FELC vs DLN overlap
FELC and DLN overlap 46.4% by weight, across 135 shared holdings.
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Top shared holdings
| Holding | FELC | DLN | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.03% | 3.69% | 3.69% |
| Nvidia Corp.NVDA | 7.95% | 3.58% | 3.58% |
| Apple Inc.AAPL | 7.00% | 2.18% | 2.18% |
| Broadcom Inc.AVGO | 3.19% | 2.18% | 2.18% |
| META Platforms-aMETA | 2.19% | 1.79% | 1.79% |
| JPMorgan ChaseJPM | 1.54% | 2.88% | 1.54% |
| Alphabet Inc.-aGOOGL | 3.69% | 1.45% | 1.45% |
| Alphabet Inc.-CGOOG | 2.40% | 1.32% | 1.32% |
| ELI Lilly & CoLLY | 1.44% | 1.30% | 1.30% |
| Abbvie Inc.ABBV | 1.16% | 1.75% | 1.16% |
| Exxon Mobil Corp.XOM | 1.02% | 1.85% | 1.02% |
| Cisco SystemsCSCO | 0.91% | 1.29% | 0.91% |
| Micron TechMU | 2.11% | 0.84% | 0.84% |
| Unitedhealth GRPUNH | 0.78% | 1.28% | 0.78% |
| Wells Fargo & CoWFC | 0.77% | 1.04% | 0.77% |
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: FELC, SEC Form N-PORT, June 30, 2026; DLN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FELC | DLN |
|---|---|---|
| FMR LLC | $2.2B | $4.0M |
| LPL Financial LLC | $131.8M | $395.5M |
| PNC Financial Services Group, Inc. | $150K | $335.7M |
| Morgan Stanley | $6.8M | $283.0M |
| Ameriprise Financial Inc. | $27.8M | $235.0M |
| Focus Partners Wealth | $3.9M | $251.7M |
| Commonwealth Equity Services, LLC | $156.5M | $57.0M |
| Envestnet Asset Management Inc. | $89.9M | $75.5M |
| NewEdge Advisors, LLC | $155.6M | $971K |
| Creative Planning | $2.7M | $129.0M |
| UBS Group AG | $2.9M | $126.7M |
| Raymond James Financial Inc. | $66.0M | $61.7M |
| Cetera Investment Advisers | $22.2M | $105.4M |
| Bank of America Corp. | $17.5M | $99.7M |
| Osaic Holdings, Inc. | $48.3M | $49.8M |
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: FELC institutional holders, DLN institutional holders.
Frequently asked questions
How much do FELC and DLN overlap?
46.4% by weight, with 135 holdings in common, using holdings for FELC as of June 30, 2026 and DLN as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both FELC and DLN?
132 Form 13F filers report positions in both, out of 609 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%.