LEGR vs DVOL overlap
LEGR and DVOL overlap 4.6% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LEGR | DVOL | Overlap |
|---|---|---|---|
| At&T Inc.T | 0.95% | 2.02% | 0.95% |
| Bank NY MellonBNY | 0.87% | 3.14% | 0.87% |
| JPMorgan ChaseJPM | 0.81% | 2.84% | 0.81% |
| Wells Fargo & CoWFC | 0.77% | 1.10% | 0.77% |
| Walmart Inc.WMT | 0.64% | 2.14% | 0.64% |
| Lockheed MartinLMT | 0.55% | 0.93% | 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: LEGR, SEC Form N-PORT, June 30, 2026; DVOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LEGR | DVOL |
|---|---|---|
| LPL Financial LLC | $9.0M | $3.2M |
| Raymond James Financial Inc. | $3.9M | $5.4M |
| Susquehanna International Group, LLP | $4.4M | $514K |
| Bank of America Corp. | $2.3M | $259K |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $1.3M |
| Morgan Stanley | $121K | $1.4M |
| Osaic Holdings, Inc. | $1.2M | $130K |
| Prospera Financial Services Inc | $232K | $1.0M |
| Cetera Investment Advisers | $339K | $629K |
| Royal Bank of Canada | $290K | $656K |
| Farther Finance Advisors, LLC | $25K | $505K |
| Global Retirement Partners, LLC | $49K | $280K |
| O'SHAughnessy Asset Management, LLC | $18K | $59K |
| Arax Advisory Partners | $37K | $26K |
| FMR LLC | $3K | $14K |
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: LEGR institutional holders, DVOL institutional holders.
Frequently asked questions
How much do LEGR and DVOL overlap?
4.6% by weight, with 6 holdings in common, using holdings for LEGR as of June 30, 2026 and DVOL as of June 30, 2026. The largest shared position is T.
Do institutions hold both LEGR and DVOL?
16 Form 13F filers report positions in both, out of 89 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%.