INVESCO PHLX SEMICONDUCTOR (SOXQ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $469.21M 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 $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 $81.42M, representing an estimated loss of -20.99% 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, Citigroup Inc, 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
157
Total Reported Value
$469.21M
Largest Holder
Morgan Stanley
Largest Position
$103.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
156
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 | $81,423,375 | -$21,631,558 | -20.99% | |
| Lpl Financial Llc | 0.01% | 396,580 | $44,456,590 | $35,125,091 | -$9,331,499 | -20.99% | |
| Citigroup Inc | 0.01% | 233,959 | $26,226,804 | $20,721,749 | -$5,505,055 | -20.99% | |
| Condor Capital Management | 1.56% | 185,688 | $20,815,694 | $16,446,386 | -$4,369,308 | -20.99% | |
| Bank Of America Corp | 0.00% | 171,333 | $19,206,430 | $15,174,964 | -$4,031,466 | -20.99% | |
| D. E. Shaw & Co., Inc. | 0.01% | 157,360 | $17,640,056 | $13,937,375 | -$3,702,681 | -20.99% | |
| Northrock Partners, Llc | 0.25% | 154,414 | $17,309,817 | $13,676,448 | -$3,633,369 | -20.99% | |
| Meitav Investment House Ltd | 0.10% | 137,840 | $15,451,864 | $12,208,489 | -$3,243,375 | -20.99% | |
| Exchange Traded Concepts, Llc | 0.08% | 136,248 | $15,273,401 | $12,067,485 | -$3,205,916 | -20.99% | |
| National Bank Of Canada | 0.01% | 135,395 | $15,177,395 | $11,991,935 | -$3,185,460 | -20.99% | |
| Raymond James Financial Inc | 0.00% | 106,113 | $11,895,273 | $9,398,428 | -$2,496,845 | -20.99% | |
| Vestgen Advisors, Llc | 0.26% | 80,306 | $9,002,317 | $7,112,702 | -$1,889,615 | -20.99% | |
| Ameriprise Financial Inc | 0.00% | 72,024 | $8,073,004 | $6,379,166 | -$1,693,838 | -20.98% | |
| Absolute Capital Management, Llc | 1.90% | 67,900 | $7,611,590 | $6,013,903 | -$1,597,687 | -20.99% | |
| Sg Americas Securities, Llc | 0.00% | 58,488 | $6,557,000 | $5,180,282 | -$1,376,718 | -21.00% | |
| Meridian Wealth Management, Llc | 0.19% | 55,677 | $6,241,401 | $4,931,312 | -$1,310,089 | -20.99% | |
| Capital Investment Advisors, Llc | 0.08% | 50,982 | $5,715,067 | $4,515,476 | -$1,199,591 | -20.99% | |
| Corient Private Wealth Llc | 0.01% | 50,796 | $5,694,232 | $4,499,002 | -$1,195,230 | -20.99% | |
| Royal Bank Of Canada | 0.00% | 50,709 | $5,685,000 | $4,491,296 | -$1,193,704 | -21.00% | |
| Marshall Investment Management, Llc | 2.21% | 47,555 | $5,330,854 | $4,211,946 | -$1,118,908 | -20.99% | |
| Osaic Holdings, Inc. | 0.01% | 46,235 | $5,185,949 | $4,095,034 | -$1,090,915 | -21.04% | |
| Hardy Reed Llc | 0.32% | 45,000 | $5,044,500 | $3,985,650 | -$1,058,850 | -20.99% | |
| Capstone Wealth Management Group, Llc | 1.73% | 43,547 | $4,881,681 | $3,856,958 | -$1,024,723 | -20.99% | |
| Tudor Investment Corp Et Al | 0.02% | 35,894 | $4,023,717 | $3,179,132 | -$844,585 | -20.99% | |
| Quadrature Capital Ltd | 0.03% | 32,665 | $3,661,747 | $2,893,139 | -$768,608 | -20.99% | |
| Susquehanna International Group, Llp | 0.00% | 32,520 | $3,645,492 | $2,880,296 | -$765,196 | -20.99% | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 60,510 | $3,612,447 | $5,359,371 | +$1,746,924 | +48.36% | |
| Td Waterhouse Canada Inc. | 0.01% | 32,794 | $3,446,664 | $2,904,565 | -$542,099 | -15.73% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 29,600 | $3,318,160 | $2,621,672 | -$696,488 | -20.99% | |
| Coppell Advisory Solutions Llc | 0.23% | 111 | $2,725,736 | $9,831 | -$2,715,905 | -99.64% | |
| Burling Wealth Partners, Llc | 0.40% | 24,126 | $2,704,525 | $2,136,840 | -$567,685 | -20.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,575 | $2,642,780 | $2,088,038 | -$554,742 | -20.99% | |
| Flow Traders U.S. Llc | 0.10% | 22,730 | $2,548,000 | $2,013,196 | -$534,804 | -20.99% | |
| Farther Finance Advisors, Llc | 0.02% | 20,927 | $2,345,878 | $1,853,504 | -$492,374 | -20.99% | |
| Highpoint Advisor Group Llc | 0.08% | 20,248 | $2,269,847 | $1,793,365 | -$476,482 | -20.99% | |
| Quantinno Capital Management Lp | 0.00% | 18,851 | $2,113,197 | $1,669,633 | -$443,564 | -20.99% | |
| Focus Partners Wealth | 0.00% | 17,991 | $2,016,901 | $1,593,463 | -$423,438 | -20.99% | |
| Equitable Holdings, Inc. | 0.01% | 16,182 | $1,814,024 | $1,433,240 | -$380,784 | -20.99% | |
| Two Sigma Investments, Lp | 0.00% | 15,500 | $1,737,550 | $1,372,835 | -$364,715 | -20.99% | |
| Kovack Advisors, Inc. | 0.08% | 15,956 | $1,677,135 | $1,413,223 | -$263,912 | -15.74% | |
| Retirement Guys Formula Llc | 0.62% | 14,792 | $1,658,186 | $1,310,127 | -$348,059 | -20.99% | |
| Jump Financial, Llc | 0.01% | 14,431 | $1,617,715 | $1,278,154 | -$339,561 | -20.99% | |
| Cetera Investment Advisers | 0.00% | 14,026 | $1,572,337 | $1,242,283 | -$330,054 | -20.99% | |
| Oppenheimer & Co Inc | 0.02% | 12,889 | $1,444,857 | $1,141,579 | -$303,278 | -20.99% | |
| Pacific Sun Financial Corp | 0.52% | 11,262 | $1,262,470 | $997,475 | -$264,995 | -20.99% | |
| Huntleigh Advisors, Inc. | 0.16% | 10,505 | $1,177,617 | $930,428 | -$247,189 | -20.99% | |
| Wbi Investments, Llc | 0.28% | 10,195 | $1,142,886 | $902,971 | -$239,915 | -20.99% | |
| Prospera Financial Services Inc | 0.02% | 9,926 | $1,113,062 | $879,146 | -$233,916 | -21.02% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 9,423 | $1,056,318 | $834,595 | -$221,723 | -20.99% | |
| Bright Futures Wealth Management, Llc. | 0.66% | 9,090 | $1,018,943 | $805,101 | -$213,842 | -20.99% |
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.