SOXY

Yieldmax Target 12 SC Oi ETFETF
UnclassifiedUSCUSIP 88636R818◍ Confluence graph
Tracked 13F Holders
8
-6 QoQ
13F Value (tracked)
$10.1M
13F Moves · latest Q
1 added
2 trimmed
Recent Filings
0

Who owns SOXY?

8 tracked 13F filers

8 tracked 13F filers disclose a position in SOXY as of the latest SEC 13F filings, a combined $10.1M 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.

#FundPosition valueSharesLast moveAs ofHistory
1AE Wealth Management LLC
$4.7M
75K
+3.8%
Added · +3K sh
Q1 2026
2JANE STREET GROUP, LLC
$1.2M
20K
New
+20K sh
Q1 2026
3ZEGA Investments, LLC
$2.1M
19K
−15%
Reduced · −3K sh
Q2 2026
4OLD MISSION CAPITAL LLC
$971K
15K
+118%
Added · +8K sh
Q1 2026
5Wealth Watch Advisors, INC
$686K
11K
+7.9%
Added · +795 sh
Q1 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$248K
4K
−16%
Reduced · −768 sh
Q1 2026
7LANARK FINANCIAL, INC.
$63K
552
−6.6%
Reduced · −39 sh
Q2 2026
8CWM, LLC
$5K
75
New
+75 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 SOXY being bought or sold by institutions?

Last quarter, 0 funds opened a new position in SOXY and 1 added to an existing one, while 2 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).

Opened (NEW)
0
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Funds that own SOXY also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$27.1B
APPLE INCAAPL7 funds$17.4B
MICROSOFT CORPMSFT7 funds$15.0B
ISHARES CORE S&P 500 ETFIVV7 funds$14.6B
NVIDIA CORPNVDA7 funds$13.0B
BROADCOM INCAVGO7 funds$10.6B
INVESCO QQQ TRUST SERIES 1QQQ7 funds$10.1B
ALPHABET INC-CL AGOOGL7 funds$10.0B
AMAZON.COM INCAMZN7 funds$9.6B
ISHARES CORE MSCI EAFE ETFIEFA7 funds$8.2B
ISHARES CORE MSCI EMERGINGIEMG7 funds$7.8B
JPMORGAN CHASE & COJPM7 funds$7.5B

Ranked by how many of SOXY's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

2 funds-2 since Q4 2024
048Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $2.2M

Recent filings

0 shown

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

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Ask your agent what changed in SOXY

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/SOXY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SOXY.
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 SOXY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.