IMVP vs DIEM overlap
IMVP and DIEM overlap 3.5% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | IMVP | DIEM | Overlap |
|---|---|---|---|
| Infosys Ltd.INFO | 4.04% | 0.72% | 0.72% |
| TATA ConsultancyTCS | 4.16% | 0.50% | 0.50% |
| NTPC Ltd.NTPC | 3.47% | 0.41% | 0.41% |
| TATA Steel Ltd.TATA | 3.60% | 0.38% | 0.38% |
| Power Grid Corp.PWGR | 3.54% | 0.31% | 0.31% |
| Oil & Natural GAONGC | 3.69% | 0.23% | 0.23% |
| Coal India Ltd.COAL | 3.37% | 0.23% | 0.23% |
| Bharat PetrolBPCL | 3.75% | 0.15% | 0.15% |
| Power FinancePOWF IN | 3.57% | 0.13% | 0.13% |
| Vedanta Ltd.VEDL | 3.37% | 0.13% | 0.13% |
| State Bank INDSBIN | 3.57% | 0.11% | 0.11% |
| Union Bank IndiaUNBK | 3.54% | 0.06% | 0.06% |
| Canara BankCBK | 3.55% | 0.05% | 0.05% |
| Indian Railway CIRCTC | 3.47% | 0.03% | 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: IMVP, SEC Form N-PORT, July 31, 2026; DIEM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IMVP | DIEM |
|---|---|---|
| LPL Financial LLC | $1.8M | $14.6M |
| Cambridge Investment Research Advisors, Inc. | $474K | $6.8M |
| Jane Street Group, LLC | $3.4M | $1.8M |
| Morgan Stanley | $3.7M | $253K |
| Old Mission Capital LLC | $488K | $3.0M |
| Global Retirement Partners, LLC | $189K | $3.2M |
| Integrated Wealth Concepts LLC | $2.7M | $121K |
| Wells Fargo & Company | $2.6M | $33 |
| Cetera Investment Advisers | $1.8M | $492K |
| Osaic Holdings, Inc. | $114K | $1.3M |
| Royal Bank of Canada | $93K | $7K |
| Smartleaf Asset Management LLC | $4K | $4K |
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: IMVP institutional holders, DIEM institutional holders.
Frequently asked questions
How much do IMVP and DIEM overlap?
3.5% by weight, with 14 holdings in common, using holdings for IMVP as of July 31, 2026 and DIEM as of June 30, 2026. The largest shared position is INFO.
Do institutions hold both IMVP and DIEM?
12 Form 13F filers report positions in both, out of 80 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%.