NEUBERGER BERMAN ETF TRUST (NBDS)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
9
Reporting holders
$127.7M
Reported value
0.0%
Held as options
+2
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 | $124.3M | 2,927,731 | 0.08% | 17q | +587.7%+$106.2M |
| J.W. COLE ADVISORS, INC. | $1.1M | 25,911 | 0.02% | new | NEW |
| TFB Advisors LLC | $947.0K | 22,304 | 0.42% | 10q | HELD |
| ASSETMARK, INC | $722.7K | 17,020 | 0.00% | 5q | +16.8%+$104.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $282.8K | 6,805 | 0.00% | new | NEW |
| LPL Financial LLC | $212.7K | 5,008 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $81.7K | 1,924 | 0.00% | new | NEW |
| UBS Group AG | $5.3K | 125 | 0.00% | 6q | -10.7% |
| MORGAN STANLEY | $66 | 1 | 0.00% | 2q | HELD |
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 | 9 | $127.7M | 3,006,829 | 4 | 2 | 1 | 0.0% |
| Q1 2026 | 7 | $14.7M | 478,774 | 2 | 2 | 3 | 0.0% |
| Q4 2025 | 9 | $18.3M | 515,401 | 0 | 5 | 3 | 0.0% |
| Q3 2025 | 10 | $18.0M | 497,708 | 1 | 6 | 2 | 0.0% |
| Q2 2025 | 9 | $16.9M | 491,893 | 4 | 3 | 2 | 0.0% |
| Q1 2025 | 7 | $11.3M | 427,227 | 1 | 3 | 3 | 0.0% |
| Q4 2024 | 6 | $12.5M | 418,923 | 1 | 3 | 1 | 0.0% |
| Q3 2024 | 6 | $10.4M | 344,589 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 5 | $9.9M | 328,716 | 0 | 1 | 2 | 0.0% |
| Q1 2024 | 5 | $10.6M | 366,695 | 2 | 3 | 0 | 0.0% |
| Q4 2023 | 3 | $8.8M | 349,482 | 0 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $7.9M | 363,825 | 1 | 2 | 0 | 0.0% |
| Q2 2023 | 2 | $7.3M | 311,922 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 4 | $8.7M | 415,866 | 1 | 2 | 1 | 0.0% |
| Q4 2022 | 3 | $12.8M | 704,855 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $4.1M | 235,681 | 0 | 2 | 1 | 0.0% |
| Q2 2022 | 3 | $3.9M | 220,109 | 3 | 0 | 0 | 0.0% |