NEUBERGER BERMAN ETF TRUST (NBCR)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
15
Reporting holders
$710.2M
Reported value
0.0%
Held as options
+1
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 | $698.9M | 20,905,386 | 0.46% | 8q | -5.3%-$38.9M |
| MORGAN STANLEY | $7.1M | 211,356 | 0.00% | 3q | +9916.9%+$7.0M |
| LPL Financial LLC | $732.4K | 21,907 | 0.00% | 3q | -1.2%-$8.5K |
| JANE STREET GROUP, LLC | $538.5K | 16,107 | 0.00% | 2q | +111.9%+$284.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $522.5K | 15,395 | 0.00% | 3q | HELD |
| IBEX WEALTH ADVISORS | $494.3K | 14,786 | 0.04% | 3q | -2.1%-$10.6K |
| BANK OF AMERICA CORP /DE/ | $474.9K | 14,206 | 0.00% | 3q | +73.1%+$200.6K |
| HB Wealth Management, LLC | $425.6K | 12,730 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $397.0K | 11,863 | 0.00% | 8q | -40.4%-$268.8K |
| Cetera Investment Advisers | $283.7K | 8,486 | 0.00% | 3q | -19.7%-$69.5K |
| Tranquility Partners, LLC | $225.7K | 6,750 | 0.08% | new | NEW |
| NewEdge Advisors, LLC | $68.0K | 2,035 | 0.00% | new | NEW |
| UBS Group AG | $28.4K | 850 | 0.00% | 8q | +62.2%+$10.9K |
| OSAIC HOLDINGS, INC. | $21.9K | 655 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $21.6K | 646 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $244 | 7,293 | 0.01% | 2q | -81.3%-$1.1K |
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 | 15 | $710.2M | 21,243,158 | 4 | 4 | 5 | 0.0% |
| Q1 2026 | 14 | $659.5M | 22,226,158 | 3 | 5 | 6 | 0.0% |
| Q4 2025 | 12 | $590.3M | 18,732,218 | 8 | 3 | 1 | 0.0% |
| Q3 2025 | 4 | $390.8M | 12,613,220 | 1 | 1 | 2 | 0.0% |
| Q2 2025 | 5 | $286.0M | 9,940,141 | 1 | 3 | 1 | 0.0% |
| Q1 2025 | 4 | $251.8M | 9,753,686 | 1 | 2 | 1 | 0.0% |
| Q4 2024 | 3 | $252.4M | 9,462,752 | 0 | 3 | 0 | 0.0% |
| Q3 2024 | 4 | $228.5M | 8,626,033 | 4 | 0 | 0 | 0.0% |