STXV vs ESG overlap
STXV and ESG overlap 35.3% by weight, across 164 shared holdings.
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Top shared holdings
| Holding | STXV | ESG | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 3.02% | 2.70% | 2.70% |
| Johnson&JohnsonJNJ | 1.74% | 2.59% | 1.74% |
| Micron TechMU | 1.56% | 3.89% | 1.56% |
| Berkshire HATH-BBRK/B | 1.38% | 3.01% | 1.38% |
| Merck & CoMRK | 1.25% | 1.36% | 1.25% |
| Procter & GamblePG | 1.18% | 1.40% | 1.18% |
| Bank of AmericaBAC | 2.14% | 1.15% | 1.15% |
| Wells Fargo & CoWFC | 1.12% | 1.12% | 1.12% |
| Citigroup Inc.C | 1.19% | 0.96% | 0.96% |
| Intel Corp.INTC | 2.27% | 0.88% | 0.88% |
| Pepsico Inc.PEP | 0.80% | 0.66% | 0.66% |
| Goldman Sachs GPGS | 1.48% | 0.62% | 0.62% |
| Abbvie Inc.ABBV | 1.52% | 0.62% | 0.62% |
| Abbott LabsABT | 0.62% | 0.66% | 0.62% |
| JPMorgan ChaseJPM | 0.62% | 3.96% | 0.62% |
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: STXV, SEC Form N-PORT, June 30, 2026; ESG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | STXV | ESG |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $3.8M | $2.1M |
| Susquehanna International Group, LLP | $581K | $4.0M |
| Morgan Stanley | $61 | $2.4M |
| Osaic Holdings, Inc. | $393K | $608K |
| Envestnet Asset Management Inc. | $313K | $638K |
| Cetera Investment Advisers | $209K | $624K |
| Farther Finance Advisors, LLC | $270K | $60K |
| Wells Fargo & Company | $14K | $511 |
| UBS Group AG | $493 | $4K |
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: STXV institutional holders, ESG institutional holders.
Frequently asked questions
How much do STXV and ESG overlap?
35.3% by weight, with 164 holdings in common, using holdings for STXV as of June 30, 2026 and ESG as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both STXV and ESG?
9 Form 13F filers report positions in both, out of 80 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%.