— Know what they know.
Not Investment Advice

SOXX

iShares Semiconductor ETF
1W: -0.9% 1M: +21.6% 3M: +46.1% YTD: +67.4% 1Y: +149.7% 3Y: +281.8% 5Y: +305.1%
$537.33
+12.62 (+2.41%)
 
Weekly Expected Move ±6.6%
$442 $476 $509 $543 $576
ETF NASDAQ · AUM $35.6B

Institutional Ownership — SOXX

996
Institutional Holders
+44 vs prior quarter
0.0%
Ownership
+0.00pp
9B
Total Invested
110
New Positions
327
Increased
380
Reduced
119
Closed
1.94
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1070 total)

# Holder Shares Value Change Change % Holding Period Filing
1 GOLDMAN SACHS GROUP INC 3,388,810 1.8B -2,420,466 -41.7% 13Q SEC ↗
2 BANK OF AMERICA CORP /DE 3,115,278 1.7B +538,125 +20.9% 13Q SEC ↗
3 MORGAN STANLEY 2,368,608 1.3B +547,109 +30.0% 12Q SEC ↗
4 BNP PARIBAS FINANCIAL MARKETS 1,851,369 $995M +682,189 +58.3% 13Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,443,988 $776M +1,193,235 +475.9% 13Q SEC ↗
6 UBS Group AG 1,162,182 $624M -277,301 -19.3% 13Q SEC ↗
7 LPL Financial LLC 1,078,141 $579M +36,358 +3.5% 13Q SEC ↗
8 WELLS FARGO & COMPANY/MN 963,663 $518M +121,561 +14.4% 12Q SEC ↗
9 BANK OF NOVA SCOTIA 851,229 $457M +399,612 +88.5% 7Q SEC ↗
10 JANE STREET GROUP, LLC NEW 594,867 $320M +0.0% 1Q SEC ↗
11 HEALTHCARE OF ONTARIO PENSION PLAN TRU 590,000 $317M -590,000 -50.0% 13Q SEC ↗
12 ROYAL BANK OF CANADA 433,384 $233M +90,569 +26.4% 13Q SEC ↗
13 Rockefeller Capital Management L.P. 407,179 $219M -388,133 -48.8% 13Q SEC ↗
14 FOUNDATIONS INVESTMENT ADVISORS, LLC 406,107 $218M +75,257 +22.7% 3Q SEC ↗
15 Noked Israel Ltd NEW 349,070 $188M +0.0% 1Q SEC ↗
16 CITIGROUP INC 343,269 $184M +96,022 +38.8% 12Q SEC ↗
17 ALKEON CAPITAL MANAGEMENT LLC 310,700 $167M +118,100 +61.3% 2Q SEC ↗
18 DONALDSON CAPITAL MANAGEMENT, LLC 301,410 $162M +3,262 +1.1% 13Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC 289,889 $156M -11,811 -3.9% 6Q SEC ↗
20 LMR Partners LLP 273,000 $147M -7,432 -2.7% 8Q SEC ↗
21 OSAIC HOLDINGS, INC. 261,121 $140M +34,737 +15.3% 13Q SEC ↗
22 BANK OF MONTREAL /CAN 245,454 $132M +205,323 +511.6% 13Q SEC ↗
23 BARCLAYS PLC 238,223 $128M +59,015 +32.9% 13Q SEC ↗
24 Howard Capital Management Inc. 232,576 $125M +228,469 +5562.9% 12Q SEC ↗
25 COMMONWEALTH EQUITY SERVICES, LLC 230,814 $124M -9,875 -4.1% 13Q SEC ↗
26 AMERIPRISE FINANCIAL INC 229,211 $123M -18,974 -7.6% 13Q SEC ↗
27 SUMITOMO MITSUI FINANCIAL GROUP, INC. 206,941 $111M +194,458 +1557.8% 13Q SEC ↗
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 206,136 $111M -32,870 -13.8% 13Q SEC ↗
29 Analyst IMS Investment Management Serv 201,536 $108M +45,105 +28.8% 10Q SEC ↗
30 JPMORGAN CHASE & CO 187,881 $101M -64,371 -25.5% 13Q SEC ↗
31 JONES FINANCIAL COMPANIES LLLP 182,779 $98M +27,516 +17.7% 10Q SEC ↗
32 Cetera Investment Advisers 181,101 $97M +11,947 +7.1% 13Q SEC ↗
33 EDMOND DE ROTHSCHILD HOLDING S.A. 178,588 $96M -1,249 -0.7% 13Q SEC ↗
34 NATIONAL BANK OF CANADA /FI 173,514 $93M +55,712 +47.3% 13Q SEC ↗
35 Cambridge Investment Research Advisors 173,014 $93M -37,341 -17.8% 13Q SEC ↗
36 MML INVESTORS SERVICES, LLC 168,220 $90M +17,207 +11.4% 13Q SEC ↗
37 Y.D. More Investments Ltd 158,996 $85M +155,277 +4175.2% 13Q SEC ↗
38 Elo Mutual Pension Insurance Co NEW 156,760 $84M +0.0% 1Q SEC ↗
39 ENVESTNET ASSET MANAGEMENT INC 154,192 $83M +10,964 +7.7% 13Q SEC ↗
40 Wellspring Financial Advisors, LLC 151,791 $82M +1,779 +1.2% 4Q SEC ↗
41 GM Advisory Group, LLC 145,424 $78M +410 +0.3% 13Q SEC ↗
42 OVERSEA-CHINESE BANKING Corp Ltd 134,580 $72M +126,744 +1617.5% 13Q SEC ↗
43 Gerber Kawasaki Wealth & Investment Ma 133,860 $72M -11,283 -7.8% 13Q SEC ↗
44 Mirae Asset Global Investments Co., Lt 128,535 $69M +92,920 +260.9% 13Q SEC ↗
45 Corient Private Wealth LLC 126,240 $68M -127,916 -50.3% 13Q SEC ↗
46 CITADEL ADVISORS LLC NEW 125,205 $67M +0.0% 1Q SEC ↗
47 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 121,364 $65M +61,646 +103.2% 13Q SEC ↗
48 HighTower Advisors, LLC 118,520 $64M +2,919 +2.5% 13Q SEC ↗
49 GREENWOOD GEARHART LLC 117,444 $63M -162 -0.1% 13Q SEC ↗
50 SIMPLEX TRADING, LLC 116,273 $62M -39,820 -25.5% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +1,193,235 +475.9% 1,443,988
BNP PARIBAS FINANCIAL MARKETS +682,189 +58.3% 1,851,369
MORGAN STANLEY +547,109 +30.0% 2,368,608
BANK OF AMERICA CORP /DE +538,125 +20.9% 3,115,278
BANK OF NOVA SCOTIA +399,612 +88.5% 851,229
Howard Capital Management Inc. +228,469 +5562.9% 232,576
BANK OF MONTREAL /CAN +205,323 +511.6% 245,454
SUMITOMO MITSUI FINANCIAL GROUP, IN +194,458 +1557.8% 206,941
Y.D. More Investments Ltd +155,277 +4175.2% 158,996
OVERSEA-CHINESE BANKING Corp Ltd +126,744 +1617.5% 134,580
WELLS FARGO & COMPANY/MN +121,561 +14.4% 963,663
ALKEON CAPITAL MANAGEMENT LLC +118,100 +61.3% 310,700
Integrated Wealth Concepts LLC +103,435 +1141.4% 112,497
CITIGROUP INC +96,022 +38.8% 343,269
Mirae Asset Global Investments Co., +92,920 +260.9% 128,535
ROYAL BANK OF CANADA +90,569 +26.4% 433,384
Jump Financial, LLC +90,407 +9215.8% 91,388
Quadrature Capital Ltd +85,945 +742.9% 97,514
FOUNDATIONS INVESTMENT ADVISORS, LL +75,257 +22.7% 406,107
Clal Insurance Enterprises Holdings +72,000 +1111.6% 78,477
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -2,420,466 -41.7% 3,388,810
MILLENNIUM MANAGEMENT LLC -1,051,285 -99.7% 2,660
HEALTHCARE OF ONTARIO PENSION PLAN -590,000 -50.0% 590,000
Rockefeller Capital Management L.P. -388,133 -48.8% 407,179
UBS Group AG -277,301 -19.3% 1,162,182
Thrivent Financial for Lutherans -204,614 -93.1% 15,222
Corient Private Wealth LLC -127,916 -50.3% 126,240
JPMORGAN CHASE & CO -64,371 -25.5% 187,881
Align Financial, LLC -49,554 -99.7% 165
SIMPLEX TRADING, LLC -39,820 -25.5% 116,273
Cambridge Investment Research Advis -37,341 -17.8% 173,014
NORTHWESTERN MUTUAL WEALTH MANAGEME -32,870 -13.8% 206,136
Tower Research Capital LLC (TRC) -29,623 -99.5% 137
Squarepoint Ops LLC -29,231 -94.7% 1,650
First Interstate Bank -23,367 -94.4% 1,382
Alaska Permanent Capital Management -22,225 -53.9% 19,042
AMERIPRISE FINANCIAL INC -18,974 -7.6% 229,211
Kingsview Wealth Management, LLC -18,510 -52.6% 16,686
Avondale Wealth Management -17,200 -47.9% 18,723
New York Life Investment Management -15,957 -54.0% 13,600

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms