ILOW vs GEM overlap
ILOW and GEM overlap 2.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ILOW | GEM | Overlap |
|---|---|---|---|
| TSMC2330 | 2.50% | 14.33% | 2.50% |
| BOC Aviation Ltd.2588 | 1.28% | 0.09% | 0.09% |
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: ILOW, SEC Form N-PORT, May 31, 2026; GEM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ILOW | GEM |
|---|---|---|
| Wells Fargo & Company | $768K | $226.6M |
| Envestnet Asset Management Inc. | $1.2M | $162.6M |
| LPL Financial LLC | $32.9M | $114.0M |
| HB Wealth Management, LLC | $14.7M | $47.4M |
| Morgan Stanley | $154K | $48.7M |
| Northwestern Mutual Wealth Management Co | $44.2M | $2.4M |
| Jane Street Group, LLC | $2.4M | $39.0M |
| Cetera Investment Advisers | $866K | $24.3M |
| Royal Bank of Canada | $294K | $24.8M |
| Raymond James Financial Inc. | $2.2M | $22.3M |
| UBS Group AG | $522K | $15.4M |
| CoreCap Advisors, LLC | $3K | $8.1M |
| NewEdge Advisors, LLC | $3K | $2.8M |
| Osaic Holdings, Inc. | $3K | $2.5M |
| JPMorgan Chase & Co | $393K | $2.0M |
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: ILOW institutional holders, GEM institutional holders.
Frequently asked questions
How much do ILOW and GEM overlap?
2.6% by weight, with 2 holdings in common, using holdings for ILOW as of May 31, 2026 and GEM as of May 31, 2026. The largest shared position is 2330.
Do institutions hold both ILOW and GEM?
29 Form 13F filers report positions in both, out of 230 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%.