XTL vs VOLT overlap
XTL and VOLT 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: XTL, SEC Form N-PORT, June 30, 2026; VOLT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XTL | VOLT |
|---|---|---|
| LPL Financial LLC | $30.7M | $56.0M |
| Morgan Stanley | $32.4M | $111K |
| HighTower Advisors, LLC | $391K | $23.9M |
| Cambridge Investment Research Advisors, Inc. | $18.0M | $2.7M |
| UBS Group AG | $5.6M | $13.3M |
| Raymond James Financial Inc. | $10.6M | $8.2M |
| Commonwealth Equity Services, LLC | $4.8M | $4.2M |
| Steward Partners Investment Advisory, LLC | $7.7M | $778K |
| Stifel Financial Corp. | $4.8M | $3.5M |
| Royal Bank of Canada | $7.4M | $48K |
| Cetera Investment Advisers | $6.8M | $492K |
| Brookstone Capital Management | $5.0M | $1.6M |
| JPMorgan Chase & Co | $422K | $6.0M |
| Kestra Advisory Services, LLC | $1.4M | $3.4M |
| Envestnet Asset Management Inc. | $2.8M | $1.9M |
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: XTL institutional holders, VOLT institutional holders.
Frequently asked questions
How much do XTL and VOLT overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTL as of June 30, 2026 and VOLT as of May 31, 2026.
Do institutions hold both XTL and VOLT?
36 Form 13F filers report positions in both, out of 222 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%.