IPAC vs EMGF overlap
IPAC and EMGF overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IPAC: July 31, 2026, EMGF: May 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
| Holding | IPAC | EMGF | Overlap |
|---|---|---|---|
| BOC HONG KONG2388 | 0.26% | 0.28% | 0.26% |
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: IPAC, SEC Form N-PORT, July 31, 2026; EMGF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IPAC | EMGF |
|---|---|---|
| Blue Trust, Inc. | $489.7M | $37K |
| JPMorgan Chase & Co | $232.8M | $192.3M |
| Envestnet Asset Management Inc. | $219.4M | $32.5M |
| Charles Schwab Investment Management Inc. | $98.5M | $105.2M |
| Morgan Stanley | $84.1M | $61.9M |
| Wells Fargo & Company | $16.7M | $94.0M |
| Assetmark, Inc. | $77.1M | $376K |
| LPL Financial LLC | $9.0M | $60.0M |
| Ameriprise Financial Inc. | $683K | $64.2M |
| Mather Group, LLC. | $53.6M | $220K |
| FMR LLC | $694K | $51.2M |
| Raymond James Financial Inc. | $1.4M | $47.5M |
| Bank of America Corp. | $16.7M | $28.6M |
| Cetera Investment Advisers | $33.2M | $5.4M |
| Rockefeller Capital Management L.P. | $18.5M | $792K |
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: IPAC institutional holders, EMGF institutional holders.
Frequently asked questions
How much do IPAC and EMGF overlap?
0.3% by weight, with 1 holdings in common, using holdings for IPAC as of July 31, 2026 and EMGF as of May 31, 2026. The largest shared position is 2388.
Do institutions hold both IPAC and EMGF?
65 Form 13F filers report positions in both, out of 353 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%.