INVESCO PHLX SEMICONDUCTOR SOXQ
$99.29
-5.5% 52w: $40.82 – $115.11
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data40.8277.97115.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
114
+4 QoQ
13F value
$215.9M
+13.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.5×
$2.1M calls / $1.4M puts
Institutional value by quarter
Number of holders
Who owns SOXQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 530.6K | $31.7M | 0.0% | +19.4% |
| EAGLE GLOBAL ADVISORS LLC | Other | 332.5K | $19.8M | 0.7% | +0.2% |
| LPL Financial LLC | Bank broker | 314.7K | $18.8M | 0.0% | +3.1% |
| CITIGROUP INC | Bank broker | 248.9K | $14.9M | 0.0% | +290.0% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 190.5K | $11.4M | 1.0% | -1.2% |
| NorthRock Partners, LLC | Wealth advisor | 159.0K | $9.5M | 0.2% | -1.7% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 150.0K | $9.0M | 0.0% | +3750000.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 143.0K | $8.5M | 0.0% | -13.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 139.9K | $8.3M | 0.0% | +8.5% |
| VestGen Advisors, LLC | Wealth advisor | 80.4K | $7.4M | 0.2% | +5.5% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 95.4K | $5.7M | 0.1% | +2.5% |
| JPMORGAN CHASE & CO | Bank broker | 81.3K | $4.6M | 0.0% | +0.4% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Wealth advisor | 67.9K | $4.1M | 1.3% | New |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 60.5K | $3.6M | 0.0% | Held |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 56.4K | $3.4M | 0.0% | -79.7% |
| Meridian Wealth Management, LLC | Other | 53.9K | $3.2M | 0.1% | +62.5% |
| Corient Private Wealth LLC | Diversified mechanical | 47.8K | $2.9M | 0.0% | -10.5% |
| Hardy Reed LLC | Wealth advisor | 45.0K | $2.7M | 0.2% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 44.1K | $2.6M | 0.0% | +143.1% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 42.3K | $2.5M | 1.2% | -9.5% |
| Capital Investment Advisors, LLC | Wealth advisor | 42.1K | $2.5M | 0.0% | +1.7% |
| ROYAL BANK OF CANADA | Bank broker | 37.1K | $2.2M | 0.0% | +2784.8% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 35.3K | $2.1M | 0.0% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 34.5K | $2.1M | 0.0% | -45.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 33.2K | $2.0M | 0.0% | -27.1% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 29.0K | $1.7M | 0.0% | +19.3% |
| JANE STREET GROUP, LLC | Market maker | 27.0K | $1.6M | 0.0% | +264.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 22.8K | $1.4M | 0.0% | -6.3% |
| Kovack Advisors, Inc. | Other | 20.3K | $1.2M | 0.1% | -26.1% |
| HighPoint Advisor Group LLC | Wealth advisor | 20.2K | $1.2M | 0.1% | -11.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.3K | $1.0M | 0.0% | -32.7% |
| Almanack Investment Partners, LLC. | Wealth advisor | 16.8K | $1.0M | 0.2% | +8.5% |
| CWM, LLC | Wealth advisor | 14.3K | $855K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 13.8K | $850K | 0.0% | +9.8% |
| OPPENHEIMER & CO INC | Diversified mechanical | 13.6K | $811K | 0.0% | -45.9% |
| Equitable Holdings, Inc. | Wealth advisor | 14.1K | $789K | 0.0% | +15.7% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 13.1K | $781K | 0.5% | +1.4% |
| Jump Financial, LLC | Market maker | 12.8K | $766K | 0.0% | -56.7% |
| Cetera Investment Advisers | Wealth advisor | 11.9K | $713K | 0.0% | +78.8% |
| Pacific Sun Financial Corp | Wealth advisor | 11.5K | $685K | 0.3% | +4.8% |
| HRT FINANCIAL LP | Diversified mechanical | 10.7K | $635K | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 10.1K | $601K | 0.0% | +1.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 10.0K | $597K | 0.0% | +0.4% |
| WBI INVESTMENTS, LLC | Quant stat arb | 9.9K | $591K | 0.2% | -80.5% |
| Huntleigh Advisors, Inc. | Other | 9.5K | $570K | 0.1% | +2.2% |
| Quadrature Capital Ltd | Diversified mechanical | 9.5K | $565K | 0.0% | New |
| Independent Advisor Alliance | Wealth advisor | 9.4K | $561K | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 8.9K | $529K | 0.0% | -48.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 8.8K | $523K | 0.0% | +818.0% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 8.7K | $521K | 0.0% | -1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.