SPIP vs FLBL overlap
SPIP and FLBL 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: SPIP, SEC Form N-PORT, June 30, 2026; FLBL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPIP | FLBL |
|---|---|---|
| LPL Financial LLC | $21.8M | $28.3M |
| Bank of New York Mellon Corp | $4.2M | $40.0M |
| Envestnet Asset Management Inc. | $10.1M | $24.4M |
| Raymond James Financial Inc. | $3.1M | $20.1M |
| Cerity Partners LLC | $21.3M | $1.0M |
| Bank of America Corp. | $17.9M | $3.9M |
| Cetera Investment Advisers | $4.3M | $12.6M |
| Ameriprise Financial Inc. | $984K | $14.6M |
| Morgan Stanley | $10.8M | $4.0M |
| Assetmark, Inc. | $32K | $11.7M |
| Wells Fargo & Company | $7.3M | $1.9M |
| Royal Bank of Canada | $899K | $7.9M |
| Osaic Holdings, Inc. | $1.3M | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $3.7M |
| Fifth Third Securities, Inc. | $326K | $6.6M |
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: SPIP institutional holders, FLBL institutional holders.
Frequently asked questions
How much do SPIP and FLBL overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPIP as of June 30, 2026 and FLBL as of June 30, 2026.
Do institutions hold both SPIP and FLBL?
44 Form 13F filers report positions in both, out of 280 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%.