NBCM vs GDE overlap
NBCM and GDE 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: NBCM, SEC Form N-PORT, May 31, 2026; GDE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NBCM | GDE |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $40.4M | $6K |
| LPL Financial LLC | $8.3M | $538K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $7.0M |
| Ameriprise Financial Inc. | $2.1M | $2.2M |
| Osaic Holdings, Inc. | $797K | $2.4M |
| Raymond James Financial Inc. | $2.3M | $219K |
| Morgan Stanley | $32K | $2.2M |
| JPMorgan Chase & Co | $390K | $1.5M |
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: NBCM institutional holders, GDE institutional holders.
Frequently asked questions
How much do NBCM and GDE overlap?
0.0% by weight, with 0 holdings in common, using holdings for NBCM as of May 31, 2026 and GDE as of May 31, 2026.
Do institutions hold both NBCM and GDE?
8 Form 13F filers report positions in both, out of 93 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%.