Who owns SOXS (SOXS)
Which tracked institutional funds hold SOXS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOXS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
SOXS’s largest tracked holder by dollar value, CITADEL ADVISORS LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SOXS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SOXS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CITADEL ADVISORS LLC trimmed | 1,107,595 | $44M | 37.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 459,015 | $18M | 15.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 320,585 | $13M | 10.9% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 158,661 | $6M | 5.4% | 2026-Q1 |
| Ridgepath Capital Management LLC new | 128,827 | $5M | 4.4% | 2026-Q1 |
| Sollinda Capital Management LLC new | 116,800 | $5M | 4.0% | 2026-Q1 |
| Belvedere Trading LLC added | 100,230 | $4M | 3.4% | 2026-Q1 |
| UBS Group AG added | 96,981 | $4M | 3.3% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 59,687 | $2M | 2.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 55,022 | $2M | 1.9% | 2026-Q1 |
| SBI Securities Co., Ltd. new | 49,011 | $2M | 1.7% | 2026-Q1 |
| Lighthouse Investment Partners, LLC new | 41,000 | $2M | 1.4% | 2026-Q1 |
| XTX Topco Ltd trimmed | 31,112 | $1M | 1.1% | 2026-Q1 |
| GROUP ONE TRADING LLC new | 29,206 | $1M | 1.0% | 2026-Q1 |
| Headlands Technologies LLC trimmed | 26,974 | $1M | 0.9% | 2026-Q1 |
| Pinnacle Family Advisors, LLC new | 26,207 | $1M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,236 | $1M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,006 | $975K | 0.8% | 2026-Q1 |
| Militia Capital Management LLC new | 20,000 | $797K | 0.7% | 2026-Q1 |
| StoneX Group Inc. added | 19,798 | $789K | 0.7% | 2026-Q1 |
| DV Trading LLC new | 7,671 | $306K | 0.3% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 7,392 | $295K | 0.3% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 6,576 | $262K | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 5,852 | $233K | 0.2% | 2026-Q1 |
| Ballew Advisors, Inc new | 8,758 | $221K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 5,123 | $204K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,770 | $71K | 0.1% | 2026-Q1 |
| PayPay Securities Corp trimmed | 2,658 | $54K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 753 | $30K | 0.0% | 2026-Q1 |
| BARCLAYS PLC new | 150 | $6K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 90 | $4K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 26 | $1K | 0.0% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 2 | $80 | 0.0% | 2026-Q1 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.