STPZ vs IBMR overlap
STPZ and IBMR 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; IBMR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | STPZ | IBMR |
|---|---|---|
| Bank of America Corp. | $53.3M | $43.3M |
| Mercer Global Advisors Inc. | $299K | $44.2M |
| Morgan Stanley | $26.6M | $5.0M |
| Wells Fargo & Company | $11.6M | $11.1M |
| LPL Financial LLC | $13.9M | $7.1M |
| HighTower Advisors, LLC | $245K | $18.7M |
| Envestnet Asset Management Inc. | $4.5M | $6.7M |
| Royal Bank of Canada | $8.0M | $2.9M |
| Osaic Holdings, Inc. | $7.7M | $1.1M |
| UBS Group AG | $2.2M | $5.9M |
| Raymond James Financial Inc. | $1.1M | $6.8M |
| Stifel Financial Corp. | $3.4M | $4.3M |
| Citadel Advisors LLC | $4.3M | $674K |
| Commonwealth Equity Services, LLC | $2.5M | $2.2M |
| Integrated Wealth Concepts LLC | $224K | $4.3M |
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, IBMR institutional holders.
Frequently asked questions
How much do STPZ and IBMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for STPZ as of June 30, 2026 and IBMR as of July 31, 2026.
Do institutions hold both STPZ and IBMR?
32 Form 13F filers report positions in both, out of 228 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%.