Who Owns Dimensional Emerging Markets V (SOXL)? -- Institutional Holders (2026-06-30)

Name: Dimensional Emerging Markets V (SOXL) Institutional Holders (2026-06-30)
Creator: ko.io

83 institutions reported holding $367.7M of Dimensional Emerging Markets V (SOXL) in SEC 13F filings for 2026-06-30. Largest institutional holders: SBI Securities Co., Ltd. ($103.5M), Walleye Trading LLC ($87.1M), Traynor Capital Management, Inc. ($74.3M), Howard Capital Management Inc. ($22.0M), SteelPeak Wealth, LLC ($7.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	SBI Securities Co., Ltd.	$103.5M	388,138	Trimmed
2	Walleye Trading LLC	$87.1M	326,500	Added
3	Traynor Capital Management, Inc.	$74.3M	278,659	Trimmed
4	Howard Capital Management Inc.	$22.0M	82,529	Trimmed
5	SteelPeak Wealth, LLC	$7.4M	27,858	Added
6	Belvedere Trading LLC	$7.2M	26,828	Trimmed
7	COMMONWEALTH EQUITY SERVICES, LLC	$7.0M	26,077	Trimmed
8	CITIGROUP INC	$6.4M	23,956	Added
9	Merit Financial Group, LLC	$4.7M	17,666	Trimmed
10	Client First Investment Management LLC	$4.0M	15,022	New
11	Rollins Financial Advisors, LLC	$3.4M	12,613	Trimmed
12	October Effect Ltd	$3.1M	11,576	Trimmed
13	Alchemi Wealth, LLC	$3.0M	11,231	Trimmed
14	Discipline Wealth Solutions, LLC	$2.7M	10,107	Trimmed
15	BLVD Private Wealth, LLC	$2.6M	9,856	Hold
16	BURNEY CO/	$2.6M	9,787	Added
17	PRIVATE CLIENT SERVICES, LLC	$2.1M	7,931	Trimmed
18	Strategic Blueprint, LLC	$1.8M	6,700	Trimmed
19	Kaizen Financial Strategies	$1.7M	7,590	Trimmed
20	TRUE Private Wealth Advisors	$1.5M	5,529	Added
21	J. Safra Sarasin Holding AG	$1.4M	5,066	New
22	Beta Wealth Group, Inc.	$1.3M	5,000	New
23	Allegheny Financial Group	$1.3M	4,914	Trimmed
24	StoneCrest Wealth Management, Inc.	$1.1M	4,157	Trimmed
25	Farther Finance Advisors, LLC	$801,489	3,008	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30