SVOL vs LEGR overlap
SVOL and LEGR 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; LEGR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SVOL | LEGR |
|---|---|---|
| AE Wealth Management LLC | $12.6M | $115K |
| LPL Financial LLC | $477K | $9.0M |
| Susquehanna International Group, LLP | $354K | $4.4M |
| Steward Partners Investment Advisory, LLC | $32K | $2.9M |
| Commonwealth Equity Services, LLC | $1.1M | $818K |
| Osaic Holdings, Inc. | $4K | $1.2M |
| Arax Advisory Partners | $153K | $37K |
| Aptus Capital Advisors, LLC | $75K | $55K |
| Morgan Stanley | $53 | $121K |
| Strive Financial Group ,LLC | $73K | $9K |
| Farther Finance Advisors, LLC | $44K | $25K |
| IFP Advisors, Inc | $2K | $30K |
| UBS Group AG | $4K | $10K |
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, LEGR institutional holders.
Frequently asked questions
How much do SVOL and LEGR overlap?
0.0% by weight, with 0 holdings in common, using holdings for SVOL as of June 30, 2026 and LEGR as of June 30, 2026.
Do institutions hold both SVOL and LEGR?
13 Form 13F filers report positions in both, out of 122 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%.