SOXQ vs FXU overlap
SOXQ and FXU overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SOXQ: May 31, 2026, FXU: 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
These funds hold nothing in common.
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; FXU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SOXQ | FXU |
|---|---|---|
| Morgan Stanley | $103.1M | $83.9M |
| LPL Financial LLC | $44.5M | $98.8M |
| Bank of America Corp. | $19.2M | $39.3M |
| Cambridge Investment Research Advisors, Inc. | $33.3M | $15.3M |
| Raymond James Financial Inc. | $11.9M | $30.4M |
| Wells Fargo & Company | $5K | $38.4M |
| Cetera Investment Advisers | $1.6M | $17.1M |
| D. E. Shaw & Co., Inc. | $17.6M | $810K |
| Truist Financial Corp. | $487K | $15.3M |
| Envestnet Asset Management Inc. | $586K | $12.9M |
| Osaic Holdings, Inc. | $5.2M | $8.1M |
| Stifel Financial Corp. | $318K | $10.5M |
| Royal Bank of Canada | $5.7M | $5.0M |
| Northwestern Mutual Wealth Management Co | $980K | $8.9M |
| Commonwealth Equity Services, LLC | $2.6M | $7.2M |
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, FXU institutional holders.
Frequently asked questions
How much do SOXQ and FXU overlap?
0.0% by weight, with 0 holdings in common, using holdings for SOXQ as of May 31, 2026 and FXU as of July 31, 2026.
Do institutions hold both SOXQ and FXU?
64 Form 13F filers report positions in both, out of 298 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%.