NUSC vs IMCB overlap
NUSC and IMCB overlap 1.2% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | NUSC | IMCB | Overlap |
|---|---|---|---|
| ATI Inc.ATI | 1.26% | 0.17% | 0.17% |
| Nvent ElectricNVT | 1.06% | 0.17% | 0.17% |
| Viatris Inc.VTRS | 1.07% | 0.14% | 0.14% |
| TD Synnex Corp.SNX | 1.08% | 0.14% | 0.14% |
| East West BncrpEWBC | 1.04% | 0.12% | 0.12% |
| Lattice SemicondLSCC | 0.69% | 0.12% | 0.12% |
| Royal Gold Inc.RGLD | 0.54% | 0.12% | 0.12% |
| Nextpower Inc.-aNXT | 0.69% | 0.09% | 0.09% |
| TTM TechnologiesTTMI | 0.68% | 0.08% | 0.08% |
| Wesco IntlWCC | 0.04% | 0.11% | 0.04% |
| Performance FoodPFGC | 0.02% | 0.12% | 0.02% |
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: NUSC, SEC Form N-PORT, July 31, 2026; IMCB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NUSC | IMCB |
|---|---|---|
| UBS Group AG | $54.6M | $132.8M |
| Morgan Stanley | $54.1M | $114.5M |
| HighTower Advisors, LLC | $1.5M | $156.7M |
| Bank of America Corp. | $101.5M | $10.5M |
| Mercer Global Advisors Inc. | $94.3M | $5.4M |
| LPL Financial LLC | $43.7M | $45.8M |
| Royal Bank of Canada | $55.1M | $9.4M |
| TIAA-CREF Individual & Institutional Services, LLC | $62.1M | $312K |
| Raymond James Financial Inc. | $4.3M | $49.1M |
| Wells Fargo & Company | $11.3M | $19.7M |
| Cetera Investment Advisers | $5.4M | $23.4M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | $19.6M |
| Aptus Capital Advisors, LLC | $88K | $23.5M |
| Commonwealth Equity Services, LLC | $5.3M | $17.7M |
| Ameriprise Financial Inc. | $7.9M | $14.8M |
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: NUSC institutional holders, IMCB institutional holders.
Frequently asked questions
How much do NUSC and IMCB overlap?
1.2% by weight, with 11 holdings in common, using holdings for NUSC as of July 31, 2026 and IMCB as of July 31, 2026. The largest shared position is ATI.
Do institutions hold both NUSC and IMCB?
78 Form 13F filers report positions in both, out of 389 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%.