SPIP vs LGOV overlap
SPIP and LGOV overlap 1.1% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPIP | LGOV | Overlap |
|---|---|---|---|
| TSY INFL IX N/B | 2.47% | 0.53% | 0.53% |
| TSY INFL IX N/B | 2.80% | 0.29% | 0.29% |
| TSY INFL IX N/B | 2.71% | 0.28% | 0.28% |
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; LGOV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPIP | LGOV |
|---|---|---|
| LPL Financial LLC | $21.8M | $88.8M |
| Morgan Stanley | $10.8M | $39.0M |
| Royal Bank of Canada | $899K | $45.3M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $31.5M |
| Envestnet Asset Management Inc. | $10.1M | $17.7M |
| Citadel Advisors LLC | $982K | $22.5M |
| Cetera Investment Advisers | $4.3M | $17.9M |
| Integrated Wealth Concepts LLC | $21K | $16.9M |
| Raymond James Financial Inc. | $3.1M | $9.8M |
| IFG Advisory, LLC | $8.9M | $1.2M |
| Goldman Sachs Group Inc. | $6.9M | $2.2M |
| Private Advisor Group, LLC | $8.3M | $266K |
| Tidemark, LLC | $16K | $7.5M |
| Wells Fargo & Company | $7.3M | $32K |
| Osaic Holdings, Inc. | $1.3M | $4.7M |
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, LGOV institutional holders.
Frequently asked questions
How much do SPIP and LGOV overlap?
1.1% by weight, with 3 holdings in common, using holdings for SPIP as of June 30, 2026 and LGOV as of July 31, 2026. The largest shared position is TSY INFL IX N/B.
Do institutions hold both SPIP and LGOV?
58 Form 13F filers report positions in both, out of 300 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%.