UFOX vs IQQQ overlap
UFOX and IQQQ overlap 15.3% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UFOX | IQQQ | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 3.83% | 6.19% | 3.83% |
| Nvidia Corp.NVDA | 3.71% | 6.94% | 3.71% |
| Broadcom Inc.AVGO | 3.82% | 2.86% | 2.86% |
| Cisco SystemsCSCO | 3.35% | 1.78% | 1.78% |
| Qualcomm Inc.QCOM | 2.00% | 1.00% | 1.00% |
| T-Mobile US Inc.TMUS | 0.81% | 0.77% | 0.77% |
| Marvell TechnoloMRVL | 3.80% | 0.67% | 0.67% |
| Datadog Inc.-aDDOG | 2.09% | 0.30% | 0.30% |
| Lumentum HOLLITE | 1.29% | 0.23% | 0.23% |
| ARM Holdings PLCARM | 2.76% | 0.18% | 0.18% |
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: UFOX, SEC Form N-PORT, June 30, 2026; IQQQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UFOX | IQQQ |
|---|---|---|
| Raymond James Financial Inc. | $8.5M | $41.0M |
| LPL Financial LLC | $27.4M | $18.6M |
| Morgan Stanley | $1.6M | $34.4M |
| Bank of America Corp. | $3.0M | $32.3M |
| Royal Bank of Canada | $2.2M | $23.1M |
| UBS Group AG | $10.2M | $2.3M |
| Kestra Advisory Services, LLC | $8.6M | $567K |
| Steward Partners Investment Advisory, LLC | $205K | $9.0M |
| Osaic Holdings, Inc. | $3.1M | $4.7M |
| Commonwealth Equity Services, LLC | $6.7M | $632K |
| IHT Wealth Management, LLC | $321K | $5.4M |
| PFG Investments, LLC | $274K | $3.3M |
| Aptus Capital Advisors, LLC | $2.5M | $94K |
| Sanctuary Advisors, LLC | $274K | $2.3M |
| Susquehanna International Group, LLP | $1.7M | $823K |
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: UFOX institutional holders, IQQQ institutional holders.
Frequently asked questions
How much do UFOX and IQQQ overlap?
15.3% by weight, with 10 holdings in common, using holdings for UFOX as of June 30, 2026 and IQQQ as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both UFOX and IQQQ?
30 Form 13F filers report positions in both, out of 231 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%.