ROCQ vs LEXI overlap
ROCQ and LEXI overlap 5.1% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ROCQ | LEXI | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.29% | 1.67% | 1.67% |
| Apple Inc.AAPL | 7.06% | 0.91% | 0.91% |
| Microsoft Corp.MSFT | 4.99% | 0.79% | 0.79% |
| Tesla Inc.TSLA | 2.91% | 0.68% | 0.68% |
| META Platforms-aMETA | 2.91% | 0.56% | 0.56% |
| TJX COS Inc.TJX | 0.27% | 0.83% | 0.27% |
| Oracle Corp.ORCL | 0.24% | 0.19% | 0.19% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: ROCQ, SEC Form N-PORT, June 30, 2026; LEXI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: ROCQ institutional holders, LEXI institutional holders.
Frequently asked questions
How much do ROCQ and LEXI overlap?
5.1% by weight, with 7 holdings in common, using holdings for ROCQ as of June 30, 2026 and LEXI as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both ROCQ and LEXI?
0 Form 13F filers report positions in both, out of 30 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.