LVHI vs DXJ overlap
LVHI and DXJ overlap 10.1% by weight, across 26 shared holdings.
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Top shared holdings
| Holding | LVHI | DXJ | Overlap |
|---|---|---|---|
| Mitsubishi Corp.8058 | 1.57% | 2.27% | 1.57% |
| NTT Inc.9432 | 1.24% | 1.97% | 1.24% |
| Mitsui & Co8031 | 1.06% | 1.66% | 1.06% |
| Marubeni Corp.8002 | 0.79% | 0.89% | 0.79% |
| Sumitomo Corp.8053 | 0.74% | 1.50% | 0.74% |
| Inpex Corp.1605 | 0.69% | 0.64% | 0.64% |
| Komatsu Ltd.6301 | 0.61% | 0.98% | 0.61% |
| Bridgestone Corp.5108 | 0.55% | 0.68% | 0.55% |
| Kirin Holdings C2503 | 0.32% | 0.37% | 0.32% |
| Asahi Kasei Corp.3407 | 0.31% | 0.36% | 0.31% |
| Obayashi Corp.1802 | 0.25% | 0.36% | 0.25% |
| Sojitz Corp.2768 | 0.26% | 0.21% | 0.21% |
| Japan Airlines C9201 | 0.21% | 0.21% | 0.21% |
| Isuzu Motors7202 | 0.19% | 0.33% | 0.19% |
| KOBE Steel Ltd.5406 | 0.17% | 0.18% | 0.17% |
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: LVHI, SEC Form N-PORT, June 30, 2026; DXJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LVHI | DXJ |
|---|---|---|
| LPL Financial LLC | $514.6M | $110.1M |
| Morgan Stanley | $206.2M | $385.4M |
| JPMorgan Chase & Co | $11.1M | $524.5M |
| Bank of America Corp. | $181.5M | $261.8M |
| Northwestern Mutual Wealth Management Co | $187.7M | $14.6M |
| Raymond James Financial Inc. | $115.1M | $71.8M |
| Wells Fargo & Company | $103.2M | $72.6M |
| Ameriprise Financial Inc. | $92.9M | $46.7M |
| UBS Group AG | $68.7M | $64.8M |
| Assetmark, Inc. | $50.2M | $77.7M |
| Envestnet Asset Management Inc. | $88.2M | $19.1M |
| Bank of Montreal | $1.6M | $104.3M |
| Jones Financial Companies LLLP | $83.4M | $5.6M |
| Osaic Holdings, Inc. | $65.0M | $20.4M |
| FMR LLC | $645K | $82.9M |
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: LVHI institutional holders, DXJ institutional holders.
Frequently asked questions
How much do LVHI and DXJ overlap?
10.1% by weight, with 26 holdings in common, using holdings for LVHI as of June 30, 2026 and DXJ as of June 30, 2026. The largest shared position is 8058.
Do institutions hold both LVHI and DXJ?
133 Form 13F filers report positions in both, out of 598 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%.