SOXQ

Invesco PHLX SemiconductorETF$93.10 1.78%
UnclassifiedCUSIP 46138G615· EOD Sep 11, 2026

Among active 13F managers last quarter, 22 opened and 15 added, while 16 reduced; the largest holder to move was Eagle Global Advisors LLC (+0.9%).

Tracked 13F holders
141
87 in Q2 2026 filings
13F value (tracked)
$309.4M
13F moves · latest Q
37 added
16 reduced

Price & smart-money activity

$93.10 1.78%5Y +241.5%
$9.48$37.84$66.20$94.57$122.9320212022202320242025202623448264651231381191514111716101915221724224519
Hover for who · click for detailEnd-of-day closing prices52w $47.23 – $115.11

Who owns SOXQ?

141 tracked 13F filers · ranked by shares held

141 tracked 13F filers disclose a position in SOXQ as of the latest SEC 13F filings, a combined $309.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley531K
$31.7M
+19%
Added · +86K sh
Q1 2026
2Eagle Global Advisors LLC336K
$37.6M
+0.9%
Added · +3K sh
Q2 2026
3LPL Financial LLC315K
$18.8M
+3.1%
Added · +10K sh
Q1 2026
4Citigroup Inc249K
$14.9M
+290%
Added · +185K sh
Q1 2026
5Condor Capital Management186K
$20.8M
−2.5%
Reduced · −5K sh
Q2 2026
6NorthRock Partners, LLC154K
$17.3M
−2.9%
Reduced · −5K sh
Q2 2026
7National Bank Of Canada150K
$9.0M
38k×
Added · +150K sh
Q1 2026
8Bank Of America Corp143K
$8.5M
−13%
Reduced · −22K sh
Q1 2026
9Meitav Investment House Ltd138K
$15.5M
+45%
Added · +42K sh
Q2 2026
10Exchange Traded Concepts, LLC136K
$15.3M
New
+136K sh
Q2 2026
11JPMorgan Chase & Co81K
$4.6M
+0.3%
Added · +286 sh
Q1 2026
12VestGen Advisors, LLC80K
$9.0M
−0.2%
Reduced · −140 sh
Q2 2026
13Absolute Capital Management, LLC68K
$7.6M
Held
Q2 2026
14Mirae Asset Global Investments Co., Ltd.61K
$3.6M
Held
Q1 2026
15Two Sigma Investments, LP56K
$3.4M
−80%
Reduced · −221K sh
Q1 2026
16Meridian Wealth Management, LLC54K
$3.2M
+63%
Added · +21K sh
Q1 2026
17Corient Private Wealth LP48K
$2.9M
+79%
Added · +21K sh
Q1 2026
18Hardy Reed LLC45K
$5.0M
Held
Q2 2026
19Raymond James Financial Inc44K
$2.6M
+143%
Added · +26K sh
Q1 2026
20Capstone Wealth Management Group, LLC44K
$4.9M
New
+44K sh
Q2 2026
21Royal Bank Of Canada37K
$2.2M
29×
Added · +36K sh
Q1 2026
22Tudor Investment Corp Et Al36K
$4.0M
New
+36K sh
Q2 2026
23D. E. Shaw & Co., Inc.35K
$2.1M
−22%
Reduced · −10K sh
Q1 2026
24Ameriprise Financial Inc35K
$2.1M
−46%
Reduced · −29K sh
Q1 2026
25Osaic Holdings, Inc.33K
$2.0M
−27%
Reduced · −12K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SOXQ being bought or sold by institutions?

Last quarter, 22 funds opened a new position in SOXQ and 15 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
22
funds took a first position
Added
15
added to an existing position
Reduced
16
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SOXQ also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA80 funds$13.9B
Amazon.com IncAMZN80 funds$7.9B
Microsoft CorpMSFT79 funds$9.3B
Apple IncAAPL78 funds$13.2B
Meta Platforms Inc-Class AMETA77 funds$4.8B
JPMorgan Chase & CoJPM77 funds$4.7B
Eli Lilly & CoLLY77 funds$2.9B
Visa Inc-Class A SharesV77 funds$2.4B
Alphabet Inc-CL AGOOGL76 funds$8.1B
Broadcom IncAVGO75 funds$6.4B
Berkshire Hathaway Inc-CL BBRK/B75 funds$2.7B
SS SPDR S&P 500 ETF Trust-USSPY74 funds$5.8B

Ranked by how many of SOXQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOXQ.

Institutional ownership over time

87 tracked filers in Q2 2026 filingsstill filing
052104Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $178.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
QQQMmc1230 funds$27.7B
BKLNmc455 funds$4.9B
RWLmc310 funds$5.0B
VRPmc250 funds$1.3B
TANmc216 funds$510.6M
RWJmc185 funds$989.1M
QQQJmc182 funds$328.5M
BABmc169 funds$630.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for SOXQ

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Ask your agent what changed in SOXQ

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SOXQ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SOXQ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SOXQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.