SOXX institutional holders

iShares PHLX SOX Semiconductor Sector Index Fund · 1,222 reporting institutions · $20.9B reported value

Funds that can replace SOXX · SOXX return decomposition

Institutional holdings

Institutions reporting SOXX, largest first
InstitutionReported positionAdvisors at firmReport period
Goldman Sachs Group Inc$2.3B02026-06-30
Bank of America Corp /de$1.9B02026-06-30
Susquehanna International Group, LLP$1.5B02026-06-30
Morgan Stanley$1.2B23,1852026-06-30
Bnp Paribas Financial Markets$1.1B02026-06-30
Healthcare of Ontario Pension Plan Trust Fund$788.1M02026-06-30
Lpl Financial LLC$702.6M23,4582026-06-30
UBS Group AG$609.2M02026-06-30
Holocene Advisors, LP$487M02026-06-30
Wells Fargo & Company/mn$485.6M02026-06-30
Barclays PLC$298.7M02026-06-30
Rockefeller Capital Management LP$277.9M3462026-06-30
Alkeon Capital Management LLC$237.9M02026-06-30
Mirae Asset Global Investments Co., Ltd.$235.3M02026-06-30
Foundations Investment Advisors, LLC$233.4M3022026-06-30
Royal Bank of Canada$230M02026-06-30
Donaldson Capital Management, LLC$195.4M02026-06-30
National Bank of Canada /fi$182.6M02026-06-30
Raymond James Financial Inc$174.2M02026-06-30
Ameriprise Financial Inc$163.9M02026-06-30
Commonwealth Equity Services, LLC$154.8M2,8632026-06-30
Howard Capital Management, LLC$148.8M232026-06-30
Osaic Holdings, Inc.$140M02026-06-30
Quadrature Capital Ltd$130.2M02026-06-30
Y.D. More Investments Ltd$129.5M02026-06-30
Jones Financial Companies LLLP$127.4M02026-06-30
Jpmorgan Chase & Co$124.9M02026-06-30
Cetera Investment Advisers$123.6M10,3702026-06-30
Bank of Nova Scotia$122.8M02026-06-30
MML Investors Services, LLC$122.5M5,1202026-06-30
Northwestern Mutual Wealth Management Co$121.7M02026-06-30
Schroder Investment Management Group$120M02026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$118.7M02026-06-30
Citigroup Inc$117.9M02026-06-30
Daiichi Life Insurance Co., Ltd.$112.6M02026-06-30
Noked Israel Ltd$112.2M02026-06-30
Brown Advisory Inc$109.6M02026-06-30
Envestnet Pmc$104.5M602026-06-30
Wealthspire Advisors, LLC$103.6M2372026-06-30
Simplex Trading, LLC$103.5M02026-06-30
Fil Ltd$88.8M02026-06-30
Corient Private Wealth LP$79.9M6742026-06-30
Integrated Wealth Concepts LLC$75.9M4802026-06-30
Greenwood Gearhart LLC$74.2M212026-06-30
Elo Mutual Pension Insurance Co$72M02026-06-30
Gerber Kawasaki Wealth & Investment Management$71.2M392026-06-30
Wellspring Financial Advisors, LLC$70M92026-06-30
Hightower Advisors, LLC$69.8M1,0462026-06-30
Horizon Investments, LLC$64.9M272026-06-30
Exchange Traded Concepts, LLC$64.9M02026-06-30
Truist Financial Corp$64.9M02026-06-30
Stifel Financial Corp$62.8M02026-06-30
Edmond de Rothschild Holding S.A.$61.1M02026-06-30
Steward Partners Investment Advisory, LLC$56.7M4812026-06-30
First Manhattan Co. Llc.$54.7M662026-06-30
Traynor Capital Management, Inc.$54.6M72026-06-30
Yarbrough Capital, LLC$52.8M02026-06-30
Focus Partners Wealth$50.8M1,0482026-06-30
Gm Advisory Group, LLC$47.8M02026-03-31
Mariner, LLC$45.6M02026-06-30
Oppenheimer & Co. Inc.$45.4M1,1662026-06-30
Captrust Financial Advisors$43.7M9622026-06-30
True Private Wealth Advisors$43.4M112026-06-30
Hel Ved Capital Management Ltd$41.6M02026-06-30
Bank of Montreal /can$39.8M02026-06-30
TD Waterhouse Canada Inc.$39.3M02026-06-30
Wealthfront Advisers LLC$39.2M402026-06-30
Jump Financial, LLC$38.8M02026-06-30
Advisory Services Network$36M2532026-06-30
Wealth Enhancement Advisory Services, LLC$35.1M1,0262026-06-30
Arax Advisory Partners$35M2322026-06-30
Independent Financial Group, LLC$33.1M4812026-06-30
Commerce Bank$33M02026-06-30
Kestra Advisory Services, LLC$32.3M1,4792026-06-30
Cadent Capital Advisors, LLC$31.7M112026-06-30
United Asset Strategies, Inc.$31.4M252026-06-30
Marks Wealth, LLC$31.3M42026-06-30
Jane Street Group, LLC$31.1M02026-06-30
Walleye Trading LLC$29.5M02026-06-30
Financial Partners Group, Inc$29.5M92026-06-30
360 Financial$28.5M102026-06-30
Anfield Capital Management, LLC$27.8M02026-03-31
Minichmacgregor Wealth Management, LLC$27.4M82026-06-30
Squarepoint Ops LLC$26.7M02026-06-30
Redstone Wealth Management, LLC$26.5M42026-06-30
Equitable Holdings, Inc.$25.7M02026-06-30
Horizon Wealth Management$25.7M62026-06-30
Parallax Volatility Advisers, LP$25.6M02026-06-30
Galvin, Gaustad & Stein, LLC$25M82026-06-30
Legacy Edge Advisors, LLC$25M182026-06-30
Capital Investment Counsel, LLC$24.3M52026-06-30
Lowe Brockenbrough & Co Inc$23.9M152026-06-30
Toth Financial Advisory Corp$23M102026-06-30
Klingenstein Fields & Co LP$22.6M42026-06-30
Sumitomo Mitsui Financial Group, Inc.$22.6M02026-06-30
Chicago Wealth Management, Inc.$22.5M52026-06-30
Towarzystwo Funduszy Inwestycyjnych Pzu SA$22.4M02026-06-30
Private Advisor Group, LLC$22.3M9272026-06-30
Gray Foundation$22M02026-06-30
Nissay Asset Management Corp /japan$21.9M02026-06-30
Novare Capital Management LLC$21.6M182026-06-30
MacKenzie Financial Corp$20.5M02026-06-30
Kcm Investment Advisors LLC$20.4M72026-06-30
Spinnaker Trust$20.1M02026-06-30
Legend Financial Advisors Inc$19.6M32026-06-30
Kestra Private Wealth Services, LLC$19.6M2062026-06-30
Rakuten Investment Management, Inc.$19.2M02026-06-30
Maniro Ltd$18.9M02026-06-30
Newedge Advisors$18.7M6012026-06-30
Msa Advisors, LLC$18.6M02026-06-30
Fulton Bank, N.A.$18.5M02026-06-30
Diversify Advisory Services, LLC$18.3M1162026-06-30
Diversify Wealth Management, LLC$18.3M782026-06-30
Absolute Capital Management, LLC$17.8M32026-06-30
CIBC World Market Inc.$17.6M02026-06-30
Allen Mooney & Barnes Investment Advisors LLC$17.5M172026-06-30
Meridian Wealth Management, LLC$17.1M582026-06-30
Creative Planning$17.1M1,1712026-06-30
Spirepoint Private Client, LLC$16.9M92026-06-30
Anson Funds Management LP$16.9M12026-06-30
Prospera Financial Services, Inc.$16.8M2702026-06-30
Ariose Capital Management Limited$16.7M02026-06-30
Cmh Wealth Management LLC$16.4M62026-06-30
Sanctuary Advisors, LLC$15.9M4012026-06-30
Mai Capital Management$15.5M3082026-06-30
Baird Financial Group, Inc.$15.3M02026-06-30
Mercer Global Advisors Inc /adv$15M02026-06-30
Silverleafe Capital Partners, LLC$14.9M62026-06-30
Pictet Asset Management Holding SA$14.6M02026-06-30
Advisornet Wealth Partners$14.5M582026-06-30
Valley Wealth Managers, Inc.$14.1M472026-06-30
Alexander Labrunerie & Co., Inc.$14.1M52026-06-30
Concord Investment Counsel Inc.$14.1M02026-06-30
Ifp Advisors, Inc$14.1M3182026-06-30
Group One Trading LLC$14M02026-06-30
Cottonwood Capital Advisors, LLC$14M22026-06-30
Dynamic$13.8M752026-06-30
Steelpeak Wealth, LLC$13.7M422026-06-30
Moore Capital Management, LP$13.6M02026-06-30
Wellington Shields Capital Management, LLC$13.4M122026-06-30
Woodmont Investment Counsel LLC$13.2M92026-06-30
Quantinno Capital Management LP$13.1M02026-06-30
Spire Wealth Management$13M32026-06-30
Concurrent Investment Advisors, LLC$12.8M3492026-06-30
Rfg Advisory, LLC$12.3M1912026-06-30
Evolution Wealth Advisors, LLC$12.3M82026-06-30
PNC Financial Services Group, Inc.$12.2M02026-06-30
Exoduspoint Capital Management, LP$12.2M02026-06-30
Marvin & Palmer Associates Inc$12M22026-06-30
Harbor Advisory Corp /ma$12M32026-06-30
Sava Penzisko Drushtvo A.D. Skopje$11.9M02026-06-30
Geremia Financial Services, LLC$11.8M52026-06-30
Parker Investment Management, LLC$11.6M22026-06-30
Beacon Pointe Advisors, LLC$11.6M4662026-06-30
William Blair Investment Management, LLC$11.3M02026-06-30
Avaii Wealth Management, LLC$11.3M112026-06-30
Peachtree Investment Partners, LLC$11.2M22026-06-30
Elevation Point Wealth Partners, LLC$11.1M562026-06-30
Kingsview Wealth Management, LLC$10.9M1152026-06-30
Qube Research & Technologies Ltd$10.9M02026-06-30
Stratos Wealth Partners, Ltd.$10.8M3862026-06-30
Strategic Blueprint, LLC$10.6M552026-06-30
Ctc Alternative Strategies, Ltd.$10.6M02026-06-30
Integrated Capital Management, LLC$10.6M32026-06-30
Fmr LLC$10.6M02026-06-30
Martin & Co Inc /tn$10.4M62026-06-30
Ep Wealth Advisors, LLC$10.1M3382026-06-30
Merit Financial Group, LLC$10.1M2952026-06-30
&partners$10M5552026-06-30
United Capital Financial Advisors, LLC$10M1662026-06-30
Captrust Wealth Advisors$9.9M202026-06-30
Sowell Financial Services LLC$9.9M1082026-06-30
Wharton Business Group, LLC$9.8M32026-06-30
Conservest Capital Advisors Inc$9.8M72026-06-30
Family Legacy, Inc.$9.8M72026-06-30
Harbour Investments, Inc.$9.6M2472026-06-30
Lake Hills Wealth Management, LLC$9.6M32026-06-30
Beacon Financial Planning, Inc$9.6M62026-06-30
Blackrock, Inc.$9.6M02026-06-30
J.W. Cole Advisors, Inc.$9.6M4992026-06-30
Lido Advisors, LLC$9.5M3202026-06-30
Kkm Financial LLC$9.5M12026-06-30
Pfg Advisors$9.3M832026-06-30
Tepp RIA, LLC$9.3M32026-06-30
Wall Street Financial Group, Inc.$9.1M22026-06-30
Union Bancaire Privee, Ubp SA$9.1M02026-06-30
Money Concepts Capital Corp$9.1M3892026-06-30
Destination Wealth Management$8.9M372026-06-30
Alley Investment Management Company, LLC$8.9M52026-06-30
Commonwealth Financial Services, LLC$8.9M152026-06-30
Global Wealth Strategies & Associates$8.9M112026-06-30
Alaska Permanent Capital Management, LLC$8.8M12026-06-30
Summit Financial, LLC$8.8M2292026-06-30
Jpl Wealth Management, LLC$8.7M22026-06-30
Blair William & Co/il$8.7M3292026-06-30
Adams Wealth Management$8.6M102026-06-30
Cachetech Inc.$8.6M32026-06-30
Lighthouse Investment Partners, LLC$8.6M02026-06-30
Sharper & Granite LLC$8.3M42026-06-30
Goldstream Capital Management Limited$8.3M02026-06-30
Dala Group, LLC$8.3M92026-06-30
Aprio Wealth Management, LLC$8.2M362026-06-30
Procyon$8.1M532026-06-30
Meitav Investment House Ltd$8M02026-06-30
Midwest Financial Group LLC$7.9M112026-06-30
Theory Financial LLC$7.9M32026-06-30
Klingman & Associates, LLC$7.7M92026-06-30
Magnus Financial Group LLC$7.6M102026-06-30
Grandview Asset Management LLC$7.6M42026-06-30
Tower Research Capital LLC (trc)$7.6M02026-06-30
Farther Finance Advisors, LLC$7.6M3342026-06-30
Fifth Third Bancorp$7.5M02026-06-30
Monument Capital Management$7.5M92026-06-30
Krilogy$7.4M642026-06-30
Wealthcare Advisory Partners LLC$7.4M1702026-06-30
Aqr Capital Management LLC$7.3M12026-06-30
Coral Wealth Management, LLC$7.2M22026-06-30
Rwq Financial Management Services, Inc.$7.1M12026-06-30
Onedigital Investment Advisors LLC$7.1M3862026-06-30
Ewa, LLC$7.1M92026-06-30
Rh Tailwind Management, LLC$7M02026-06-30
Maxele Advisors, LLC$7M22026-06-30
Vision Retirement, LLC$7M72026-06-30
Pfg Investments, LLC$7M02026-06-30
Banco Santander, S.A.$6.9M02026-06-30
Migdal Insurance & Financial Holdings Ltd.$6.8M02026-06-30
Oversea-Chinese Banking Corp Ltd$6.8M02026-06-30
Adaptive Investments$6.6M02026-06-30
Koshinski Asset Management, Inc.$6.5M692026-06-30
Steele Capital Management, Inc.$6.5M152026-06-30
Optiver Holding B.V.$6.4M02026-06-30
Advyzon Investment Management, LLC$6.4M22026-06-30
Sbi Okasan Asset Management Co.ltd.$6.4M02026-06-30
Osbon Capital Management LLC$6.3M22026-06-30
Federation Des Caisses Desjardins Du Quebec$6.3M02026-06-30
Scotia Capital Inc.$6.2M02026-06-30
Cerity Partners LLC$6.2M7772026-06-30
Washington Growth Strategies LLC$6.1M12026-06-30
Atria Investments, Inc$6.1M62026-06-30
Hudson Bay Capital Management LP$6.1M02026-06-30
Laurel Oak Wealth Management, LLC$6.1M142026-06-30
Moss Adams Wealth Advisors LLC$6.1M212026-06-30
Mesirow Financial Investment Management, Inc.$6.1M922026-06-30
Keybank National Association/oh$6M02026-06-30
Kapitalo Investimentos Ltda$5.9M02026-06-30
Composition Wealth, LLC$5.9M762026-06-30
Anchor Investment Management, LLC$5.8M62026-03-31
Green Ridge Wealth Planning LLC$5.8M52026-06-30
Prosperity - An Eisneramper Company$5.8M652026-06-30
Apollon Wealth Management, LLC$5.8M1512026-06-30

The 250 largest of 1,222 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30