FSTA vs AFLG overlap
FSTA and AFLG overlap 3.8% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FSTA: July 31, 2026, AFLG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | FSTA | AFLG | Overlap |
|---|---|---|---|
| Altria Group Inc.MO | 3.71% | 1.01% | 1.01% |
| Colgate-PalmolivCL | 2.33% | 0.57% | 0.57% |
| Casey's GeneralCASY | 1.22% | 0.56% | 0.56% |
| Kroger CoKR | 1.24% | 0.53% | 0.53% |
| Target Corp.TGT | 2.24% | 0.38% | 0.38% |
| Sysco Corp.SYY | 1.47% | 0.35% | 0.35% |
| Monster BeverageMNST | 2.36% | 0.32% | 0.32% |
| US Foods HoldingUSFD | 0.92% | 0.04% | 0.04% |
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: FSTA, SEC Form N-PORT, July 31, 2026; AFLG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FSTA | AFLG |
|---|---|---|
| LPL Financial LLC | $24.5M | $162.8M |
| Envestnet Asset Management Inc. | $3.4M | $58.7M |
| Osaic Holdings, Inc. | $25.0M | $11.4M |
| Stifel Financial Corp. | $5.0M | $29.4M |
| Arax Advisory Partners | $1.9M | $26.3M |
| Cambridge Investment Research Advisors, Inc. | $7.9M | $17.1M |
| Commonwealth Equity Services, LLC | $21.4M | $1.1M |
| Cetera Investment Advisers | $3.0M | $17.3M |
| Assetmark, Inc. | $113K | $18.8M |
| Truist Financial Corp. | $742K | $13.7M |
| Integrated Wealth Concepts LLC | $25K | $12.4M |
| Morgan Stanley | $11.8M | $40K |
| Kestra Advisory Services, LLC | $5.6M | $3.8M |
| Global Retirement Partners, LLC | $161K | $9.1M |
| NewEdge Advisors, LLC | $4.5M | $3.1M |
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: FSTA institutional holders, AFLG institutional holders.
Frequently asked questions
How much do FSTA and AFLG overlap?
3.8% by weight, with 8 holdings in common, using holdings for FSTA as of July 31, 2026 and AFLG as of May 31, 2026. The largest shared position is MO.
Do institutions hold both FSTA and AFLG?
50 Form 13F filers report positions in both, out of 295 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%.