LGLV vs JVAL overlap
LGLV and JVAL overlap 14.4% by weight, across 57 shared holdings.
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Top shared holdings
| Holding | LGLV | JVAL | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 1.01% | 1.62% | 1.01% |
| Cisco SystemsCSCO | 1.08% | 0.90% | 0.90% |
| Amphenol Corp.-aAPH | 0.76% | 0.69% | 0.69% |
| Apple Inc.AAPL | 0.64% | 2.06% | 0.64% |
| Microsoft Corp.MSFT | 0.57% | 2.10% | 0.57% |
| Home Depot Inc.HD | 0.47% | 0.58% | 0.47% |
| Alphabet Inc.-aGOOGL | 0.42% | 2.00% | 0.42% |
| Verizon CommunicVZ | 0.59% | 0.42% | 0.42% |
| Medtronic PLCMDT | 0.48% | 0.39% | 0.39% |
| At&T Inc.T | 0.38% | 0.55% | 0.38% |
| General DynamicsGD | 0.98% | 0.35% | 0.35% |
| Paccar Inc.PCAR | 0.46% | 0.34% | 0.34% |
| Kinder Morgan inKMI | 0.72% | 0.32% | 0.32% |
| Comcast Corp.-aCMCSA | 0.35% | 0.31% | 0.31% |
| Roper TechnologiROP | 0.68% | 0.29% | 0.29% |
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: LGLV, SEC Form N-PORT, June 30, 2026; JVAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LGLV | JVAL |
|---|---|---|
| LPL Financial LLC | $33.0M | $66.5M |
| Bank of America Corp. | $15.4M | $34.0M |
| Morgan Stanley | $30.8M | $17.2M |
| Osaic Holdings, Inc. | $32.6M | $10.2M |
| JPMorgan Chase & Co | $6.2M | $33.7M |
| Thrivent Financial for Lutherans | $478K | $16.6M |
| Commonwealth Equity Services, LLC | $2.9M | $9.8M |
| Cetera Investment Advisers | $1.4M | $9.6M |
| Raymond James Financial Inc. | $3.8M | $6.9M |
| Northwestern Mutual Wealth Management Co | $948K | $8.1M |
| Mariner, LLC | $1.8M | $5.0M |
| Mercer Global Advisors Inc. | $335K | $6.0M |
| Wealth Enhancement Advisory Services, LLC | $2.4M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $2.2M |
| Integrated Wealth Concepts LLC | $1.6M | $3.0M |
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: LGLV institutional holders, JVAL institutional holders.
Frequently asked questions
How much do LGLV and JVAL overlap?
14.4% by weight, with 57 holdings in common, using holdings for LGLV as of June 30, 2026 and JVAL as of July 31, 2026. The largest shared position is JNJ.
Do institutions hold both LGLV and JVAL?
51 Form 13F filers report positions in both, out of 303 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%.