NBOS vs BCHP overlap

NBOS and BCHP overlap 0.0% by weight, across 0 shared holdings.

NBOSBCHP

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NBOS0.0% of the fund is in shared holdings, of 8

BCHP0.0% of the fund is in shared holdings, of 22

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: NBOS, SEC Form N-PORT, May 31, 2026; BCHP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 57 holding any

NBOS8.1% of its 13F dollars, 10.6% of its 47 holders

BCHP4.3% of its 13F dollars, 33.3% of its 15 holders

Largest institutions holding both

Firm	NBOS	BCHP
LPL Financial LLC	$15.9M	$635K
Raymond James Financial Inc.	$3.7M	$11.6M
Osaic Holdings, Inc.	$4.9M	$5K
Commonwealth Equity Services, LLC	$241K	$848K
Morgan Stanley	$6K	$7K

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: NBOS institutional holders, BCHP institutional holders.

Frequently asked questions

How much do NBOS and BCHP overlap?

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

Do institutions hold both NBOS and BCHP?

5 Form 13F filers report positions in both, out of 57 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%.