LVHD vs FFLG overlap
LVHD and FFLG 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; FFLG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LVHD | FFLG |
|---|---|---|
| Commonwealth Equity Services, LLC | $7.9M | $96.0M |
| LPL Financial LLC | $33.6M | $38.3M |
| Kestra Advisory Services, LLC | $1.4M | $64.8M |
| Morgan Stanley | $43.7M | $378K |
| Cetera Investment Advisers | $5.5M | $5.9M |
| Raymond James Financial Inc. | $9.3M | $1.3M |
| Royal Bank of Canada | $7.7M | $922K |
| Private Advisor Group, LLC | $7.7M | $592K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $4.2M |
| JPMorgan Chase & Co | $1.4M | $5.4M |
| Osaic Holdings, Inc. | $2.0M | $4.4M |
| Goldman Sachs Group Inc. | $4.0M | $1.3M |
| Northwestern Mutual Wealth Management Co | $2.0M | $2.8M |
| Envestnet Asset Management Inc. | $2.3M | $501K |
| Stifel Financial Corp. | $1.5M | $906K |
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, FFLG institutional holders.
Frequently asked questions
How much do LVHD and FFLG overlap?
0.0% by weight, with 0 holdings in common, using holdings for LVHD as of June 30, 2026 and FFLG as of July 31, 2026.
Do institutions hold both LVHD and FFLG?
27 Form 13F filers report positions in both, out of 159 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%.