PALC vs DFJ overlap
PALC and DFJ 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: PALC, SEC Form N-PORT, July 31, 2026; DFJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PALC | DFJ |
|---|---|---|
| FMR LLC | $47K | $41.3M |
| Raymond James Financial Inc. | $2.9M | $23.0M |
| Morgan Stanley | $334K | $23.0M |
| LPL Financial LLC | $9.6M | $5.7M |
| Northwestern Mutual Wealth Management Co | $12.3M | $88K |
| UBS Group AG | $118K | $4.1M |
| Cetera Investment Advisers | $1.3M | $750K |
| JPMorgan Chase & Co | $1.9M | $9K |
| Maridea Wealth Management LLC | $406K | $1.1M |
| Osaic Holdings, Inc. | $1.5M | $40K |
| Royal Bank of Canada | $12K | $1.1M |
| Jones Financial Companies LLLP | $1K | $844K |
| Allworth Financial LP | $10K | $13K |
| AE Wealth Management LLC | $478 | $12K |
| Ameritas Advisory Services, LLC | $4K | $4K |
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, DFJ institutional holders.
Frequently asked questions
How much do PALC and DFJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for PALC as of July 31, 2026 and DFJ as of June 30, 2026.
Do institutions hold both PALC and DFJ?
15 Form 13F filers report positions in both, out of 141 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%.