SVOL vs CWS overlap
SVOL and CWS 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: SVOL, SEC Form N-PORT, June 30, 2026; CWS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SVOL | CWS |
|---|---|---|
| AE Wealth Management LLC | $12.6M | $308K |
| Osaic Holdings, Inc. | $4K | $4.3M |
| LPL Financial LLC | $477K | $2.6M |
| Captrust Financial Advisors | $1.2M | $248K |
| Susquehanna International Group, LLP | $354K | $621K |
| Envestnet Asset Management Inc. | $623K | $313K |
| JPMorgan Chase & Co | $52K | $277K |
| UBS Group AG | $4K | $154K |
| SHP Wealth Management | $12K | $23 |
| Morgan Stanley | $53 | $3K |
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: SVOL institutional holders, CWS institutional holders.
Frequently asked questions
How much do SVOL and CWS overlap?
0.0% by weight, with 0 holdings in common, using holdings for SVOL as of June 30, 2026 and CWS as of June 30, 2026.
Do institutions hold both SVOL and CWS?
10 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%.