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ION vs SETM

Shared holdings
13
ION covered by SETM
19.49%
SETM covered by ION
19.49%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ION (Feb. 28, 2026)

SecurityWeight
Invesco Government & Agency Portfolio, Institutional Class4.59%
PAC METALS CO4.49%
VALE INDONESIA T3.57%
PLS GROUP LTD3.30%
GANFENG LITHIU-H3.11%
IGO LTD3.08%
TIBET MINERAL-A3.04%
ALBEMARLE CORP3.01%
AFRICAN RAINBOW2.97%
XIZANG ZHUFENG-A2.83%
Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B')2.83%
LIONTOWN RESOURC2.79%
QINGHAI SALT-A2.78%
SIGMA LITHIUM CORP COMMON STOCK2.78%
MINERAL RESOURCE2.72%
CHENGXIN LITHI-A2.58%
SOUTH32 LTD-DI2.53%
TIANQI LITHIUM-A2.47%
TIMAH TBK PT2.46%
ZANGGE MINING-A2.38%
LUNDIN MINING CORP2.31%
ANEKA TAMBANG TB2.20%
AMG CRITICAL MAT2.17%
VALTERRA PLATINU1.94%
BOLIDEN AB1.93%
CMOC-H1.92%
SINOMINE RESOU-A1.92%
FIRST QUANTUM1.90%
ERAMET1.83%
IMPALA PLATINUM1.77%
ZHEJIANG HUAYO-A1.63%
Vale S.A. SPONS ADS REPR 1 COM NPV1.54%
ANGLO AMER PLC1.42%
NORTHAM PLATINUM HOLDINGS LTD1.40%
CHINA NONFERROUS1.32%
SIBANYE STILLWAT1.23%
GLENCORE PLC1.22%
MMG1.18%
BHP GROUP LTD1.17%
FRANCO-NEVADA CORP1.01%
SICHUAN YAHUA-A0.98%
ZIJIN MINING-H0.86%
WESFARMERS LTD0.70%
MITSUI MINING &0.70%
SUMITOMO CORP0.64%
KGHM0.56%
SUMITOMO MET MIN0.53%
Receive CONTEMPORARY A-A Pay Overnight Rate -10.53%
METALLURGICAL-H0.44%
SOJITZ CORP0.33%

SETM (March 31, 2026)

SecurityWeight
NAC KAZATOMPROM JSC GDR RGS5.55%
ALBEMARLE CORP5.44%
LYNAS RARE EARTH5.43%
FREEPORT MCMORAN INC5.38%
PLS GROUP LTD5.24%
CAMECO CORP4.83%
FIRST MAJESTIC S4.12%
URANIUM ENERGY CORP3.55%
MP MATERIALS CORP3.07%
TECK RESOURCES-B2.73%
PALADIN ENERGY L2.66%
LUNDIN MINING CORP2.61%
NEXGEN ENERGY LT2.47%
ANTOFAGASTA PLC2.45%
DENISON MINES CO2.31%
IGO LTD2.28%
FIRST QUANTUM2.14%
Southern Copper Corporation COM USD0.012.07%
LIONTOWN RESOURC1.91%
GANFENG LITHIU-H1.67%
ENERGY FUELS INC1.60%
ILUKA RESOURCES1.56%
AYA GOLD & SILVE1.42%
CGN MINING1.25%
KGHM1.24%
SILVERCORP METAL1.05%
ENDEAVOUR SILVER1.04%
Compania de Minas Buenaventura S.A.A. SPONSORED ADR0.95%
CAPSTONE COPPER0.87%
HUDBAY MINERALS0.85%
Lindian Resources, Ltd.0.74%
ELEVRA LITHIUM L0.72%
SIGMA LITHIUM CORP COMMON STOCK0.63%
ANEKA TAMBANG TB0.60%
Merdeka Battery Materials Tbk. PT0.59%
ARAFURA RARE EAR0.58%
AVINO SILVER GOLD MINES LTD0.54%
NICKEL INDUSTRIE0.53%
AMERICAS GOLD AN0.52%
MMG0.52%
NIOCORP DEVELOPM0.51%
IVANHOE MINES LTD0.50%
VALE INDONESIA T0.48%
TIANQI LITHIUM C0.48%
AbraSilver Resource Corp.0.47%
SUNRISE ENERGY METALS LTD0.44%
LITHIUM AMERICAS0.42%
VIZSLA SILVER CO0.40%
UR-ENERGY INC0.39%
LITHIUM ARGENTINA AG0.35%

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