ORBX vs NYSX overlap

ORBX and NYSX overlap 0.2% by weight, across 3 shared holdings.

ORBXNYSX

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 3 shared holdings

ORBX40.5% of the fund is in shared holdings, of 28

NYSX0.2% of the fund is in shared holdings, of 103

These funds report on different dates (ORBX: May 31, 2026, NYSX: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	ORBX	NYSX	Overlap
Rocket Lab Corp.RKLB	22.48%	0.14%	0.14%
Planet Labs PBCPL	11.87%	0.02%	0.02%
Intuitive MachinLUNR	6.12%	0.01%	0.01%

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: ORBX, SEC Form N-PORT, May 31, 2026; NYSX, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 29 holding any

ORBX22.8% of its 13F dollars, 7.7% of its 26 holders

NYSX3.7% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	ORBX	NYSX
Jane Street Group, LLC	$3.3M	$349K
Cetera Investment Advisers	$502K	$256K

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: ORBX institutional holders, NYSX institutional holders.

Frequently asked questions

How much do ORBX and NYSX overlap?

0.2% by weight, with 3 holdings in common, using holdings for ORBX as of May 31, 2026 and NYSX as of July 31, 2026. The largest shared position is RKLB.

Do institutions hold both ORBX and NYSX?

2 Form 13F filers report positions in both, out of 29 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%.