NBSD vs FLHY overlap
NBSD and FLHY overlap 2.1% by weight, across 49 shared holdings.
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Top shared holdings
| Holding | NBSD | FLHY | Overlap |
|---|---|---|---|
| Alliant HoldingsALIANT | 0.17% | 0.16% | 0.16% |
| Rocket COS Inc.RKT | 0.11% | 0.13% | 0.11% |
| Black Pearl COMPBLKPRL | 0.10% | 0.46% | 0.10% |
| CCO Holdings LLCCHTR | 0.10% | 0.47% | 0.10% |
| Avient Corp.AVNT | 0.09% | 0.32% | 0.09% |
| Equipmentshare | 0.07% | 0.43% | 0.07% |
| Calderys Financing LLC | 0.07% | 0.11% | 0.07% |
| Fortress Interme | 0.07% | 0.81% | 0.07% |
| Wayfair LLC | 0.07% | 0.33% | 0.07% |
| SV RNO PropertyTRACTC | 0.06% | 0.52% | 0.06% |
| Pebblebr HTL/FIN | 0.06% | 0.09% | 0.06% |
| PR RNO PropertyTRACTD | 0.05% | 0.43% | 0.05% |
| RHP Hotel PPTY | 0.05% | 0.21% | 0.05% |
| Clarios GlobalPOWSOL | 0.05% | 0.48% | 0.05% |
| Bausch + LOMB CoBLCOCN | 0.04% | 0.42% | 0.04% |
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: NBSD, SEC Form N-PORT, July 31, 2026; FLHY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NBSD | FLHY |
|---|---|---|
| Morgan Stanley | $262.4M | $3.6M |
| Ameriprise Financial Inc. | $22.5M | $185.9M |
| LPL Financial LLC | $103.9M | $89.0M |
| Raymond James Financial Inc. | $98.7M | $6.7M |
| Bank of America Corp. | $88.0M | $6.4M |
| Integrated Wealth Concepts LLC | $35.3M | $23K |
| Cetera Investment Advisers | $646K | $23.2M |
| Wealth Enhancement Advisory Services, LLC | $15.1M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $5.7M |
| UBS Group AG | $16.1M | $25K |
| Osaic Holdings, Inc. | $12.8M | $2.8M |
| Wells Fargo & Company | $61K | $10.3M |
| Jones Financial Companies LLLP | $6.4M | $3.6M |
| Envestnet Asset Management Inc. | $636K | $8.8M |
| Commonwealth Equity Services, LLC | $7.3M | $298K |
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: NBSD institutional holders, FLHY institutional holders.
Frequently asked questions
How much do NBSD and FLHY overlap?
2.1% by weight, with 49 holdings in common, using holdings for NBSD as of July 31, 2026 and FLHY as of June 30, 2026. The largest shared position is ALIANT.
Do institutions hold both NBSD and FLHY?
27 Form 13F filers report positions in both, out of 127 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%.