HolderBook

NEUBERGER HIGH YIELD ST FD I (NHS)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

59
Reporting holders
$52.0M
Reported value
0.0%
Held as options
+7
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

FilerValueShares Their book Held Change
RIVERNORTH CAPITAL MANAGEMENT, LLC$8.6M1,371,4130.41%newNEW
ABSOLUTE INVESTMENT ADVISERS, LLC$5.0M800,7440.48%newNEW
MORGAN STANLEY$4.5M725,2700.00%35q+10.0%+$412.7K
GUGGENHEIM CAPITAL LLC$3.1M488,9890.02%31q-8.3%-$277.8K
LPL Financial LLC$2.6M415,0280.00%31q-13.6%-$409.1K
GraniteShares Advisors LLC$2.5M392,9221.58%3q+15.1%+$320.9K
Quarry LP$2.1M341,9350.18%2q-29.8%-$907.3K
Invesco Ltd.$2.0M322,7320.00%31q+32.8%+$497.7K
WELLS FARGO & COMPANY/MN$1.8M286,2010.00%31q-46.3%-$1.5M
Uncommon Cents Investing LLC$1.5M247,7500.34%31q+36.8%+$415.5K
Cable Car Capital, LP$1.5M233,1690.03%2q-57.6%-$2.0M
J.W. COLE ADVISORS, INC.$1.4M218,2970.02%newNEW
TORONTO DOMINION BANK$1.3M204,7570.00%newNEW
Clear Street Group Inc.$1.2M198,6840.00%newNEW
JPMORGAN CHASE & CO$1.2M198,1820.00%2q+4.3%+$50.6K
AMERIPRISE FINANCIAL INC$1.1M172,5890.00%7q-50.1%-$1.1M
Marex Group Ltd$1.0M161,4730.00%2q+258.8%+$726.8K
HARBOUR INVESTMENTS, INC.$950.9K152,3850.01%21q-10.0%-$105.6K
Bramshill Investments, LLC$834.8K133,7850.06%5q+35.0%+$216.4K
OSAIC HOLDINGS, INC.$701.2K112,3700.00%26q+31.2%+$166.6K
RAYMOND JAMES FINANCIAL INC$688.7K110,3640.00%7q+23.1%+$129.4K
MELFA WEALTH MANAGEMENT, INC.$650.8K104,2870.35%15q+8.3%+$49.9K
WOLVERINE ASSET MANAGEMENT LLC$389.9K62,4880.00%newNEW
Logan Stone Capital, LLC$381.5K61,1320.08%newNEW
Total Wealth Planning & Management, Inc.$338.8K54,3020.23%5q+13.7%+$40.8K
JANE STREET GROUP, LLC$335.0K53,6800.00%4q+14.2%+$41.6K
READYSTATE ASSET MANAGEMENT LP$325.4K52,1510.01%newNEW
UBS Group AG$309.6K49,6220.00%31q+98.1%+$153.3K
Apollon Wealth Management, LLC$293.8K47,0780.00%7q+2.4%+$6.9K
Equitable Holdings, Inc.$287.0K46,0000.00%17qHELD
SeaCrest Wealth Management, LLC$284.9K45,6610.03%20q+14.4%+$35.9K
NewEdge Advisors, LLC$282.1K45,2150.00%19q+7.7%+$20.1K
XTX Topco Ltd$235.5K37,7370.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$205.9K33,0000.01%2q+106.2%+$106.1K
ROBINSON CAPITAL MANAGEMENT, LLC$205.9K32,9930.09%2qHELD
TrueMark Investments, LLC$195.6K31,3470.02%newNEW
HighTower Advisors, LLC$191.2K30,6480.00%31qHELD
StoneX Group Inc.$184.8K28,9380.01%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$179.5K28,7630.00%31q+8.3%+$13.8K
MERCER GLOBAL ADVISORS INC /ADV$165.3K26,4880.00%4q+100.0%+$82.6K
AlphaCore Capital LLC$131.0K21,0000.00%6q-12.5%-$18.7K
Kestra Advisory Services, LLC$120.2K19,2600.00%newNEW
CoreCap Advisors, LLC$119.4K19,1320.00%newNEW
MRA Advisory Group$118.7K19,0170.04%8q+2.8%+$3.2K
PFG Investments, LLC$115.4K18,5000.00%newNEW
Capital Investment Advisors, LLC$96.8K15,5190.00%31q+24.0%+$18.7K
CURA WEALTH ADVISORS, LLC$76.6K12,2820.03%5qHELD
EP Wealth Advisors, LLC$70.5K11,3010.00%newNEW
BAILARD, INC.$67.6K10,8390.00%20qHELD
ROYAL BANK OF CANADA$65.0K10,3410.00%31q-25.6%-$22.3K
SIT INVESTMENT ASSOCIATES INC$35.0K5,605,4810.66%2q+1736.2%+$33.1K
FIFTH THIRD BANCORP$18.8K3,0140.00%2q+10.3%+$1.8K
Axiom Investment Management LLC$15.7K2,5230.01%2qHELD
Osbon Capital Management LLC$11.3K1,8100.01%newNEW
HIGHLINE WEALTH PARTNERS LLC$9.4K1,5000.00%4qHELD
Global Retirement Partners, LLC$7.1K1,1310.00%newNEW
Farther Finance Advisors, LLC$6.7K1,0660.00%3q+38.1%+$1.8K
Community Financial Services Group, LLC$2.9K4700.00%2qHELD
Pinnacle Wealth Planning Services, Inc.$2.4K3880.00%newNEW
WPG Advisers, LLC$1.1K1690.00%newNEW
Cambridge Investment Research Advisors, Inc.$13822,0620.00%2q+108.2%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1413G/AFirst Trust Portfolios L.P.with 2 co-filers20.5%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202659$52.0M8,329,831192390.0%
Q1 202652$44.0M6,828,9721614120.0%
Q4 202542$29.9M4,013,511615110.0%
Q3 202539$26.0M3,465,277616100.0%
Q2 202539$26.3M3,464,28771760.0%
Q1 202535$25.2M3,297,16959130.0%
Q4 202437$26.4M3,520,582121460.0%
Q3 202429$29.5M3,398,20321260.0%
Q2 202435$23.3M2,979,626410100.0%
Q1 202432$37.3M4,626,01541190.0%
Q4 202340$34.3M4,440,95861690.0%
Q3 202337$23.4M3,112,61861470.0%
Q2 202341$23.8M3,181,25491490.0%
Q1 202339$21.5M2,517,469712110.0%
Q4 202234$21.8M2,558,61549110.0%
Q3 202244$24.7M3,122,78239200.0%
Q2 202248$29.2M3,482,9551215100.0%
Q1 202237$20.0M1,751,337314120.0%
Q4 202139$23.3M1,875,31079130.0%
Q3 202136$24.7M1,950,68341280.0%
Q2 202133$30.4M2,293,072410120.0%
Q1 202132$30.5M2,367,105110100.0%
Q4 202041$31.0M2,649,681111390.0%
Q3 202039$82.5M7,437,13954130.0%
Q2 202039$76.9M7,426,903413100.0%
Q1 202046$60.9M7,016,502419120.0%
Q4 201945$80.4M6,509,168415110.0%
Q3 201942$83.3M6,902,736610160.0%
Q2 201946$95.1M8,128,672911190.0%
Q1 201946$95.5M8,454,57697200.0%
Q4 201848$74.2M7,667,1350120.0%