OMAH vs IVOL overlap
OMAH 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: OMAH, SEC Form N-PORT, July 31, 2026; IVOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OMAH | IVOL |
|---|---|---|
| Raymond James Financial Inc. | $686K | $15.0M |
| LPL Financial LLC | $11.3M | $835K |
| Morgan Stanley | $106 | $8.6M |
| Stifel Financial Corp. | $6.3M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $364K |
| Wells Fargo & Company | $1K | $4.4M |
| Royal Bank of Canada | $2.0M | $2.0M |
| Larson Financial Group LLC | $2.2M | $4K |
| Osaic Holdings, Inc. | $40K | $2.0M |
| Susquehanna International Group, LLP | $1.2M | $624K |
| HighTower Advisors, LLC | $231K | $999K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $313K | $759K |
| NewEdge Advisors, LLC | $663K | $401K |
| Integrated Wealth Concepts LLC | $572K | $29K |
| Farther Finance Advisors, LLC | $64K | $264K |
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: OMAH institutional holders, IVOL institutional holders.
Frequently asked questions
How much do OMAH and IVOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for OMAH as of July 31, 2026 and IVOL as of June 30, 2026.
Do institutions hold both OMAH and IVOL?
21 Form 13F filers report positions in both, out of 137 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%.