Neuberger Berman ETF Trust - NBOS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | History | Reduced | 6,638,404 | 185,968 | 0.12% | 0.14% | 1 | -139,929 | -2.06% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,018,963 | 28,545 | 0.05% | 0.06% | 2 | -18,093 | -1.74% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 758,975 | 21,262 | 0.46% | 0.52% | 3 | -23,794 | -3.04% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Reduced | 567,965 | 15,911 | 0.0% | 0.0% | 4 | -33,413 | -5.56% | Q2 2026 | Aug 07, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 462,368 | 12,952 | 9.44% | 13.45% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 208,415 | 5,838 | 0.03% | 0.04% | 6 | +479 | 0.23% | Q2 2026 | Aug 11, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 207,525 | 5,813 | 0.21% | 0.3% | 7 | -900 | -0.43% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,163 | 4,934 | 0.01% | 0.0% | 8 | +99,108 | 128.62% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 175,994 | 4,706 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 133,036 | 3,726 | 0.0% | 0.0% | 10 | +14,511 | 12.24% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 99,622 | 2,790 | 0.16% | 0.15% | 11 | +11,385 | 12.9% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 93,701 | 2,624 | 0.0% | 0.0% | 12 | +2,264 | 2.48% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 77,994 | 2,184 | 0.01% | 0.0% | 13 | +67,364 | 633.72% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 71,901 | 2,014 | 0.84% | — | 14 | +71,901 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 58,493 | 1,638 | 0.0% | 0.04% | 15 | -508,721 | -89.69% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,647 | 1,446 | 0.01% | 0.0% | 16 | +27,305 | 112.17% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 37,745 | 1,057 | 0.0% | 0.0% | 17 | -305 | -0.8% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 32,202 | 902 | 0.01% | 0.01% | 18 | -2,795 | -7.99% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 31,911 | 893 | 0.01% | 0.01% | 19 | +13,426 | 72.63% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 29,692 | 831 | 0.01% | — | 20 | +29,692 | New | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 24,328 | 678 | 0.0% | 0.0% | 21 | -44,265 | -64.53% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 23,150 | 648 | 0.0% | 0.0% | 22 | +2,695 | 13.18% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 16,960 | 463 | 0.0% | 0.0% | 23 | +7,435 | 78.06% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,261 | 427 | 0.01% | 0.0% | 24 | +6,290 | 70.11% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,610 | 325 | 0.0% | — | 25 | +11,610 | New | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 11,401 | 319 | 0.12% | — | 26 | +11,401 | New | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,979 | 307 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,606 | 297 | 0.0% | 0.0% | 28 | -620 | -5.52% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,643 | 242 | 0.0% | 0.0% | 29 | +167 | 1.97% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,590 | 240 | 0.0% | 0.0% | 30 | -241 | -2.73% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 7,457 | 208 | 0.04% | 0.39% | 31 | -48,975 | -86.79% | Q2 2026 | Jul 17, 2026 |
| TFB Advisors LLC | History | New | 7,330 | 205 | 0.09% | — | 32 | +7,330 | New | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 4,583 | 130 | 0.02% | — | 33 | +4,583 | New | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,464 | 125 | 0.0% | 0.0% | 34 | +1,575 | 54.52% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | New | 3,572 | 100 | 0.0% | — | 35 | +3,572 | New | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 2,963 | 83 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,959 | 54 | 0.04% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,665 | 46 | 0.0% | 0.0% | 38 | -285 | -14.62% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,117 | 31 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | Added to | 478 | 13 | 0.0% | 0.0% | 41 | +14 | 3.02% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 186 | 5 | 0.0% | 0.0% | 43 | +4 | 2.2% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 213 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 175 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 101 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,707 | -100.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,888 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -994 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -655 | -100.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -560 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |