NEUBERGER BERMAN ETF TRUST (NBOS)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
44
Reporting holders
$305.2M
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 | $186.0M | 6,638,404 | 0.12% | 10q | -2.1%-$3.9M |
| ASSETMARK, INC | $28.5M | 1,018,963 | 0.05% | 10q | -1.7%-$506.9K |
| CARY STREET PARTNERS FINANCIAL LLC | $21.3M | 758,975 | 0.46% | 3q | -3.0%-$666.6K |
| LPL Financial LLC | $15.9M | 567,965 | 0.00% | 10q | -5.6%-$936.0K |
| MARQUETTE ASSOCIATES, INC. | $13.0M | 462,368 | 9.44% | 10q | HELD |
| Wealthspire Advisors, LLC | $5.8M | 208,415 | 0.03% | 7q | HELD |
| Proficio Capital Partners LLC | $5.8M | 207,525 | 0.21% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $4.9M | 176,163 | 0.01% | 10q | +128.6%+$2.8M |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 133,036 | 0.00% | 7q | +12.2%+$406.5K |
| Fifth Third Securities, Inc. | $2.8M | 99,622 | 0.16% | 5q | +12.9%+$318.9K |
| UBS Group AG | $2.6M | 93,701 | 0.00% | 10q | +2.5%+$63.4K |
| Steward Partners Investment Advisory, LLC | $2.2M | 77,994 | 0.01% | 10q | +633.7%+$1.9M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $2.0M | 71,901 | 0.84% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.6M | 58,493 | 0.00% | 10q | -89.7%-$14.3M |
| Equitable Holdings, Inc. | $1.4M | 51,647 | 0.01% | 10q | +112.2%+$764.9K |
| HB Wealth Management, LLC | $902.1K | 32,202 | 0.01% | 9q | -8.0%-$78.3K |
| OLD MISSION CAPITAL LLC | $894.0K | 31,911 | 0.01% | 4q | +72.6%+$376.1K |
| J.W. COLE ADVISORS, INC. | $831.8K | 29,692 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $678.0K | 24,328 | 0.00% | 9q | -64.5%-$1.2M |
| Cerity Partners LLC | $648.6K | 23,150 | 0.00% | 2q | +13.2%+$75.5K |
| Savant Capital, LLC | $463.0K | 16,960 | 0.00% | 4q | +78.1%+$203.0K |
| HARBOUR INVESTMENTS, INC. | $427.5K | 15,261 | 0.01% | 2q | +70.1%+$176.2K |
| GOLDMAN SACHS GROUP INC | $325.2K | 11,610 | 0.00% | new | NEW |
| Fortitude Advisory Group L.L.C. | $319.4K | 11,401 | 0.12% | new | NEW |
| STIFEL FINANCIAL CORP | $307.6K | 10,979 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $282.3K | 10,078 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $242.1K | 8,643 | 0.00% | 6q | +2.0%+$4.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $240.6K | 8,590 | 0.00% | 5q | -2.7%-$6.8K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $208.9K | 7,457 | 0.04% | 3q | -86.8%-$1.4M |
| TFB Advisors LLC | $205.3K | 7,330 | 0.09% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $130.1K | 4,583 | 0.02% | new | FIRST |
| PNC Financial Services Group, Inc. | $125.1K | 4,464 | 0.00% | 3q | +54.5%+$44.1K |
| Allworth Financial LP | $83.0K | 2,963 | 0.00% | 10q | HELD |
| Quest 10 Wealth Builders, Inc. | $54.9K | 1,959 | 0.04% | 7q | HELD |
| Farther Finance Advisors, LLC | $46.6K | 1,665 | 0.00% | 10q | -14.6%-$8.0K |
| LANARK FINANCIAL, INC. | $31.3K | 1,117 | 0.00% | 6q | HELD |
| NewEdge Advisors, LLC | $28.0K | 1,000 | 0.00% | new | NEW |
| Triumph Capital Management | $13.4K | 478 | 0.00% | 3q | +3.0% |
| MORGAN STANLEY | $6.0K | 213 | 0.00% | 7q | HELD |
| Geneos Wealth Management Inc. | $5.2K | 186 | 0.00% | 4q | +2.2% |
| Key Capital Management, INC | $4.9K | 175 | 0.00% | 3q | HELD |
| AMERIFLEX GROUP, INC. | $2.8K | 101 | 0.00% | 2q | HELD |
| Networth Advisors, LLC | $1.4K | 51 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $1.1K | 37,745 | 0.00% | 8q | -0.8% |
| Cambridge Investment Research Advisors, Inc. | $594 | 21,212 | 0.00% | 2q | +89.0% |
| Kingdom Financial Group LLC. | $160 | 6 | 0.00% | 3q | HELD |
| Capital Analysts, LLC | $100 | 3,572 | 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 | 44 | $305.2M | 10,893,725 | 7 | 14 | 10 | 0.0% |
| Q1 2026 | 43 | $307.6M | 11,502,323 | 6 | 15 | 13 | 0.0% |
| Q4 2025 | 53 | $324.3M | 11,891,897 | 13 | 14 | 13 | 0.0% |
| Q3 2025 | 44 | $322.4M | 12,003,286 | 8 | 13 | 12 | 0.0% |
| Q2 2025 | 41 | $304.7M | 11,700,823 | 5 | 16 | 11 | 0.0% |
| Q1 2025 | 38 | $337.3M | 13,185,389 | 4 | 9 | 16 | 0.0% |
| Q4 2024 | 41 | $345.1M | 13,098,302 | 10 | 9 | 10 | 0.0% |
| Q3 2024 | 29 | $329.0M | 12,486,394 | 3 | 9 | 8 | 0.0% |
| Q2 2024 | 28 | $334.4M | 12,711,830 | 6 | 7 | 8 | 0.0% |
| Q1 2024 | 25 | $325.4M | 12,500,047 | 25 | 0 | 0 | 0.0% |