NPFI vs IBHK overlap

NPFI and IBHK overlap 0.0% by weight, across 0 shared holdings.

NPFIIBHK

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NPFI0.0% of the fund is in shared holdings, of 162

IBHK0.0% of the fund is in shared holdings, of 290

Top shared holdings

These funds hold nothing in common.

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: NPFI, SEC Form N-PORT, July 31, 2026; IBHK, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 50 holding any

NPFI15.6% of its 13F dollars, 9.5% of its 21 holders

IBHK11.2% of its 13F dollars, 6.5% of its 31 holders

Largest institutions holding both

Firm	NPFI	IBHK
Integrated Wealth Concepts LLC	$3.8M	$2.1M
LPL Financial LLC	$1.9M	$1.9M

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: NPFI institutional holders, IBHK institutional holders.

Frequently asked questions

How much do NPFI and IBHK overlap?

0.0% by weight, with 0 holdings in common, using holdings for NPFI as of July 31, 2026 and IBHK as of July 31, 2026.

Do institutions hold both NPFI and IBHK?

2 Form 13F filers report positions in both, out of 50 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%.