USDU vs LVHD overlap
USDU and LVHD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: USDU, SEC Form N-PORT, May 31, 2026; LVHD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USDU | LVHD |
|---|---|---|
| Morgan Stanley | $20.1M | $43.7M |
| LPL Financial LLC | $9.5M | $33.6M |
| Bank of America Corp. | $988K | $27.0M |
| Envestnet Asset Management Inc. | $22.1M | $2.3M |
| UBS Group AG | $32K | $19.1M |
| Wells Fargo & Company | $4K | $12.1M |
| Cetera Investment Advisers | $4.1M | $5.5M |
| Ameritas Advisory Services, LLC | $8.7M | $171K |
| Royal Bank of Canada | $1K | $7.7M |
| Osaic Holdings, Inc. | $2.5M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $700K | $2.9M |
| Atria Investments, Inc | $2.2M | $693K |
| Equitable Holdings, Inc. | $1.2M | $208K |
| JPMorgan Chase & Co | $6K | $1.4M |
| PNC Financial Services Group, Inc. | $3K | $610K |
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: USDU institutional holders, LVHD institutional holders.
Frequently asked questions
How much do USDU and LVHD overlap?
0.0% by weight, with 0 holdings in common, using holdings for USDU as of May 31, 2026 and LVHD as of June 30, 2026.
Do institutions hold both USDU and LVHD?
23 Form 13F filers report positions in both, out of 176 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%.