LVHI vs IVLU overlap
LVHI and IVLU overlap 33.8% by weight, across 106 shared holdings.
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Top shared holdings
| Holding | LVHI | IVLU | Overlap |
|---|---|---|---|
| Shell PLCSHELL | 2.30% | 1.67% | 1.67% |
| BNP ParibasBNP | 1.59% | 1.93% | 1.59% |
| Roper TechnologiROP | 1.61% | 1.44% | 1.44% |
| Novartis AG-REGNOVN | 2.13% | 1.35% | 1.35% |
| SanofiSAN | 1.18% | 1.23% | 1.18% |
| Totalenergies SETTE | 1.60% | 1.14% | 1.14% |
| Mitsubishi Corp.8058 | 1.57% | 0.95% | 0.95% |
| BHP Group Ltd.BHP | 2.21% | 0.95% | 0.95% |
| GSK PLCGSK | 1.75% | 0.92% | 0.92% |
| Mitsui & Co8031 | 1.06% | 0.91% | 0.91% |
| Rio Tinto PLCRIO | 2.14% | 0.77% | 0.77% |
| Sumitomo Corp.8053 | 0.74% | 0.82% | 0.74% |
| Intesa SanpaoloISP | 2.19% | 0.68% | 0.68% |
| Mercedes-BENZ GRDAI | 0.67% | 0.69% | 0.67% |
| DHL GroupDHL | 0.64% | 0.65% | 0.64% |
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; IVLU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LVHI | IVLU |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $187.7M | $779.5M |
| LPL Financial LLC | $514.6M | $121.7M |
| FMR LLC | $645K | $292.0M |
| Morgan Stanley | $206.2M | $70.2M |
| Bank of America Corp. | $181.5M | $63.8M |
| JPMorgan Chase & Co | $11.1M | $201.2M |
| Mercer Global Advisors Inc. | $234K | $144.1M |
| Raymond James Financial Inc. | $115.1M | $22.2M |
| Ameriprise Financial Inc. | $92.9M | $38.9M |
| Envestnet Asset Management Inc. | $88.2M | $32.5M |
| Savvy Advisors, Inc. | $3.4M | $109.3M |
| Wells Fargo & Company | $103.2M | $65K |
| Osaic Holdings, Inc. | $65.0M | $35.9M |
| Cetera Investment Advisers | $69.6M | $19.6M |
| UBS Group AG | $68.7M | $15.9M |
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, IVLU institutional holders.
Frequently asked questions
How much do LVHI and IVLU overlap?
33.8% by weight, with 106 holdings in common, using holdings for LVHI as of June 30, 2026 and IVLU as of July 31, 2026. The largest shared position is SHELL.
Do institutions hold both LVHI and IVLU?
105 Form 13F filers report positions in both, out of 585 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%.