STXE vs IQDY overlap
STXE and IQDY overlap 0.4% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STXE | IQDY | Overlap |
|---|---|---|---|
| Grupo F Banort-OGFNORTEO | 0.41% | 0.84% | 0.41% |
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: STXE, SEC Form N-PORT, June 30, 2026; IQDY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | STXE | IQDY |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $12.3M | $478K |
| UBS Group AG | $3.7M | $5.2M |
| LPL Financial LLC | $1.6M | $5.7M |
| Cetera Investment Advisers | $481K | $6.0M |
| Stifel Financial Corp. | $3.6M | $1.6M |
| Jane Street Group, LLC | $472K | $1.1M |
| Osaic Holdings, Inc. | $655K | $616K |
| Raymond James Financial Inc. | $741K | $483K |
| Kestra Advisory Services, LLC | $669K | $411K |
| Farther Finance Advisors, LLC | $196K | $6K |
| Morgan Stanley | $98 | $195K |
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: STXE institutional holders, IQDY institutional holders.
Frequently asked questions
How much do STXE and IQDY overlap?
0.4% by weight, with 1 holdings in common, using holdings for STXE as of June 30, 2026 and IQDY as of July 31, 2026. The largest shared position is GFNORTEO.
Do institutions hold both STXE and IQDY?
11 Form 13F filers report positions in both, out of 67 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%.