NEAR vs IBDU overlap
NEAR and IBDU overlap 3.7% by weight, across 47 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | NEAR | IBDU | Overlap |
|---|---|---|---|
| Amazon.com Inc | 0.38% | 0.49% | 0.38% |
| Amazon.COM Inc.AMZN | 0.29% | 0.58% | 0.29% |
| Cheniere Energyp | 0.29% | 0.30% | 0.29% |
| Applovin Corp.APP | 0.41% | 0.18% | 0.18% |
| Pacific Gas&ELECPCG | 0.21% | 0.18% | 0.18% |
| Alphabet Inc. | 0.18% | 0.40% | 0.18% |
| Equinix Inc.EQIX | 0.15% | 0.24% | 0.15% |
| Cheniere Corp. CH | 0.13% | 0.21% | 0.13% |
| Ford Motor CRED | 0.13% | 0.27% | 0.13% |
| HCA Inc.HCA | 0.11% | 0.39% | 0.11% |
| T-Mobile USA Inc. | 0.10% | 0.43% | 0.10% |
| Diamondback ENER | 0.10% | 0.18% | 0.10% |
| Charter COMM OPT | 0.10% | 0.23% | 0.10% |
| BAT Intl Finance | 0.09% | 0.18% | 0.09% |
| Altria Group Inc. | 0.09% | 0.37% | 0.09% |
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: NEAR, SEC Form N-PORT, July 31, 2026; IBDU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NEAR | IBDU |
|---|---|---|
| Morgan Stanley | $196.1M | $150.3M |
| Bank of America Corp. | $168.1M | $176.7M |
| FMR LLC | $284.7M | $103K |
| UBS Group AG | $132.9M | $90.0M |
| Shufro Rose & Co LLC | $1.5M | $200.8M |
| Wells Fargo & Company | $147.0M | $51.4M |
| LPL Financial LLC | $136.8M | $58.1M |
| Raymond James Financial Inc. | $63.3M | $83.4M |
| BlackRock, Inc. | $120.3M | $17.2M |
| Mercer Global Advisors Inc. | $365K | $134.1M |
| Cambridge Investment Research Advisors, Inc. | $87.7M | $10.9M |
| Ameriprise Financial Inc. | $59.9M | $37.7M |
| Royal Bank of Canada | $42.3M | $53.0M |
| Cetera Investment Advisers | $80.7M | $6.6M |
| Northwestern Mutual Wealth Management Co | $45.3M | $13.2M |
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: NEAR institutional holders, IBDU institutional holders.
Frequently asked questions
How much do NEAR and IBDU overlap?
3.7% by weight, with 47 holdings in common, using holdings for NEAR as of July 31, 2026 and IBDU as of July 31, 2026. The largest shared position is Amazon.com Inc.
Do institutions hold both NEAR and IBDU?
115 Form 13F filers report positions in both, out of 676 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%.