Neuberger Berman ETF Trust - NBSD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,991,298 | 202,398 | 0.01% | 0.01% | 1 | +1,525,516 | 61.87% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,899,982 | 96,348 | 0.07% | 0.11% | 2 | -955,231 | -33.46% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,597,264 | 80,997 | 0.02% | 0.02% | 3 | +304,975 | 23.6% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,311,180 | 66,489 | 0.02% | 0.02% | 4 | +237,846 | 22.16% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,185,945 | 60,139 | 0.0% | 0.0% | 5 | +466,842 | 64.92% | Q1 2026 | May 15, 2026 |
| Francis Financial, Inc. | History | New | 449,307 | 22,784 | 4.22% | — | 6 | +449,307 | New | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 387,897 | 19,670 | 0.16% | 0.01% | 7 | +378,945 | 4233.08% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 316,045 | 16,026 | 0.0% | — | 8 | +316,045 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 299,867 | 15,218 | 0.03% | 0.03% | 9 | -147,460 | -32.96% | Q1 2026 | Apr 08, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 283,790 | 14,390 | 3.37% | 2.91% | 10 | +37,823 | 15.38% | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Added to | 248,191 | 12,585 | 1.93% | 1.75% | 11 | +21,356 | 9.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 220,184 | 11,167 | 0.02% | 0.02% | 12 | +18,285 | 9.06% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 140,907 | 7,145 | 0.04% | 0.03% | 13 | +21,074 | 17.59% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 127,924 | 6,487 | 0.0% | 0.0% | 14 | +97,835 | 325.15% | Q1 2026 | May 15, 2026 |
| Rubicon Advisors, GP | History | Added to | 119,095 | 6,039 | 5.26% | 3.78% | 15 | +39,149 | 48.97% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 116,987 | 5,932 | 0.01% | 0.0% | 16 | +44,422 | 61.22% | Q1 2026 | Apr 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 110,652 | 5,611 | 3.8% | 3.49% | 17 | +10,802 | 10.82% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 105,138 | 5,332 | 0.01% | 0.01% | 18 | +53,149 | 102.23% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 86,938 | 4,408 | 0.0% | 0.0% | 19 | -103,805 | -54.42% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 85,922 | 4,357 | 0.18% | — | 20 | +85,922 | New | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 79,201 | 4,016 | 0.29% | 0.17% | 21 | +31,345 | 65.5% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | New | 56,885 | 2,884 | 0.06% | — | 22 | +56,885 | New | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 56,118 | 2,845 | 0.0% | 0.0% | 23 | -456 | -0.81% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,308 | 2,703 | 0.01% | 0.01% | 24 | +28,531 | 115.15% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 53,051 | 2,690 | 0.0% | 0.0% | 25 | -56,613 | -51.62% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 52,979 | 2,675 | 0.0% | 0.0% | 26 | +50,837 | 2373.34% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 48,369 | 2,475 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 39,338 | 1,994 | 0.01% | 0.01% | 28 | -389 | -0.98% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,682 | 1,961 | 0.0% | 0.0% | 29 | +7,242 | 23.03% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,745 | 1,914 | 0.01% | 0.01% | 30 | +4,850 | 14.74% | Q1 2026 | Apr 30, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 35,250 | 1,787 | 0.34% | 0.34% | 31 | -755 | -2.1% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,289 | 1,688 | 0.0% | 0.0% | 32 | +23,785 | 250.26% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | New | 26,098 | 1,320 | 0.0% | — | 33 | +26,098 | New | Q1 2026 | May 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 25,565 | 1,296 | 0.52% | 0.31% | 34 | +10,407 | 68.66% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 39,336 | 1,273 | 0.06% | 0.01% | 35 | -13,280 | -25.24% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 21,180 | 1,074 | 0.05% | — | 36 | +21,180 | New | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,292 | 978 | 0.02% | 0.04% | 37 | -18,848 | -49.42% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,027 | 964 | 0.01% | 0.0% | 38 | +5,649 | 42.23% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 17,293 | 876 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | New | 16,977 | 860 | 0.18% | — | 40 | +16,977 | New | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | New | 13,411 | 680 | 0.08% | — | 41 | +13,411 | New | Q1 2026 | Apr 21, 2026 |
| Clearstead Trust, LLC | History | New | 11,580 | 587 | 0.1% | — | 42 | +11,580 | New | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,357 | 575 | 0.01% | 0.01% | 43 | +128 | 1.14% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 9,685 | 491 | 0.0% | — | 44 | +9,685 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,096 | 461 | 0.0% | 0.0% | 45 | +3,753 | 70.24% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 9,052 | 459 | 0.0% | 0.0% | 46 | +90 | 1.0% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,587 | 435 | 0.01% | 0.01% | 47 | +1,870 | 27.84% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,869 | 399 | 0.0% | — | 48 | +7,869 | New | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,367 | 373 | 0.01% | 0.01% | 49 | -1,179 | -13.8% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | New | 6,873 | 348 | 0.06% | — | 50 | +6,873 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | No change | 6,599 | 334 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 6,411 | 325 | 0.07% | — | 52 | +6,411 | New | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 6,159 | 312 | 0.01% | 0.01% | 53 | -427 | -6.48% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 5,580 | 282 | 0.0% | 0.01% | 54 | -6,407 | -53.45% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,201 | 263 | 0.01% | 0.01% | 55 | +889 | 20.62% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 4,273 | 216 | 0.0% | — | 56 | +4,273 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,033 | 204 | 0.0% | — | 58 | +4,033 | New | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,036 | 204 | 0.02% | 0.02% | 57 | +46 | 1.15% | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,000 | 202 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 2,800 | 143 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,400 | 121 | 0.0% | 0.0% | 61 | +839 | 53.75% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 1,004 | 50 | 0.03% | — | 63 | +1,004 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,002 | 50 | 0.0% | 0.0% | 62 | +11 | 1.11% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 900 | 45 | 0.0% | — | 64 | +900 | New | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 20 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | New | 341 | 17 | 0.05% | — | 67 | +341 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 195 | 9 | 0.0% | — | 68 | +195 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | New | 55 | 2 | 0.0% | — | 70 | +55 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 1.76% | — | -235,953 | -100.0% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -67,287 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,241 | -100.0% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -22,068 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,000 | -100.0% | Q1 2026 | May 15, 2026 |