IPKW vs EMHY overlap
IPKW and EMHY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: IPKW, SEC Form N-PORT, July 31, 2026; EMHY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IPKW | EMHY |
|---|---|---|
| Bank of America Corp. | $40.7M | $35.7M |
| LPL Financial LLC | $37.1M | $11.0M |
| Morgan Stanley | $39.6M | $7.3M |
| Wells Fargo & Company | $20 | $29.5M |
| Raymond James Financial Inc. | $28.0M | $657K |
| UBS Group AG | $11.7M | $3.8M |
| Ameriprise Financial Inc. | $12.1M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $3.1M |
| Cetera Investment Advisers | $6.2M | $3.0M |
| Wealth Enhancement Advisory Services, LLC | $6.6M | $406K |
| Sanctuary Advisors, LLC | $5.1M | $442K |
| AE Wealth Management LLC | $13K | $4.4M |
| Envestnet Asset Management Inc. | $1.5M | $2.9M |
| MML Investors Services, LLC | $2.8M | $1.5M |
| Mariner, LLC | $204K | $3.7M |
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: IPKW institutional holders, EMHY institutional holders.
Frequently asked questions
How much do IPKW and EMHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for IPKW as of July 31, 2026 and EMHY as of July 31, 2026.
Do institutions hold both IPKW and EMHY?
29 Form 13F filers report positions in both, out of 163 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%.