SOXQ Institutional Ownership & Shareholders
INVESCO PHLX SEMICONDUCTOR (SOXQ) is currently held by 158 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $493.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SOXQ tracked by InsiderSet, reporting ownership valued at approximately $103.05M in its June 30, 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 $77.33M, representing an estimated loss of -24.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SOXQ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Eagle Global Advisors 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
158
Total Reported Value
$493.20M
Largest Holder
Morgan Stanley
Largest Position
$103.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
126
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 919,311 | $103,054,933 | $77,332,441 | -$25,722,492 | -24.96% | |
| Lpl Financial Llc | 0.01% | 396,580 | $44,456,590 | $33,360,310 | -$11,096,280 | -24.96% | |
| Eagle Global Advisors Llc | 1.11% | 337,373 | $33,534,863 | $28,379,817 | -$5,155,046 | -15.37% | |
| Citigroup Inc | 0.01% | 233,959 | $26,226,804 | $19,680,631 | -$6,546,173 | -24.96% | |
| Condor Capital Management | 1.56% | 185,688 | $20,815,694 | $15,620,075 | -$5,195,619 | -24.96% | |
| Bank Of America Corp | 0.00% | 171,333 | $19,206,430 | $14,412,532 | -$4,793,898 | -24.96% | |
| D. E. Shaw & Co., Inc. | 0.01% | 157,360 | $17,640,056 | $13,237,123 | -$4,402,933 | -24.96% | |
| Northrock Partners, Llc | 0.25% | 154,414 | $17,309,817 | $12,989,306 | -$4,320,511 | -24.96% | |
| National Bank Of Canada | 0.01% | 135,395 | $15,177,395 | $11,389,427 | -$3,787,968 | -24.96% | |
| Exchange Traded Concepts, Llc | 0.06% | 136,248 | $13,543,051 | $11,461,182 | -$2,081,869 | -15.37% | |
| Raymond James Financial Inc | 0.00% | 106,113 | $11,895,273 | $8,926,226 | -$2,969,047 | -24.96% | |
| Meitav Investment House Ltd | 0.07% | 107,050 | $10,640,770 | $9,005,046 | -$1,635,724 | -15.37% | |
| Ameriprise Financial Inc | 0.00% | 72,024 | $8,073,004 | $6,058,659 | -$2,014,345 | -24.95% | |
| Vestgen Advisors, Llc | 0.24% | 78,031 | $7,756,234 | $6,563,968 | -$1,192,266 | -15.37% | |
| Capital Investment Advisors, Llc | 0.10% | 73,395 | $7,295,470 | $6,173,987 | -$1,121,483 | -15.37% | |
| Absolute Capital Management, Llc | 1.57% | 67,900 | $6,749,260 | $5,711,748 | -$1,037,512 | -15.37% | |
| Sg Americas Securities, Llc | 0.00% | 58,488 | $6,557,000 | $4,920,011 | -$1,636,989 | -24.97% | |
| Meridian Wealth Management, Llc | 0.19% | 55,677 | $6,241,401 | $4,683,549 | -$1,557,852 | -24.96% | |
| Global X Japan Co., Ltd. | 0.24% | 60,433 | $6,007,040 | $5,083,624 | -$923,416 | -15.37% | |
| Corient Private Wealth Llc | 0.01% | 50,796 | $5,694,232 | $4,272,960 | -$1,421,272 | -24.96% | |
| Royal Bank Of Canada | 0.00% | 50,709 | $5,685,000 | $4,265,641 | -$1,419,359 | -24.97% | |
| Marshall Investment Management, Llc | 2.21% | 47,555 | $5,330,854 | $4,000,327 | -$1,330,527 | -24.96% | |
| Osaic Holdings, Inc. | 0.01% | 46,235 | $5,185,949 | $3,889,288 | -$1,296,661 | -25.00% | |
| Hardy Reed Llc | 0.32% | 45,000 | $5,044,500 | $3,785,400 | -$1,259,100 | -24.96% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 50,000 | $4,970,000 | $4,206,000 | -$764,000 | -15.37% | |
| Capstone Wealth Management Group, Llc | 1.73% | 43,547 | $4,881,681 | $3,663,174 | -$1,218,507 | -24.96% | |
| Tudor Investment Corp Et Al | 0.02% | 35,894 | $4,023,717 | $3,019,403 | -$1,004,314 | -24.96% | |
| Quadrature Capital Ltd | 0.03% | 32,665 | $3,661,747 | $2,747,780 | -$913,967 | -24.96% | |
| Susquehanna International Group, Llp | 0.00% | 32,520 | $3,645,492 | $2,735,582 | -$909,910 | -24.96% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 35,300 | $3,508,820 | $2,969,436 | -$539,384 | -15.37% | |
| Coppell Advisory Solutions Llc | 0.23% | 111 | $2,725,736 | $9,337 | -$2,716,399 | -99.66% | |
| Burling Wealth Partners, Llc | 0.40% | 24,126 | $2,704,525 | $2,029,479 | -$675,046 | -24.96% | |
| Flow Traders U.S. Llc | 0.10% | 22,730 | $2,548,000 | $1,912,048 | -$635,952 | -24.96% | |
| Farther Finance Advisors, Llc | 0.02% | 22,952 | $2,281,433 | $1,930,722 | -$350,711 | -15.37% | |
| Highpoint Advisor Group Llc | 0.08% | 20,248 | $2,269,847 | $1,703,262 | -$566,585 | -24.96% | |
| Quantinno Capital Management Lp | 0.00% | 18,851 | $2,113,197 | $1,585,746 | -$527,451 | -24.96% | |
| Focus Partners Wealth | 0.00% | 17,991 | $2,016,901 | $1,513,403 | -$503,498 | -24.96% | |
| Equitable Holdings, Inc. | 0.01% | 16,182 | $1,814,024 | $1,361,230 | -$452,794 | -24.96% | |
| Two Sigma Investments, Lp | 0.00% | 15,500 | $1,737,550 | $1,303,860 | -$433,690 | -24.96% | |
| Kovack Advisors, Inc. | 0.08% | 15,956 | $1,677,135 | $1,342,219 | -$334,916 | -19.97% | |
| Jump Financial, Llc | 0.01% | 14,431 | $1,617,715 | $1,213,936 | -$403,779 | -24.96% | |
| Cetera Investment Advisers | 0.00% | 14,026 | $1,572,337 | $1,179,867 | -$392,470 | -24.96% | |
| Oppenheimer & Co Inc | 0.01% | 13,764 | $1,368,142 | $1,157,828 | -$210,314 | -15.37% | |
| Pacific Sun Financial Corp | 0.52% | 11,262 | $1,262,470 | $947,359 | -$315,111 | -24.96% | |
| Huntleigh Advisors, Inc. | 0.16% | 10,505 | $1,177,617 | $883,681 | -$293,936 | -24.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,805 | $1,173,378 | $993,037 | -$180,341 | -15.37% | |
| Wbi Investments, Llc | 0.28% | 10,195 | $1,142,886 | $857,603 | -$285,283 | -24.96% | |
| Td Waterhouse Canada Inc. | 0.00% | 11,314 | $1,142,056 | $951,734 | -$190,322 | -16.66% | |
| Prospera Financial Services Inc | 0.02% | 9,926 | $1,113,062 | $834,975 | -$278,087 | -24.98% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 9,423 | $1,056,318 | $792,663 | -$263,655 | -24.96% |
Frequently asked questions about SOXQ
Who are the largest institutional holders of SOXQ?
The largest institutional holders of SOXQ reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Eagle Global Advisors Llc, Citigroup Inc, and Condor Capital Management. InsiderSet ranks institutional holders by their latest reported SOXQ position.
What is SOXQ institutional ownership?
This page tracks SOXQ positions reported by institutional investment managers through SEC Form 13F. INVESCO PHLX SEMICONDUCTOR (SOXQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SOXQ?
InsiderSet currently tracks 158 institutional managers reporting SOXQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SOXQ shareholders.
How much SOXQ stock do institutions own?
Institutional investment managers disclosed approximately $493.20M in SOXQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SOXQ institutional ownership last updated?
The latest SOXQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SOXQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SOXQ position after the reporting date.
Are institutions buying or selling SOXQ?
Institutional buying and selling can be analyzed by comparing SOXQ positions across consecutive 13F reporting periods. InsiderSet's SOXQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SOXQ ownership changes.
How has SOXQ institutional ownership changed over time?
InsiderSet tracks SOXQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.