VOLT vs EPOL overlap
VOLT and EPOL 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: VOLT, SEC Form N-PORT, May 31, 2026; EPOL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VOLT | EPOL |
|---|---|---|
| LPL Financial LLC | $56.0M | $9.7M |
| JPMorgan Chase & Co | $6.0M | $40.6M |
| HighTower Advisors, LLC | $23.9M | $382K |
| UBS Group AG | $13.3M | $9.2M |
| Morgan Stanley | $111K | $18.5M |
| Bank of Montreal | $28K | $15.0M |
| Jane Street Group, LLC | $1.3M | $9.7M |
| Raymond James Financial Inc. | $8.2M | $1.2M |
| Commonwealth Equity Services, LLC | $4.2M | $215K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $1.1M |
| Stifel Financial Corp. | $3.5M | $222K |
| Wells Fargo & Company | $670 | $3.3M |
| Apollon Wealth Management, LLC | $1.1M | $1.3M |
| D. E. Shaw & Co., Inc. | $432K | $1.4M |
| NewEdge Advisors, LLC | $1.6M | $4K |
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: VOLT institutional holders, EPOL institutional holders.
Frequently asked questions
How much do VOLT and EPOL overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOLT as of May 31, 2026 and EPOL as of May 31, 2026.
Do institutions hold both VOLT and EPOL?
29 Form 13F filers report positions in both, out of 216 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%.