NBSD vs HYGV overlap
NBSD and HYGV overlap 3.2% by weight, across 118 shared holdings.
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Top shared holdings
| Holding | NBSD | HYGV | Overlap |
|---|---|---|---|
| CCO Holdings LLCCHTR | 0.10% | 0.24% | 0.10% |
| OneMain Finance CorpOMF | 0.10% | 0.10% | 0.10% |
| Meridian ARC HOLMERIDI | 0.08% | 0.24% | 0.08% |
| Windst Servi/ESCWIN | 0.08% | 0.16% | 0.08% |
| Seaworld ParksPRKS | 0.07% | 0.07% | 0.07% |
| WBI Operating | 0.06% | 0.08% | 0.06% |
| Ingram Micro Inc.IM | 0.06% | 0.08% | 0.06% |
| Windsor HoldingsUNVR | 0.07% | 0.06% | 0.06% |
| Transdigm Inc.TDG | 0.06% | 0.10% | 0.06% |
| UKG Inc.ULTI | 0.05% | 0.28% | 0.05% |
| Uniti Group LP / Uniti Group Finance Inc. / CSL Capital LLC 6.5% 02/15/2029 144A | 0.05% | 0.06% | 0.05% |
| Hilton GrandHGVLLC | 0.05% | 0.06% | 0.05% |
| Midwest GMNG BORMWGAME | 0.05% | 0.05% | 0.05% |
| Centene Corp. | 0.09% | 0.05% | 0.05% |
| Golar LNG Ltd. 7.5% 10/02/2030 144A | 0.05% | 0.38% | 0.05% |
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; HYGV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NBSD | HYGV |
|---|---|---|
| Morgan Stanley | $262.4M | $25.3M |
| LPL Financial LLC | $103.9M | $5.1M |
| Bank of America Corp. | $88.0M | $19.4M |
| Raymond James Financial Inc. | $98.7M | $976K |
| Integrated Wealth Concepts LLC | $35.3M | $27K |
| Envestnet Asset Management Inc. | $636K | $27.9M |
| Osaic Holdings, Inc. | $12.8M | $1.3M |
| Jane Street Group, LLC | $9.4M | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $646K |
| Commonwealth Equity Services, LLC | $7.3M | $402K |
| Citadel Advisors LLC | $4.3M | $1.6M |
| Stifel Financial Corp. | $1.9M | $355K |
| Cetera Investment Advisers | $646K | $1.1M |
| Kestra Advisory Services, LLC | $1.4M | $260K |
| Rockefeller Capital Management L.P. | $1.4M | $139K |
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, HYGV institutional holders.
Frequently asked questions
How much do NBSD and HYGV overlap?
3.2% by weight, with 118 holdings in common, using holdings for NBSD as of July 31, 2026 and HYGV as of July 31, 2026. The largest shared position is CHTR.
Do institutions hold both NBSD and HYGV?
20 Form 13F filers report positions in both, out of 162 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%.