ROE vs CDL overlap
ROE and CDL overlap 11.8% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | ROE | CDL | Overlap |
|---|---|---|---|
| Metlife Inc.MET | 0.99% | 1.18% | 0.99% |
| Texas InstrumentTXN | 1.32% | 0.98% | 0.98% |
| Qualcomm Inc.QCOM | 1.64% | 0.94% | 0.94% |
| Philip Morris inPM | 0.90% | 0.93% | 0.90% |
| Altria Group Inc.MO | 0.88% | 1.13% | 0.88% |
| Target Corp.TGT | 0.88% | 0.91% | 0.88% |
| Progressive Corp.PGR | 0.86% | 1.02% | 0.86% |
| EOG ResourcesEOG | 0.85% | 1.01% | 0.85% |
| At&T Inc.T | 0.87% | 0.84% | 0.84% |
| Verizon CommunicVZ | 0.94% | 0.84% | 0.84% |
| Abbvie Inc.ABBV | 0.84% | 1.05% | 0.84% |
| Exxon Mobil Corp.XOM | 0.72% | 0.96% | 0.72% |
| Comcast Corp.-aCMCSA | 0.72% | 0.79% | 0.72% |
| Omnicom GroupOMC | 0.80% | 0.53% | 0.53% |
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: ROE, SEC Form N-PORT, May 29, 2026; CDL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ROE | CDL |
|---|---|---|
| Wells Fargo & Company | $25.6M | $2.4M |
| LPL Financial LLC | $1.9M | $12.2M |
| Envestnet Asset Management Inc. | $11.5M | $1.7M |
| HighTower Advisors, LLC | $3.3M | $8.3M |
| UBS Group AG | $57K | $1.4M |
| Royal Bank of Canada | $15K | $1.4M |
| Osaic Holdings, Inc. | $52K | $346K |
| JPMorgan Chase & Co | $175K | $36K |
| Arax Advisory Partners | $85 | $43K |
| Vanguard Advisers Inc. | $5K | $5K |
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: ROE institutional holders, CDL institutional holders.
Frequently asked questions
How much do ROE and CDL overlap?
11.8% by weight, with 14 holdings in common, using holdings for ROE as of May 29, 2026 and CDL as of June 30, 2026. The largest shared position is MET.
Do institutions hold both ROE and CDL?
10 Form 13F filers report positions in both, out of 126 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%.