XBI vs SOXX overlap
XBI and SOXX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: XBI, SEC Form N-PORT, June 30, 2026; SOXX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XBI | SOXX |
|---|---|---|
| Goldman Sachs Group Inc. | $2.4B | $2.3B |
| BNP Paribas Financial Markets | $2.7B | $1.1B |
| Bank of America Corp. | $1.7B | $1.9B |
| Morgan Stanley | $1.7B | $1.2B |
| Healthcare of Ontario Pension Plan Trust Fund | $1.5B | $788.1M |
| Citigroup Inc. | $1.8B | $117.9M |
| Susquehanna International Group, LLP | $62.0M | $1.5B |
| UBS Group AG | $523.6M | $609.2M |
| Wells Fargo & Company | $554.5M | $485.6M |
| LPL Financial LLC | $139.6M | $702.6M |
| Barclays PLC | $445.9M | $298.7M |
| Harel Insurance Investments & Financial Services Ltd. | $11.2M | $475.9M |
| JPMorgan Chase & Co | $285.9M | $124.9M |
| Royal Bank of Canada | $131.3M | $230.0M |
| Rockefeller Capital Management L.P. | $43.4M | $277.9M |
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: XBI institutional holders, SOXX institutional holders.
Frequently asked questions
How much do XBI and SOXX overlap?
0.0% by weight, with 0 holdings in common, using holdings for XBI as of June 30, 2026 and SOXX as of June 30, 2026.
Do institutions hold both XBI and SOXX?
462 Form 13F filers report positions in both, out of 1,655 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%.