SOXQ vs IGPT overlap
SOXQ and IGPT overlap 34.0% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SOXQ: May 31, 2026, IGPT: 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 | IGPT | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 8.93% | 8.76% | 8.76% |
| Micron TechMU | 11.76% | 7.39% | 7.39% |
| ADV Micro DeviceAMD | 6.44% | 8.72% | 6.44% |
| Intel Corp.INTC | 6.28% | 3.88% | 3.88% |
| Marvell TechnoloMRVL | 6.27% | 2.80% | 2.80% |
| Qualcomm Inc.QCOM | 4.41% | 2.08% | 2.08% |
| Astera Labs Inc.ALAB | 2.14% | 0.91% | 0.91% |
| Credo TechnologyCRDO | 1.50% | 0.63% | 0.63% |
| ARM Holdings PLCARM | 1.81% | 0.57% | 0.57% |
| Microchip TechMCHP | 1.88% | 0.51% | 0.51% |
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; IGPT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SOXQ | IGPT |
|---|---|---|
| Morgan Stanley | $103.1M | $59.2M |
| LPL Financial LLC | $44.5M | $53.8M |
| HighTower Advisors, LLC | $1.4M | $55.1M |
| Cambridge Investment Research Advisors, Inc. | $33.3M | $11.2M |
| Ameriprise Financial Inc. | $8.1M | $28.7M |
| Bank of America Corp. | $19.2M | $17.0M |
| Raymond James Financial Inc. | $11.9M | $15.6M |
| Susquehanna International Group, LLP | $3.6M | $15.3M |
| Osaic Holdings, Inc. | $5.2M | $13.5M |
| Royal Bank of Canada | $5.7M | $10.5M |
| Jones Financial Companies LLLP | $18K | $15.5M |
| National Bank of Canada | $15.2M | $5K |
| Cetera Investment Advisers | $1.6M | $8.3M |
| Corient Private Wealth LP | $5.7M | $4.1M |
| Flow Traders U.S. LLC | $2.5M | $3.8M |
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, IGPT institutional holders.
Frequently asked questions
How much do SOXQ and IGPT overlap?
34.0% by weight, with 10 holdings in common, using holdings for SOXQ as of May 31, 2026 and IGPT as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SOXQ and IGPT?
67 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%.