URNM vs SOXQ overlap
56 institutions report holding both URNM and SOXQ.
URNMSOXQ
Pick 2 to 4 ETFs.
We don’t have holdings for URNM. 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.
56
institutions report holding both, of 344 holding any
URNM30.8% of its 13F dollars, 23.7% of its 236 holders
SOXQ54.5% of its 13F dollars, 34.1% of its 164 holders
Largest institutions holding both
| Firm | URNM | SOXQ |
|---|---|---|
| Morgan Stanley | $28.4M | $103.1M |
| LPL Financial LLC | $16.4M | $44.5M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $33.3M |
| Susquehanna International Group, LLP | $25.5M | $3.6M |
| Bank of America Corp. | $9.7M | $19.2M |
| Raymond James Financial Inc. | $8.0M | $11.9M |
| HighTower Advisors, LLC | $14.1M | $1.4M |
| National Bank of Canada | $236K | $15.2M |
| Osaic Holdings, Inc. | $8.8M | $5.2M |
| Royal Bank of Canada | $4.4M | $5.7M |
| Commonwealth Equity Services, LLC | $6.8M | $2.6M |
| VestGen Advisors, LLC | $254K | $9.0M |
| Cetera Investment Advisers | $6.0M | $1.6M |
| SG Americas Securities, LLC | $449K | $6.6M |
| Meridian Wealth Management, LLC | $442K | $6.2M |
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: URNM institutional holders, SOXQ institutional holders.
Frequently asked questions
Do institutions hold both URNM and SOXQ?
56 Form 13F filers report positions in both, out of 344 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%.