STPZ vs CLOZ overlap
STPZ and CLOZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: STPZ, SEC Form N-PORT, June 30, 2026; CLOZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | STPZ | CLOZ |
|---|---|---|
| Morgan Stanley | $26.6M | $49.4M |
| Arax Advisory Partners | $200K | $57.8M |
| Focus Partners Wealth | $4.4M | $39.2M |
| LPL Financial LLC | $13.9M | $9.6M |
| Atria Investments, Inc | $2.4M | $17.9M |
| Wells Fargo & Company | $11.6M | $179 |
| Goldman Sachs Group Inc. | $9.7M | $911K |
| Stifel Financial Corp. | $3.4M | $6.0M |
| Envestnet Asset Management Inc. | $4.5M | $4.1M |
| Osaic Holdings, Inc. | $7.7M | $572K |
| Royal Bank of Canada | $8.0M | $124K |
| UBS Group AG | $2.2M | $2.2M |
| Commonwealth Equity Services, LLC | $2.5M | $322K |
| Farther Finance Advisors, LLC | $2K | $2.7M |
| Kestra Advisory Services, LLC | $329K | $2.0M |
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: STPZ institutional holders, CLOZ institutional holders.
Frequently asked questions
How much do STPZ and CLOZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for STPZ as of June 30, 2026 and CLOZ as of May 31, 2026.
Do institutions hold both STPZ and CLOZ?
25 Form 13F filers report positions in both, out of 186 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%.