LCAP vs AKRE overlap
LCAP and AKRE overlap 5.3% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LCAP | AKRE | Overlap |
|---|---|---|---|
| VISA Inc.-Class aV | 3.05% | 7.24% | 3.05% |
| Servicenow Inc.NOW | 1.20% | 2.32% | 1.20% |
| O'REILLY AutomotORLY | 1.07% | 1.19% | 1.07% |
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: LCAP, SEC Form N-PORT, June 30, 2026; AKRE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LCAP | AKRE |
|---|---|---|
| Envestnet Asset Management Inc. | $190.4M | $7.6M |
| LPL Financial LLC | $890K | $80.5M |
| Morgan Stanley | $1.3M | $14.8M |
| NewEdge Advisors, LLC | $9.0M | $2.8M |
| Jane Street Group, LLC | $434K | $4.1M |
| Ameriprise Financial Inc. | $2.2M | $293K |
| JPMorgan Chase & Co | $137K | $1.7M |
| Goldman Sachs Group Inc. | $1.1M | $508K |
| Integrated Wealth Concepts LLC | $16K | $793K |
| Northwestern Mutual Wealth Management Co | $2K | $439K |
| CoreCap Advisors, LLC | $57K | $152K |
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: LCAP institutional holders, AKRE institutional holders.
Frequently asked questions
How much do LCAP and AKRE overlap?
5.3% by weight, with 3 holdings in common, using holdings for LCAP as of June 30, 2026 and AKRE as of July 31, 2026. The largest shared position is V.
Do institutions hold both LCAP and AKRE?
11 Form 13F filers report positions in both, out of 449 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%.