IPKW vs EPU overlap
IPKW and EPU overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IPKW: July 31, 2026, EPU: 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
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; EPU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IPKW | EPU |
|---|---|---|
| Morgan Stanley | $39.6M | $11.6M |
| Bank of America Corp. | $40.7M | $514K |
| LPL Financial LLC | $37.1M | $965K |
| Raymond James Financial Inc. | $28.0M | $4.2M |
| UBS Group AG | $11.7M | $9.2M |
| Jane Street Group, LLC | $4.5M | $11.9M |
| Cetera Investment Advisers | $6.2M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $480K |
| Citadel Advisors LLC | $3.0M | $5.1M |
| Sanctuary Advisors, LLC | $5.1M | $1.5M |
| Wells Fargo & Company | $20 | $5.6M |
| Susquehanna International Group, LLP | $2.1M | $2.4M |
| Royal Bank of Canada | $2.2M | $582K |
| Osaic Holdings, Inc. | $548K | $1.5M |
| Envestnet Asset Management Inc. | $1.5M | $203K |
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, EPU institutional holders.
Frequently asked questions
How much do IPKW and EPU overlap?
0.0% by weight, with 0 holdings in common, using holdings for IPKW as of July 31, 2026 and EPU as of May 31, 2026.
Do institutions hold both IPKW and EPU?
19 Form 13F filers report positions in both, out of 139 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%.