STXF vs CLSE overlap
STXF and CLSE overlap 36.2% by weight, across 87 shared holdings.
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Top shared holdings
| Holding | STXF | CLSE | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.26% | 4.67% | 4.67% |
| Amazon.COM Inc.AMZN | 3.59% | 2.75% | 2.75% |
| Broadcom Inc.AVGO | 2.73% | 2.98% | 2.73% |
| Alphabet Inc.-aGOOGL | 3.21% | 2.53% | 2.53% |
| Alphabet Inc.-CGOOG | 2.56% | 2.53% | 2.53% |
| Micron TechMU | 2.00% | 3.76% | 2.00% |
| META Platforms-aMETA | 1.92% | 2.11% | 1.92% |
| ADV Micro DeviceAMD | 1.47% | 3.02% | 1.47% |
| Microsoft Corp.MSFT | 4.30% | 1.24% | 1.24% |
| LAM ResearchLRCX | 0.84% | 3.12% | 0.84% |
| Apple Inc.AAPL | 6.49% | 0.83% | 0.83% |
| Walmart Inc.WMT | 0.76% | 0.98% | 0.76% |
| Johnson&JohnsonJNJ | 0.95% | 0.66% | 0.66% |
| Cisco SystemsCSCO | 0.65% | 1.77% | 0.65% |
| General ElectricGE | 0.60% | 0.66% | 0.60% |
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: STXF, SEC Form N-PORT, June 30, 2026; CLSE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | STXF | CLSE |
|---|---|---|
| LPL Financial LLC | $13.5M | $45.5M |
| Envestnet Asset Management Inc. | $6.7M | $30.8M |
| Rockefeller Capital Management L.P. | $3.5M | $30.3M |
| Truist Financial Corp. | $23.7M | $386K |
| Janney Montgomery Scott LLC | $2.7M | $19.7M |
| Stifel Financial Corp. | $18.4M | $2.7M |
| Royal Bank of Canada | $7.2M | $10.4M |
| Sanctuary Advisors, LLC | $3.9M | $8.5M |
| Wealth Enhancement Advisory Services, LLC | $454K | $11.5M |
| HighTower Advisors, LLC | $502K | $11.1M |
| Ethos Financial Group, LLC | $11.3M | $203K |
| Foundations Investment Advisors, LLC | $8.6M | $1.4M |
| Creative Planning | $3.5M | $4.3M |
| IFG Advisory, LLC | $73K | $7.6M |
| Integrated Wealth Concepts LLC | $64K | $5.4M |
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: STXF institutional holders, CLSE institutional holders.
Frequently asked questions
How much do STXF and CLSE overlap?
36.2% by weight, with 87 holdings in common, using holdings for STXF as of June 30, 2026 and CLSE as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both STXF and CLSE?
30 Form 13F filers report positions in both, out of 229 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%.