STOT vs IG overlap

STOT and IG overlap 0.4% by weight, across 4 shared holdings.

STOTIG

Pick 2 to 4 ETFs.

0.4%

overlap by weight, across 4 shared holdings

STOT0.5% of the fund is in shared holdings, of 566

IG1.9% of the fund is in shared holdings, of 243

Top shared holdings

Holding	STOT	IG	Overlap
Black Hills Corp.	0.20%	0.26%	0.20%
CaixaBank SA	0.19%	0.13%	0.13%
Goldman Sachs GPGS	0.05%	0.49%	0.05%
DT Midstream Inc	0.03%	1.03%	0.03%

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; IG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 83 holding any

STOT40.5% of its 13F dollars, 12.7% of its 71 holders

IG50.3% of its 13F dollars, 42.9% of its 21 holders

Largest institutions holding both

Firm	STOT	IG
Envestnet Asset Management Inc.	$920K	$130.6M
Raymond James Financial Inc.	$37.2M	$21.3M
LPL Financial LLC	$45.3M	$323K
Morgan Stanley	$30.1M	$17K
Royal Bank of Canada	$7.1M	$2.4M
Goldman Sachs Group Inc.	$6.0M	$645K
Western Wealth Management, LLC	$1.2M	$4.5M
Private Trust Co NA	$61K	$21K
Wells Fargo & Company	$15K	$8

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, IG institutional holders.

Frequently asked questions

How much do STOT and IG overlap?

0.4% by weight, with 4 holdings in common, using holdings for STOT as of June 30, 2026 and IG as of June 30, 2026. The largest shared position is BLACK HILLS CORP.

Do institutions hold both STOT and IG?

9 Form 13F filers report positions in both, out of 83 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%.