LVHI vs GNR overlap
LVHI and GNR overlap 11.4% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | LVHI | GNR | Overlap |
|---|---|---|---|
| Shell PLCSHELL | 2.30% | 4.15% | 2.30% |
| BHP Group Ltd.BHP | 2.21% | 5.39% | 2.21% |
| Totalenergies SETTE | 1.60% | 2.97% | 1.60% |
| CAN Natural RESCNQ | 1.99% | 1.55% | 1.55% |
| Suncor EnergySU | 1.90% | 1.20% | 1.20% |
| Fortescue Ltd.FMG | 0.62% | 0.58% | 0.58% |
| Woodside EnergyWDS | 0.56% | 0.70% | 0.56% |
| Equinor ASAEQNR | 0.54% | 0.50% | 0.50% |
| Repsol SAREP | 0.50% | 0.52% | 0.50% |
| Norsk Hydro ASANHY | 0.21% | 0.31% | 0.21% |
| Wilmar InternatiWIL | 0.14% | 1.54% | 0.14% |
| Svenska CELL-BSCAB | 0.05% | 1.27% | 0.05% |
| OJI Holdings COR3861 | 0.05% | 0.91% | 0.05% |
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; GNR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LVHI | GNR |
|---|---|---|
| LPL Financial LLC | $514.6M | $13.6M |
| Envestnet Asset Management Inc. | $88.2M | $333.6M |
| Morgan Stanley | $206.2M | $73.4M |
| Bank of America Corp. | $181.5M | $79.9M |
| Northwestern Mutual Wealth Management Co | $187.7M | $2.7M |
| Raymond James Financial Inc. | $115.1M | $28.8M |
| Wells Fargo & Company | $103.2M | $29.2M |
| Ameriprise Financial Inc. | $92.9M | $9.1M |
| UBS Group AG | $68.7M | $32.3M |
| Cetera Investment Advisers | $69.6M | $22.9M |
| Jones Financial Companies LLLP | $83.4M | $541K |
| BlackRock, Inc. | $64K | $72.3M |
| Stifel Financial Corp. | $62.0M | $4.6M |
| Osaic Holdings, Inc. | $65.0M | $1.1M |
| Royal Bank of Canada | $53.5M | $9.2M |
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, GNR institutional holders.
Frequently asked questions
How much do LVHI and GNR overlap?
11.4% by weight, with 13 holdings in common, using holdings for LVHI as of June 30, 2026 and GNR as of June 30, 2026. The largest shared position is SHELL.
Do institutions hold both LVHI and GNR?
88 Form 13F filers report positions in both, out of 510 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%.