NBJP vs IVAL overlap

NBJP and IVAL overlap 0.0% by weight, across 0 shared holdings.

NBJPIVAL

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NBJP0.0% of the fund is in shared holdings, of 60

IVAL0.0% of the fund is in shared holdings, of 1

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: NBJP, SEC Form N-PORT, May 31, 2026; IVAL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 40 holding any

NBJP3.6% of its 13F dollars, 20.0% of its 5 holders

IVAL1.3% of its 13F dollars, 2.8% of its 36 holders

Largest institutions holding both

Firm	NBJP	IVAL
Jane Street Group, LLC	$3.9M	$1.4M

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: NBJP institutional holders, IVAL institutional holders.

Frequently asked questions

How much do NBJP and IVAL overlap?

0.0% by weight, with 0 holdings in common, using holdings for NBJP as of May 31, 2026 and IVAL as of June 30, 2026.

Do institutions hold both NBJP and IVAL?

1 Form 13F filers report positions in both, out of 40 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%.