# ISHARES TR (SOXX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SOXX/

- Reporting holders: 52
- Reported value: $170.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $22.0M | 38,663 | 1.7% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $19.8M | 34,874 | 2.0% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $15.8M | 27,757 | 2.3% | 2 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $14.9M | 26,200 | 0.8% | 13 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $12.3M | 21,559 | 2.6% | 24 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $10.7M | 18,894 | 3.1% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $10.7M | 18,881 | 0.3% | 6 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $9.8M | 16,690 | 2.8% | 15 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.1M | 16,070 | 0.1% | 12 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $7.9M | 13,861 | 1.4% | 12 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $6.9M | 12,218 | 3.2% | 3 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $6.6M | 11,644 | 2.7% | 3 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $2.9M | 5,184 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.4M | 4,224 | 0.1% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.3M | 4,075 | 0.2% | 15 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.1M | 3,636 | 0.5% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 2,626 | 0.0% | 15 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.2M | 2,133 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $837.6K | 1,473 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $802.2K | 1,410 | 0.0% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $701.7K | 1,234 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $661.3K | 1,163 | 0.1% | 27 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $553.3K | 982 | 0.0% | 4 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $545.3K | 959 | 0.3% | 8 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $524.9K | 923 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $170.7M |
| Q2 2026 | 1,226 | $41.8B |
| Q1 2026 | 932 | $14.4B |
| Q4 2025 | 887 | $11.0B |
| Q3 2025 | 791 | $8.9B |
| Q2 2025 | 759 | $10.5B |
| Q1 2025 | 722 | $6.1B |
| Q4 2024 | 768 | $7.7B |
| Q3 2024 | 746 | $9.8B |
| Q2 2024 | 747 | $8.4B |
| Q1 2024 | 697 | $8.4B |
| Q4 2023 | 631 | $6.2B |