IDEQ vs EWH overlap
IDEQ and EWH overlap 1.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IDEQ | EWH | Overlap |
|---|---|---|---|
| BOC HONG KONG2388 | 0.91% | 5.05% | 0.91% |
| WH Group Ltd.288 | 0.16% | 2.54% | 0.16% |
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: IDEQ, SEC Form N-PORT, June 30, 2026; EWH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IDEQ | EWH |
|---|---|---|
| LPL Financial LLC | $85.0M | $2.0M |
| Raymond James Financial Inc. | $60.6M | $3.6M |
| Envestnet Asset Management Inc. | $13.1M | $1.8M |
| Royal Bank of Canada | $8K | $11.0M |
| Northwestern Mutual Wealth Management Co | $10.6M | $530 |
| Wells Fargo & Company | $7.4M | $2.8M |
| Commonwealth Equity Services, LLC | $9.6M | $512K |
| Marshall WACE, LLP | $1.0M | $7.2M |
| Sigma Planning Corp | $5.9M | $876K |
| Cetera Investment Advisers | $4.6M | $576K |
| Jane Street Group, LLC | $2.6M | $2.4M |
| HighTower Advisors, LLC | $3.5M | $565K |
| JPMorgan Chase & Co | $4K | $2.9M |
| World Investment Advisors | $1.3M | $247K |
| FMR LLC | $46K | $132K |
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: IDEQ institutional holders, EWH institutional holders.
Frequently asked questions
How much do IDEQ and EWH overlap?
1.1% by weight, with 2 holdings in common, using holdings for IDEQ as of June 30, 2026 and EWH as of May 31, 2026. The largest shared position is 2388.
Do institutions hold both IDEQ and EWH?
19 Form 13F filers report positions in both, out of 195 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%.