Among active 13F managers last quarter, 1 opened and 1 added, while 2 reduced; the largest holder to move was ZEGA Investments, LLC (−15%).
11 tracked 13F filers disclose a position in SOXY as of the latest SEC 13F filings, a combined $22.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 89K | $10.2M | ▲New +89K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | 75K | $4.7M | ▲+3.8% Added · +3K sh | Q1 2026 | |
| 3 | Jane Street Group, LLC | 20K | $1.2M | ▲New +20K sh | Q1 2026 | |
| 4 | ZEGA Investments, LLC | 19K | $2.1M | ▼−15% Reduced · −3K sh | Q2 2026 | |
| 5 | Old Mission Capital LLC | 15K | $971K | ▲+118% Added · +8K sh | Q1 2026 | |
| 6 | Wealth Watch Advisors, INC | 9K | $1.1M | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 7K | $834K | ▲New +7K sh | Q2 2026 | |
| 8 | Authentikos Wealth Advisory, LLC | 4K | $487K | ▼−34% Reduced · −2K sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 4K | $248K | ▼−16% Reduced · −768 sh | Q1 2026 | |
| 10 | Lanark Financial, Inc. | 552 | $63K | ▼−6.6% Reduced · −39 sh | Q2 2026 | |
| 11 | CWM, LLC | 75 | $5K | ▲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.
Last quarter, 1 fund opened a new position in SOXY and 1 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $13.3B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $747.5M |
| Tesla IncTSLA | 4 funds | $572.8M |
| RTX CorpRTX | 4 funds | $366.0M |
| Taiwan Semiconductor-SP ADRTSM | 4 funds | $313.8M |
| Northrop Grumman CorpNOC | 4 funds | $290.6M |
| Vanguard S&P 500 ETFVOO | 4 funds | $220.8M |
| Ishares 20+ Year Treasury BDTLT | 4 funds | $173.3M |
| Robinhood Markets Inc - AHOOD | 4 funds | $171.2M |
| General Dynamics CorpGD | 4 funds | $164.1M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $124.5M |
Ranked by how many of SOXY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOXY.
| Class | 13F holders | Value held |
|---|---|---|
| AIPOmc | 102 funds | $181.0M |
| XMAGmc | 41 funds | $34.6M |
| PLTYYIELDMAX PLTR OP | 26 funds | $38.8M |
| CHPYYIELDMAX SEMICON | 23 funds | $39.0M |
| SMCYYIELDMAX SMCI | 22 funds | $2.1M |
| BTGDSTKD 100 BITCOIN | 19 funds | $8.4M |
| RSBARETURN STACKED B | 15 funds | $33.0M |
| BIGYYIELDMAX TRGT12 | 14 funds | $23.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOXY/capital-change-brief"
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.