LDRX vs AIS overlap
LDRX and AIS overlap 9.6% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LDRX | AIS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.73% | 2.50% | 2.50% |
| Micron TechMU | 2.39% | 8.42% | 2.39% |
| ADV Micro DeviceAMD | 1.69% | 4.67% | 1.69% |
| Intel Corp.INTC | 1.09% | 3.15% | 1.09% |
| Broadcom Inc.AVGO | 4.49% | 0.78% | 0.78% |
| Cisco SystemsCSCO | 0.95% | 0.60% | 0.60% |
| GE Vernova Inc.GEV | 0.55% | 2.63% | 0.55% |
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: LDRX, SEC Form N-PORT, May 31, 2026; AIS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LDRX | AIS |
|---|---|---|
| LPL Financial LLC | $420K | $37.8M |
| Royal Bank of Canada | $8.3M | $43K |
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: LDRX institutional holders, AIS institutional holders.
Frequently asked questions
How much do LDRX and AIS overlap?
9.6% by weight, with 7 holdings in common, using holdings for LDRX as of May 31, 2026 and AIS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both LDRX and AIS?
2 Form 13F filers report positions in both, out of 124 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%.