MDPL vs ITAN overlap
MDPL and ITAN overlap 3.4% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MDPL | ITAN | Overlap |
|---|---|---|---|
| Comcast Corp.-aCMCSA | 3.25% | 0.85% | 0.85% |
| Becton DickinsonBDX | 3.32% | 0.75% | 0.75% |
| Cognizant Tech-aCTSH | 3.83% | 0.63% | 0.63% |
| Leidos HoldingsLDOS | 3.34% | 0.42% | 0.42% |
| BOOZ Allen HamilBAH | 3.52% | 0.37% | 0.37% |
| General Mills inGIS | 3.32% | 0.35% | 0.35% |
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; ITAN, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | MDPL | ITAN |
|---|---|---|
| JPMorgan Chase & Co | $48K | $7K |
| Morgan Stanley | $5K | $68 |
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, ITAN institutional holders.
Frequently asked questions
How much do MDPL and ITAN overlap?
3.4% by weight, with 6 holdings in common, using holdings for MDPL as of May 31, 2026 and ITAN as of May 29, 2026. The largest shared position is CMCSA.
Do institutions hold both MDPL and ITAN?
2 Form 13F filers report positions in both, out of 22 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%.