Security record · archived quarter
SOXX
iShares Semiconductor ETF · Financial Services · Asset Management
91Tracked holders
+10Δ holders
24.45MShares held
$8.03BReported value
+12New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +12.3% ·
share flow +20.7% ·
net new positions +11.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +3 | 24.37M | $15.59B | +9 | −7 |
| Q1 2026 | 91 | +10 | 24.45M | $8.03B | +12 | −2 |
| Q4 2025 | 80 | +1 | 20.14M | $6.07B | +2 | −1 |
| Q3 2025 | 9 | -1 | 5.54M | $1.50B | +1 | −2 |
| Q2 2025 | 7 | -2 | 717.86K | $171.35M | +1 | −3 |
| Q1 2025 | 7 | -1 | 675.39K | $127.09M | +1 | −2 |
| Q4 2024 | 8 | +1 | 886.57K | $191.05M | +1 | — |
| Q3 2024 | 7 | +3 | 344.21K | $79.37M | +3 | — |
| Q2 2024 | 4 | — | 98.13K | $24.20M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 3.39M | +16.7% | $1.11B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 3.12M | +20.9% | $1.02B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | Morgan Stanley ✦ | 2.23M | -5.7% | $734.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 4 | Bnp Paribas Financial Markets | 1.85M | +58.4% | $608.47M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 1.44M | +475.9% | $474.58M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.16M | -19.3% | $381.96M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 1.08M | +3.5% | $354.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of Nova Scotia | 851.23K | +88.5% | $279.77M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 746.40K | -22.6% | $245.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Jane Street Group, Llc | 594.87K | New | $195.51M | 0.2% | New | 1 | SEC ↗ ×3 |
| 11 | Healthcare Of Ontario Pension Plan… | 590.00K | -50.0% | $193.91M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citigroup Inc | 566.89K | +65.2% | $186.32M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Royal Bank Of Canada | 433.38K | +26.4% | $142.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 14 | FIL Ltd | 425.18K | +657.0% | $139.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 407.18K | +2.4% | $133.82M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | D. E. Shaw & Co. ✦ | 322.50K | New | $105.99M | 0.1% | New | 1 | SEC ↗ |
| 17 | Alkeon Capital Management Llc | 310.70K | +61.3% | $102.11M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 289.89K | -3.9% | $95.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | LMR Partners LLP | 273.00K | -2.6% | $89.72M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 261.12K | +15.3% | $85.86M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Bank Of Montreal /Can/ | 245.45K | +511.6% | $80.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 22 | Barclays Plc | 238.22K | +32.9% | $78.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Commonwealth Equity Services, Llc | 230.81K | -4.1% | $75.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 229.21K | -7.7% | $75.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 206.14K | -5.3% | $67.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 181.10K | +7.1% | $59.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 182.78K | +17.7% | $59.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 187.88K | -25.5% | $58.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 29 | National Bank Of Canada /Fi/ | 173.51K | +47.3% | $57.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 168.22K | +11.4% | $55.29M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 154.19K | +7.7% | $50.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mirae Asset Global Investments Co.… | 128.53K | +260.9% | $42.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 126.24K | -50.3% | $41.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 118.52K | +2.5% | $38.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Simplex Trading, Llc | 116.27K | -25.5% | $38.21M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Schroder Investment Management Group | 116.20K | — | $36.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | First Manhattan Co. Llc. | 101.27K | +0.2% | $33.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 97.20K | -10.6% | $31.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Truist Financial Corp | 95.86K | +10.9% | $31.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Focus Partners Wealth | 88.17K | +11.9% | $28.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Mariner, LLC | 77.89K | +13.9% | $25.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Captrust Financial Advisors | 70.21K | +785.3% | $23.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 64.61K | -6.1% | $21.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 57.52K | +29.9% | $19.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealthfront Advisers LLC | 48.34K | +20.4% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Rakuten Investment Management, Inc. | 56.97K | +100.0% | $15.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Qube Research & Technologies Ltd | 42.42K | New | $13.94M | 0.0% | New | 1 | SEC ↗ |
| 48 | Balyasny Asset Management L.P. | 39.62K | New | $13.02M | 0.0% | New | 1 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 34.12K | -41.4% | $11.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Mackenzie Financial Corp | 31.70K | +0.3% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 30.23K | +45.7% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Blair William & Co/Il | 28.37K | +0.3% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Creative Planning | 23.15K | +6.4% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Millennium Management ✦ | 22.35K | +740.3% | $7.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 55 | IMC-Chicago, LLC | 22.16K | +8.0% | $7.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Cibc World Market Inc. | 21.52K | +21.5% | $7.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 21.20K | -2.8% | $6.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Lido Advisors, LLC | 17.43K | -29.2% | $5.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 15.06K | +20.8% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 14.03K | -10.1% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | Fidelity (FMR) ✦ | 13.73K | +9.6% | $4.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 62 | Pnc Financial Services Group, Inc. | 13.34K | +14.9% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 63 | Parallax Volatility Advisers, L.P. | 12.99K | New | $4.27M | 0.2% | New | 1 | SEC ↗ |
| 64 | BlackRock ✦ (passive) | 12.49K | -18.7% | $4.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 65 | AQR Capital Management ✦ | 11.61K | +113.9% | $3.82M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 66 | Fifth Third Bancorp | 10.90K | New | $3.58M | 0.0% | New | 1 | SEC ↗ |
| 67 | Tudor Investment Corp Et Al | 10.90K | New | $3.58M | 0.0% | New | 1 | SEC ↗ |
| 68 | Walleye Trading LLC | 8.13K | -25.1% | $2.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Cwm, Llc | 8.07K | +39.2% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 7.64K | New | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 71 | Fisher Asset Management ✦ | 7.54K | +13.9% | $2.48M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 72 | Franklin Resources Inc | 7.05K | +0.1% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Hrt Financial Lp | 6.90K | +194.9% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Cerity Partners LLC | 6.85K | -1.6% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 75 | Assetmark, Inc | 6.05K | +5.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Hsbc Holdings Plc | 5.80K | New | $1.91M | 0.0% | New | 1 | SEC ↗ ×2 |
| 77 | Credit Agricole S A | 5.18K | +1028.3% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Northern Trust Corp | 3.34K | -9.0% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Kayne Anderson Rudnick Investment… | 2.96K | -5.2% | $975,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Gotham Asset Management ✦ | 2.66K | New | $873,907 | 0.0% | New | 1 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 2.54K | New | $833,774 | 0.0% | New | 1 | SEC ↗ ×3 |
| 82 | Brown Advisory Inc | 2.29K | +5.9% | $750,854 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Squarepoint Ops LLC | 1.65K | -94.7% | $542,289 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Capstone Investment Advisors, Llc | 1.34K | -21.8% | $439,418 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Point72 Asset Management ✦ | 1.17K | New | $384,532 | 0.0% | New | 1 | SEC ↗ |
| 86 | Empower Advisory Group, LLC | 985 | -36.4% | $323,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Toronto Dominion Bank | 957 | +3444.4% | $314,669 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Neuberger Berman Group LLC | 897 | +2.9% | $294,674 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 266 | +44.6% | $87,428 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Allspring Global Investments… | 60 | 0.0% | $20,219 | 0.0% | Held | 2 | SEC ↗ |
| 91 | Peak6 Llc | 2 | -100.0% | $750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $195.51M | 0.2% |
| D. E. Shaw & Co. | $105.99M | 0.1% |
| Qube Research & Technologies… | $13.94M | 0.0% |
| Balyasny Asset Management L.P. | $13.02M | 0.0% |
| Parallax Volatility Advisers… | $4.27M | 0.2% |
| Fifth Third Bancorp | $3.58M | 0.0% |
| Tudor Investment Corp Et Al | $3.58M | 0.0% |
| UBS AM, a distinct business… | $2.51M | 0.0% |
| Hsbc Holdings Plc | $1.91M | 0.0% |
| Gotham Asset Management | $873,907 | 0.0% |
| Bank of New York Mellon Corp | $833,774 | 0.0% |
| Point72 Asset Management | $384,532 | 0.0% |
Exited
| Citadel Advisors | $37.71M | was 0.0% |
| Group One Trading Llc | $2.19M | was 0.1% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 917 holders, 33.02M shares, $10.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
Get this via the API