Neuberger Berman ETF Trust - NBSD
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 | 2,855,213 | 146,141 | 0.11% | 0.12% | 1 | -242,924 | -7.84% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,465,782 | 126,208 | 0.01% | 0.0% | 2 | +1,939,140 | 368.21% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,292,289 | 66,144 | 0.02% | 0.02% | 3 | +229,531 | 21.6% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,073,334 | 54,937 | 0.02% | 0.01% | 4 | +278,254 | 35.0% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 719,103 | 36,806 | 0.0% | 0.0% | 5 | +597,032 | 489.09% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 447,327 | 22,914 | 0.03% | 0.0% | 6 | +440,819 | 6773.49% | Q4 2025 | Jan 08, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 245,967 | 12,589 | 2.91% | 2.65% | 7 | +27,040 | 12.35% | Q4 2025 | Feb 05, 2026 |
| Convergence Financial, LLC | History | Added to | 235,953 | 12,077 | 1.76% | 1.71% | 8 | +13,142 | 5.9% | Q4 2025 | Feb 11, 2026 |
| Round Rock Advisors LLC | History | Added to | 226,835 | 11,610 | 1.75% | 1.36% | 9 | +58,943 | 35.11% | Q4 2025 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 201,899 | 10,335 | 0.02% | 0.01% | 10 | +88,509 | 78.06% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 190,743 | 9,762 | 0.0% | — | 11 | +190,743 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 119,833 | 6,133 | 0.03% | 0.04% | 12 | -9,154 | -7.1% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 109,664 | 5,613 | 0.0% | 0.0% | 13 | +93,640 | 584.37% | Q4 2025 | Feb 17, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 99,850 | 5,110 | 3.49% | 3.49% | 14 | +4,781 | 5.03% | Q4 2025 | Feb 09, 2026 |
| Rubicon Advisors, GP | History | New | 79,946 | 4,091 | 3.78% | — | 15 | +79,946 | New | Q4 2025 | Mar 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,565 | 3,714 | 0.0% | 0.0% | 16 | +22,525 | 45.01% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 67,287 | 3,444 | 0.08% | 0.07% | 17 | -473 | -0.7% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 56,574 | 2,895 | 0.0% | — | 18 | +56,574 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52,616 | 2,693 | 0.01% | 0.02% | 19 | -18,705 | -26.23% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,989 | 2,661 | 0.01% | 0.0% | 20 | +34,584 | 198.7% | Q4 2025 | Feb 05, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 48,369 | 2,475 | 0.19% | 0.03% | 21 | +38,452 | 387.74% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | New | 47,856 | 2,449 | 0.17% | — | 22 | +47,856 | New | Q4 2025 | Jan 16, 2026 |
| Gotham Asset Management, LLC | History | New | 39,727 | 2,033 | 0.01% | — | 23 | +39,727 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 38,140 | 1,952 | 0.04% | — | 24 | +38,140 | New | Q4 2025 | Feb 12, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 36,005 | 1,842 | 0.34% | 0.35% | 25 | +1,237 | 3.56% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 32,895 | 1,683 | 0.01% | 0.01% | 26 | +4,713 | 16.72% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,241 | 1,650 | 0.05% | — | 27 | +32,241 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,440 | 1,609 | 0.0% | 0.0% | 28 | +24,381 | 345.39% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,089 | 1,540 | 0.0% | 0.0% | 29 | +17,259 | 134.52% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 24,777 | 1,268 | 0.01% | — | 30 | +24,777 | New | Q4 2025 | Feb 17, 2026 |
| Systelligence, LLC | History | New | 22,068 | 1,129 | 0.21% | — | 31 | +22,068 | New | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 17,293 | 885 | 0.05% | — | 32 | +17,293 | New | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 15,158 | 775 | 0.31% | 0.24% | 33 | +4,242 | 38.86% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,378 | 684 | 0.0% | — | 34 | +13,378 | New | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 11,987 | 613 | 0.01% | 0.01% | 35 | -946 | -7.31% | Q4 2025 | Feb 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 11,229 | 574 | 0.01% | — | 36 | +11,229 | New | Q4 2025 | Jan 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 9,504 | 486 | 0.0% | — | 37 | +9,504 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | New | 8,962 | 458 | 0.0% | — | 38 | +8,962 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,952 | 458 | 0.01% | — | 39 | +8,952 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,546 | 437 | 0.01% | 0.01% | 40 | +1,424 | 19.99% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,717 | 343 | 0.01% | 0.01% | 41 | +1,153 | 20.72% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 6,586 | 337 | 0.01% | — | 43 | +6,586 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 6,599 | 337 | 0.0% | 0.0% | 42 | -2,518 | -27.62% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,343 | 273 | 0.0% | 0.0% | 44 | -122 | -2.23% | Q4 2025 | Feb 10, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 4,312 | 220 | 0.01% | — | 45 | +4,312 | New | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 4,000 | 204 | 0.04% | — | 47 | +4,000 | New | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | New | 4,000 | 204 | 0.02% | — | 48 | +4,000 | New | Q4 2025 | Mar 03, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 3,990 | 204 | 0.02% | 0.02% | 46 | +47 | 1.19% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 2,800 | 143 | 0.0% | 0.0% | 49 | +800 | 40.0% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,142 | 109 | 0.0% | — | 50 | +2,142 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,561 | 80 | 0.0% | — | 51 | +1,561 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 991 | 50 | 0.0% | 0.0% | 52 | +12 | 1.23% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | New | 400 | 20 | 0.0% | — | 53 | +400 | New | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | New | 75 | 4 | 0.0% | — | 55 | +75 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 29 | 1 | 0.0% | — | 56 | +29 | New | Q4 2025 | Jan 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,676 | -100.0% | Q3 2025 | Nov 14, 2025 |