SSO vs SOXL overlap
SSO and SOXL overlap 11.9% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SSO: May 31, 2026, SOXL: 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 | SSO | SOXL | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 5.18% | 5.99% | 5.18% |
| Broadcom Inc.AVGO | 2.14% | 5.49% | 2.14% |
| Micron TechMU | 1.10% | 5.35% | 1.10% |
| ADV Micro DeviceAMD | 0.85% | 5.82% | 0.85% |
| Intel Corp.INTC | 0.54% | 3.59% | 0.54% |
| LAM ResearchLRCX | 0.40% | 2.90% | 0.40% |
| Applied MaterialAMAT | 0.36% | 3.56% | 0.36% |
| Texas InstrumentTXN | 0.28% | 2.84% | 0.28% |
| Qualcomm Inc.QCOM | 0.27% | 1.85% | 0.27% |
| KLA Corp.KLAC | 0.25% | 3.00% | 0.25% |
| Analog DevicesADI | 0.20% | 2.80% | 0.20% |
| NXP SemiconductoNXPI | 0.08% | 2.25% | 0.08% |
| Monolithic PowerMPWR | 0.08% | 2.65% | 0.08% |
| Teradyne Inc.TER | 0.06% | 2.24% | 0.06% |
| Microchip TechMCHP | 0.05% | 1.55% | 0.05% |
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: SSO, SEC Form N-PORT, May 31, 2026; SOXL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SSO | SOXL |
|---|---|---|
| Howard Capital Management, LLC | $820.1M | $22.0M |
| SBI Securities Co., Ltd. | $20K | $103.5M |
| Goldman Sachs Group Inc. | $59.2M | $25.5M |
| Main Street Group, LTD | $80.5M | $16K |
| UBS Group AG | $21.7M | $46.6M |
| Tower Research Capital LLC (TRC) | $3.7M | $63.7M |
| GTS Securities LLC | $5.4M | $47.2M |
| Client First Investment Management LLC | $36.7M | $4.0M |
| Mariner, LLC | $3.0M | $30.8M |
| Focus Partners Wealth | $1.6M | $24.7M |
| Spire Wealth Management | $25.7M | $247K |
| HighTower Advisors, LLC | $16.8M | $6.2M |
| JPMorgan Chase & Co | $6.6M | $10.4M |
| TOTH Financial Advisory Corp. | $15.4M | $663K |
| Larson Financial Group LLC | $2.7M | $12.2M |
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: SSO institutional holders, SOXL institutional holders.
Frequently asked questions
How much do SSO and SOXL overlap?
11.9% by weight, with 17 holdings in common, using holdings for SSO as of May 31, 2026 and SOXL as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both SSO and SOXL?
66 Form 13F filers report positions in both, out of 376 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%.