NBCM vs IEZ overlap
NBCM and IEZ 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; IEZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NBCM | IEZ |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $40.4M | $224K |
| Morgan Stanley | $32K | $22.2M |
| LPL Financial LLC | $8.3M | $7.9M |
| Bank of America Corp. | $452K | $5.9M |
| Royal Bank of Canada | $50K | $5.1M |
| Stifel Financial Corp. | $3.9M | $721K |
| Raymond James Financial Inc. | $2.3M | $579K |
| Ameriprise Financial Inc. | $2.1M | $393K |
| Osaic Holdings, Inc. | $797K | $265K |
| Advisors Preferred, LLC | $336K | $333K |
| JPMorgan Chase & Co | $390K | $235K |
| Lanark Financial, Inc. | $6K | $9K |
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, IEZ institutional holders.
Frequently asked questions
How much do NBCM and IEZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for NBCM as of May 31, 2026 and IEZ as of June 30, 2026.
Do institutions hold both NBCM and IEZ?
12 Form 13F filers report positions in both, out of 110 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%.