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 | 6,778,333 | 181,279 | 0.14% | 0.14% | 1 | -143,079 | -2.07% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 1,037,056 | 27,735 | 0.06% | 0.06% | 2 | -22,022 | -2.08% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 782,769 | 20,934 | 0.52% | 0.52% | 3 | +13,668 | 1.78% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 601,378 | 16,083 | 0.0% | 0.0% | 4 | +17,522 | 3.0% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 567,214 | 15,169 | 0.04% | 0.04% | 5 | -47,933 | -7.79% | Q1 2026 | May 04, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 462,368 | 12,365 | 13.45% | 16.15% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Added to | 208,425 | 5,574 | 0.3% | 0.2% | 7 | +105,335 | 102.18% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 207,936 | 5,561 | 0.04% | 0.05% | 8 | -7,301 | -3.39% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 175,994 | 4,706 | 0.01% | 0.01% | 9 | +9,754 | 5.87% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 118,525 | 3,169 | 0.0% | 0.0% | 10 | +81,256 | 218.03% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 91,437 | 2,445 | 0.0% | 0.0% | 11 | +11,930 | 15.0% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 88,237 | 2,359 | 0.15% | 0.09% | 12 | +38,982 | 79.14% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,055 | 2,060 | 0.0% | 0.0% | 13 | +16,376 | 26.99% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 68,593 | 1,794 | 0.0% | 0.0% | 14 | +33,165 | 93.61% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 56,432 | 1,509 | 0.39% | 0.32% | 15 | +12,457 | 28.33% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,050 | 1,018 | 0.0% | 0.0% | 16 | +7,850 | 25.99% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 34,997 | 935 | 0.01% | 0.01% | 17 | -13,622 | -28.02% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 24,342 | 663 | 0.0% | 0.0% | 18 | +8,662 | 55.24% | Q1 2026 | May 15, 2026 |
| Edge Financial Advisors LLC | History | No change | 23,798 | 648 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | New | 20,455 | 547 | 0.0% | — | 20 | +20,455 | New | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 18,485 | 494 | 0.01% | 0.02% | 21 | -7,767 | -29.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,226 | 300 | 0.0% | — | 22 | +11,226 | New | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,979 | 293 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,630 | 284 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 9,525 | 254 | 0.0% | 0.0% | 25 | +44 | 0.46% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8,971 | 239 | 0.0% | — | 26 | +8,971 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,831 | 236 | 0.0% | 0.0% | 27 | +1,168 | 15.24% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,476 | 226 | 0.0% | 0.0% | 28 | +169 | 2.03% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 7,707 | 206 | 0.0% | 0.08% | 29 | -493,804 | -98.46% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 2,963 | 79 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,888 | 77 | 0.0% | — | 32 | +2,888 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,889 | 77 | 0.0% | 0.0% | 31 | -233 | -7.46% | Q1 2026 | May 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,959 | 52 | 0.05% | 0.24% | 34 | -7,944 | -80.22% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,950 | 52 | 0.0% | 0.0% | 33 | +1,340 | 219.67% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,117 | 29 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Advisory Services Network, LLC | History | New | 994 | 26 | 0.0% | — | 36 | +994 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 790 | 21 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 655 | 17 | 0.01% | — | 38 | +655 | New | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | No change | 560 | 14 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | No change | 464 | 12 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | No change | 213 | 5 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 175 | 4 | 0.0% | 0.57% | 43 | -21,111 | -99.18% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 182 | 4 | 0.0% | 0.0% | 42 | +4 | 2.25% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 101 | 2 | 0.0% | — | 44 | +101 | New | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 51 | 1 | 0.0% | 0.01% | 45 | -361 | -87.62% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -21,066 | -100.0% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,344 | -100.0% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,782 | -100.0% | Q1 2026 | May 13, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -16,511 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LifeWealth Investments, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,410 | -100.0% | Q1 2026 | Apr 20, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,394 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,025 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,775 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 6 | 0 | — | 0.05% | — | -5,932 | -99.9% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,973 | -100.0% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,606 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 6 | 0 | — | 0.0% | — | -382 | -98.45% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -367 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 22, 2026 |