Neuberger Berman ETF Trust - NBOS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 6,921,412 | 188,746 | 0.14% | 0.15% | 1 | -760,635 | -9.9% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,059,078 | 28,881 | 0.06% | 0.07% | 2 | -173,467 | -14.07% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 769,101 | 20,973 | 0.52% | — | 3 | +769,101 | New | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 615,147 | 16,775 | 0.04% | 0.04% | 4 | +19,119 | 3.21% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 583,856 | 15,921 | 0.0% | 0.0% | 5 | +12,761 | 2.23% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 501,511 | 13,676 | 0.08% | 0.08% | 6 | +18,747 | 3.88% | Q4 2025 | Jan 26, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 462,368 | 12,608 | 16.15% | 14.94% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 215,237 | 5,869 | 0.05% | 0.03% | 8 | -5,048 | -2.29% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 166,240 | 4,533 | 0.01% | 0.0% | 9 | +149,849 | 914.22% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | New | 103,090 | 2,811 | 0.2% | — | 10 | +103,090 | New | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 79,507 | 2,168 | 0.0% | 0.0% | 11 | -5,756 | -6.75% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 60,679 | 1,654 | 0.0% | 0.01% | 12 | -94,400 | -60.87% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 49,255 | 1,343 | 0.09% | 0.08% | 13 | +4,867 | 10.96% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 48,619 | 1,325 | 0.01% | 0.01% | 14 | -6,459 | -11.73% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 43,975 | 1,199 | 0.32% | — | 15 | +43,975 | New | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 37,269 | 1,016 | 0.0% | 0.0% | 16 | -86,149 | -69.8% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,428 | 966 | 0.0% | 0.0% | 17 | +22,148 | 166.78% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,200 | 824 | 0.0% | 0.0% | 18 | +1,675 | 5.87% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 26,252 | 715 | 0.02% | 0.01% | 19 | +12,374 | 89.16% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | New | 23,798 | 648 | 0.27% | — | 20 | +23,798 | New | Q4 2025 | Jan 28, 2026 |
| Key Capital Management, INC | History | New | 21,286 | 580 | 0.57% | — | 21 | +21,286 | New | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 21,066 | 574 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,344 | 554 | 0.0% | 0.0% | 23 | +4,958 | 32.22% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | New | 19,782 | 539 | 0.0% | — | 24 | +19,782 | New | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 16,511 | 450 | 0.13% | 0.13% | 25 | +86 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,680 | 427 | 0.0% | 0.0% | 26 | +269 | 1.75% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 14,410 | 392 | 0.12% | 0.13% | 27 | -430 | -2.9% | Q4 2025 | Jan 26, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,394 | 365 | 0.11% | 0.28% | 28 | -29,870 | -69.04% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,025 | 355 | 0.0% | 0.0% | 29 | +1,805 | 16.09% | Q4 2025 | Feb 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,775 | 348 | 0.02% | 0.02% | 30 | +78 | 0.61% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,979 | 299 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,630 | 289 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 9,903 | 270 | 0.24% | 0.25% | 33 | -319 | -3.12% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 9,481 | 258 | 0.0% | 0.0% | 34 | +44 | 0.47% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,320 | 254 | 0.0% | — | 35 | +9,320 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,307 | 226 | 0.0% | 0.0% | 36 | +170 | 2.09% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,663 | 208 | 0.0% | 0.0% | 37 | +74 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 5,938 | 161 | 0.05% | — | 38 | +5,938 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 3,122 | 85 | 0.0% | — | 39 | +3,122 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 2,963 | 80 | 0.0% | — | 40 | +2,963 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,973 | 54 | 0.0% | 0.0% | 41 | -333 | -14.44% | Q4 2025 | Feb 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 1,606 | 43 | 0.02% | — | 42 | +1,606 | New | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,117 | 30 | 0.0% | 0.0% | 43 | +537 | 92.59% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | New | 1,000 | 27 | 0.0% | — | 44 | +1,000 | New | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 790 | 21 | 0.0% | 0.01% | 45 | -10,612 | -93.07% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 610 | 16 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 560 | 15 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 464 | 12 | 0.0% | — | 48 | +464 | New | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | New | 412 | 11 | 0.01% | — | 49 | +412 | New | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 388 | 10 | 0.0% | — | 51 | +388 | New | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | New | 367 | 10 | 0.0% | — | 50 | +367 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | No change | 213 | 5 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 178 | 4 | 0.0% | 0.0% | 53 | -71 | -28.51% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,962 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,665 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,405 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -994 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FMR LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |