LVHD vs KHPI overlap
LVHD and KHPI 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; KHPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LVHD | KHPI |
|---|---|---|
| LPL Financial LLC | $33.6M | $99.8M |
| Morgan Stanley | $43.7M | $129K |
| Kestra Advisory Services, LLC | $1.4M | $12.6M |
| Prospera Financial Services Inc | $816K | $11.5M |
| Wells Fargo & Company | $12.1M | $70K |
| Private Advisor Group, LLC | $7.7M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $4.9M |
| Royal Bank of Canada | $7.7M | $0 |
| Sanctuary Advisors, LLC | $821K | $6.0M |
| Cetera Investment Advisers | $5.5M | $435K |
| Goldman Sachs Group Inc. | $4.0M | $2.0M |
| Envestnet Asset Management Inc. | $2.3M | $3.2M |
| Atria Investments, Inc | $693K | $4.5M |
| Wealthcare Advisory Partners LLC | $2.7M | $2.2M |
| Aptus Capital Advisors, LLC | $76K | $4.8M |
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, KHPI institutional holders.
Frequently asked questions
How much do LVHD and KHPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for LVHD as of June 30, 2026 and KHPI as of June 30, 2026.
Do institutions hold both LVHD and KHPI?
33 Form 13F filers report positions in both, out of 165 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%.