XSPI vs FGSI overlap
XSPI and FGSI overlap 16.0% by weight, across 45 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XSPI | FGSI | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.24% | 2.31% | 2.31% |
| Broadcom Inc.AVGO | 2.69% | 2.05% | 2.05% |
| Nvidia Corp.NVDA | 7.40% | 1.93% | 1.93% |
| META Platforms-aMETA | 1.70% | 1.69% | 1.69% |
| ELI Lilly & CoLLY | 1.46% | 1.89% | 1.46% |
| Mastercard Inc.-aMA | 0.63% | 2.05% | 0.63% |
| Costco WholesaleCOST | 0.59% | 1.98% | 0.59% |
| Netflix Inc.NFLX | 0.46% | 2.03% | 0.46% |
| Palantir Techn-aPLTR | 0.41% | 1.81% | 0.41% |
| Amphenol Corp.-aAPH | 0.33% | 2.07% | 0.33% |
| Corning Inc.GLW | 0.28% | 1.74% | 0.28% |
| Arista NetworksANET | 0.25% | 2.08% | 0.25% |
| UBER TechnologieUBER | 0.22% | 1.89% | 0.22% |
| Applovin Co-CL aAPP | 0.21% | 1.82% | 0.21% |
| Intuitive SurgicISRG | 0.20% | 2.00% | 0.20% |
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: XSPI, SEC Form N-PORT, June 30, 2026; FGSI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XSPI | FGSI |
|---|---|---|
| Integrated Wealth Concepts LLC | $26K | $40K |
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: XSPI institutional holders, FGSI institutional holders.
Frequently asked questions
How much do XSPI and FGSI overlap?
16.0% by weight, with 45 holdings in common, using holdings for XSPI as of June 30, 2026 and FGSI as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both XSPI and FGSI?
1 Form 13F filers report positions in both, out of 15 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%.