STXE vs KOID overlap
STXE and KOID 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: STXE, SEC Form N-PORT, June 30, 2026; KOID, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | STXE | KOID |
|---|---|---|
| LPL Financial LLC | $1.6M | $12.2M |
| Stifel Financial Corp. | $3.6M | $847K |
| UBS Group AG | $3.7M | $55K |
| Cetera Investment Advisers | $481K | $1.7M |
| Kestra Advisory Services, LLC | $669K | $284K |
| Osaic Holdings, Inc. | $655K | $87K |
| Morgan Stanley | $98 | $376K |
| IFG Advisory, LLC | $23K | $2K |
| FMR LLC | $8K | $2K |
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, KOID institutional holders.
Frequently asked questions
How much do STXE and KOID overlap?
0.0% by weight, with 0 holdings in common, using holdings for STXE as of June 30, 2026 and KOID as of June 30, 2026.
Do institutions hold both STXE and KOID?
9 Form 13F filers report positions in both, out of 94 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%.