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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +18,391 | +4.7% | 406,288 | $20.52M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -43,117 | -33.7% | 84,807 | $4.28M | Q2 2026 | Sep 02, 2026 |
| Raymond James Financial Inc | Buy | +642,502 | +49.0% | 1,953,682 | $98.67M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +557,224 | +47.0% | 1,743,169 | $88.04M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +449,669 | — | 449,669 | $22.45M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +99,183 | +114.1% | 186,121 | $9.40M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +73,239 | +138.2% | 126,218 | $6.37M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +44,540 | — | 44,540 | $2.25M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +32,301 | +14.7% | 252,485 | $12.75M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +13,551 | — | 13,551 | $684.00K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +12,131 | +176.5% | 19,004 | $959.82K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +4,450 | — | 4,450 | $225.62K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +3,723 | +6.5% | 60,608 | $3.06M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,211 | — | 1,211 | $61.16K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -1,192 | -16.2% | 6,175 | $311.89K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -661 | -27.5% | 1,739 | $88.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +4 | +1.2% | 345 | $17.44K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,204,621 | +30.2% | 5,195,919 | $262.43M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -64,610 | -45.9% | 76,297 | $3.85M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +22,742 | — | 22,742 | $1.15M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +18,963 | +195.8% | 28,648 | $1.45M | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group Llc | Sell | -6,415 | -0.3% | 1,893,567 | $95.64M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +4,576 | +24.1% | 23,603 | $1.19M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,889 | +0.9% | 318,934 | $16.11M | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +32,943 | +83.7% | 72,279 | $3.65M | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors Llc | Buy | +9,318 | +3.8% | 257,509 | $13.01M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +3,745 | +41.4% | 12,797 | $646.35K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,709 | -4.4% | 36,973 | $1.87M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +35 | — | 35 | $1.77K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +483 | +6.1% | 8,352 | $421.83K | Q2 2026 | Aug 11, 2026 |
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.