GEM vs CGIE overlap
GEM and CGIE overlap 2.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GEM | CGIE | Overlap |
|---|---|---|---|
| SK Hynix Inc.000660 | 5.89% | 1.97% | 1.97% |
| Tencent700 | 2.59% | 0.65% | 0.65% |
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: GEM, SEC Form N-PORT, May 31, 2026; CGIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | GEM | CGIE |
|---|---|---|
| Wells Fargo & Company | $226.6M | $39.4M |
| Bank of New York Mellon Corp | $1.4M | $248.3M |
| LPL Financial LLC | $114.0M | $88.8M |
| Envestnet Asset Management Inc. | $162.6M | $37.5M |
| Goldman Sachs Group Inc. | $169.2M | $2.2M |
| Morgan Stanley | $48.7M | $109.0M |
| Jones Financial Companies LLLP | $556K | $137.4M |
| Cetera Investment Advisers | $24.3M | $101.6M |
| UBS Group AG | $15.4M | $97.7M |
| Bank of America Corp. | $36.8M | $73.5M |
| Royal Bank of Canada | $24.8M | $80.1M |
| Raymond James Financial Inc. | $22.3M | $51.2M |
| Northwestern Mutual Wealth Management Co | $2.4M | $43.5M |
| Jane Street Group, LLC | $39.0M | $2.7M |
| Commonwealth Equity Services, LLC | $13.7M | $23.6M |
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: GEM institutional holders, CGIE institutional holders.
Frequently asked questions
How much do GEM and CGIE overlap?
2.6% by weight, with 2 holdings in common, using holdings for GEM as of May 31, 2026 and CGIE as of May 31, 2026. The largest shared position is 000660.
Do institutions hold both GEM and CGIE?
61 Form 13F filers report positions in both, out of 320 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%.