PEJ vs DALI overlap
PEJ and DALI 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: PEJ, SEC Form N-PORT, July 31, 2026; DALI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PEJ | DALI |
|---|---|---|
| Morgan Stanley | $10.9M | $106K |
| Raymond James Financial Inc. | $7.2M | $251K |
| LPL Financial LLC | $4.6M | $2.1M |
| Wells Fargo & Company | $5.7M | $49 |
| Susquehanna International Group, LLP | $777K | $1.2M |
| UBS Group AG | $966K | $11K |
| Jones Financial Companies LLLP | $543K | $2K |
| Founders Financial Alliance, LLC | $27K | $2K |
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: PEJ institutional holders, DALI institutional holders.
Frequently asked questions
How much do PEJ and DALI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PEJ as of July 31, 2026 and DALI as of June 30, 2026.
Do institutions hold both PEJ and DALI?
8 Form 13F filers report positions in both, out of 94 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%.