NEUBERGER BERMAN ETF TRUST (NBCM)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
30
Reporting holders
$273.8M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | $106.8M | 4,027,019 | 0.07% | 15q | +2.9%+$3.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $96.9M | 3,539,167 | 0.16% | 15q | +5.8%+$5.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.4M | 1,522,036 | 0.02% | 15q | +11.0%+$4.0M |
| LPL Financial LLC | $8.3M | 314,465 | 0.00% | 8q | +75.6%+$3.6M |
| STIFEL FINANCIAL CORP | $3.9M | 148,753 | 0.00% | 11q | +0.7%+$28.5K |
| IAG Wealth Partners, LLC | $2.7M | 100,281 | 0.26% | 11q | -17.2%-$553.8K |
| Wealth Enhancement Trust Services, Inc. | $2.6M | 96,767 | 0.15% | 3q | +775.6%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 87,546 | 0.00% | 6q | +12.4%+$256.0K |
| AMERIPRISE FINANCIAL INC | $2.1M | 80,424 | 0.00% | new | NEW |
| World Investment Advisors | $1.4M | 50,371 | 0.02% | 2q | HELD |
| Vise Technologies, Inc. | $1.4M | 51,245 | 0.02% | 4q | +182.2%+$877.8K |
| Private Advisor Group, LLC | $981.5K | 36,997 | 0.00% | 5q | -82.6%-$4.6M |
| OSAIC HOLDINGS, INC. | $797.1K | 30,048 | 0.00% | 15q | +11.2%+$80.0K |
| Brookwood Investment Group LLC | $473.3K | 17,841 | 0.05% | 2q | +2.6%+$11.9K |
| NorthCrest Asset Manangement, LLC | $472.9K | 17,140 | 0.01% | 3q | -1.8%-$8.5K |
| BANK OF AMERICA CORP /DE/ | $452.0K | 17,036 | 0.00% | 2q | +24.5%+$88.8K |
| JPMORGAN CHASE & CO | $389.8K | 14,790 | 0.00% | new | NEW |
| Advisors Preferred, LLC | $336.0K | 12,660 | 0.05% | new | NEW |
| HB Wealth Management, LLC | $256.8K | 9,679 | 0.00% | new | NEW |
| REGIONS FINANCIAL CORP | $233.4K | 9,493 | 0.00% | 12q | HELD |
| MGO ONE SEVEN LLC | $221.0K | 8,332 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $124.3K | 4,685 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $50.0K | 1,888 | 0.00% | 3q | HELD |
| Key Financial Inc | $49.3K | 1,860 | 0.01% | new | NEW |
| MORGAN STANLEY | $32.3K | 1,217 | 0.00% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $26.5K | 1,000 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $13.3K | 503 | 0.00% | 6q | HELD |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $13.0K | 490 | 0.03% | 3q | +15.3%+$1.7K |
| LANARK FINANCIAL, INC. | $5.9K | 221 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 53,860 | 0.00% | 4q | +93.4% |
| MERCER GLOBAL ADVISORS INC /ADV | $321 | 12 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $273.8M | 10,203,966 | 9 | 12 | 3 | 0.0% |
| Q1 2026 | 24 | $271.0M | 9,663,685 | 7 | 9 | 5 | 0.0% |
| Q4 2025 | 20 | $237.0M | 10,337,117 | 6 | 8 | 1 | 0.0% |
| Q3 2025 | 13 | $222.7M | 9,400,974 | 2 | 8 | 2 | 0.0% |
| Q2 2025 | 13 | $187.2M | 8,357,817 | 1 | 5 | 5 | 0.0% |
| Q1 2025 | 16 | $190.0M | 8,388,773 | 7 | 6 | 0 | 0.0% |
| Q4 2024 | 9 | $156.8M | 7,494,692 | 0 | 2 | 6 | 0.0% |
| Q3 2024 | 15 | $207.4M | 9,466,898 | 1 | 7 | 5 | 0.0% |
| Q2 2024 | 16 | $215.8M | 9,838,182 | 2 | 7 | 3 | 0.0% |
| Q1 2024 | 15 | $223.3M | 10,327,680 | 1 | 3 | 6 | 0.0% |
| Q4 2023 | 18 | $198.4M | 9,598,627 | 5 | 4 | 7 | 0.0% |
| Q3 2023 | 13 | $232.4M | 10,356,871 | 1 | 3 | 8 | 0.0% |
| Q2 2023 | 14 | $230.6M | 10,830,166 | 6 | 1 | 6 | 0.0% |
| Q1 2023 | 8 | $254.8M | 11,416,960 | 1 | 3 | 3 | 0.0% |
| Q4 2022 | 9 | $180.8M | 7,751,751 | 9 | 0 | 0 | 0.0% |