STAX vs HDMV overlap

STAX and HDMV overlap 0.0% by weight, across 0 shared holdings.

STAXHDMV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

STAX0.0% of the fund is in shared holdings, of 96

HDMV0.0% of the fund is in shared holdings, of 150

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: STAX, SEC Form N-PORT, June 30, 2026; HDMV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 26 holding any

STAX5.5% of its 13F dollars, 60.0% of its 5 holders

HDMV13.7% of its 13F dollars, 12.5% of its 24 holders

Largest institutions holding both

Firm	STAX	HDMV
Jane Street Group, LLC	$279K	$1.5M
UBS Group AG	$203K	$5K
AE Wealth Management LLC	$129K	$7K

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: STAX institutional holders, HDMV institutional holders.

Frequently asked questions

How much do STAX and HDMV overlap?

0.0% by weight, with 0 holdings in common, using holdings for STAX as of June 30, 2026 and HDMV as of July 31, 2026.

Do institutions hold both STAX and HDMV?

3 Form 13F filers report positions in both, out of 26 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%.