EMEQ vs DOL overlap
EMEQ and DOL overlap 12.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EMEQ | DOL | Overlap |
|---|---|---|---|
| TSMC2330 | 10.36% | 4.94% | 4.94% |
| Samsung Electron005930 | 9.56% | 3.54% | 3.54% |
| SK Hynix Inc.000660 | 9.99% | 1.28% | 1.28% |
| Mediatek2454 | 3.23% | 1.28% | 1.28% |
| HON HAI2317 | 1.94% | 0.56% | 0.56% |
| Delta ELEC2308 | 0.97% | 0.23% | 0.23% |
| HKEX388 | 0.94% | 0.20% | 0.20% |
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: EMEQ, SEC Form N-PORT, June 30, 2026; DOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | EMEQ | DOL |
|---|---|---|
| LPL Financial LLC | $153.7M | $18.8M |
| Bank of America Corp. | $83.5M | $15.0M |
| Envestnet Asset Management Inc. | $34.6M | $2.2M |
| Royal Bank of Canada | $11.7M | $22.8M |
| Private Advisor Group, LLC | $19.5M | $1.1M |
| Osaic Holdings, Inc. | $6.3M | $5.5M |
| Commonwealth Equity Services, LLC | $1.7M | $9.3M |
| Jane Street Group, LLC | $7.8M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $8.5M | $462K |
| HighTower Advisors, LLC | $4.5M | $570K |
| Janney Montgomery Scott LLC | $4.5M | $243K |
| Susquehanna International Group, LLP | $3.2M | $888K |
| TSFG, LLC | $2.9M | $7K |
| Kestra Advisory Services, LLC | $548K | $1.2M |
| Stratos Wealth Partners, LTD. | $563K | $551K |
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: EMEQ institutional holders, DOL institutional holders.
Frequently asked questions
How much do EMEQ and DOL overlap?
12.0% by weight, with 7 holdings in common, using holdings for EMEQ as of June 30, 2026 and DOL as of June 30, 2026. The largest shared position is 2330.
Do institutions hold both EMEQ and DOL?
22 Form 13F filers report positions in both, out of 137 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%.