LVHD vs AIS overlap
LVHD and AIS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: LVHD, SEC Form N-PORT, June 30, 2026; AIS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LVHD | AIS |
|---|---|---|
| LPL Financial LLC | $33.6M | $37.8M |
| Morgan Stanley | $43.7M | $80K |
| Bank of America Corp. | $27.0M | $1.6M |
| UBS Group AG | $19.1M | $223K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $8.3M |
| Commonwealth Equity Services, LLC | $7.9M | $2.5M |
| NewEdge Advisors, LLC | $385K | $8.5M |
| Royal Bank of Canada | $7.7M | $43K |
| MML Investors Services, LLC | $390K | $7.0M |
| Envestnet Asset Management Inc. | $2.3M | $4.8M |
| Tidal Investments LLC | $4.7M | $1.4M |
| Susquehanna International Group, LLP | $250K | $4.4M |
| Kestra Advisory Services, LLC | $1.4M | $3.2M |
| Allworth Financial LP | $3.8M | $34K |
| Arax Advisory Partners | $158K | $3.3M |
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: LVHD institutional holders, AIS institutional holders.
Frequently asked questions
How much do LVHD and AIS overlap?
0.0% by weight, with 0 holdings in common, using holdings for LVHD as of June 30, 2026 and AIS as of May 31, 2026.
Do institutions hold both LVHD and AIS?
34 Form 13F filers report positions in both, out of 205 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%.