NTSX vs NBCR overlap
NTSX and NBCR overlap 59.8% by weight, across 163 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | NTSX | NBCR | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.83% | 7.81% | 6.83% |
| Apple Inc.AAPL | 6.00% | 6.68% | 6.00% |
| Alphabet Inc.-aGOOGL | 5.91% | 4.55% | 4.55% |
| Microsoft Corp.MSFT | 3.78% | 5.23% | 3.78% |
| Amazon.COM Inc.AMZN | 3.35% | 3.98% | 3.35% |
| Broadcom Inc.AVGO | 2.28% | 2.36% | 2.28% |
| META Platforms-aMETA | 1.91% | 2.19% | 1.91% |
| Tesla Inc.TSLA | 1.69% | 1.66% | 1.66% |
| ELI Lilly & CoLLY | 1.61% | 1.49% | 1.49% |
| ADV Micro DeviceAMD | 1.32% | 1.34% | 1.32% |
| JPMorgan ChaseJPM | 1.21% | 1.24% | 1.21% |
| VISA Inc.-Class aV | 0.93% | 1.31% | 0.93% |
| Exxon Mobil Corp.XOM | 0.82% | 1.06% | 0.82% |
| Johnson&JohnsonJNJ | 0.79% | 1.00% | 0.79% |
| LAM ResearchLRCX | 0.75% | 1.26% | 0.75% |
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: NTSX, SEC Form N-PORT, June 30, 2026; NBCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NTSX | NBCR |
|---|---|---|
| Cetera Investment Advisers | $32.7M | $284K |
| LPL Financial LLC | $22.5M | $732K |
| Wealth Enhancement Advisory Services, LLC | $19.4M | $523K |
| Morgan Stanley | $4.2M | $7.1M |
| Osaic Holdings, Inc. | $4.9M | $22K |
| NewEdge Advisors, LLC | $865K | $68K |
| Royal Bank of Canada | $312K | $397K |
| Integrated Wealth Concepts LLC | $285K | $22K |
| UBS Group AG | $3K | $28K |
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: NTSX institutional holders, NBCR institutional holders.
Frequently asked questions
How much do NTSX and NBCR overlap?
59.8% by weight, with 163 holdings in common, using holdings for NTSX as of June 30, 2026 and NBCR as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both NTSX and NBCR?
9 Form 13F filers report positions in both, out of 120 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%.