NBSD vs GCOR overlap
NBSD and GCOR overlap 0.2% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NBSD: July 31, 2026, GCOR: May 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 | NBSD | GCOR | Overlap |
|---|---|---|---|
| FR Sd8396 | 0.10% | 0.44% | 0.10% |
| Barclays PLC 5.674%/VAR 03/12/2028BACR | 0.08% | 0.03% | 0.03% |
| Manuf & Traders | 0.07% | 0.03% | 0.03% |
| CVS Health Corp. 4.3% 03/25/2028CVS | 0.63% | 0.02% | 0.02% |
| Centene Corp. | 0.09% | 0.02% | 0.02% |
| Wells Fargo Co | 0.32% | 0.01% | 0.01% |
| At&T Inc. | 0.17% | 0.01% | 0.01% |
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; GCOR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NBSD | GCOR |
|---|---|---|
| LPL Financial LLC | $103.9M | $284.7M |
| Morgan Stanley | $262.4M | $64.0M |
| Envestnet Asset Management Inc. | $636K | $184.8M |
| Raymond James Financial Inc. | $98.7M | $519K |
| Bank of America Corp. | $88.0M | $1.7M |
| Cetera Investment Advisers | $646K | $38.4M |
| Integrated Wealth Concepts LLC | $35.3M | $1.4M |
| Goldman Sachs Group Inc. | $2.2M | $26.3M |
| Jane Street Group, LLC | $9.4M | $18.9M |
| Osaic Holdings, Inc. | $12.8M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $470K |
| Commonwealth Equity Services, LLC | $7.3M | $3.4M |
| NewEdge Advisors, LLC | $3.7M | $5.1M |
| Citadel Advisors LLC | $4.3M | $3.9M |
| Sanctuary Advisors, LLC | $1.2M | $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: NBSD institutional holders, GCOR institutional holders.
Frequently asked questions
How much do NBSD and GCOR overlap?
0.2% by weight, with 7 holdings in common, using holdings for NBSD as of July 31, 2026 and GCOR as of May 31, 2026. The largest shared position is FR SD8396.
Do institutions hold both NBSD and GCOR?
23 Form 13F filers report positions in both, out of 124 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%.