JEMA vs IHDG overlap
JEMA and IHDG overlap 0.8% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JEMA | IHDG | Overlap |
|---|---|---|---|
| BBVABBVA | 0.53% | 3.09% | 0.53% |
| Techtronic IND669 | 0.26% | 0.38% | 0.26% |
| Raiffeisen BankRBI | 0.04% | 0.44% | 0.04% |
| LION Finance GROBGEO | 0.03% | 0.16% | 0.03% |
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: JEMA, SEC Form N-PORT, July 31, 2026; IHDG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JEMA | IHDG |
|---|---|---|
| JPMorgan Chase & Co | $997.6M | $3.3M |
| Morgan Stanley | $115.0M | $176.2M |
| LPL Financial LLC | $48.4M | $166.7M |
| Raymond James Financial Inc. | $1.0M | $64.9M |
| Lido Advisors, LLC | $49.4M | $9.5M |
| Envestnet Asset Management Inc. | $13.5M | $40.5M |
| Stifel Financial Corp. | $1.5M | $42.7M |
| UBS Group AG | $210K | $37.9M |
| Osaic Holdings, Inc. | $7.1M | $25.5M |
| Cambridge Investment Research Advisors, Inc. | $331K | $25.9M |
| Cetera Investment Advisers | $12.2M | $11.5M |
| Northwestern Mutual Wealth Management Co | $23K | $18.8M |
| Wells Fargo & Company | $62K | $15.1M |
| Jones Financial Companies LLLP | $7.2M | $6.9M |
| Dynamic Advisor Solutions LLC | $332K | $13.6M |
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: JEMA institutional holders, IHDG institutional holders.
Frequently asked questions
How much do JEMA and IHDG overlap?
0.8% by weight, with 4 holdings in common, using holdings for JEMA as of July 31, 2026 and IHDG as of June 30, 2026. The largest shared position is BBVA.
Do institutions hold both JEMA and IHDG?
47 Form 13F filers report positions in both, out of 308 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%.