STOX vs MBOX overlap
STOX and MBOX overlap 8.5% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STOX | MBOX | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 3.43% | 2.19% | 2.19% |
| Exxon Mobil Corp.XOM | 1.34% | 2.12% | 1.34% |
| Merck & CoMRK | 0.74% | 2.39% | 0.74% |
| JPMorgan ChaseJPM | 0.66% | 2.96% | 0.66% |
| KLA Corp.KLAC | 0.40% | 3.11% | 0.40% |
| Unitedhealth GRPUNH | 0.39% | 2.58% | 0.39% |
| Morgan StanleyMS | 0.37% | 2.83% | 0.37% |
| Progressive Corp.PGR | 0.33% | 1.78% | 0.33% |
| Goldman Sachs GPGS | 0.31% | 2.33% | 0.31% |
| Verizon CommunicVZ | 0.29% | 1.72% | 0.29% |
| Altria Group Inc.MO | 0.29% | 2.01% | 0.29% |
| Qualcomm Inc.QCOM | 0.29% | 1.96% | 0.29% |
| Waste ManagementWM | 0.26% | 2.04% | 0.26% |
| Travelers COS inTRV | 0.25% | 2.08% | 0.25% |
| Amgen Inc.AMGN | 0.24% | 2.63% | 0.24% |
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; MBOX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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, MBOX institutional holders.
Frequently asked questions
How much do STOX and MBOX overlap?
8.5% by weight, with 16 holdings in common, using holdings for STOX as of May 31, 2026 and MBOX as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both STOX and MBOX?
0 Form 13F filers report positions in both, out of 23 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%.