Who Owns ISHARES TR (SOXX)? -- Institutional Holders (2026-06-30)

614 institutions reported holding $4.22B of ISHARES TR (SOXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Harel Insurance Investments & Financial Services Ltd. ($475.9M), Analyst IMS Investment Management Services Ltd. ($366.3M), Mirae Asset Global Investments Co., Ltd. ($235.3M), Cambridge Investment Research Advisors, Inc. ($226.6M), Walleye Trading LLC ($174.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Harel Insurance Investments & Financial Services Ltd.$475.9M742,736Added
2Analyst IMS Investment Management Services Ltd.$366.3M571,693Added
3Mirae Asset Global Investments Co., Ltd.$235.3M367,193Added
4Cambridge Investment Research Advisors, Inc.$226.6M353,658Added
5Walleye Trading LLC$174.6M272,491Added
6COMMONWEALTH EQUITY SERVICES, LLC$154.8M241,515Added
7Howard Capital Management Inc.$148.8M232,236Trimmed
8CITIGROUP INC$117.9M184,015Trimmed
9ENVESTNET ASSET MANAGEMENT INC$104.5M163,012Added
10GREENWOOD GEARHART INC$74.2M115,823Trimmed
11Wellspring Financial Advisors, LLC$70.0M109,196Trimmed
12EXCHANGE TRADED CONCEPTS, LLC$64.9M101,355New
13TRUIST FINANCIAL CORP$64.9M101,270Added
14Traynor Capital Management, Inc.$54.6M85,270Added
15OPPENHEIMER & CO INC$45.4M70,842Trimmed
16TRUE Private Wealth Advisors$43.4M67,709Added
17TD Waterhouse Canada Inc.$39.3M65,681Added
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$35.1M60,424Added
19INDEPENDENT FINANCIAL GROUP, LLC$33.1M51,635Added
20Kestra Advisory Services, LLC$32.3M50,367Added
21Cadent Capital Advisors, LLC$31.7M49,460Trimmed
22United Asset Strategies, Inc.$31.4M48,982Trimmed
23Marks Wealth, LLC$31.3M48,876New
24Financial Partners Group, Inc$29.5M45,977Trimmed
25MinichMacGregor Wealth Management, LLC$27.4M42,749Trimmed

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