IVOL vs AHLT overlap

IVOL and AHLT overlap 0.0% by weight, across 0 shared holdings.

IVOLAHLT

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IVOL0.0% of the fund is in shared holdings, of 1

AHLT0.0% of the fund is in shared holdings, of 9

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: IVOL, SEC Form N-PORT, June 30, 2026; AHLT, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 80 holding any

IVOL2.1% of its 13F dollars, 4.4% of its 68 holders

AHLT1.4% of its 13F dollars, 20.0% of its 15 holders

Largest institutions holding both

Firm	IVOL	AHLT
Wealth Enhancement Advisory Services, LLC	$1.7M	$1.3M
Fifth Third Bancorp	$546K	$220K
Farther Finance Advisors, LLC	$264K	$56K

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: IVOL institutional holders, AHLT institutional holders.

Frequently asked questions

How much do IVOL and AHLT overlap?

0.0% by weight, with 0 holdings in common, using holdings for IVOL as of June 30, 2026 and AHLT as of July 31, 2026.

Do institutions hold both IVOL and AHLT?

3 Form 13F filers report positions in both, out of 80 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%.