VOLT vs IBTM overlap
VOLT and IBTM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VOLT: May 31, 2026, IBTM: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; IBTM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VOLT | IBTM |
|---|---|---|
| LPL Financial LLC | $56.0M | $3.8M |
| UBS Group AG | $13.3M | $22.2M |
| HighTower Advisors, LLC | $23.9M | $6.8M |
| Raymond James Financial Inc. | $8.2M | $12.1M |
| Morgan Stanley | $111K | $20.1M |
| Truist Financial Corp. | $2.0M | $10.2M |
| Janney Montgomery Scott LLC | $4.6M | $7.1M |
| Envestnet Asset Management Inc. | $1.9M | $8.9M |
| D.A. Davidson & Co. | $336K | $10.5M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $7.1M |
| Wells Fargo & Company | $670 | $8.2M |
| Stifel Financial Corp. | $3.5M | $2.7M |
| NewEdge Advisors, LLC | $1.6M | $3.6M |
| Commonwealth Equity Services, LLC | $4.2M | $816K |
| Captrust Financial Advisors | $3.7M | $670K |
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, IBTM institutional holders.
Frequently asked questions
How much do VOLT and IBTM overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOLT as of May 31, 2026 and IBTM as of July 31, 2026.
Do institutions hold both VOLT and IBTM?
28 Form 13F filers report positions in both, out of 208 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%.