6M0.48%new13F-HRTimeline
Klingman & Associates, LLC13,969$4.59M0.22%013F-HRTimeline
Polymer Capital Management (HK) LTD13,959$4.59M0.64%+1,90313F-HRTimeline
FLOW TRADERS U.S. LLC13,940$4.58M0.14%+7,35913F-HRTimeline
Destination Wealth Management13,899$4.57M0.12%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC13,842$4.55M1.64%-29913F-HRTimeline
Perbak Capital Partners LLP13,812$4.54M1.12%-13,89413F-HRTimeline
Jaffetilchin Investment Partners, LLC13,789$4.53M0.27%-57713F-HRTimeline
FMR LLCin group FMR LLC13,733$4.51M<0.01%+1,20513F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…13,600$4.47M0.04%-15,95713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,518$4.44M0.25%-25813F-HRTimeline
Global Wealth Strategies & Associates13,360$4.39M1.08%+2,51313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,338$4.38M<0.01%+1,72713F-HRTimelineGroup
THEORY FINANCIAL LLC13,323$4.38M1.54%-3,75213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,256$4.36M0.26%+3413F-HRTimeline
EWA, LLC13,243$4.35M0.99%-1,82713F-HRTimeline