Who owns SOXS?
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3 institutions reported holding SOXS, worth $591K, in Form 13F filings for June 30, 2026.
Top 3 institutional holders of SOXS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | Birmingham, AL | $455K | 140,394 | New position |
| Bogart Wealth, LLC | Mclean, VA | $136K | 41,932 | New position |
| Hollencrest Capital Management | Newport Beach, CA | $6 | 2 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SOXS?
3 institutional managers reported holding SOXS in Form 13F filings for June 30, 2026, worth $591K in total. The largest reported position was held by EverSource Wealth Advisors, LLC, at $455K.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SOXS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.