91 tracked 13F filers disclose a position in SOXQ as of the latest SEC 13F filings, a combined $191.2M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $31.7M | 531K | ▲+19% Added · +86K sh | Q1 2026 | |
| 2 | EAGLE GLOBAL ADVISORS LLC | $19.8M | 332K | ▲+0.2% Added · +734 sh | Q1 2026 | |
| 3 | LPL Financial LLC | $18.8M | 315K | ▲+3.1% Added · +10K sh | Q1 2026 | |
| 4 | CITIGROUP INC | $14.9M | 249K | ▲+290% Added · +185K sh | Q1 2026 | |
| 5 | NorthRock Partners, LLC | $9.5M | 159K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 6 | NATIONAL BANK OF CANADA /FI/ | $9.0M | 150K | ▲38k× Added · +150K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $8.5M | 143K | ▼−13% Reduced · −22K sh | Q1 2026 | |
| 8 | MEITAV INVESTMENT HOUSE LTD | $15.5M | 138K | ▲+45% Added · +42K sh | Q2 2026 | |
| 9 | JPMORGAN CHASE & CO | $4.6M | 81K | ▲+0.3% Added · +286 sh | Q1 2026 | |
| 10 | VestGen Advisors, LLC | $7.4M | 80K | ▲+5.5% Added · +4K sh | Q1 2026 | |
| 11 | Mirae Asset Global Investments Co., Ltd. | $3.6M | 61K | —Held | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $3.4M | 56K | ▼−80% Reduced · −221K sh | Q1 2026 | |
| 13 | Meridian Wealth Management, LLC | $3.2M | 54K | ▲+63% Added · +21K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $2.9M | 48K | ▲+79% Added · +21K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.6M | 44K | ▲+143% Added · +26K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $2.2M | 37K | ▲29× Added · +36K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | $2.1M | 35K | ▼−22% Reduced · −10K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $2.1M | 35K | ▼−46% Reduced · −29K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $2.0M | 33K | ▼−27% Reduced · −12K sh | Q1 2026 | |
| 20 | Sumitomo Mitsui Trust Group, Inc. | $1.7M | 29K | ▲+19% Added · +5K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $1.6M | 27K | ▲+264% Added · +20K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 23K | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 23 | Kovack Advisors, Inc. | $1.2M | 20K | ▼−26% Reduced · −7K sh | Q1 2026 | |
| 24 | HighPoint Advisor Group LLC | $1.2M | 20K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 17K | ▼−33% Reduced · −8K 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.
Last quarter, 17 funds opened a new position in SOXQ and 12 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 34 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 34 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 34 funds | $2.0B |
| EXXON MOBIL CORPXOM | 34 funds | $1.7B |
| ORACLE CORPORCL | 34 funds | $963.9M |
| GE VERNOVA INCGEV | 34 funds | $785.7M |
| NEXTERA ENERGY INCNEE | 34 funds | $765.0M |
| BOOKING HOLDINGS INCBKNG | 34 funds | $608.8M |
| ALTRIA GROUP INCMO | 34 funds | $483.2M |
| BLACKSTONE INCBX | 34 funds | $448.0M |
Ranked by how many of SOXQ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOXQ/capital-change-brief"
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.