STBF vs IHY overlap

STBF and IHY overlap 0.1% by weight, across 1 shared holdings.

STBFIHY

Pick 2 to 4 ETFs.

0.1%

overlap by weight, across 1 shared holdings

STBF0.1% of the fund is in shared holdings, of 210

IHY0.1% of the fund is in shared holdings, of 531

Top shared holdings

Holding	STBF	IHY	Overlap
Open TEXT Inc.OTEXCN	0.15%	0.11%	0.11%

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: STBF, SEC Form N-PORT, May 31, 2026; IHY, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 55 holding any

STBF21.3% of its 13F dollars, 16.0% of its 25 holders

IHY9.1% of its 13F dollars, 11.8% of its 34 holders

Largest institutions holding both

Firm	STBF	IHY
LPL Financial LLC	$6.1M	$1.4M
Jane Street Group, LLC	$746K	$1.5M
Osaic Holdings, Inc.	$264K	$252K
Arax Advisory Partners	$286K	$55K

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: STBF institutional holders, IHY institutional holders.

Frequently asked questions

How much do STBF and IHY overlap?

0.1% by weight, with 1 holdings in common, using holdings for STBF as of May 31, 2026 and IHY as of June 30, 2026. The largest shared position is OTEXCN.

Do institutions hold both STBF and IHY?

4 Form 13F filers report positions in both, out of 55 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%.