STOX vs BEDY overlap
STOX and BEDY overlap 12.3% by weight, across 29 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STOX | BEDY | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.34% | 1.77% | 1.34% |
| Johnson&JohnsonJNJ | 1.29% | 2.52% | 1.29% |
| Cisco SystemsCSCO | 0.77% | 2.75% | 0.77% |
| Coca-Cola Co/theKO | 0.76% | 1.37% | 0.76% |
| Applied MaterialAMAT | 0.75% | 2.91% | 0.75% |
| JPMorgan ChaseJPM | 0.66% | 3.67% | 0.66% |
| Philip Morris inPM | 0.65% | 1.27% | 0.65% |
| Caterpillar Inc.CAT | 0.47% | 0.65% | 0.47% |
| Newmont Corp.NEM | 0.41% | 1.88% | 0.41% |
| Chubb Ltd.CB | 0.40% | 1.86% | 0.40% |
| Unitedhealth GRPUNH | 0.39% | 3.96% | 0.39% |
| Citigroup Inc.C | 0.39% | 1.80% | 0.39% |
| Morgan StanleyMS | 0.37% | 1.44% | 0.37% |
| Honeywell IntlHON | 0.34% | 1.05% | 0.34% |
| Texas InstrumentTXN | 0.34% | 4.00% | 0.34% |
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: STOX, SEC Form N-PORT, May 31, 2026; BEDY, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | STOX | BEDY |
|---|---|---|
| Bank of New York Mellon Corp | $66.3M | $67.5M |
| LPL Financial LLC | $15.4M | $19.4M |
| Cambridge Investment Research Advisors, Inc. | $15.5M | $786K |
| Osaic Holdings, Inc. | $44K | $789K |
| US Bancorp | $112K | $131K |
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: STOX institutional holders, BEDY institutional holders.
Frequently asked questions
How much do STOX and BEDY overlap?
12.3% by weight, with 29 holdings in common, using holdings for STOX as of May 31, 2026 and BEDY as of May 29, 2026. The largest shared position is XOM.
Do institutions hold both STOX and BEDY?
5 Form 13F filers report positions in both, out of 44 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%.