SOXS vs SOFA overlap
0 institutions report holding both SOXS and SOFA.
SOXSSOFA
Pick 2 to 4 ETFs.
We don’t have holdings for SOXS. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
0
institutions report holding both, of 7 holding any
SOXS0.0% of its 13F dollars, 0.0% of its 3 holders
SOFA0.0% of its 13F dollars, 0.0% of its 4 holders
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: SOXS institutional holders, SOFA institutional holders.
Frequently asked questions
Do institutions hold both SOXS and SOFA?
0 Form 13F filers report positions in both, out of 7 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%.