NBSM vs ACMG overlap
NBSM and ACMG overlap 1.8% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | NBSM | ACMG | Overlap |
|---|---|---|---|
| Bio-Techne Corp.TECH | 1.62% | 1.03% | 1.03% |
| Bright HorizonsBFAM | 0.88% | 0.74% | 0.74% |
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: NBSM, SEC Form N-PORT, May 31, 2026; ACMG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NBSM | ACMG |
|---|---|---|
| LPL Financial LLC | $7.8M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $8.2M | $604K |
| Morgan Stanley | $1.5M | $267K |
| Susquehanna International Group, LLP | $398K | $274K |
| Osaic Holdings, Inc. | $89K | $491K |
| Harbour Investments, Inc. | $2K | $112K |
| UBS Group AG | $43K | $18K |
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: NBSM institutional holders, ACMG institutional holders.
Frequently asked questions
How much do NBSM and ACMG overlap?
1.8% by weight, with 2 holdings in common, using holdings for NBSM as of May 31, 2026 and ACMG as of May 31, 2026. The largest shared position is TECH.
Do institutions hold both NBSM and ACMG?
7 Form 13F filers report positions in both, out of 41 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%.