SOXQ vs ARKW overlap
SOXQ and ARKW overlap 12.8% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SOXQ: May 31, 2026, ARKW: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SOXQ | ARKW | Overlap |
|---|---|---|---|
| ADV Micro DeviceAMD | 6.44% | 7.44% | 6.44% |
| Taiwan Semic-ADRTSM | 2.79% | 2.35% | 2.35% |
| Broadcom Inc.AVGO | 8.73% | 2.27% | 2.27% |
| Nvidia Corp.NVDA | 8.93% | 1.75% | 1.75% |
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: SOXQ, SEC Form N-PORT, May 31, 2026; ARKW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SOXQ | ARKW |
|---|---|---|
| Morgan Stanley | $103.1M | $66.8M |
| LPL Financial LLC | $44.5M | $32.7M |
| Bank of America Corp. | $19.2M | $35.6M |
| Exchange Traded Concepts, LLC | $15.3M | $29.0M |
| Cambridge Investment Research Advisors, Inc. | $33.3M | $6.0M |
| Citigroup Inc. | $26.2M | $3.4M |
| Northwestern Mutual Wealth Management Co | $980K | $25.0M |
| Raymond James Financial Inc. | $11.9M | $12.5M |
| D. E. Shaw & Co., Inc. | $17.6M | $1.2M |
| Kestra Advisory Services, LLC | $253K | $17.3M |
| Osaic Holdings, Inc. | $5.2M | $9.3M |
| Janney Montgomery Scott LLC | $455K | $11.3M |
| Commonwealth Equity Services, LLC | $2.6M | $8.6M |
| VestGen Advisors, LLC | $9.0M | $1.5M |
| Cetera Investment Advisers | $1.6M | $7.6M |
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: SOXQ institutional holders, ARKW institutional holders.
Frequently asked questions
How much do SOXQ and ARKW overlap?
12.8% by weight, with 4 holdings in common, using holdings for SOXQ as of May 31, 2026 and ARKW as of July 31, 2026. The largest shared position is AMD.
Do institutions hold both SOXQ and ARKW?
68 Form 13F filers report positions in both, out of 322 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%.