IGE vs ADME overlap
IGE and ADME overlap 4.0% by weight, across 9 shared holdings.
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Top shared holdings
| Holding | IGE | ADME | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 9.48% | 1.41% | 1.41% |
| Chevron Corp.CVX | 8.81% | 0.59% | 0.59% |
| Diamondback ENERFANG | 0.97% | 0.56% | 0.56% |
| Devon Energy CoDVN | 1.35% | 0.53% | 0.53% |
| Newmont Corp.NEM | 2.83% | 0.27% | 0.27% |
| SLB Ltd.SLB | 1.97% | 0.24% | 0.24% |
| Packaging Corp.PKG | 0.60% | 0.20% | 0.20% |
| Freeport-McMoranFCX | 2.57% | 0.14% | 0.14% |
| CRH PLCCRH | 2.03% | 0.10% | 0.10% |
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: IGE, SEC Form N-PORT, June 30, 2026; ADME, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IGE | ADME |
|---|---|---|
| Aptus Capital Advisors, LLC | $81K | $158.5M |
| Morgan Stanley | $44.5M | $64 |
| Envestnet Asset Management Inc. | $10.1M | $34.1M |
| LPL Financial LLC | $15.4M | $1.5M |
| Royal Bank of Canada | $13.9M | $33K |
| Wells Fargo & Company | $11.4M | $3K |
| Raymond James Financial Inc. | $1.8M | $3.2M |
| Independent Advisor Alliance | $1.6M | $1.6M |
| Integrated Wealth Concepts LLC | $17K | $2.1M |
| Osaic Holdings, Inc. | $1.9M | $46K |
| Atria Investments, Inc | $490K | $1.5M |
| JPMorgan Chase & Co | $1.8M | $156K |
| NewEdge Advisors, LLC | $599K | $2K |
| Harbour Investments, Inc. | $236K | $71K |
| Global Retirement Partners, LLC | $168K | $97K |
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: IGE institutional holders, ADME institutional holders.
Frequently asked questions
How much do IGE and ADME overlap?
4.0% by weight, with 9 holdings in common, using holdings for IGE as of June 30, 2026 and ADME as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both IGE and ADME?
18 Form 13F filers report positions in both, out of 208 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%.