EMXC vs EFV overlap
EMXC and EFV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EMXC: May 31, 2026, EFV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: EMXC, SEC Form N-PORT, May 31, 2026; EFV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | EMXC | EFV |
|---|---|---|
| Goldman Sachs Group Inc. | $3.7B | $40.6M |
| Envestnet Asset Management Inc. | $310.3M | $2.5B |
| Bank of America Corp. | $1.6B | $732.7M |
| LPL Financial LLC | $433.0M | $1.0B |
| FMR LLC | $5.3M | $1.3B |
| US Bancorp | $212.1M | $1.1B |
| Morgan Stanley | $449.3M | $706.9M |
| JPMorgan Chase & Co | $277.3M | $828.0M |
| Northern Trust Corp. | $779.5M | $9.8M |
| Ameriprise Financial Inc. | $401.5M | $347.3M |
| Northwestern Mutual Wealth Management Co | $547.4M | $140.1M |
| Bank of New York Mellon Corp | $532.2M | $88.6M |
| Jones Financial Companies LLLP | $14.9M | $574.2M |
| BlackRock, Inc. | $361.9M | $149.3M |
| UBS Group AG | $226.6M | $234.4M |
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: EMXC institutional holders, EFV institutional holders.
Frequently asked questions
How much do EMXC and EFV overlap?
0.0% by weight, with 0 holdings in common, using holdings for EMXC as of May 31, 2026 and EFV as of July 31, 2026.
Do institutions hold both EMXC and EFV?
562 Form 13F filers report positions in both, out of 1,706 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%.