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Who owns SOXQWhat SOXQ owns — n/a

Who owns Invesco PHLX Semiconductor ETF?

Institutional ownership of SOXQ from SEC Form 13F filings across 125 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

125

13F holders

$404.1M

value, 2026 filers

13.4%

of shares outstanding (4.0M sh)

48

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SOXQ's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY919,311$103.1M0.0%3.1%+73.3%
2LPL Financial LLC396,580$44.5M0.0%1.3%+26.0%
3Cambridge Investment Research Advisors, Inc.297,050$33,3000.1%1%+112.4%
4EXCHANGE TRADED CONCEPTS, LLCNEW272,496$30.5M0.1%0.9%new
5CITIGROUP INC233,959$26.2M0.0%0.8%-6.0%
6BANK OF AMERICA CORP /DE/171,333$19.2M0.0%0.6%+19.8%
7D. E. Shaw & Co., Inc.157,360$17.6M0.0%0.5%+345.8%
8NorthRock Partners, LLC154,414$17.3M0.3%0.5%-2.9%
9NATIONAL BANK OF CANADA /FI/135,395$15.2M0.0%0.5%-9.7%
10RAYMOND JAMES FINANCIAL INC106,113$11.9M0.0%0.4%+140.4%
11VestGen Advisors, LLC80,306$9.0M0.3%0.3%-0.2%
12AMERIPRISE FINANCIAL INC72,024$8.1M0.0%0.2%+108.6%
13SG Americas Securities, LLC58,488$6,5570.0%0.2%+2867.4%
14Corient Private Wealth LP56,596$6.3M0.0%0.2%+18.4%
15Meridian Wealth Management, LLC55,677$6.2M0.2%0.2%+3.3%
16Capital Investment Advisors, LLC50,982$5.7M0.1%0.2%-39.4%
17ROYAL BANK OF CANADA50,709$5.7M0.0%0.2%+36.7%
18Mirae Asset Global Investments Co., Ltd.50,000$5.6M0.0%0.2%-17.4%
19MARSHALL INVESTMENT MANAGEMENT, LLC47,555$5.3M2.2%0.2%+12.4%
20OSAIC HOLDINGS, INC.46,235$5.2M0.0%0.2%+39.4%
21TUDOR INVESTMENT CORP ET ALNEW35,894$4.0M0.0%0.1%new
22TD Waterhouse Canada Inc.32,794$3.4M0.0%0.1%+7252.9%
23SUSQUEHANNA INTERNATIONAL GROUP, LLP32,520$3.6M0.0%0.1%+87.5%
24Sumitomo Mitsui Trust Group, Inc.29,600$3.3M0.0%0.1%+2.1%
25Global Retirement Partners, LLCNEW25,606$2.9M0.0%0.1%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.