ISPY vs DFIP overlap
ISPY and DFIP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ISPY: May 31, 2026, DFIP: 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: ISPY, SEC Form N-PORT, May 31, 2026; DFIP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | ISPY | DFIP |
|---|---|---|
| Morgan Stanley | $218.2M | $54K |
| Raymond James Financial Inc. | $73.1M | $537K |
| LPL Financial LLC | $58.8M | $2.0M |
| Royal Bank of Canada | $48.7M | $698K |
| Commonwealth Equity Services, LLC | $8.9M | $2.1M |
| HighTower Advisors, LLC | $9.3M | $203K |
| Osaic Holdings, Inc. | $7.1M | $392K |
| Envestnet Asset Management Inc. | $302K | $6.7M |
| Equitable Holdings, Inc. | $3.1M | $1.8M |
| Farther Finance Advisors, LLC | $295K | $4.0M |
| Creative Planning | $1.6M | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $536K | $2.3M |
| UBS Group AG | $2.1M | $256K |
| Focus Partners Wealth | $751K | $1.3M |
| Larson Financial Group LLC | $11K | $1.5M |
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: ISPY institutional holders, DFIP institutional holders.
Frequently asked questions
How much do ISPY and DFIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for ISPY as of May 31, 2026 and DFIP as of July 31, 2026.
Do institutions hold both ISPY and DFIP?
24 Form 13F filers report positions in both, out of 268 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%.