NBCR vs IYY overlap
NBCR and IYY overlap 64.4% by weight, across 187 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NBCR: May 31, 2026, IYY: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | NBCR | IYY | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.81% | 7.03% | 7.03% |
| Apple Inc.AAPL | 6.68% | 6.56% | 6.56% |
| Microsoft Corp.MSFT | 5.23% | 4.99% | 4.99% |
| Amazon.COM Inc.AMZN | 3.98% | 3.84% | 3.84% |
| Alphabet Inc.-aGOOGL | 4.55% | 3.02% | 3.02% |
| Alphabet Inc.-CGOOG | 2.76% | 2.44% | 2.44% |
| Broadcom Inc.AVGO | 2.36% | 2.66% | 2.36% |
| META Platforms-aMETA | 2.19% | 1.77% | 1.77% |
| ELI Lilly & CoLLY | 1.49% | 1.31% | 1.31% |
| Tesla Inc.TSLA | 1.66% | 1.27% | 1.27% |
| JPMorgan ChaseJPM | 1.24% | 1.36% | 1.24% |
| ADV Micro DeviceAMD | 1.34% | 1.12% | 1.12% |
| Exxon Mobil Corp.XOM | 1.06% | 0.93% | 0.93% |
| Johnson&JohnsonJNJ | 1.00% | 0.89% | 0.89% |
| VISA Inc.-Class aV | 1.31% | 0.88% | 0.88% |
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: NBCR, SEC Form N-PORT, May 31, 2026; IYY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NBCR | IYY |
|---|---|---|
| Morgan Stanley | $7.1M | $77.0M |
| LPL Financial LLC | $732K | $61.3M |
| Bank of America Corp. | $475K | $45.3M |
| Royal Bank of Canada | $397K | $15.9M |
| Osaic Holdings, Inc. | $22K | $14.7M |
| Cetera Investment Advisers | $284K | $11.3M |
| UBS Group AG | $28K | $10.0M |
| Wealth Enhancement Advisory Services, LLC | $523K | $6.5M |
| IBEX Wealth Advisors | $494K | $1.2M |
| NewEdge Advisors, LLC | $68K | $294K |
| Integrated Wealth Concepts LLC | $22K | $20K |
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: NBCR institutional holders, IYY institutional holders.
Frequently asked questions
How much do NBCR and IYY overlap?
64.4% by weight, with 187 holdings in common, using holdings for NBCR as of May 31, 2026 and IYY as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both NBCR and IYY?
11 Form 13F filers report positions in both, out of 298 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%.