NB SHORT DURATION INCOME ETF (NBSD) Institutional Ownership Changes & 13F Activity

NB SHORT DURATION INCOME ETF (NBSD). 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 Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp, Ameriprise Financial Inc, and Jane Street Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+18,391+4.7%406,288$20.52MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-43,117-33.7%84,807$4.28MQ2 2026Sep 02, 2026
Raymond James Financial IncBuy+642,502+49.0%1,953,682$98.67MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+557,224+47.0%1,743,169$88.04MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+449,669449,669$22.45MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+99,183+114.1%186,121$9.40MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+73,239+138.2%126,218$6.37MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+44,54044,540$2.25MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+32,301+14.7%252,485$12.75MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+13,55113,551$684.00KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+12,131+176.5%19,004$959.82KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+4,4504,450$225.62KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+3,723+6.5%60,608$3.06MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,2111,211$61.16KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-1,192-16.2%6,175$311.89KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-661-27.5%1,739$88.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4+1.2%345$17.44KQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,204,621+30.2%5,195,919$262.43MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-64,610-45.9%76,297$3.85MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+22,74222,742$1.15MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+18,963+195.8%28,648$1.45MQ2 2026Aug 13, 2026
Neuberger Berman Group LlcSell-6,415-0.3%1,893,567$95.64MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+4,576+24.1%23,603$1.19MQ2 2026Aug 13, 2026
Ubs Group AgBuy+2,889+0.9%318,934$16.11MQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+32,943+83.7%72,279$3.65MQ2 2026Aug 12, 2026
Round Rock Advisors LlcBuy+9,318+3.8%257,509$13.01MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,745+41.4%12,797$646.35KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-1,709-4.4%36,973$1.87MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+3535$1.77KQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+483+6.1%8,352$421.83KQ2 2026Aug 11, 2026
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Frequently asked questions about NBSD activity

  • Which institutional owners are buying NBSD?

    Institutional owners buying NBSD 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 NBSD activity?

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

  • Is institutional interest in NBSD increasing?

    Institutional interest in NBSD 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.