PDP vs FDLO overlap
PDP and FDLO overlap 7.9% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PDP | FDLO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 3.45% | 7.98% | 3.45% |
| Amphenol Corp.-aAPH | 3.03% | 1.61% | 1.61% |
| Alphabet Inc.-aGOOGL | 1.25% | 6.20% | 1.25% |
| Cisco SystemsCSCO | 0.61% | 2.20% | 0.61% |
| Texas InstrumentTXN | 0.53% | 1.69% | 0.53% |
| Ametek Inc.AME | 0.70% | 0.48% | 0.48% |
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: PDP, SEC Form N-PORT, July 31, 2026; FDLO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PDP | FDLO |
|---|---|---|
| FMR LLC | $1.1M | $555.6M |
| Morgan Stanley | $135.2M | $4.2M |
| Raymond James Financial Inc. | $100.8M | $9.9M |
| Commonwealth Equity Services, LLC | $56.1M | $47.9M |
| LPL Financial LLC | $43.0M | $29.1M |
| Bank of America Corp. | $51.7M | $19.3M |
| Wells Fargo & Company | $60.3M | $18K |
| Royal Bank of Canada | $45.4M | $7.7M |
| Envestnet Asset Management Inc. | $10.0M | $36.5M |
| Stifel Financial Corp. | $37.5M | $4.2M |
| UBS Group AG | $27.2M | $593K |
| Savant Capital, LLC | $19.8M | $5.6M |
| Rockefeller Capital Management L.P. | $23.6M | $877K |
| Cetera Investment Advisers | $4.7M | $18.4M |
| Cambridge Investment Research Advisors, Inc. | $15.0M | $4.8M |
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: PDP institutional holders, FDLO institutional holders.
Frequently asked questions
How much do PDP and FDLO overlap?
7.9% by weight, with 6 holdings in common, using holdings for PDP as of July 31, 2026 and FDLO as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both PDP and FDLO?
71 Form 13F filers report positions in both, out of 323 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%.