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Public ownership evidence

iShares Semiconductor ETF (SOXX) Ownership Disclosures

Read SOXX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-01354$106,607None
Provida Pension Fund Administrator2026-03-312026-08-2949,036$16,116,172None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,837$2,039,281None
Corient Private Wealth LP2026-06-302026-08-28124,691$79,896,900None
VELA Investment Management, LLC2026-06-302026-08-2822,500$14,417,100Put
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28602$385,738None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28562$184,707None
Legacy Edge Advisors, LLC2025-09-302026-08-2750,660$13,734,899None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-277,106$2,335,458None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-274,986$1,501,534None
Dakota Wealth Management2025-09-302026-08-271,336$362,217None
Dakota Wealth Management2025-12-312026-08-271,611$485,153None
Dakota Wealth Management2026-03-312026-08-271,655$543,817None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26967$619,481None
ATX Financial Planning, LLC2026-06-302026-08-212,939$1,882,903None
Rehmann Capital Advisory Group2026-06-302026-08-213,241$2,077,277None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21616$394,897None
Kingsview Wealth Management, LLC2026-06-302026-08-2017,070$10,937,990None
Archer Investment Corp2026-06-302026-08-20522$334,236None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20756$484,415None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20300$83,700Call
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2023,404$14,996,191None
Beacon Pointe Advisors, LLC2026-06-302026-08-1918,104$11,600,382None
Copia Wealth Management2026-06-302026-08-1996$61,513None
RB Capital Management, LLC2026-06-302026-08-191,431$916,783None
Glenview Trust Co2026-06-302026-08-19987$632,430None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-191$1,000None
Rakuten Investment Management, Inc.2026-06-302026-08-1931,297$19,227,311None
Legacy Edge Advisors, LLC2025-06-302026-08-1847,513$11,341,238None
Legacy Edge Advisors, LLC2025-03-312026-08-1845,634$8,586,982None
Legacy Edge Advisors, LLC2024-09-302026-08-1847,654$10,988,639None
Legacy Edge Advisors, LLC2024-06-302026-08-1842,004$10,359,426None
Legacy Edge Advisors, LLC2024-03-312026-08-1836,486$8,242,947None
Legacy Edge Advisors, LLC2024-12-312026-08-1847,105$10,235,056None
Legacy Edge Advisors, LLC2023-12-312026-08-1811,522$6,637,824None
Maxele Advisors, LLC2026-06-302026-08-1810,998$7,047,114None
Coastal Bridge Advisors, LLC2026-06-302026-08-18371$237,722None
TORNO CAPITAL, LLC2026-03-312026-08-18800$262,928Put
Ruggaard & Associates LLC2026-06-302026-08-18345$221,062None
Corient Private Wealth LP2026-06-302026-08-18124,854$80,001,427None
Empowered Funds, LLC2026-06-302026-08-18959$614,489None
Camarda Financial Advisors, LLC2026-06-302026-08-181,200$768,912None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1815,556$9,965,855None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1828,600$18,325,736Put
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-18418$267,838None
Equitable Holdings, Inc.2026-06-302026-08-1840,098$25,692,683None
Jefferies Financial Group Inc.2026-06-302026-08-1828,000$17,941,280Put
Jefferies Financial Group Inc.2026-06-302026-08-1817,100$10,956,996Call
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18452$290,000None
Forum Finance Group S.A.2026-06-302026-08-15725$375,000None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗VELA Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.