DLN vs CGDG overlap
DLN and CGDG overlap 21.2% by weight, across 37 shared holdings.
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Top shared holdings
| Holding | DLN | CGDG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 2.18% | 4.63% | 2.18% |
| Abbvie Inc.ABBV | 1.75% | 1.58% | 1.58% |
| Philip Morris inPM | 1.43% | 3.71% | 1.43% |
| JPMorgan ChaseJPM | 2.88% | 1.04% | 1.04% |
| Exxon Mobil Corp.XOM | 1.85% | 1.02% | 1.02% |
| Microsoft Corp.MSFT | 3.69% | 0.89% | 0.89% |
| Morgan StanleyMS | 1.50% | 0.86% | 0.86% |
| Wells Fargo & CoWFC | 1.04% | 0.83% | 0.83% |
| Home Depot Inc.HD | 1.18% | 0.81% | 0.81% |
| Johnson&JohnsonJNJ | 2.03% | 0.76% | 0.76% |
| Merck & CoMRK | 1.40% | 0.74% | 0.74% |
| Amgen Inc.AMGN | 1.06% | 0.68% | 0.68% |
| ConocophillipsCOP | 0.62% | 1.23% | 0.62% |
| Bank of AmericaBAC | 1.14% | 0.62% | 0.62% |
| RTX Corp.RTX | 0.54% | 1.27% | 0.54% |
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: DLN, SEC Form N-PORT, June 30, 2026; CGDG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DLN | CGDG |
|---|---|---|
| LPL Financial LLC | $395.5M | $483.1M |
| Envestnet Asset Management Inc. | $75.5M | $461.6M |
| Morgan Stanley | $283.0M | $148.0M |
| PNC Financial Services Group, Inc. | $335.7M | $50K |
| Wells Fargo & Company | $77.6M | $219.2M |
| Cetera Investment Advisers | $105.4M | $157.8M |
| Raymond James Financial Inc. | $61.7M | $192.7M |
| Cambridge Investment Research Advisors, Inc. | $70.9M | $124.0M |
| UBS Group AG | $126.7M | $46.8M |
| Commonwealth Equity Services, LLC | $57.0M | $96.4M |
| Royal Bank of Canada | $44.3M | $104.3M |
| Great Valley Advisor Group, Inc. | $142.2M | $3.5M |
| Bank of America Corp. | $99.7M | $10.3M |
| Osaic Holdings, Inc. | $49.8M | $54.4M |
| Valmark Advisers, Inc. | $646K | $80.6M |
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: DLN institutional holders, CGDG institutional holders.
Frequently asked questions
How much do DLN and CGDG overlap?
21.2% by weight, with 37 holdings in common, using holdings for DLN as of June 30, 2026 and CGDG as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both DLN and CGDG?
129 Form 13F filers report positions in both, out of 628 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%.