LSGR vs ISPY overlap
LSGR and ISPY overlap 24.1% by weight, across 20 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | LSGR | ISPY | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 16.25% | 6.72% | 6.72% |
| Microsoft Corp.MSFT | 4.71% | 4.38% | 4.38% |
| Amazon.COM Inc.AMZN | 7.22% | 3.46% | 3.46% |
| Alphabet Inc.-aGOOGL | 12.90% | 2.90% | 2.90% |
| META Platforms-aMETA | 6.96% | 1.81% | 1.81% |
| Tesla Inc.TSLA | 7.22% | 1.61% | 1.61% |
| VISA Inc.-Class aV | 4.06% | 0.72% | 0.72% |
| Oracle Corp.ORCL | 3.53% | 0.50% | 0.50% |
| Netflix Inc.NFLX | 3.60% | 0.48% | 0.48% |
| Boeing Co/theBA | 3.99% | 0.24% | 0.24% |
| Walt Disney Co/TDIS | 2.06% | 0.24% | 0.24% |
| Salesforce Inc.CRM | 2.08% | 0.23% | 0.23% |
| Intuitive SurgicISRG | 2.15% | 0.20% | 0.20% |
| Vertex PharmVRTX | 4.78% | 0.15% | 0.15% |
| Starbucks Corp.SBUX | 1.80% | 0.15% | 0.15% |
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; ISPY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LSGR | ISPY |
|---|---|---|
| Morgan Stanley | $4K | $218.2M |
| Raymond James Financial Inc. | $90.0M | $73.1M |
| LPL Financial LLC | $98.2M | $58.8M |
| Bank of America Corp. | $13.3M | $76.1M |
| Wells Fargo & Company | $23.4M | $34.2M |
| IHT Wealth Management, LLC | $11.8M | $5.1M |
| Steward Partners Investment Advisory, LLC | $34K | $10.6M |
| Envestnet Asset Management Inc. | $9.5M | $302K |
| HighTower Advisors, LLC | $227K | $9.3M |
| Commonwealth Equity Services, LLC | $297K | $8.9M |
| Osaic Holdings, Inc. | $770K | $7.1M |
| Integrated Wealth Concepts LLC | $946K | $5.1M |
| UBS Group AG | $156K | $2.1M |
| IFG Advisory, LLC | $743K | $587K |
| &Partners | $512K | $251K |
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, ISPY institutional holders.
Frequently asked questions
How much do LSGR and ISPY overlap?
24.1% by weight, with 20 holdings in common, using holdings for LSGR as of June 30, 2026 and ISPY as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both LSGR and ISPY?
23 Form 13F filers report positions in both, out of 162 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%.