PICB vs NUBD overlap
PICB and NUBD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PICB, SEC Form N-PORT, July 31, 2026; NUBD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PICB | NUBD |
|---|---|---|
| Morgan Stanley | $7.3M | $45.9M |
| Envestnet Asset Management Inc. | $927K | $36.8M |
| LPL Financial LLC | $10.7M | $11.5M |
| Wells Fargo & Company | $11.3M | $2.5M |
| Walkner Condon Financial Advisors LLC | $6.8M | $477K |
| Bank of America Corp. | $719K | $5.8M |
| JPMorgan Chase & Co | $16K | $4.5M |
| Stifel Financial Corp. | $3.1M | $563K |
| UBS Group AG | $539K | $2.5M |
| Royal Bank of Canada | $472K | $2.5M |
| Private Advisor Group, LLC | $1.8M | $869K |
| MML Investors Services, LLC | $287K | $1.6M |
| Rockefeller Capital Management L.P. | $281K | $1.5M |
| Cetera Investment Advisers | $389K | $1.3M |
| Citadel Advisors LLC | $520K | $1.1M |
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: PICB institutional holders, NUBD institutional holders.
Frequently asked questions
How much do PICB and NUBD overlap?
0.0% by weight, with 0 holdings in common, using holdings for PICB as of July 31, 2026 and NUBD as of July 31, 2026.
Do institutions hold both PICB and NUBD?
18 Form 13F filers report positions in both, out of 174 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%.