LPRE vs DIVZ overlap

LPRE and DIVZ overlap 0.0% by weight, across 0 shared holdings.

LPREDIVZ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LPRE0.0% of the fund is in shared holdings, of 25

DIVZ0.0% of the fund is in shared holdings, of 29

Top shared holdings

These funds hold nothing in common.

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: LPRE, SEC Form N-PORT, May 31, 2026; DIVZ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 36 holding any

LPRE3.1% of its 13F dollars, 14.3% of its 14 holders

DIVZ0.3% of its 13F dollars, 8.3% of its 24 holders

Largest institutions holding both

Firm	LPRE	DIVZ
Jane Street Group, LLC	$2.7M	$237K
EverSource Wealth Advisors, LLC	$54K	$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: LPRE institutional holders, DIVZ institutional holders.

Frequently asked questions

How much do LPRE and DIVZ overlap?

0.0% by weight, with 0 holdings in common, using holdings for LPRE as of May 31, 2026 and DIVZ as of June 30, 2026.

Do institutions hold both LPRE and DIVZ?

2 Form 13F filers report positions in both, out of 36 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%.