PY vs ACLC overlap
PY and ACLC overlap 26.0% by weight, across 30 shared holdings.
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Top shared holdings
| Holding | PY | ACLC | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.14% | 5.12% | 5.12% |
| Amazon.COM Inc.AMZN | 3.15% | 3.87% | 3.15% |
| Bank of AmericaBAC | 2.18% | 1.31% | 1.31% |
| Mastercard Inc.-aMA | 1.26% | 1.45% | 1.26% |
| Home Depot Inc.HD | 1.84% | 1.08% | 1.08% |
| Analog DevicesADI | 0.95% | 1.59% | 0.95% |
| Procter & GamblePG | 1.97% | 0.95% | 0.95% |
| Nextera EnergyNEE | 0.92% | 1.58% | 0.92% |
| SLB Ltd.SLB | 0.87% | 1.42% | 0.87% |
| Cummins Inc.CMI | 0.87% | 1.18% | 0.87% |
| Tesla Inc.TSLA | 0.82% | 1.44% | 0.82% |
| Trane TechnologiTT | 0.96% | 0.78% | 0.78% |
| The Cigna GroupCI | 0.97% | 0.77% | 0.77% |
| Pepsico Inc.PEP | 1.33% | 0.66% | 0.66% |
| Costco WholesaleCOST | 0.78% | 0.64% | 0.64% |
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: PY, SEC Form N-PORT, June 30, 2026; ACLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PY | ACLC |
|---|---|---|
| Envestnet Asset Management Inc. | $79.3M | $255.2M |
| LPL Financial LLC | $1.7M | $427K |
| Cetera Investment Advisers | $255K | $403K |
| Susquehanna International Group, LLP | $257K | $288K |
| Northwestern Mutual Wealth Management Co | $10K | $360K |
| FMR LLC | $3K | $296K |
| Morgan Stanley | $74K | $99K |
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: PY institutional holders, ACLC institutional holders.
Frequently asked questions
How much do PY and ACLC overlap?
26.0% by weight, with 30 holdings in common, using holdings for PY as of June 30, 2026 and ACLC as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both PY and ACLC?
7 Form 13F filers report positions in both, out of 38 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%.