ZECP vs LVHD overlap
ZECP and LVHD overlap 11.4% by weight, across 9 shared holdings.
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Top shared holdings
| Holding | ZECP | LVHD | Overlap |
|---|---|---|---|
| Procter & GamblePG | 1.91% | 2.45% | 1.91% |
| American ElectriAEP | 1.88% | 1.79% | 1.79% |
| Home Depot Inc.HD | 1.67% | 2.48% | 1.67% |
| Johnson&JohnsonJNJ | 1.62% | 2.68% | 1.62% |
| Pepsico Inc.PEP | 1.21% | 2.10% | 1.21% |
| PNC Financial SEPNC | 1.06% | 2.23% | 1.06% |
| Southern CoSO | 0.92% | 2.24% | 0.92% |
| McDonalds Corp.MCD | 0.81% | 2.15% | 0.81% |
| Sysco Corp.SYY | 0.40% | 1.62% | 0.40% |
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: ZECP, SEC Form N-PORT, May 31, 2026; LVHD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ZECP | LVHD |
|---|---|---|
| Advisory Services Network, LLC | $47.4M | $241K |
| Morgan Stanley | $51 | $43.7M |
| LPL Financial LLC | $8.5M | $33.6M |
| Bank of America Corp. | $2.7M | $27.0M |
| UBS Group AG | $66K | $19.1M |
| Commonwealth Equity Services, LLC | $2.0M | $7.9M |
| Cambridge Investment Research Advisors, Inc. | $6.3M | $2.9M |
| Farther Finance Advisors, LLC | $5.1M | $912K |
| Allworth Financial LP | $38K | $3.8M |
| Simplicity Wealth,LLC | $1.9M | $1.4M |
| Susquehanna International Group, LLP | $797K | $250K |
| Sanctuary Advisors, LLC | $204K | $821K |
| Harbour Investments, Inc. | $580K | $154K |
| PNC Financial Services Group, Inc. | $113K | $610K |
| Arax Advisory Partners | $392K | $158K |
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: ZECP institutional holders, LVHD institutional holders.
Frequently asked questions
How much do ZECP and LVHD overlap?
11.4% by weight, with 9 holdings in common, using holdings for ZECP as of May 31, 2026 and LVHD as of June 30, 2026. The largest shared position is PG.
Do institutions hold both ZECP and LVHD?
18 Form 13F filers report positions in both, out of 183 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%.