IVOL vs DXIV overlap
IVOL and DXIV 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: IVOL, SEC Form N-PORT, June 30, 2026; DXIV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IVOL | DXIV |
|---|---|---|
| Royal Bank of Canada | $2.0M | $690K |
| Osaic Holdings, Inc. | $2.0M | $11K |
| HighTower Advisors, LLC | $999K | $224K |
| Fifth Third Bancorp | $546K | $13K |
| Farther Finance Advisors, LLC | $264K | $286K |
| Integrated Wealth Concepts LLC | $29K | $157K |
| Global Retirement Partners, LLC | $36K | $12K |
| Capital Investment Advisory Services, LLC | $12K | $350 |
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, DXIV institutional holders.
Frequently asked questions
How much do IVOL and DXIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for IVOL as of June 30, 2026 and DXIV as of July 31, 2026.
Do institutions hold both IVOL and DXIV?
8 Form 13F filers report positions in both, out of 108 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%.