JDVL vs DTD overlap
JDVL and DTD overlap 16.8% by weight, across 31 shared holdings.
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Top shared holdings
| Holding | JDVL | DTD | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 3.96% | 2.67% | 2.67% |
| Nvidia Corp.NVDA | 2.49% | 3.37% | 2.49% |
| META Platforms-aMETA | 2.75% | 1.46% | 1.46% |
| Morgan StanleyMS | 3.64% | 1.33% | 1.33% |
| Philip Morris inPM | 3.24% | 1.27% | 1.27% |
| Goldman Sachs GPGS | 1.68% | 1.01% | 1.01% |
| Wells Fargo & CoWFC | 2.98% | 0.92% | 0.92% |
| VISA Inc.-Class aV | 2.64% | 0.82% | 0.82% |
| Micron TechMU | 2.96% | 0.77% | 0.77% |
| Gilead SciencesGILD | 2.22% | 0.69% | 0.69% |
| Oracle Corp.ORCL | 1.25% | 0.47% | 0.47% |
| Applied MaterialAMAT | 3.93% | 0.46% | 0.46% |
| American ExpressAXP | 1.50% | 0.36% | 0.36% |
| Capital One FINACOF | 2.39% | 0.21% | 0.21% |
| Honeywell IntlHON | 1.00% | 0.20% | 0.20% |
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: JDVL, SEC Form N-PORT, June 30, 2026; DTD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JDVL | DTD |
|---|---|---|
| LPL Financial LLC | $10.3M | $85.5M |
| Commonwealth Equity Services, LLC | $3.2M | $2.8M |
| Citadel Advisors LLC | $220K | $2.4M |
| Global Retirement Partners, LLC | $11K | $122K |
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: JDVL institutional holders, DTD institutional holders.
Frequently asked questions
How much do JDVL and DTD overlap?
16.8% by weight, with 31 holdings in common, using holdings for JDVL as of June 30, 2026 and DTD as of June 30, 2026. The largest shared position is JPM.
Do institutions hold both JDVL and DTD?
4 Form 13F filers report positions in both, out of 213 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%.