SOXX — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SOXX? 60 Institutions Hold $226M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SOXX)? 60 institutions reported holding $226.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($41.6M), Galvin, Gaustad & Stein, LLC ($22.0M), Toth Financial Advisory Corp ($19.8M).

Rank	Institution	Value	Shares	Change
1	Ayalon Insurance Comp Ltd.	$41.6M	73,076	Added
2	Galvin, Gaustad & Stein, LLC	$22.0M	38,663	Trimmed
3	TOTH FINANCIAL ADVISORY CORP	$19.8M	34,874	Trimmed
4	Allen Mooney & Barnes Investment Advisors LLC	$15.8M	27,757	Added
5	VALLEY WEALTH MANAGERS, INC.	$14.9M	26,200	Added
6	Cadent Capital Advisors, LLC	$12.3M	21,559	Trimmed
7	Silverleafe Capital Partners, LLC	$10.7M	18,894	Trimmed
8	MassMutual Private Wealth & Trust, FSB	$10.7M	18,881	Added
9	Farther Finance Advisors, LLC	$10.2M	19,770	Trimmed
10	AVAII WEALTH MANAGEMENT, LLC	$9.8M	16,690	Trimmed
11	Global Wealth Strategies & Associates	$7.9M	13,861	Trimmed
12	Polaris Financial Partners	$7.3M	12,886	New
13	Lake Hills Wealth Management, LLC	$6.9M	12,218	Trimmed
14	Green Ridge Wealth Planning LLC	$6.6M	11,644	Added
15	Matrix Trust Co	$5.2M	9,097	Trimmed
16	FIRST FINANCIAL BANK - TRUST DIVISION	$2.9M	5,184	Trimmed
17	Valeo Financial Advisors, LLC	$2.4M	4,224	Trimmed
18	First Heartland Consultants, Inc.	$2.3M	4,075	Trimmed
19	JUNCTURE WEALTH STRATEGIES, LLC	$2.1M	3,636	Trimmed
20	Apella Capital, LLC	$1.5M	2,626	Added
21	CONGRESS ASSET MANAGEMENT CO	$1.2M	2,133	New
22	CoreCap Advisors, LLC	$1.2M	4,610	Trimmed
23	GoalVest Advisory LLC	$837,607	1,473	Added
24	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$701,702	1,234	Hold
25	Rosenberg Matthew Hamilton	$661,328	1,163	Hold

Source: SEC Form 13F filings · as of 2026-09-30