TOLL vs LVDS overlap
TOLL and LVDS overlap 4.4% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TOLL | LVDS | Overlap |
|---|---|---|---|
| Deere & CoDE | 1.78% | 1.20% | 1.20% |
| Vertex PharmVRTX | 1.49% | 0.80% | 0.80% |
| Entergy Corp.ETR | 1.35% | 0.67% | 0.67% |
| ADV Micro DeviceAMD | 1.07% | 0.60% | 0.60% |
| Mastercard Inc.-aMA | 1.64% | 0.58% | 0.58% |
| LAM ResearchLRCX | 6.19% | 0.38% | 0.38% |
| Thermo FisherTMO | 2.63% | 0.16% | 0.16% |
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: TOLL, SEC Form N-PORT, May 31, 2026; LVDS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TOLL | LVDS |
|---|---|---|
| LPL Financial LLC | $209K | $10.4M |
| HighTower Advisors, LLC | $271K | $5.4M |
| Harbour Investments, Inc. | $32K | $54K |
| NewEdge Advisors, LLC | $73K | $10K |
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: TOLL institutional holders, LVDS institutional holders.
Frequently asked questions
How much do TOLL and LVDS overlap?
4.4% by weight, with 7 holdings in common, using holdings for TOLL as of May 31, 2026 and LVDS as of June 30, 2026. The largest shared position is DE.
Do institutions hold both TOLL and LVDS?
4 Form 13F filers report positions in both, out of 41 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%.