LSGR vs DFIP overlap
LSGR and DFIP 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: LSGR, SEC Form N-PORT, June 30, 2026; DFIP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LSGR | DFIP |
|---|---|---|
| LPL Financial LLC | $98.2M | $2.0M |
| Raymond James Financial Inc. | $90.0M | $537K |
| Vestmark Advisory Solutions, Inc. | $38.2M | $500K |
| Envestnet Asset Management Inc. | $9.5M | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.5M | $175K |
| Goldman Sachs Group Inc. | $267K | $6.0M |
| Citadel Advisors LLC | $622K | $2.3M |
| Commonwealth Equity Services, LLC | $297K | $2.1M |
| Truist Financial Corp. | $604K | $1.7M |
| Osaic Holdings, Inc. | $770K | $392K |
| IFG Advisory, LLC | $743K | $57K |
| Global Retirement Partners, LLC | $678K | $41 |
| NewEdge Advisors, LLC | $38K | $446K |
| HighTower Advisors, LLC | $227K | $203K |
| UBS Group AG | $156K | $256K |
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: LSGR institutional holders, DFIP institutional holders.
Frequently asked questions
How much do LSGR and DFIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for LSGR as of June 30, 2026 and DFIP as of July 31, 2026.
Do institutions hold both LSGR and DFIP?
19 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%.