KBWP vs IVOL overlap
KBWP and IVOL 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: KBWP, SEC Form N-PORT, May 31, 2026; IVOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KBWP | IVOL |
|---|---|---|
| LPL Financial LLC | $21.6M | $835K |
| Raymond James Financial Inc. | $1.3M | $15.0M |
| Morgan Stanley | $3.1M | $8.6M |
| Goldman Sachs Group Inc. | $5.5M | $334K |
| Wells Fargo & Company | $8K | $4.4M |
| Royal Bank of Canada | $1.6M | $2.0M |
| Osaic Holdings, Inc. | $643K | $2.0M |
| Susquehanna International Group, LLP | $1.1M | $624K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $364K |
| Citadel Advisors LLC | $1.0M | $451K |
| NewEdge Advisors, LLC | $624K | $401K |
| Blair William & Co | $9K | $55K |
| Global Retirement Partners, LLC | $6K | $36K |
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: KBWP institutional holders, IVOL institutional holders.
Frequently asked questions
How much do KBWP and IVOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBWP as of May 31, 2026 and IVOL as of June 30, 2026.
Do institutions hold both KBWP and IVOL?
13 Form 13F filers report positions in both, out of 114 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%.