LVHI vs IMTM overlap
LVHI and IMTM overlap 28.0% by weight, across 70 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LVHI | IMTM | Overlap |
|---|---|---|---|
| Novartis AG-REGNOVN | 2.13% | 1.91% | 1.91% |
| Roper TechnologiROP | 1.61% | 1.95% | 1.61% |
| Totalenergies SETTE | 1.60% | 1.73% | 1.60% |
| Shell PLCSHELL | 2.30% | 1.58% | 1.58% |
| BHP Group Ltd.BHP | 2.21% | 1.30% | 1.30% |
| Iberdrola SAIBE | 1.17% | 1.39% | 1.17% |
| CAN IMPL BK COMMCM | 2.00% | 1.14% | 1.14% |
| Allianz SE-REGALIZF | 1.70% | 0.96% | 0.96% |
| Rio Tinto PLCRIO | 2.14% | 0.92% | 0.92% |
| Mitsubishi Corp.8058 | 1.57% | 0.91% | 0.91% |
| Suncor EnergySU | 1.90% | 0.88% | 0.88% |
| Bank of Nova SCOBNS | 2.19% | 0.85% | 0.85% |
| DBS Group HldgsDBS | 1.42% | 0.85% | 0.85% |
| CAN Natural RESCNQ | 1.99% | 0.80% | 0.80% |
| Mitsui & Co8031 | 1.06% | 0.78% | 0.78% |
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; IMTM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LVHI | IMTM |
|---|---|---|
| Mercer Global Advisors Inc. | $234K | $1.4B |
| Wealth Enhancement Advisory Services, LLC | $7.5M | $703.5M |
| LPL Financial LLC | $514.6M | $24.4M |
| Morgan Stanley | $206.2M | $82.9M |
| Northwestern Mutual Wealth Management Co | $187.7M | $62.2M |
| Bank of America Corp. | $181.5M | $39.7M |
| Ameriprise Financial Inc. | $92.9M | $40.7M |
| Envestnet Asset Management Inc. | $88.2M | $35.9M |
| Raymond James Financial Inc. | $115.1M | $3.1M |
| UBS Group AG | $68.7M | $35.1M |
| Wells Fargo & Company | $103.2M | $64K |
| Great Valley Advisor Group, Inc. | $63.5M | $29.2M |
| Jones Financial Companies LLLP | $83.4M | $3K |
| Cetera Investment Advisers | $69.6M | $8.6M |
| Osaic Holdings, Inc. | $65.0M | $12.5M |
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, IMTM institutional holders.
Frequently asked questions
How much do LVHI and IMTM overlap?
28.0% by weight, with 70 holdings in common, using holdings for LVHI as of June 30, 2026 and IMTM as of July 31, 2026. The largest shared position is NOVN.
Do institutions hold both LVHI and IMTM?
82 Form 13F filers report positions in both, out of 465 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%.