LGLV vs BKMC overlap
LGLV and BKMC overlap 12.0% by weight, across 44 shared holdings.
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Top shared holdings
| Holding | LGLV | BKMC | Overlap |
|---|---|---|---|
| SNAP-on Inc.SNA | 0.60% | 0.54% | 0.54% |
| IDEX Corp.IEX | 0.53% | 0.44% | 0.44% |
| Kimco RealtyKIM | 0.53% | 0.43% | 0.43% |
| WP Carey Inc.WPC | 0.49% | 0.42% | 0.42% |
| Nordson Corp.NDSN | 0.50% | 0.41% | 0.41% |
| Textron Inc.TXT | 0.50% | 0.38% | 0.38% |
| Omega HealthcareOHI | 0.44% | 0.37% | 0.37% |
| DT MidstreamDTM | 0.47% | 0.35% | 0.35% |
| Regency CentersREG | 0.46% | 0.33% | 0.33% |
| Applied INDU TECAIT | 0.39% | 0.33% | 0.33% |
| Avery DennisonAVY | 0.39% | 0.33% | 0.33% |
| Allegion PLCALLE | 0.38% | 0.33% | 0.33% |
| Gaming and LeisuGLPI | 0.38% | 0.32% | 0.32% |
| Graco Inc.GGG | 0.39% | 0.32% | 0.32% |
| Equity LifestyleELS | 0.40% | 0.29% | 0.29% |
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: LGLV, SEC Form N-PORT, June 30, 2026; BKMC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LGLV | BKMC |
|---|---|---|
| Osaic Holdings, Inc. | $32.6M | $1.8M |
| LPL Financial LLC | $33.0M | $689K |
| Morgan Stanley | $30.8M | $1.5M |
| Bank of America Corp. | $15.4M | $3.2M |
| Geneos Wealth Management Inc. | $20K | $8.0M |
| JPMorgan Chase & Co | $6.2M | $423K |
| Raymond James Financial Inc. | $3.8M | $221K |
| Envestnet Asset Management Inc. | $3.0M | $598K |
| UBS Group AG | $3.1M | $62K |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $448K |
| Cetera Investment Advisers | $1.4M | $1.2M |
| Harbour Investments, Inc. | $2.3M | $2K |
| Northwestern Mutual Wealth Management Co | $948K | $946K |
| Integrated Wealth Concepts LLC | $1.6M | $15K |
| Royal Bank of Canada | $1.3M | $283K |
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: LGLV institutional holders, BKMC institutional holders.
Frequently asked questions
How much do LGLV and BKMC overlap?
12.0% by weight, with 44 holdings in common, using holdings for LGLV as of June 30, 2026 and BKMC as of July 31, 2026. The largest shared position is SNA.
Do institutions hold both LGLV and BKMC?
23 Form 13F filers report positions in both, out of 206 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%.