LVHI vs INTF overlap
LVHI and INTF overlap 24.2% by weight, across 100 shared holdings.
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Top shared holdings
| Holding | LVHI | INTF | Overlap |
|---|---|---|---|
| Novartis AG-REGNOVN | 2.13% | 2.12% | 2.12% |
| Roper TechnologiROP | 1.61% | 1.07% | 1.07% |
| Nestle SA-REGNESN | 1.75% | 0.94% | 0.94% |
| BHP Group Ltd.BHP | 2.21% | 0.93% | 0.93% |
| Totalenergies SETTE | 1.60% | 0.75% | 0.75% |
| Shell PLCSHELL | 2.30% | 0.66% | 0.66% |
| ABN AMRO Bank-CVABN | 0.56% | 0.77% | 0.56% |
| Suncor EnergySU | 1.90% | 0.56% | 0.56% |
| EngieENGI | 0.75% | 0.55% | 0.55% |
| GSK PLCGSK | 1.75% | 0.53% | 0.53% |
| Repsol SAREP | 0.50% | 0.61% | 0.50% |
| Nordea Bank ABPNDA | 0.49% | 0.56% | 0.49% |
| Allianz SE-REGALIZF | 1.70% | 0.48% | 0.48% |
| Credit AgricoleACA | 0.48% | 0.49% | 0.48% |
| Equinor ASAEQNR | 0.54% | 0.47% | 0.47% |
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; INTF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LVHI | INTF |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $187.7M | $896.3M |
| LPL Financial LLC | $514.6M | $17.3M |
| Morgan Stanley | $206.2M | $27.0M |
| Bank of America Corp. | $181.5M | $17.2M |
| Ameriprise Financial Inc. | $92.9M | $95.5M |
| Raymond James Financial Inc. | $115.1M | $54.2M |
| Wells Fargo & Company | $103.2M | $34.5M |
| Envestnet Asset Management Inc. | $88.2M | $43.5M |
| Jones Financial Companies LLLP | $83.4M | $29.0M |
| UBS Group AG | $68.7M | $16.2M |
| Cetera Investment Advisers | $69.6M | $3.9M |
| Osaic Holdings, Inc. | $65.0M | $6.2M |
| HighTower Advisors, LLC | $55.9M | $12.3M |
| Commonwealth Equity Services, LLC | $52.0M | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $54.2M | $3.3M |
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, INTF institutional holders.
Frequently asked questions
How much do LVHI and INTF overlap?
24.2% by weight, with 100 holdings in common, using holdings for LVHI as of June 30, 2026 and INTF as of July 31, 2026. The largest shared position is NOVN.
Do institutions hold both LVHI and INTF?
75 Form 13F filers report positions in both, out of 437 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%.