NEUBERGER BERMAN OPT STR ETF (NBOS) Institutional Ownership Changes & 13F Activity

NEUBERGER BERMAN OPT STR ETF (NBOS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mml Investors Services, Llc, Neuberger Berman Group Llc, Osaic Holdings, Inc., Marshall Investment Management, Llc, and Steward Partners Investment Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Equitable Holdings, Inc.Buy+27,305+112.2%51,647$1.45MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcSell-900-0.4%207,525$5.81MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+99,108+128.6%176,163$4.93MQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+71,90171,901$2.01MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,511+12.2%133,036$3.73MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+13,426+72.6%31,911$893.96KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+11,61011,610$325.24KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+2,695+13.2%23,150$648.57KQ2 2026Aug 14, 2026
Neuberger Berman Group LlcSell-139,929-2.1%6,638,404$185.97MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+67,364+633.7%77,994$2.18MQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,264+2.5%93,701$2.62MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+24,32824,328$678.03KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+6,290+70.1%15,261$427.52KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,0001,000$28.01KQ2 2026Aug 12, 2026
Wealthspire Advisors, LlcBuy+479+0.2%208,415$5.84MQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+7,435+78.1%16,960$463.02KQ2 2026Aug 10, 2026
Mml Investors Services, LlcSell-508,721-89.7%58,493$1.64MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-33,413-5.6%567,965$15.91MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1,575+54.5%4,464$125.06KQ2 2026Aug 07, 2026
Tfb Advisors LlcBuy+7,3307,330$205.34KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Buy+4+2.2%186$5.21KQ2 2026Aug 06, 2026
Capital Analysts, LlcBuy+3,5723,572$100.00KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcSell-305-0.8%37,745$1.06MQ2 2026Aug 05, 2026
Assetmark, IncSell-18,093-1.7%1,018,963$28.55MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Sell-620-5.5%10,606$297.00Q2 2026Jul 30, 2026
Hb Wealth Management, LlcSell-2,795-8.0%32,202$902.11KQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcSell-241-2.7%8,590$240.63KQ2 2026Jul 29, 2026
Concurrent Investment Advisors, LlcBuy+167+2.0%8,643$242.11KQ2 2026Jul 27, 2026
Fortitude Advisory Group L.L.C.Buy+11,40111,401$319.38KQ2 2026Jul 22, 2026
J.W. Cole Advisors, Inc.Buy+29,69229,692$831.80KQ2 2026Jul 21, 2026
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Frequently asked questions about NBOS activity

  • Which institutional owners are buying NBOS?

    Institutional owners buying NBOS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NBOS activity?

    "Buy" means an investor increased their reported position in NBOS compared to the prior reporting period. This reflects growing exposure to NEUBERGER BERMAN OPT STR ETF (NBOS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NBOS increasing?

    Institutional interest in NBOS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.