NBOS vs CPAI overlap
NBOS and CPAI 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: NBOS, SEC Form N-PORT, May 31, 2026; CPAI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NBOS | CPAI |
|---|---|---|
| LPL Financial LLC | $15.9M | $32.9M |
| Raymond James Financial Inc. | $3.7M | $36.7M |
| Osaic Holdings, Inc. | $4.9M | $8.0M |
| Steward Partners Investment Advisory, LLC | $2.2M | $5.4M |
| NewEdge Advisors, LLC | $28K | $5.8M |
| Concurrent Investment Advisors, LLC | $242K | $5.2M |
| Stifel Financial Corp. | $308K | $4.5M |
| Commonwealth Equity Services, LLC | $241K | $4.4M |
| Equitable Holdings, Inc. | $1.4M | $2.4M |
| Janney Montgomery Scott LLC | $1.1M | $770K |
| Cambridge Investment Research Advisors, Inc. | $594K | $640K |
| JPMorgan Chase & Co | $678K | $377K |
| Goldman Sachs Group Inc. | $325K | $233K |
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, CPAI institutional holders.
Frequently asked questions
How much do NBOS and CPAI overlap?
0.0% by weight, with 0 holdings in common, using holdings for NBOS as of May 31, 2026 and CPAI as of June 30, 2026.
Do institutions hold both NBOS and CPAI?
13 Form 13F filers report positions in both, out of 88 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%.