PALC vs LOWV overlap
PALC and LOWV overlap 13.9% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PALC: July 31, 2026, LOWV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | PALC | LOWV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 2.47% | 6.52% | 2.47% |
| VISA Inc.-Class aV | 2.64% | 2.09% | 2.09% |
| Mastercard Inc.-aMA | 2.73% | 1.83% | 1.83% |
| Cisco SystemsCSCO | 1.77% | 2.68% | 1.77% |
| Procter & GamblePG | 1.35% | 0.81% | 0.81% |
| Netflix Inc.NFLX | 1.76% | 0.65% | 0.65% |
| Servicenow Inc.NOW | 0.55% | 1.08% | 0.55% |
| Unitedhealth GRPUNH | 0.54% | 0.85% | 0.54% |
| KLA Corp.KLAC | 1.59% | 0.49% | 0.49% |
| Automatic DataADP | 0.49% | 0.66% | 0.49% |
| ELI Lilly & CoLLY | 0.48% | 1.77% | 0.48% |
| Trane TechnologiTT | 0.44% | 0.74% | 0.44% |
| Broadcom Inc.AVGO | 0.40% | 4.90% | 0.40% |
| Travelers COS inTRV | 0.34% | 1.20% | 0.34% |
| Colgate-PalmolivCL | 0.31% | 1.30% | 0.31% |
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: PALC, SEC Form N-PORT, July 31, 2026; LOWV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PALC | LOWV |
|---|---|---|
| LPL Financial LLC | $9.6M | $23.9M |
| Geneos Wealth Management Inc. | $13.2M | $143K |
| Envestnet Asset Management Inc. | $497K | $3.7M |
| JPMorgan Chase & Co | $1.9M | $159K |
| Osaic Holdings, Inc. | $1.5M | $93K |
| AE Wealth Management LLC | $478 | $135K |
| Creative Financial Designs Inc. | $16K | $3K |
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: PALC institutional holders, LOWV institutional holders.
Frequently asked questions
How much do PALC and LOWV overlap?
13.9% by weight, with 17 holdings in common, using holdings for PALC as of July 31, 2026 and LOWV as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both PALC and LOWV?
7 Form 13F filers report positions in both, out of 90 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%.