INVESCO PHLX SEMICONDUCTOR (SOXQ) Top Institutional Shareholders
INVESCO PHLX SEMICONDUCTOR (SOXQ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $202.05M in SOXQ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SOXQ tracked by InsiderSet, reporting ownership valued at approximately $31.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.31M, representing an estimated gain of +77.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed SOXQ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Eagle Global Advisors Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO PHLX SEMICONDUCTOR (SOXQ).
This page ranks the largest institutional SOXQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
113
Total Reported Value
$202.05M
Largest Holder
Morgan Stanley
Largest Position
$31.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 530,619 | $31,678,069 | $56,314,594 | +$24,636,525 | +77.77% | |
| Eagle Global Advisors Llc | 0.72% | 332,483 | $19,849,227 | $35,286,421 | +$15,437,194 | +77.77% | |
| Lpl Financial Llc | 0.00% | 314,711 | $18,788,256 | $33,400,278 | +$14,612,022 | +77.77% | |
| Citigroup Inc | 0.01% | 248,890 | $14,858,733 | $26,414,696 | +$11,555,963 | +77.77% | |
| Condor Capital Management | 0.95% | 190,508 | $11,373,384 | $20,218,614 | +$8,845,230 | +77.77% | |
| Northrock Partners, Llc | 0.15% | 159,046 | $9,495,061 | $16,879,552 | +$7,384,491 | +77.77% | |
| National Bank Of Canada | 0.01% | 150,004 | $8,955,239 | $15,919,925 | +$6,964,686 | +77.77% | |
| Bank Of America Corp | 0.00% | 142,986 | $8,536,264 | $15,175,104 | +$6,638,840 | +77.77% | |
| Vestgen Advisors, Llc | 0.21% | 80,446 | $7,420,322 | $8,537,734 | +$1,117,412 | +15.06% | |
| Meitav Investment House Ltd | 0.06% | 95,370 | $5,693,589 | $10,121,618 | +$4,428,029 | +77.77% | |
| Absolute Capital Management, Llc | 1.35% | 67,900 | $4,053,630 | $7,206,227 | +$3,152,597 | +77.77% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 60,510 | $3,612,447 | $6,421,926 | +$2,809,479 | +77.77% | |
| Two Sigma Investments, Lp | 0.00% | 56,400 | $3,367,080 | $5,985,732 | +$2,618,652 | +77.77% | |
| Meridian Wealth Management, Llc | 0.11% | 53,881 | $3,216,700 | $5,718,391 | +$2,501,691 | +77.77% | |
| Corient Private Wealth Llc | 0.00% | 47,796 | $2,853,421 | $5,072,589 | +$2,219,168 | +77.77% | |
| Hardy Reed Llc | 0.20% | 45,000 | $2,686,500 | $4,775,850 | +$2,089,350 | +77.77% | |
| Raymond James Financial Inc | 0.00% | 44,143 | $2,635,361 | $4,684,897 | +$2,049,536 | +77.77% | |
| Marshall Investment Management, Llc | 1.21% | 42,327 | $2,526,917 | $4,492,165 | +$1,965,248 | +77.77% | |
| Capital Investment Advisors, Llc | 0.04% | 42,058 | $2,510,887 | $4,463,616 | +$1,952,729 | +77.77% | |
| Royal Bank Of Canada | 0.00% | 37,099 | $2,215,000 | $3,937,317 | +$1,722,317 | +77.76% | |
| D. E. Shaw & Co., Inc. | 0.00% | 35,296 | $2,107,171 | $3,745,964 | +$1,638,793 | +77.77% | |
| Ameriprise Financial Inc | 0.00% | 34,530 | $2,061,483 | $3,664,669 | +$1,603,186 | +77.77% | |
| Osaic Holdings, Inc. | 0.00% | 33,170 | $1,981,682 | $3,520,332 | +$1,538,650 | +77.64% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 29,000 | $1,731,300 | $3,077,770 | +$1,346,470 | +77.77% | |
| Jane Street Group, Llc | 0.00% | 26,970 | $1,610,109 | $2,862,326 | +$1,252,217 | +77.77% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,782 | $1,360,080 | $2,417,854 | +$1,057,774 | +77.77% | |
| Kovack Advisors, Inc. | 0.07% | 20,261 | $1,244,431 | $2,150,300 | +$905,869 | +72.79% | |
| Highpoint Advisor Group Llc | 0.05% | 20,218 | $1,207,041 | $2,145,736 | +$938,695 | +77.77% | |
| Susquehanna International Group, Llp | 0.00% | 17,345 | $1,035,496 | $1,840,825 | +$805,329 | +77.77% | |
| Almanack Investment Partners, Llc. | 0.17% | 16,753 | $1,000,154 | $1,777,996 | +$777,842 | +77.77% | |
| Cwm, Llc | 0.00% | 14,325 | $855,203 | $1,520,312 | +$665,109 | +77.77% | |
| Farther Finance Advisors, Llc | 0.01% | 13,840 | $850,063 | $1,468,839 | +$618,776 | +72.79% | |
| Oppenheimer & Co Inc | 0.01% | 13,587 | $811,144 | $1,441,988 | +$630,844 | +77.77% | |
| Equitable Holdings, Inc. | 0.01% | 14,146 | $788,922 | $1,501,315 | +$712,393 | +90.30% | |
| Bright Futures Wealth Management, Llc. | 0.53% | 13,080 | $780,902 | $1,388,180 | +$607,278 | +77.77% | |
| Jump Financial, Llc | 0.01% | 12,827 | $765,772 | $1,361,330 | +$595,558 | +77.77% | |
| Cetera Investment Advisers | 0.00% | 11,940 | $712,801 | $1,267,192 | +$554,391 | +77.78% | |
| Pacific Sun Financial Corp | 0.33% | 11,472 | $684,878 | $1,217,523 | +$532,645 | +77.77% | |
| Prospera Financial Services Inc | 0.01% | 10,066 | $601,103 | $1,068,305 | +$467,202 | +77.72% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 9,992 | $596,522 | $1,060,451 | +$463,929 | +77.77% | |
| Wbi Investments, Llc | 0.16% | 9,905 | $591,346 | $1,051,218 | +$459,872 | +77.77% | |
| Huntleigh Advisors, Inc. | 0.10% | 9,541 | $569,605 | $1,012,586 | +$442,981 | +77.77% | |
| Quadrature Capital Ltd | 0.01% | 9,461 | $564,822 | $1,004,096 | +$439,274 | +77.77% | |
| Independent Advisor Alliance | 0.01% | 9,394 | $560,815 | $996,985 | +$436,170 | +77.77% | |
| Iht Wealth Management, Llc | 0.01% | 8,854 | $528,565 | $939,675 | +$411,110 | +77.78% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 8,767 | $523,415 | $930,442 | +$407,027 | +77.76% | |
| Grimes & Co Wealth Management, Llc | 0.01% | 8,730 | $521,187 | $926,515 | +$405,328 | +77.77% | |
| Pfg Investments, Llc | 0.02% | 8,395 | $501,179 | $890,961 | +$389,782 | +77.77% | |
| Sanctuary Advisors, Llc | 0.00% | 7,731 | $461,541 | $820,491 | +$358,950 | +77.77% | |
| Global X Japan Co., Ltd. | 0.02% | 7,387 | $441,004 | $783,982 | +$342,978 | +77.77% |
Frequently asked questions about SOXQ
Who owns the most SOXQ stock?
The largest holders of SOXQ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO PHLX SEMICONDUCTOR (SOXQ).
Is SOXQ widely held by superinvestors?
Many widely followed stocks like SOXQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOXQ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.