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 | 5,195,919 | 262,425 | 0.01% | 0.01% | 1 | +1,204,621 | 30.18% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 2,057,290 | 103,905 | 0.02% | 0.02% | 2 | +460,026 | 28.8% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,953,682 | 98,672 | 0.03% | 0.02% | 3 | +642,502 | 49.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,893,567 | 95,636 | 0.06% | 0.07% | 4 | -6,415 | -0.34% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,743,169 | 88,040 | 0.01% | 0.0% | 5 | +557,224 | 46.99% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | Added to | 493,314 | 24,915 | 4.08% | 4.22% | 6 | +44,007 | 9.79% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 449,669 | 22,453 | 0.0% | — | 7 | +449,669 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 406,288 | 20,519 | 0.13% | 0.16% | 8 | +18,391 | 4.74% | Q2 2026 | Sep 08, 2026 |
| UBS Group AG | History | Added to | 318,934 | 16,108 | 0.0% | 0.0% | 9 | +2,889 | 0.91% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 298,048 | 15,075 | 0.03% | 0.03% | 10 | -1,819 | -0.61% | Q2 2026 | Jul 15, 2026 |
| Round Rock Advisors LLC | History | Added to | 257,509 | 13,005 | 1.68% | 1.93% | 11 | +9,318 | 3.75% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 252,485 | 12,754 | 0.01% | 0.02% | 12 | +32,301 | 14.67% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 186,121 | 9,400 | 0.0% | 0.0% | 13 | +99,183 | 114.08% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 144,714 | 7,308 | 0.01% | 0.01% | 14 | +27,727 | 23.7% | Q2 2026 | Jul 29, 2026 |
| Convergence Financial, LLC | History | New | 135,405 | 6,838 | 0.54% | — | 15 | +135,405 | New | Q2 2026 | Aug 05, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 128,621 | 6,496 | 0.42% | 0.33% | 16 | +38,937 | 43.42% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 126,218 | 6,371 | 0.0% | 0.0% | 17 | +73,239 | 138.24% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 103,994 | 5,252 | 0.01% | 0.01% | 18 | -1,144 | -1.09% | Q2 2026 | Jul 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 103,592 | 5,232 | 3.13% | 3.8% | 19 | -7,060 | -6.38% | Q2 2026 | Jul 29, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 89,929 | 4,541 | 0.29% | 0.29% | 20 | +10,728 | 13.55% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 84,807 | 4,283 | 0.0% | 0.0% | 21 | -43,117 | -33.71% | Q2 2026 | Sep 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 83,024 | 4,193 | 0.07% | — | 22 | +83,024 | New | Q2 2026 | Jul 21, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 78,269 | 3,953 | 0.14% | 0.18% | 23 | -7,653 | -8.91% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 76,297 | 3,853 | 0.02% | 0.04% | 24 | -64,610 | -45.85% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 72,279 | 3,650 | 0.01% | 0.01% | 25 | +8,613 | 13.53% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 60,608 | 3,061 | 0.06% | 0.06% | 26 | +3,723 | 6.54% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 51,698 | 2,611 | 0.0% | 0.0% | 27 | -4,420 | -7.88% | Q2 2026 | Aug 05, 2026 |
| Rubicon Advisors, GP | History | Reduced | 47,512 | 2,399 | 1.75% | 5.26% | 28 | -71,583 | -60.11% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 44,540 | 2,249 | 0.0% | — | 29 | +44,540 | New | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,338 | 1,986 | 0.0% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 36,973 | 1,867 | 0.0% | 0.0% | 31 | -1,709 | -4.42% | Q2 2026 | Aug 12, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 33,627 | 1,698 | 0.3% | 0.34% | 32 | -1,623 | -4.6% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,876 | 1,660 | 0.01% | 0.01% | 33 | -20,432 | -38.33% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 29,999 | 1,515 | 0.0% | 0.0% | 34 | -3,290 | -9.88% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,648 | 1,446 | 0.0% | 0.0% | 35 | +18,963 | 195.8% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 28,228 | 1,425 | 0.0% | 0.01% | 36 | -9,517 | -25.21% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,603 | 1,192 | 0.01% | 0.01% | 37 | +4,576 | 24.05% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 22,742 | 1,148 | 0.0% | — | 38 | +22,742 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 20,148 | 1,017 | 0.18% | 0.18% | 39 | +3,171 | 18.68% | Q2 2026 | Jul 20, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 19,484 | 984 | 0.34% | 0.52% | 40 | -6,081 | -23.79% | Q2 2026 | Jul 23, 2026 |
| Harvest Investment Services, LLC | History | Added to | 19,004 | 959 | 0.15% | 0.06% | 41 | +12,131 | 176.5% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 16,764 | 846 | 0.01% | 0.02% | 42 | -2,528 | -13.1% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | Added to | 16,504 | 833 | 0.11% | 0.1% | 43 | +4,924 | 42.52% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 13,551 | 684 | 0.0% | — | 44 | +13,551 | New | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | Added to | 13,497 | 681 | 0.07% | 0.08% | 45 | +86 | 0.64% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 12,797 | 646 | 0.0% | 0.0% | 46 | +3,745 | 41.37% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,600 | 636 | 0.0% | 0.0% | 47 | +3,504 | 38.52% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 12,496 | 631 | 0.0% | 0.0% | 48 | +12,301 | 6308.21% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 11,387 | 575 | 0.12% | 0.07% | 49 | +4,976 | 77.62% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,118 | 561 | 0.02% | 0.05% | 50 | -10,062 | -47.51% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,459 | 427 | 0.01% | 0.01% | 51 | -128 | -1.49% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,352 | 421 | 0.0% | 0.0% | 52 | +483 | 6.14% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,969 | 351 | 0.01% | 0.01% | 53 | +810 | 13.15% | Q2 2026 | Jul 27, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 6,462 | 326 | 0.07% | 3.37% | 54 | -277,328 | -97.72% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,183 | 312 | 0.0% | 0.01% | 55 | -5,174 | -45.56% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,175 | 311 | 0.01% | 0.01% | 56 | -1,192 | -16.18% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 4,701 | 237 | 0.0% | 0.0% | 57 | -879 | -15.75% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 4,450 | 225 | 0.01% | — | 58 | +4,450 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,033 | 203 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,000 | 202 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,027 | 102 | 0.0% | 0.0% | 61 | +1,025 | 102.3% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,739 | 88 | 0.0% | 0.0% | 62 | -661 | -27.54% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1,211 | 61 | 0.0% | — | 63 | +1,211 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 598 | 30 | 0.0% | 0.0% | 64 | +198 | 49.5% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 433 | 21 | 0.0% | — | 65 | +433 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | Added to | 345 | 17 | 0.0% | 0.05% | 66 | +4 | 1.17% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35 | 1 | 0.0% | 0.0% | 68 | -26,063 | -99.87% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,051 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,293 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,599 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,201 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,273 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,036 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,004 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q2 2026 | Jul 17, 2026 |