IQDF vs EMCS overlap
IQDF and EMCS overlap 11.4% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IQDF: July 31, 2026, EMCS: May 29, 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 | IQDF | EMCS | Overlap |
|---|---|---|---|
| TSMC2330 | 4.56% | 19.19% | 4.56% |
| Mediatek2454 | 1.99% | 2.40% | 1.99% |
| Samsung Electron005930 | 1.92% | 11.41% | 1.92% |
| SK Hynix Inc.000660 | 1.34% | 9.23% | 1.34% |
| Grupo F Banort-OGFNORTEO | 0.86% | 0.93% | 0.86% |
| Tencent700 | 0.56% | 4.39% | 0.56% |
| Trust Fibra UNOFUNO11 | 0.11% | 0.81% | 0.11% |
| Infosys Ltd.INFO | 0.08% | 0.73% | 0.08% |
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: IQDF, SEC Form N-PORT, July 31, 2026; EMCS, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | IQDF | EMCS |
|---|---|---|
| Royal Bank of Canada | $50.8M | $713K |
| Envestnet Asset Management Inc. | $21.0M | $433K |
| UBS Group AG | $21.2M | $37K |
| Wells Fargo & Company | $12.4M | $11 |
| Bank of America Corp. | $3.7M | $6.3M |
| Osaic Holdings, Inc. | $8.0M | $262K |
| Susquehanna International Group, LLP | $1.7M | $3.1M |
| Jane Street Group, LLC | $1.5M | $273K |
| Northwestern Mutual Wealth Management Co | $238K | $108K |
| Harbour Investments, Inc. | $7K | $15K |
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: IQDF institutional holders, EMCS institutional holders.
Frequently asked questions
How much do IQDF and EMCS overlap?
11.4% by weight, with 8 holdings in common, using holdings for IQDF as of July 31, 2026 and EMCS as of May 29, 2026. The largest shared position is 2330.
Do institutions hold both IQDF and EMCS?
10 Form 13F filers report positions in both, out of 112 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%.