XLE vs SOXX overlap
XLE 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: XLE, SEC Form N-PORT, June 30, 2026; SOXX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XLE | SOXX |
|---|---|---|
| Bank of America Corp. | $2.8B | $1.9B |
| Goldman Sachs Group Inc. | $986.2M | $2.3B |
| Morgan Stanley | $1.5B | $1.2B |
| Susquehanna International Group, LLP | $159.8M | $1.5B |
| LPL Financial LLC | $808.6M | $702.6M |
| Wells Fargo & Company | $903.1M | $485.6M |
| BNP Paribas Financial Markets | $191.7M | $1.1B |
| UBS Group AG | $617.1M | $609.2M |
| JPMorgan Chase & Co | $992.7M | $124.9M |
| Royal Bank of Canada | $368.5M | $230.0M |
| Barclays PLC | $291.1M | $298.7M |
| Ameriprise Financial Inc. | $401.1M | $163.9M |
| Envestnet Asset Management Inc. | $401.6M | $104.5M |
| Raymond James Financial Inc. | $320.4M | $174.2M |
| Harel Insurance Investments & Financial Services Ltd. | $6.7M | $475.9M |
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: XLE institutional holders, SOXX institutional holders.
Frequently asked questions
How much do XLE and SOXX overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLE as of June 30, 2026 and SOXX as of June 30, 2026.
Do institutions hold both XLE and SOXX?
789 Form 13F filers report positions in both, out of 2,431 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%.