NEUBERGER BERMAN ETF TRUST (NBSD)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
64
Reporting holders
$888.9M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $262.4M | 5,195,919 | 0.01% | 9q | +30.2%+$60.8M |
| LPL Financial LLC | $103.9M | 2,057,290 | 0.02% | 9q | +28.8%+$23.2M |
| RAYMOND JAMES FINANCIAL INC | $98.7M | 1,953,682 | 0.03% | 7q | +49.0%+$32.5M |
| NEUBERGER BERMAN GROUP LLC | $95.6M | 1,893,567 | 0.06% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $88.0M | 1,743,169 | 0.01% | 4q | +47.0%+$28.1M |
| Integrated Wealth Concepts LLC | $35.3M | 699,145 | 0.17% | 3q | +80.2%+$15.7M |
| Francis Financial, Inc. | $24.9M | 493,314 | 4.08% | 2q | +9.8%+$2.2M |
| AMERIPRISE FINANCIAL INC | $22.5M | 449,669 | 0.00% | new | NEW |
| UBS Group AG | $16.1M | 318,934 | 0.00% | 2q | +0.9%+$145.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 298,048 | 0.03% | 4q | -0.6%-$92.0K |
| Round Rock Advisors LLC | $13.0M | 257,509 | 1.68% | 4q | +3.8%+$470.6K |
| OSAIC HOLDINGS, INC. | $12.8M | 252,485 | 0.01% | 4q | +14.7%+$1.6M |
| JANE STREET GROUP, LLC | $9.4M | 186,121 | 0.00% | 3q | +114.1%+$5.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 144,714 | 0.01% | 9q | +23.7%+$1.4M |
| Convergence Financial, LLC | $6.8M | 135,405 | 0.54% | new | NEW |
| Main Street Financial Solutions, LLC | $6.5M | 128,621 | 0.42% | 4q | +43.4%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $6.4M | 126,218 | 0.00% | 3q | +138.2%+$3.7M |
| ROBINSON SMITH WEALTH ADVISORS LLC | $5.2M | 103,592 | 3.13% | 5q | -6.4%-$356.6K |
| YHB Investment Advisors, Inc. | $4.5M | 89,929 | 0.29% | 3q | +13.5%+$541.8K |
| CITADEL ADVISORS LLC | $4.3M | 84,807 | 0.00% | 4q | -33.7%-$2.2M |
| J.W. COLE ADVISORS, INC. | $4.2M | 83,024 | 0.07% | new | NEW |
| HighPoint Advisor Group LLC | $4.0M | 78,269 | 0.14% | 3q | -8.9%-$386.5K |
| Steward Partners Investment Advisory, LLC | $3.9M | 76,297 | 0.02% | 9q | -45.9%-$3.3M |
| NewEdge Advisors, LLC | $3.7M | 72,279 | 0.01% | 6q | +83.7%+$1.7M |
| Mutual Advisors, LLC | $3.1M | 60,608 | 0.06% | 2q | +6.5%+$188.0K |
| HighTower Advisors, LLC | $2.6M | 51,698 | 0.00% | 3q | -7.9%-$223.2K |
| Rubicon Advisors, GP | $2.4M | 47,512 | 1.75% | 3q | -60.1%-$3.6M |
| GOLDMAN SACHS GROUP INC | $2.2M | 44,540 | 0.00% | new | NEW |
| Gotham Asset Management, LLC | $2.0M | 39,338 | 0.00% | 3q | HELD |
| STIFEL FINANCIAL CORP | $1.9M | 36,973 | 0.00% | 4q | -4.4%-$86.3K |
| MANCHESTER FINANCIAL INC | $1.7M | 33,627 | 0.30% | 5q | -4.6%-$82.0K |
| Private Advisor Group, LLC | $1.7M | 32,876 | 0.01% | 3q | -38.3%-$1.0M |
| Rockefeller Capital Management L.P. | $1.4M | 28,648 | 0.00% | 2q | +195.8%+$957.8K |
| Kestra Advisory Services, LLC | $1.4M | 28,228 | 0.00% | 5q | -25.2%-$480.7K |
| Sanctuary Advisors, LLC | $1.2M | 23,603 | 0.01% | 4q | +24.1%+$231.1K |
| Quantinno Capital Management LP | $1.1M | 22,742 | 0.00% | new | NEW |
| Triumph Capital Management | $1.0M | 20,148 | 0.18% | 2q | +18.7%+$160.2K |
| WETZEL INVESTMENT ADVISORS, INC. | $984.1K | 19,484 | 0.34% | 5q | -23.8%-$307.1K |
| Harvest Investment Services, LLC | $959.8K | 19,004 | 0.15% | 2q | +176.5%+$612.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $846.7K | 16,764 | 0.01% | 3q | -13.1%-$127.7K |
| Clearstead Trust, LLC | $833.6K | 16,504 | 0.11% | 2q | +42.5%+$248.7K |
| Claro Advisors Inc. | $681.7K | 13,497 | 0.07% | 2q | +0.6%+$4.3K |
| Cetera Investment Advisers | $646.3K | 12,797 | 0.00% | 3q | +41.4%+$189.2K |
| ENVESTNET ASSET MANAGEMENT INC | $636.4K | 12,600 | 0.00% | 4q | +38.5%+$177.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $631.1K | 12,496 | 0.00% | 2q | +6308.2%+$621.3K |
| Kraft, Davis & Associates, LLC | $575.1K | 11,387 | 0.12% | 2q | +77.6%+$251.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $561.5K | 11,118 | 0.02% | 2q | -47.5%-$508.2K |
| MGO ONE SEVEN LLC | $427.2K | 8,459 | 0.01% | 4q | -1.5%-$6.5K |
| Stratos Wealth Partners, LTD. | $421.8K | 8,352 | 0.00% | 2q | +6.1%+$24.4K |
| Gladstone Institutional Advisory LLC | $352.0K | 6,969 | 0.01% | 3q | +13.2%+$40.9K |
| Paulson Wealth Management Inc. | $326.4K | 6,462 | 0.07% | 5q | -97.7%-$14.0M |
| SAGESPRING WEALTH PARTNERS, LLC | $312.3K | 6,183 | 0.00% | 3q | -45.6%-$261.3K |
| IHT Wealth Management, LLC | $311.9K | 6,175 | 0.01% | 4q | -16.2%-$60.2K |
| Atria Investments, Inc | $237.4K | 4,701 | 0.00% | 4q | -15.8%-$44.4K |
| KINTRA WEALTH, LLC | $225.6K | 4,450 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $203.7K | 4,033 | 0.00% | 2q | HELD |
| NWF Advisory Services Inc. | $202.0K | 4,000 | 0.02% | 3q | HELD |
| Geneos Wealth Management Inc. | $102.4K | 2,027 | 0.00% | 4q | +102.3%+$51.8K |
| ROYAL BANK OF CANADA | $88.0K | 1,739 | 0.00% | 5q | -27.5%-$33.4K |
| WELLS FARGO & COMPANY/MN | $61.2K | 1,211 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $30.2K | 598 | 0.00% | 3q | +49.5%+$10.0K |
| Global Retirement Partners, LLC | $21.9K | 433 | 0.00% | 4q | +15.5%+$2.9K |
| IFG Advisory, LLC | $17.4K | 345 | 0.00% | 2q | +1.2% |
| Cambridge Investment Research Advisors, Inc. | $10.5K | 207,988 | 0.01% | 5q | +97.8%+$5.2K |
| JPMORGAN CHASE & CO | $1.8K | 35 | 0.00% | 2q | -99.9%-$1.3M |
| Janney Montgomery Scott LLC | $1.5K | 29,999 | 0.00% | 3q | -9.9% |
| HRT FINANCIAL LP | $684 | 13,551 | 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 | 64 | $888.9M | 17,604,371 | 7 | 32 | 21 | 0.0% |
| Q1 2026 | 67 | $704.3M | 13,903,954 | 19 | 30 | 12 | 0.0% |
| Q4 2025 | 53 | $572.7M | 11,188,750 | 19 | 23 | 9 | 0.0% |
| Q3 2025 | 33 | $352.3M | 6,885,795 | 17 | 10 | 5 | 0.0% |
| Q2 2025 | 19 | $240.3M | 4,716,954 | 11 | 6 | 1 | 0.0% |
| Q1 2025 | 9 | $150.5M | 2,953,420 | 2 | 4 | 1 | 0.0% |
| Q4 2024 | 8 | $112.9M | 2,225,731 | 1 | 2 | 4 | 0.0% |
| Q3 2024 | 10 | $106.0M | 2,051,501 | 1 | 4 | 3 | 0.0% |
| Q2 2024 | 11 | $97.3M | 1,946,650 | 11 | 0 | 0 | 0.0% |