LVDS vs JGRW overlap
LVDS and JGRW overlap 19.0% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LVDS | JGRW | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 6.26% | 6.37% | 6.26% |
| Apple Inc.AAPL | 4.82% | 9.36% | 4.82% |
| Microsoft Corp.MSFT | 4.39% | 7.38% | 4.39% |
| META Platforms-aMETA | 1.02% | 1.89% | 1.02% |
| McDonalds Corp.MCD | 0.89% | 1.54% | 0.89% |
| Procter & GamblePG | 0.75% | 2.53% | 0.75% |
| Mastercard Inc.-aMA | 0.58% | 4.59% | 0.58% |
| Abbott LabsABT | 0.27% | 1.77% | 0.27% |
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: LVDS, SEC Form N-PORT, June 30, 2026; JGRW, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LVDS | JGRW |
|---|---|---|
| HighTower Advisors, LLC | $5.4M | $352K |
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: LVDS institutional holders, JGRW institutional holders.
Frequently asked questions
How much do LVDS and JGRW overlap?
19.0% by weight, with 8 holdings in common, using holdings for LVDS as of June 30, 2026 and JGRW as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both LVDS and JGRW?
1 Form 13F filers report positions in both, out of 48 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%.