MDPL vs DFE overlap

MDPL and DFE overlap 0.0% by weight, across 0 shared holdings.

MDPLDFE

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MDPL0.0% of the fund is in shared holdings, of 30

DFE0.0% of the fund is in shared holdings, of 376

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: MDPL, SEC Form N-PORT, May 31, 2026; DFE, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 69 holding any

MDPL1.3% of its 13F dollars, 57.1% of its 7 holders

DFE23.1% of its 13F dollars, 6.1% of its 66 holders

Largest institutions holding both

Firm	MDPL	DFE
Morgan Stanley	$5K	$7.9M
UBS Group AG	$1K	$3.5M
LPL Financial LLC	$623K	$1.0M
JPMorgan Chase & Co	$48K	$236K

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: MDPL institutional holders, DFE institutional holders.

Frequently asked questions

How much do MDPL and DFE overlap?

0.0% by weight, with 0 holdings in common, using holdings for MDPL as of May 31, 2026 and DFE as of June 30, 2026.

Do institutions hold both MDPL and DFE?

4 Form 13F filers report positions in both, out of 69 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%.