FDVV vs DLN overlap
FDVV and DLN overlap 43.3% by weight, across 64 shared holdings.
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Top shared holdings
| Holding | FDVV | DLN | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.89% | 3.69% | 3.69% |
| Nvidia Corp.NVDA | 6.57% | 3.58% | 3.58% |
| JPMorgan ChaseJPM | 2.76% | 2.88% | 2.76% |
| Apple Inc.AAPL | 6.18% | 2.18% | 2.18% |
| Broadcom Inc.AVGO | 3.11% | 2.18% | 2.18% |
| Alphabet Inc.-aGOOGL | 1.95% | 1.45% | 1.45% |
| Philip Morris inPM | 1.80% | 1.43% | 1.43% |
| Coca-Cola Co/theKO | 1.96% | 1.33% | 1.33% |
| Procter & GamblePG | 1.69% | 1.29% | 1.29% |
| Home Depot Inc.HD | 1.59% | 1.18% | 1.18% |
| Goldman Sachs GPGS | 1.80% | 1.14% | 1.14% |
| Bank of AmericaBAC | 1.96% | 1.14% | 1.14% |
| Texas InstrumentTXN | 1.23% | 1.11% | 1.11% |
| Wells Fargo & CoWFC | 1.52% | 1.04% | 1.04% |
| Pepsico Inc.PEP | 1.37% | 0.94% | 0.94% |
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: FDVV, SEC Form N-PORT, July 31, 2026; DLN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDVV | DLN |
|---|---|---|
| LPL Financial LLC | $452.2M | $395.5M |
| Morgan Stanley | $163.6M | $283.0M |
| PNC Financial Services Group, Inc. | $6K | $335.7M |
| Focus Partners Wealth | $1.6M | $251.7M |
| Bank of America Corp. | $153.2M | $99.7M |
| Ameriprise Financial Inc. | $11.6M | $235.0M |
| Commonwealth Equity Services, LLC | $180.1M | $57.0M |
| Cetera Investment Advisers | $127.7M | $105.4M |
| Envestnet Asset Management Inc. | $155.7M | $75.5M |
| Raymond James Financial Inc. | $140.6M | $61.7M |
| Wells Fargo & Company | $111.9M | $77.6M |
| Osaic Holdings, Inc. | $119.7M | $49.8M |
| Cambridge Investment Research Advisors, Inc. | $93.7M | $70.9M |
| JPMorgan Chase & Co | $131.2M | $17.1M |
| Great Valley Advisor Group, Inc. | $5.1M | $142.2M |
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: FDVV institutional holders, DLN institutional holders.
Frequently asked questions
How much do FDVV and DLN overlap?
43.3% by weight, with 64 holdings in common, using holdings for FDVV as of July 31, 2026 and DLN as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both FDVV and DLN?
206 Form 13F filers report positions in both, out of 785 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%.