STOX vs SHE overlap
STOX and SHE overlap 40.5% by weight, across 82 shared holdings.
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Top shared holdings
| Holding | STOX | SHE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.55% | 4.00% | 4.00% |
| Microsoft Corp.MSFT | 4.84% | 3.94% | 3.94% |
| Broadcom Inc.AVGO | 3.43% | 4.05% | 3.43% |
| ADV Micro DeviceAMD | 1.61% | 6.06% | 1.61% |
| Exxon Mobil Corp.XOM | 1.34% | 1.30% | 1.30% |
| Johnson&JohnsonJNJ | 1.29% | 1.45% | 1.29% |
| Costco WholesaleCOST | 0.98% | 1.29% | 0.98% |
| Chevron Corp.CVX | 0.83% | 0.97% | 0.83% |
| TJX COS Inc.TJX | 0.77% | 0.84% | 0.77% |
| Merck & CoMRK | 0.74% | 1.00% | 0.74% |
| Procter & GamblePG | 0.74% | 1.00% | 0.74% |
| Coca-Cola Co/theKO | 0.76% | 0.72% | 0.72% |
| JPMorgan ChaseJPM | 0.66% | 2.97% | 0.66% |
| Philip Morris inPM | 0.65% | 0.75% | 0.65% |
| Intel Corp.INTC | 0.61% | 4.05% | 0.61% |
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; SHE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | STOX | SHE |
|---|---|---|
| Bank of New York Mellon Corp | $66.3M | $466K |
| LPL Financial LLC | $15.4M | $7.8M |
| Cambridge Investment Research Advisors, Inc. | $15.5M | $3.0M |
| Envestnet Asset Management Inc. | $5.4M | $372K |
| Jones Financial Companies LLLP | $13K | $1.9M |
| Osaic Holdings, Inc. | $44K | $1.8M |
| Golden State Wealth Management, LLC | $8K | $18K |
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, SHE institutional holders.
Frequently asked questions
How much do STOX and SHE overlap?
40.5% by weight, with 82 holdings in common, using holdings for STOX as of May 31, 2026 and SHE as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both STOX and SHE?
7 Form 13F filers report positions in both, out of 137 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%.