STOT vs IBHG overlap
STOT and IBHG overlap 0.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STOT | IBHG | Overlap |
|---|---|---|---|
| Essential UTIL | 0.11% | 0.02% | 0.02% |
| Boardwalk PipeliBWP | 0.06% | 0.02% | 0.02% |
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: STOT, SEC Form N-PORT, June 30, 2026; IBHG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | STOT | IBHG |
|---|---|---|
| LPL Financial LLC | $45.3M | $27.6M |
| UBS Group AG | $13.3M | $39.9M |
| Bank of America Corp. | $45.3M | $5.7M |
| Raymond James Financial Inc. | $37.2M | $8.9M |
| Foundations Investment Advisors, LLC | $39.0M | $1.8M |
| Morgan Stanley | $30.1M | $6.2M |
| Wells Fargo & Company | $15K | $17.9M |
| Stratos Wealth Partners, LTD. | $9.4M | $1.2M |
| Royal Bank of Canada | $7.1M | $2.0M |
| Kestra Private Wealth Services, LLC | $2.7M | $4.3M |
| Cetera Investment Advisers | $1.0M | $5.6M |
| Integrated Wealth Concepts LLC | $2.9M | $2.0M |
| Walser Wealth Management Company, A Ltd Liability Co | $1.4M | $1.7M |
| Private Advisor Group, LLC | $752K | $2.2M |
| HighTower Advisors, LLC | $1.5M | $413K |
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: STOT institutional holders, IBHG institutional holders.
Frequently asked questions
How much do STOT and IBHG overlap?
0.0% by weight, with 2 holdings in common, using holdings for STOT as of June 30, 2026 and IBHG as of July 31, 2026. The largest shared position is ESSENTIAL UTIL.
Do institutions hold both STOT and IBHG?
25 Form 13F filers report positions in both, out of 179 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%.