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