VOLT vs ESN overlap
VOLT and ESN 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; ESN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VOLT | ESN |
|---|---|---|
| LPL Financial LLC | $56.0M | $7.7M |
| Raymond James Financial Inc. | $8.2M | $32.7M |
| UBS Group AG | $13.3M | $19.6M |
| Harbour Investments, Inc. | $30K | $17.1M |
| Commonwealth Equity Services, LLC | $4.2M | $1.2M |
| Janney Montgomery Scott LLC | $4.6M | $703K |
| Rockefeller Capital Management L.P. | $178K | $4.2M |
| Royal Bank of Canada | $48K | $3.5M |
| Envestnet Asset Management Inc. | $1.9M | $777K |
| Equitable Holdings, Inc. | $258K | $1.8M |
| Allworth Financial LP | $136K | $528K |
| Farther Finance Advisors, LLC | $63K | $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: VOLT institutional holders, ESN institutional holders.
Frequently asked questions
How much do VOLT and ESN overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOLT as of May 31, 2026 and ESN as of May 31, 2026.
Do institutions hold both VOLT and ESN?
12 Form 13F filers report positions in both, out of 145 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%.