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Invesco Phlx Semiconductor (SOXQ)

CUSIP: 46138G615 | NYSE | 255 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Eagle Global Advisors LLC337,373
1.1% of portfolio›$33.5M
Citigroup Inc237,798
0.0% of portfolio›$23.6M
Exchange Traded Concepts, LLC136,248
0.1% of portfolio›$13.5M
Meitav Investment House LTD107,050
0.1% of portfolio›$10.6M
Cambridge Investment Research Advisors, Inc.99,201
0.1% of portfolio›$9.9M
VestGen Advisors, LLC78,031
0.2% of portfolio›$7.8M
Capital Investment Advisors, LLC73,395
0.1% of portfolio›$7.3M
Absolute Capital Management, LLC67,900
1.6% of portfolio›$6.7M
Global X Japan Co., Ltd.60,433
0.2% of portfolio›$6.0M
Meridian Wealth Management, LLC55,173
0.2% of portfolio›$5.5M
Mirae Asset Global Investments Co., Ltd.50,000
0.0% of portfolio›$5.0M
Sumitomo Mitsui Trust Group, Inc.35,300
0.0% of portfolio›$3.5M
Farther Finance Advisors, LLC22,952
0.0% of portfolio›$2.3M
Journey Beyond Wealth, LLC20,502
1.5% of portfolio›$2.0M
Oppenheimer & Co Inc13,764
0.0% of portfolio›$1.4M
StoneX Group Inc.12,133
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC11,805
0.0% of portfolio›$1.2M
TD Waterhouse Canada Inc.11,314
0.0% of portfolio›$1.1M
Huntleigh Advisors, Inc.10,617
0.1% of portfolio›$1.1M
WBI Investments, LLC10,367
0.3% of portfolio›$1.0M
Prospera Financial Services Inc9,721
0.0% of portfolio›$818.0K
Bright Futures Wealth Management, Llc.8,569
0.6% of portfolio›$851.7K
FFG Partners, LLC7,924
0.2% of portfolio›$787.7K
Grimes & Co Wealth Management, LLC7,270
0.0% of portfolio›$722.6K
Truist Financial Corp6,894
0.0% of portfolio›$685.3K
Retirement Guys Formula LLC6,087
0.2% of portfolio›$605.1K
Kohmann Bosshard Financial Services, LLC5,985
0.1% of portfolio›$594.9K
Westco Advisory Services Inc5,707
0.3% of portfolio›$567.3K
Creative Planning5,612
0.0% of portfolio›$557.8K
J.W. Cole Advisors, Inc.5,224
0.0% of portfolio›$519.3K
Wealthcare Advisory Partners LLC5,178
0.0% of portfolio›$514.7K
Concurrent Investment Advisors, LLC4,445
0.0% of portfolio›$441.9K
Wealth Enhancement Advisory Services, LLC3,684
0.0% of portfolio›$366.3K
Sigma Planning Corp3,479
0.0% of portfolio›$345.8K
PKS Advisory Services, LLC3,216
0.1% of portfolio›$360.7K
Capital Investment Advisory Services, LLC3,157
0.0% of portfolio›$313.8K
Flagstar Securities, Inc3,061
0.1% of portfolio›$304.3K
Northern Lights Advisors, Inc.2,947
0.2% of portfolio›$292.9K
Signal Advisors Wealth, LLC2,890
0.0% of portfolio›$287.3K
Sowell Financial Services LLC2,645
0.0% of portfolio›$262.9K
Worth Asset Management, LLC2,458
0.1% of portfolio›$244.3K
Chicago Partners Investment Group LLC2,399
0.0% of portfolio›$203.5K
Choreo, LLC2,368
0.0% of portfolio›$235.4K
Curtis Advisory Group, LLC2,340
0.0% of portfolio›$232.6K
Atria Investments, Inc2,243
0.0% of portfolio›$222.9K
Kestra Advisory Services, LLC2,206
0.0% of portfolio›$219.2K
ERn Financial, LLC2,097
0.0% of portfolio›$208.5K
Fifth Third Bancorp2,010
0.0% of portfolio›$199.8K
CoreCap Advisors, LLC1,632
0.0% of portfolio›$162.2K
Blue Bell Private Wealth Management, LLC1,261
0.0% of portfolio›$125.3K
Berbice Capital Management LLC1,250
0.1% of portfolio›$124.3K
Harbor Investment Advisory, LLC750
0.0% of portfolio›$74.6K
GK Wealth Management LLC681
0.0% of portfolio›$67.7K
Capital Advisors, Ltd. LLC602
0.0% of portfolio›$60.0K
Downshift Financial, LLC532
0.0% of portfolio›$52.9K
Triumph Capital Management438
0.0% of portfolio›$43.5K
Ashton Thomas Private Wealth, LLC325
0.0% of portfolio›$32.3K
Gen-Wealth Partners Inc310
0.0% of portfolio›$30.8K
Larson Financial Group LLC275
0.0% of portfolio›$27.4K
CX Institutional271
0.0% of portfolio›$27
IFP Advisors, Inc267
0.0% of portfolio›$26.5K
Evermay Wealth Management LLC265
0.0% of portfolio›$26.3K
Archer Investment Corp212
0.0% of portfolio›$21.1K
US Bancorp \de\200
0.0% of portfolio›$19.9K
Root Financial Partners, LLC170
0.0% of portfolio›$16.9K
Creative Financial Designs Inc132
0.0% of portfolio›$13.1K
Jacobi Capital Management LLC84
0.0% of portfolio›$8.4K
Asset Dedication, LLC51
0.0% of portfolio›$5.0K
Glass Jacobson Investment Advisors llc50
0.0% of portfolio›$5.0K
Valley National Advisers Inc28
0.0% of portfolio›$2.8K
Westside Investment Management, Inc.7
0.0% of portfolio›$696
Contravisory Investment Management, Inc.6
0.0% of portfolio›$596
Blue Trust, Inc.3
0.0% of portfolio›$281
StyleTurnoverLocationFiled
Eagle Global Advisors LLC
337,373$33.5M1.1%CoreLowHouston, TX2026-11-02
Citigroup Inc
237,798$23.6M0.0%CoreMediumNew York, NY2026-11-04
Exchange Traded Concepts, LLC
136,248$13.5M0.1%GrowthMediumOklahoma City, OK2026-10-28
Meitav Investment House LTD
107,050$10.6M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Cambridge Investment Research Advisors, Inc.
99,201$9.9M0.1%ETFLowFairfield, IA2026-11-02
VestGen Advisors, LLC
78,031$7.8M0.2%GrowthMediumChicago, IL2026-10-27
Capital Investment Advisors, LLC
73,395$7.3M0.1%CoreLowAtlanta, GA2026-10-22
Absolute Capital Management, LLC
67,900$6.7M1.6%ETFMediumPittsburgh, PA2026-10-16
Global X Japan Co., Ltd.
60,433$6.0M0.2%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Meridian Wealth Management, LLC
55,173$5.5M0.2%GrowthLowLexington, KY2026-11-05
Mirae Asset Global Investments Co., Ltd.
50,000$5.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
Sumitomo Mitsui Trust Group, Inc.
35,300$3.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Farther Finance Advisors, LLC
22,952$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
Journey Beyond Wealth, LLC
20,502$2.0M1.5%ETFLowRoswell, GA2026-11-04
Oppenheimer & Co Inc
13,764$1.4M0.0%CoreLowNew York, NY2026-10-26
StoneX Group Inc.
12,133$1.2M0.0%ETFMediumNew York, NY2026-11-03
Commonwealth Equity Services, LLC
11,805$1.2M0.0%ETFLowWaltham, MA2026-11-02
TD Waterhouse Canada Inc.
11,314$1.1M0.0%CoreLowToronto, Australia2026-10-16
Huntleigh Advisors, Inc.
10,617$1.1M0.1%GrowthMediumSt. Louis, MO2026-11-03
WBI Investments, LLC
10,367$1.0M0.3%ValueVery HighRed Bank, NJ2026-11-05
Prospera Financial Services Inc
9,721$818.0K0.0%CoreMediumDallas, TX2026-11-04
Bright Futures Wealth Management, Llc.
8,569$851.7K0.6%CoreHighWebster, Ny 14580, NY2026-10-23
FFG Partners, LLC
7,924$787.7K0.2%MomentumHighFort Lauderdale, FL2026-10-15
Grimes & Co Wealth Management, LLC
7,270$722.6K0.0%CoreLowWestborough, MA2026-10-29
Truist Financial Corp
6,894$685.3K0.0%CoreLowCharlotte, NC2026-10-30
Retirement Guys Formula LLC
6,087$605.1K0.2%CoreMediumMaumee, OH2026-10-26
Kohmann Bosshard Financial Services, LLC
5,985$594.9K0.1%ETFLowFairlawn, OH2026-11-04
Westco Advisory Services Inc
5,707$567.3K0.3%GrowthLowLynbrook, NY2026-10-14
Creative Planning
5,612$557.8K0.0%IndexVery LowOverland Park, KS2026-11-02
J.W. Cole Advisors, Inc.
5,224$519.3K0.0%IndexLowTampa, FL2026-11-05
Wealthcare Advisory Partners LLC
5,178$514.7K0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
4,445$441.9K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
3,684$366.3K0.0%CoreLowPlymouth, MN2026-10-13
Sigma Planning Corp
3,479$345.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
PKS Advisory Services, LLC
3,216$360.7K0.1%ETFMediumAlbany, NY2026-10-26
Capital Investment Advisory Services, LLC
3,157$313.8K0.0%CoreMediumRaleigh, NC2026-10-30
Flagstar Securities, Inc
3,061$304.3K0.1%ETFVery LowNew York, NY2026-10-15
Northern Lights Advisors, Inc.
2,947$292.9K0.2%ETFVery LowSeattle, WA2026-10-21
Signal Advisors Wealth, LLC
2,890$287.3K0.0%ETFLowDetroit, MI2026-10-13
Sowell Financial Services LLC
2,645$262.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Worth Asset Management, LLC
2,458$244.3K0.1%ETFHighDallas, TX2026-10-07
Chicago Partners Investment Group LLC
2,399$203.5K0.0%GARPLowChicago, IL2026-10-27
Choreo, LLC
2,368$235.4K0.0%IndexLowRockford, IL2026-10-28
Curtis Advisory Group, LLC
2,340$232.6K0.0%ETFLowSanta Barbara, CA2026-10-28
Atria Investments, Inc
2,243$222.9K0.0%CoreMediumCharlotte, NC2026-10-15
Kestra Advisory Services, LLC
2,206$219.2K0.0%CoreLowAustin, TX2026-11-02
ERn Financial, LLC
2,097$208.5K0.0%ETFVery LowMiddleton, WI2026-10-28
Fifth Third Bancorp
2,010$199.8K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
1,632$162.2K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Bell Private Wealth Management, LLC
1,261$125.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Berbice Capital Management LLC
1,250$124.3K0.1%MomentumLowMelville, NY2026-10-13
Harbor Investment Advisory, LLC
750$74.6K0.0%GrowthLowLutherville, MD2026-10-13
GK Wealth Management LLC
681$67.7K0.0%GARPVery HighReno, NV2026-10-09
Capital Advisors, Ltd. LLC
602$60.0K0.0%ETFLowShaker Heights, OH2026-10-27
Downshift Financial, LLC
532$52.9K0.0%ETFLowBoulder, CO2026-10-13
Triumph Capital Management
438$43.5K0.0%ETFMediumDenver, CO2026-10-14
Ashton Thomas Private Wealth, LLC
325$32.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Gen-Wealth Partners Inc
310$30.8K0.0%CoreLowZeeland, MI2026-11-04
Larson Financial Group LLC
275$27.4K0.0%GrowthLowSt Louis, MO2026-11-05
CX Institutional
271$270.0%CoreMediumAuburn, IN2026-10-02
IFP Advisors, Inc
267$26.5K0.0%GrowthLowTampa, FL2026-10-16
Evermay Wealth Management LLC
265$26.3K0.0%ETFLowArlington, VA2026-11-05
Archer Investment Corp
212$21.1K0.0%CoreMediumCarmel, IN2026-11-05
US Bancorp \de\
200$19.9K0.0%IndexLowMinneapolis, MN2026-11-05
Root Financial Partners, LLC
170$16.9K0.0%ETFMediumEncinitas, CA2026-10-21
Creative Financial Designs Inc
132$13.1K0.0%ETFMediumKokomo, IN2026-11-04
Jacobi Capital Management LLC
84$8.4K0.0%CoreLowPittston, PA2026-11-05
Asset Dedication, LLC
51$5.0K0.0%ETFLowSan Francisco, CA2026-11-03
Glass Jacobson Investment Advisors llc
50$5.0K0.0%ETFLowOwings Mills, MD2026-10-26
Valley National Advisers Inc
28$2.8K0.0%ETFLowBethlehem, PA2026-10-23
Westside Investment Management, Inc.
7$6960.0%GrowthLowSanta Monica, CA2026-11-02
Contravisory Investment Management, Inc.
6$5960.0%MomentumHighNorwell, MA2026-10-13
Blue Trust, Inc.
3$2810.0%ETFLowBrentwood, TN2026-10-15