OVL vs CDL overlap
OVL and CDL overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: OVL, SEC Form N-PORT, May 31, 2026; CDL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OVL | CDL |
|---|---|---|
| Morgan Stanley | $97K | $47.9M |
| Envestnet Asset Management Inc. | $17.2M | $1.7M |
| LPL Financial LLC | $4.1M | $12.2M |
| Raymond James Financial Inc. | $12.8M | $2.6M |
| Royal Bank of Canada | $4.4M | $1.4M |
| JPMorgan Chase & Co | $4.9M | $36K |
| Wells Fargo & Company | $859K | $2.4M |
| UBS Group AG | $24K | $1.4M |
| Nuveen, LLC | $832K | $266K |
| Osaic Holdings, Inc. | $425K | $346K |
| Arax Advisory Partners | $705K | $43K |
| Nicolet Bankshares Inc. | $414K | $218K |
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: OVL institutional holders, CDL institutional holders.
Frequently asked questions
How much do OVL and CDL overlap?
0.0% by weight, with 0 holdings in common, using holdings for OVL as of May 31, 2026 and CDL as of June 30, 2026.
Do institutions hold both OVL and CDL?
12 Form 13F filers report positions in both, out of 101 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%.