OALC vs CDL overlap
OALC and CDL overlap 13.7% by weight, across 34 shared holdings.
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Top shared holdings
| Holding | OALC | CDL | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.13% | 0.96% | 0.96% |
| Merck & CoMRK | 0.88% | 0.90% | 0.88% |
| Coca-Cola Co/theKO | 0.87% | 1.49% | 0.87% |
| Home Depot Inc.HD | 0.86% | 1.00% | 0.86% |
| Texas InstrumentTXN | 0.86% | 0.98% | 0.86% |
| Verizon CommunicVZ | 0.79% | 0.84% | 0.79% |
| Qualcomm Inc.QCOM | 0.69% | 0.94% | 0.69% |
| Procter & GamblePG | 0.67% | 1.24% | 0.67% |
| At&T Inc.T | 0.61% | 0.84% | 0.61% |
| Chevron Corp.CVX | 0.59% | 1.03% | 0.59% |
| Pepsico Inc.PEP | 0.51% | 0.84% | 0.51% |
| IBMIBM | 0.45% | 0.81% | 0.45% |
| Omnicom GroupOMC | 0.43% | 0.53% | 0.43% |
| Bristol-MYER SQBBMY | 0.40% | 0.80% | 0.40% |
| Blackstone Inc.BX | 0.30% | 0.77% | 0.30% |
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: OALC, SEC Form N-PORT, May 31, 2026; CDL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OALC | CDL |
|---|---|---|
| LPL Financial LLC | $3.5M | $12.2M |
| Jones Financial Companies LLLP | $6.1M | $7.5M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $2.3M |
| Envestnet Asset Management Inc. | $6.2M | $1.7M |
| Commonwealth Equity Services, LLC | $336K | $3.3M |
| Susquehanna International Group, LLP | $602K | $2.9M |
| Rockefeller Capital Management L.P. | $294K | $1.3M |
| EverSource Wealth Advisors, LLC | $3K | $187K |
| Vanguard Advisers Inc. | $41 | $5K |
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: OALC institutional holders, CDL institutional holders.
Frequently asked questions
How much do OALC and CDL overlap?
13.7% by weight, with 34 holdings in common, using holdings for OALC as of May 31, 2026 and CDL as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both OALC and CDL?
9 Form 13F filers report positions in both, out of 85 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%.