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Disclosery

SOXX ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 92 13F filers report a position in SOXX shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Ayalon Insurance Comp Ltd.73,076$41.6M3.45%+44,97613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,503$34.1M0.05%+17913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC48,525$27.6M0.5%-3,11013F-HRTimeline
Galvin, Gaustad & Stein, LLC38,663$22M1.66%-30213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP34,874$19.8M1.98%-1,02913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…27,757$15.8M2.35%+40813F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.26,200$14.9M0.85%+4,14513F-HRTimelineGroup
Cadent Capital Advisors, LLC21,559$12.3M2.63%-27,90113F-HRTimeline
Dynamic Advisor Solutions LLC20,053$11.4M0.32%-1,53313F-HRTimeline
Silverleafe Capital Partners, LLC18,894$10.7M3.06%-4,34513F-HRTimeline
MassMutual Private Wealth & Trust, FSB18,881$10.7M0.28%+18,81213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC16,690$9.83M2.83%-92713F-HRTimeline
Farther Finance Advisors, LLC16,070$9.14M0.06%+4,09513F-HRTimeline
Family Legacy, Inc.15,022$8.54M2.35%-26413F-HRTimeline
Global Wealth Strategies & Associates13,861$7.88M1.44%-1913F-HRTimeline
Polaris Financial Partners12,886$7.31M3.27%13F-HRTimeline
Lake Hills Wealth Management, LLC12,218$6.95M3.19%-2,77813F-HRTimeline
Krilogy Financial LLC12,170$6.63M0.18%+57913F-HRTimeline
Green Ridge Wealth Planning LLC11,644$6.62M2.66%+2,61613F-HRTimeline
Matrix Trust Co9,097$5.17M0.75%-38213F-HRTimeline
Avior Wealth Management, LLC8,399$4.78M0.13%+1,26913F-HRTimeline
B. Riley Wealth Advisors, Inc.7,031$4M0.16%+6,49513F-HRTimeline
Berbice Capital Management LLC6,103$3.47M1.73%+61013F-HRTimeline
FORTE ASSET MANAGEMENT LLC6,031$3.43M1.38%+57213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,184$2.95M0.21%-16513F-HRTimeline
Valeo Financial Advisors, LLC4,224$2.4M0.05%-10413F-HRTimeline
First Heartland Consultants, Inc.4,075$2.32M0.15%-1913F-HRTimeline
Somerset Trust Co3,881$2.21M0.62%+21513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,636$2.07M0.53%-33013F-HRTimeline
SAX WEALTH ADVISORS, LLC3,154$1.79M0.05%+60213F-HRTimeline
Apella Capital, LLC2,626$1.53M0.02%+18513F-HRTimeline
EQUITABLE TRUST CO2,352$1.34M0.06%-82213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,133$1.21M0.01%new13F-HRTimeline
StoryOne LLC2,001$1.14M0.52%+6613F-HRTimeline
Buttonwood Financial Advisors Inc.1,540$876K0.26%013F-HRTimeline
Fragasso Financial Advisors Inc1,502$840K0.04%+113F-HRTimeline
GoalVest Advisory LLC1,473$838K0.14%+27513F-HRTimeline
CoreCap Advisors, LLC1,410$802K0.02%-12813F-HRTimeline
Connecticut Wealth Management, LLC1,313$747K0.03%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,234$702K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,221$694K0.08%-8013F-HRTimeline
Syntegra Private Wealth Group, LLC1,219$693K0.05%-71113F-HRTimeline
Rosenberg Matthew Hamilton1,163$661K0.12%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,147$652K0.01%-8313F-HRTimelineGroup
Chicago Capital, LLC999$568K0.01%013F-HRTimeline
Signal Advisors Wealth, LLC987$561K0.02%+7513F-HRTimeline
Wedmont Private Capital982$553K0.01%-2,46813F-HRTimeline
Dale Q Rice Investment Management Ltd959$545K0.3%013F-HRTimeline
Acropolis Investment Management, LLC923$525K0.02%013F-HRTimeline
Bigelow Investment Advisors, LLC886$504K0.18%+2213F-HRTimeline
Heartwood Wealth Advisors LLC866$492K0.04%013F-HRTimeline
GK Wealth Management LLC833$473K0.27%-16613F-HRTimeline
Fiduciary Alliance LLC798$454K0.03%-81013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC769$437K0.03%-8113F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…760$432K0.28%-3613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC659$374K0.1%new13F-HRTimeline
Tactive Advisors, LLC644$366K0.09%+12413F-HRTimeline
Breakwater Capital Group632$359K0.04%-213F-HRTimeline
GILL CAPITAL PARTNERS, LLC631$359K0.1%+1513F-HRTimeline
HF Advisory Group, LLC630$358K0.11%-5213F-HRTimeline
Venture Visionary Partners LLC616$350K0.01%+16213F-HRTimeline
Box Hill Private Wealth LLC592$337K0.24%+1213F-HRTimeline
Accel Wealth Management567$322K0.07%013F-HRTimeline
Affinity Capital Advisors, LLC564$316K0.04%new13F-HRTimeline
SACKS & ASSOCIATES, LLC538$306K0.21%013F-HRTimeline
Avidian Wealth Enterprises, LLC537$305K0.01%013F-HRTimeline
EASTERN BANK498$283K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC485$276K0.02%-5613F-HRTimeline
YHB Investment Advisors, Inc.469$267K0.02%-1113F-HRTimeline
Terra Nova Asset Management LLC458$261K0.17%+10013F-HRTimeline
Grove Bank & Trust456$259K0.03%new13F-HRTimeline
Mechanics Bank Trust Department450$256K0.03%013F-HRTimeline
Wisconsin Wealth Advisors, LLC440$250K0.21%013F-HRTimeline
Calder Financial LLC430$245K0.23%+6513F-HRTimeline
Olistico Wealth, LLC430$245K0.1%-7113F-HRTimeline
KIECKHEFER GROUP LLC399$227K0.09%013F-HR/ATimeline
Able Wealth Management LLC363$214K0.05%-1513F-HRTimeline
LWM ADVISORS INC361$205K0.15%013F-HRTimeline
Roxbury Financial LLC295$168K0.13%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.244$139K0.01%013F-HRTimeline
CX Institutional195$111K<0.01%+813F-HRTimeline
GAMMA Investing LLC181$103K<0.01%013F-HRTimeline
Downshift Financial, LLC126$71.7K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC117$66.5K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.115$65.4K0.02%-1113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC94$53.7K0.02%+913F-HRTimeline
Go Invest LLC79$44.8K0.01%+313F-HRTimeline
First PREMIER Bank75$43K0.01%013F-HRTimeline
Bangor Savings Bank33$18.8K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division29$16.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC14$7.96K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1$569<0.01%013F-HRTimeline