JHEM vs IXC overlap
JHEM and IXC overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JHEM | IXC | Overlap |
|---|---|---|---|
| Petrochina-H857 | 0.28% | 0.70% | 0.28% |
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: JHEM, SEC Form N-PORT, June 30, 2026; IXC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JHEM | IXC |
|---|---|---|
| Morgan Stanley | $2.3M | $120.4M |
| Bank of America Corp. | $6.8M | $52.1M |
| Focus Partners Wealth | $1.8M | $38.4M |
| LPL Financial LLC | $23.3M | $15.9M |
| Envestnet Asset Management Inc. | $13.4M | $4.8M |
| Royal Bank of Canada | $88K | $14.2M |
| Captrust Financial Advisors | $12.7M | $1.1M |
| Cetera Investment Advisers | $333K | $13.5M |
| Wells Fargo & Company | $1.8M | $11.6M |
| Raymond James Financial Inc. | $3.0M | $8.8M |
| Ameriprise Financial Inc. | $1.2M | $10.2M |
| Susquehanna International Group, LLP | $3.5M | $6.4M |
| Commonwealth Equity Services, LLC | $1.4M | $8.3M |
| Osaic Holdings, Inc. | $1.8M | $5.9M |
| Envestnet Portfolio Solutions, Inc. | $497K | $4.1M |
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: JHEM institutional holders, IXC institutional holders.
Frequently asked questions
How much do JHEM and IXC overlap?
0.3% by weight, with 1 holdings in common, using holdings for JHEM as of June 30, 2026 and IXC as of June 30, 2026. The largest shared position is 857.
Do institutions hold both JHEM and IXC?
31 Form 13F filers report positions in both, out of 346 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%.