DALI vs CSD overlap
DALI and CSD 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: DALI, SEC Form N-PORT, June 30, 2026; CSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DALI | CSD |
|---|---|---|
| LPL Financial LLC | $2.1M | $16.0M |
| Raymond James Financial Inc. | $251K | $10.3M |
| Morgan Stanley | $106K | $2.2M |
| Susquehanna International Group, LLP | $1.2M | $479K |
| Jones Financial Companies LLLP | $2K | $1.6M |
| Wells Fargo & Company | $49 | $17K |
| UBS Group AG | $11K | $3K |
| Founders Financial Alliance, LLC | $2K | $2K |
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: DALI institutional holders, CSD institutional holders.
Frequently asked questions
How much do DALI and CSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for DALI as of June 30, 2026 and CSD as of July 31, 2026.
Do institutions hold both DALI and CSD?
8 Form 13F filers report positions in both, out of 61 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%.