STPZ vs EIPI overlap
STPZ and EIPI 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; EIPI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | STPZ | EIPI |
|---|---|---|
| Morgan Stanley | $26.6M | $60.4M |
| LPL Financial LLC | $13.9M | $28.1M |
| Ameritas Advisory Services, LLC | $30.0M | $750K |
| Royal Bank of Canada | $8.0M | $20.0M |
| UBS Group AG | $2.2M | $19.4M |
| Wells Fargo & Company | $11.6M | $6.0M |
| IHT Wealth Management, LLC | $16.1M | $855K |
| Wealthspire Advisors, LLC | $317K | $15.9M |
| Raymond James Financial Inc. | $1.1M | $14.9M |
| Osaic Holdings, Inc. | $7.7M | $7.0M |
| Stifel Financial Corp. | $3.4M | $9.7M |
| D.A. Davidson & Co. | $6.2M | $1.5M |
| Envestnet Asset Management Inc. | $4.5M | $1.9M |
| Summit Financial, LLC | $1.3M | $4.7M |
| Cetera Investment Advisers | $904K | $3.2M |
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, EIPI institutional holders.
Frequently asked questions
How much do STPZ and EIPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for STPZ as of June 30, 2026 and EIPI as of May 31, 2026.
Do institutions hold both STPZ and EIPI?
41 Form 13F filers report positions in both, out of 241 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%.