ISVL vs HAWX overlap
ISVL and HAWX 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: ISVL, SEC Form N-PORT, June 30, 2026; HAWX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ISVL | HAWX |
|---|---|---|
| Focus Partners Wealth | $201.6M | $645K |
| Osaic Holdings, Inc. | $4.0M | $14.3M |
| Bank of America Corp. | $5.1M | $5.3M |
| Raymond James Financial Inc. | $1.1M | $6.2M |
| Jane Street Group, LLC | $3.6M | $928K |
| Flow Traders U.S. LLC | $3.5M | $973K |
| NewEdge Advisors, LLC | $1.6M | $1.9M |
| Creative Planning | $1.0M | $334K |
| Royal Bank of Canada | $983K | $254K |
| Wealth Enhancement Advisory Services, LLC | $265K | $790K |
| Glass Jacobson Investment Advisors LLC | $752K | $32K |
| Commonwealth Equity Services, LLC | $358K | $372K |
| FMR LLC | $10K | $127K |
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: ISVL institutional holders, HAWX institutional holders.
Frequently asked questions
How much do ISVL and HAWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISVL as of June 30, 2026 and HAWX as of July 31, 2026.
Do institutions hold both ISVL and HAWX?
13 Form 13F filers report positions in both, out of 73 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%.