IUS vs FSTA overlap
IUS and FSTA overlap 6.9% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IUS: May 31, 2026, FSTA: July 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 | IUS | FSTA | Overlap |
|---|---|---|---|
| Walmart Inc.WMT | 0.94% | 13.47% | 0.94% |
| Costco WholesaleCOST | 0.54% | 11.39% | 0.54% |
| Procter & GamblePG | 0.52% | 8.46% | 0.52% |
| Pepsico Inc.PEP | 0.42% | 4.23% | 0.42% |
| Archer-DanielsADM | 0.39% | 1.37% | 0.39% |
| Coca-Cola Co/theKO | 0.35% | 8.48% | 0.35% |
| Target Corp.TGT | 0.34% | 2.24% | 0.34% |
| Altria Group Inc.MO | 0.28% | 3.71% | 0.28% |
| Kroger CoKR | 0.26% | 1.24% | 0.26% |
| Philip Morris inPM | 0.25% | 4.54% | 0.25% |
| Mondelez Inter-aMDLZ | 0.20% | 2.65% | 0.20% |
| Bunge Global SABG | 0.19% | 0.60% | 0.19% |
| Kraft Heinz Co/TKHC | 0.18% | 0.89% | 0.18% |
| Sysco Corp.SYY | 0.16% | 1.47% | 0.16% |
| Tyson Foods-aTSN | 0.14% | 0.67% | 0.14% |
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: IUS, SEC Form N-PORT, May 31, 2026; FSTA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IUS | FSTA |
|---|---|---|
| LPL Financial LLC | $117.0M | $24.5M |
| Envestnet Asset Management Inc. | $56.4M | $3.4M |
| Osaic Holdings, Inc. | $29.3M | $25.0M |
| Rockefeller Capital Management L.P. | $45.6M | $1.7M |
| Commonwealth Equity Services, LLC | $9.0M | $21.4M |
| Kestra Advisory Services, LLC | $15.9M | $5.6M |
| Cambridge Investment Research Advisors, Inc. | $12.6M | $7.9M |
| Raymond James Financial Inc. | $16.5M | $2.5M |
| Merit Financial Group, LLC | $16.2M | $231K |
| Beacon Pointe Advisors, LLC | $14.5M | $1.1M |
| MML Investors Services, LLC | $12.3M | $873K |
| Northwestern Mutual Wealth Management Co | $11.4M | $1.2M |
| Larson Financial Group LLC | $1.7M | $10.9M |
| Morgan Stanley | $150K | $11.8M |
| Goldman Sachs Group Inc. | $3.3M | $8.6M |
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: IUS institutional holders, FSTA institutional holders.
Frequently asked questions
How much do IUS and FSTA overlap?
6.9% by weight, with 47 holdings in common, using holdings for IUS as of May 31, 2026 and FSTA as of July 31, 2026. The largest shared position is WMT.
Do institutions hold both IUS and FSTA?
45 Form 13F filers report positions in both, out of 272 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%.