$588.90

+12.57 (+2.18%)

Weekly Expected Move ±5.4%

$526 $557 $589 $620 $652

ETF NASDAQ · AUM $52.2B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SOXX

1,268

Institutional Holders

+265 vs prior quarter

0.0%

Ownership

+0.00pp

22B

Total Invested

320

New Positions

335

Increased

392

Reduced

Closed

2.52

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1288 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	GOLDMAN SACHS GROUP INC	3,600,515	2.1B	+211,705	+6.2%	15Q	SEC ↗
2	BANK OF AMERICA CORP /DE	2,966,152	1.7B	-149,126	-4.8%	15Q	SEC ↗
3	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,317,691	1.4B	+873,703	+60.5%	19Q	SEC ↗
4	MORGAN STANLEY	1,880,266	1.1B	-354,053	-15.8%	60Q	SEC ↗
5	BNP PARIBAS FINANCIAL MARKETS	1,713,408	1.0B	-137,961	-7.5%	48Q	SEC ↗
6	HEALTHCARE OF ONTARIO PENSION PLAN TRU	1,230,000	$724M	+640,000	+108.5%	27Q	SEC ↗
7	LPL Financial LLC	1,096,518	$646M	+18,377	+1.7%	53Q	SEC ↗
8	UBS Group AG	950,687	$560M	-211,495	-18.2%	47Q	SEC ↗
9	Holocene Advisors, LP NEW	760,000	$448M	—	+0.0%	1Q	SEC ↗
10	WELLS FARGO & COMPANY/MN	757,927	$446M	+11,530	+1.5%	92Q	SEC ↗
11	Harel Insurance Investments & Financia	742,736	$437M	+741,481	+59082.2%	38Q	SEC ↗
12	Analyst IMS Investment Management Serv	571,693	$337M	+370,157	+183.7%	11Q	SEC ↗
13	BARCLAYS PLC	466,096	$274M	+227,873	+95.7%	33Q	SEC ↗
14	Rockefeller Capital Management L.P.	433,699	$255M	+26,520	+6.5%	26Q	SEC ↗
15	ALKEON CAPITAL MANAGEMENT LLC	371,200	$219M	+60,500	+19.5%	3Q	SEC ↗
16	Mirae Asset Global Investments Co., Lt	367,193	$216M	+238,658	+185.7%	15Q	SEC ↗
17	Foundations Investment Advisors, LLC	364,192	$214M	-52,001	-12.5%	5Q	SEC ↗
18	ROYAL BANK OF CANADA	358,985	$211M	-74,399	-17.2%	67Q	SEC ↗
19	DONALDSON CAPITAL MANAGEMENT, LLC	304,880	$180M	+3,470	+1.2%	24Q	SEC ↗
20	NATIONAL BANK OF CANADA /FI	285,325	$168M	+111,811	+64.4%	19Q	SEC ↗
21	RAYMOND JAMES FINANCIAL INC	271,837	$160M	-18,052	-6.2%	7Q	SEC ↗
22	AMERIPRISE FINANCIAL INC	256,209	$151M	+26,998	+11.8%	16Q	SEC ↗
23	COMMONWEALTH EQUITY SERVICES, LLC	241,515	$142M	+10,701	+4.6%	35Q	SEC ↗
24	Howard Capital Management, LLC	232,236	$137M	-340	-0.1%	13Q	SEC ↗
25	OSAIC HOLDINGS, INC.	218,332	$129M	-42,789	-16.4%	26Q	SEC ↗
26	JONES FINANCIAL COMPANIES LLLP	215,914	$127M	+33,135	+18.1%	11Q	SEC ↗
27	JPMORGAN CHASE & CO	203,236	$120M	+15,355	+8.2%	45Q	SEC ↗
28	Quadrature Capital Ltd	203,207	$120M	+105,693	+108.4%	6Q	SEC ↗
29	Y.D. More Investments Ltd	202,142	$119M	+43,146	+27.1%	15Q	SEC ↗
30	SCHRODER INVESTMENT MANAGEMENT GROUP	195,400	$115M	+79,200	+68.2%	2Q	SEC ↗
31	Cetera Investment Advisers	192,870	$114M	+11,769	+6.5%	38Q	SEC ↗
32	BANK OF NOVA SCOTIA	191,687	$113M	-659,542	-77.5%	8Q	SEC ↗
33	MML INVESTORS SERVICES, LLC	191,249	$113M	+23,029	+13.7%	37Q	SEC ↗
34	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	189,891	$112M	-16,245	-7.9%	38Q	SEC ↗
35	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	186,620	$110M	+65,256	+53.8%	24Q	SEC ↗
36	CITIGROUP INC	184,015	$108M	-382,878	-67.5%	48Q	SEC ↗
37	Cambridge Investment Research Advisors	176,823	$104M	+3,809	+2.2%	38Q	SEC ↗
38	Daiichi Life Insurance Co., Ltd. NEW	175,710	$103M	—	+0.0%	1Q	SEC ↗
39	Noked Israel Ltd	175,070	$103M	-174,000	-49.8%	2Q	SEC ↗
40	BROWN ADVISORY INC	171,024	$101M	+168,739	+7384.6%	16Q	SEC ↗
41	SAVA PENZISKO DRUSHTVO A.D. SKOPJE	165,825	$98M	+123,825	+294.8%	4Q	SEC ↗
42	ENVESTNET ASSET MANAGEMENT INC	163,012	$96M	+8,820	+5.7%	32Q	SEC ↗
43	Wealthspire Advisors, LLC	161,642	$95M	+150,986	+1416.9%	11Q	SEC ↗
44	SIMPLEX TRADING, LLC	161,532	$95M	+45,259	+38.9%	3Q	SEC ↗
45	GM Advisory Group, LLC	145,424	$86M	+410	+0.3%	14Q	SEC ↗
46	FIL Ltd	138,598	$82M	-286,585	-67.4%	14Q	SEC ↗
47	Corient Private Wealth LP	124,691	$73M	-1,549	-1.2%	15Q	SEC ↗
48	GREENWOOD GEARHART LLC	115,823	$68M	-1,621	-1.4%	24Q	SEC ↗
49	Elo Mutual Pension Insurance Co	112,320	$66M	-194,480	-63.4%	3Q	SEC ↗
50	Integrated Wealth Concepts LLC	111,726	$66M	-771	-0.7%	25Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Holocene Advisors, LP	760,000	$448M
Daiichi Life Insurance Co., Ltd.	175,710	$103M
EXCHANGE TRADED CONCEPTS, LLC	101,355	$60M
Horizon Investments, LLC	101,355	$60M
Hel Ved Capital Management Ltd	65,000	$38M
Allianz Asset Management GmbH	50,230	$30M
Marks Wealth, LLC	48,876	$29M
Horizon Wealth Management, LLC	40,036	$24M
Diversify Advisory Services, LLC	35,355	$21M
KLINGENSTEIN FIELDS & CO LP	35,340	$21M
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH	34,995	$21M
MSA Advisors, LLC	28,965	$17M
Ayalon Insurance Comp Ltd.	28,100	$17M
Allen Mooney & Barnes Investment Ad	27,349	$16M
SPIREPOINT PRIVATE CLIENT, LLC	26,384	$16M
Anson Funds Management LP	26,300	$15M
Ariose Capital Management Ltd	26,127	$15M
Pictet Asset Management Holding SA	23,470	$14M
Stonebridge Financial Group, LLC/CA	22,574	$13M
GROUP ONE TRADING LLC	21,841	$13M

Sold Out (20)

Holder	Prev Shares	Prev Value
D. E. Shaw & Co., Inc.	322,500	$190M
LMR Partners LLP	273,000	$161M
BRITISH COLUMBIA INVESTMENT MANAGEM	80,851	$48M
Maxi Investments CY Ltd	52,400	$31M
Weiss Asset Management LP	46,567	$27M
DISCOVERY CAPITAL MANAGEMENT, LLC /	44,200	$26M
Balyasny Asset Management L.P.	39,615	$23M
TWO SIGMA INVESTMENTS, LP	34,116	$20M
XTX Topco Ltd	31,884	$19M
Arete Wealth Advisors, LLC	28,252	$17M
Independent Advisor Alliance	28,144	$17M
111 Capital	24,935	$15M
IMC-Chicago, LLC	22,161	$13M
MOULTON WEALTH MANAGEMENT, INC	19,171	$11M
Avondale Wealth Management	18,723	$11M
Quantitative Investment Management,	13,996	$8M
Polymer Capital Management (HK) LTD	13,959	$8M
FLOW TRADERS U.S. LLC	13,940	$8M
TUDOR INVESTMENT CORP ET AL	10,896	$6M
Gemsstock Ltd.	10,634	$6M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL	+873,703	+60.5%	2,317,691
Harel Insurance Investments & Finan	+741,481	+59082.2%	742,736
HEALTHCARE OF ONTARIO PENSION PLAN	+640,000	+108.5%	1,230,000
Analyst IMS Investment Management S	+370,157	+183.7%	571,693
Mirae Asset Global Investments Co.,	+238,658	+185.7%	367,193
BARCLAYS PLC	+227,873	+95.7%	466,096
GOLDMAN SACHS GROUP INC	+211,705	+6.2%	3,600,515
BROWN ADVISORY INC	+168,739	+7384.6%	171,024
Wealthspire Advisors, LLC	+150,986	+1416.9%	161,642
SAVA PENZISKO DRUSHTVO A.D. SKOPJE	+123,825	+294.8%	165,825
NATIONAL BANK OF CANADA /FI	+111,811	+64.4%	285,325
Quadrature Capital Ltd	+105,693	+108.4%	203,207
Thrivent Financial for Lutherans	+95,616	+628.1%	110,838
SCHRODER INVESTMENT MANAGEMENT GROU	+79,200	+68.2%	195,400
HRT FINANCIAL LP	+75,646	+1097.0%	82,542
BANCO BILBAO VIZCAYA ARGENTARIA, S.	+65,256	+53.8%	186,620
ALKEON CAPITAL MANAGEMENT LLC	+60,500	+19.5%	371,200
Traynor Capital Management, Inc.	+55,116	+182.8%	85,270
Arax Advisory Partners	+52,706	+2790.2%	54,595
Steward Partners Investment Advisor	+52,222	+144.1%	88,474

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF NOVA SCOTIA	-659,542	-77.5%	191,687
JANE STREET GROUP, LLC	-546,393	-91.9%	48,474
CITIGROUP INC	-382,878	-67.5%	184,015
MORGAN STANLEY	-354,053	-15.8%	1,880,266
FIL Ltd	-286,585	-67.4%	138,598
UBS Group AG	-211,495	-18.2%	950,687
Elo Mutual Pension Insurance Co	-194,480	-63.4%	112,320
BANK OF MONTREAL /CAN	-183,364	-74.7%	62,090
Noked Israel Ltd	-174,000	-49.8%	175,070
SUMITOMO MITSUI FINANCIAL GROUP, IN	-171,656	-82.9%	35,285
BANK OF AMERICA CORP /DE	-149,126	-4.8%	2,966,152
BNP PARIBAS FINANCIAL MARKETS	-137,961	-7.5%	1,713,408
OVERSEA-CHINESE BANKING Corp Ltd	-124,031	-92.2%	10,549
EDMOND DE ROTHSCHILD HOLDING S.A.	-83,308	-46.6%	95,280
Clal Insurance Enterprises Holdings	-76,337	-97.3%	2,140
ROYAL BANK OF CANADA	-74,399	-17.2%	358,985
Foundations Investment Advisors, LL	-52,001	-12.5%	364,192
OSAIC HOLDINGS, INC.	-42,789	-16.4%	218,332
Wellspring Financial Advisors, LLC	-42,595	-28.1%	109,196
Jump Financial, LLC	-30,858	-33.8%	60,530

SOXX Institutional Ownership

Institutional Ownership — SOXX

Ownership Trends

Top Institutional Holders (1288 total)

Recent Activity

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