NEUBERGER BERMAN OPT STR ETF (NBOS) Institutional Shareholders
NEUBERGER BERMAN OPT STR ETF (NBOS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $306.98M in NBOS holdings during the latest filing period.
Neuberger Berman Group Llc is currently the largest disclosed institutional shareholder of NBOS tracked by InsiderSet, reporting ownership valued at approximately $181.28M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $191.15M, representing an estimated gain of +5.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed NBOS value among the investors covered in this analysis. Major shareholders include Neuberger Berman Group Llc, Assetmark, Inc, Cary Street Partners Financial Llc, and several other long-term asset managers with concentrated positions in NEUBERGER BERMAN OPT STR ETF (NBOS).
This page ranks the largest institutional NBOS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$306.98M
Largest Holder
Neuberger Berman Group Llc
Largest Position
$181.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | 0.14% | 6,778,333 | $181,279,728 | $191,148,991 | +$9,869,263 | +5.44% | |
| Assetmark, Inc | 0.05% | 1,018,963 | $28,545,331 | $28,734,757 | +$189,426 | +0.66% | |
| Cary Street Partners Financial Llc | 0.46% | 758,975 | $21,262,013 | $21,403,095 | +$141,082 | +0.66% | |
| Lpl Financial Llc | 0.00% | 601,378 | $16,083,250 | $16,958,860 | +$875,610 | +5.44% | |
| Mml Investors Services, Llc | 0.04% | 567,214 | $15,169,575 | $15,995,435 | +$825,860 | +5.44% | |
| Marquette Associates, Inc. | 13.45% | 462,368 | $12,365,570 | $13,038,778 | +$673,208 | +5.44% | |
| Proficio Capital Partners Llc | 0.30% | 208,425 | $5,574,118 | $5,877,585 | +$303,467 | +5.44% | |
| Wealthspire Advisors, Llc | 0.04% | 207,936 | $5,561,032 | $5,863,795 | +$302,763 | +5.44% | |
| Cwm, Llc | 0.01% | 175,994 | $4,706,795 | $4,963,031 | +$256,236 | +5.44% | |
| Raymond James Financial Inc | 0.00% | 118,525 | $3,169,832 | $3,342,405 | +$172,573 | +5.44% | |
| Fifth Third Securities, Inc. | 0.16% | 99,622 | $2,790,844 | $2,809,340 | +$18,496 | +0.66% | |
| Ubs Group Ag | 0.00% | 91,437 | $2,445,391 | $2,578,523 | +$133,132 | +5.44% | |
| Osaic Holdings, Inc. | 0.00% | 77,055 | $2,060,384 | $2,172,951 | +$112,567 | +5.46% | |
| Hb Wealth Management, Llc | 0.01% | 32,202 | $902,110 | $908,096 | +$5,986 | +0.66% | |
| J.W. Cole Advisors, Inc. | 0.01% | 29,692 | $831,801 | $837,314 | +$5,513 | +0.66% | |
| Equitable Holdings, Inc. | 0.00% | 24,342 | $663,806 | $686,444 | +$22,638 | +3.41% | |
| Cerity Partners Llc | 0.00% | 20,455 | $547,061 | $576,831 | +$29,770 | +5.44% | |
| Old Mission Capital Llc | 0.01% | 18,485 | $494,362 | $521,277 | +$26,915 | +5.44% | |
| Fortitude Advisory Group L.L.C. | 0.12% | 11,401 | $319,385 | $321,508 | +$2,123 | +0.66% | |
| Stifel Financial Corp | 0.00% | 10,979 | $293,622 | $309,608 | +$15,986 | +5.44% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,630 | $284,289 | $299,766 | +$15,477 | +5.44% | |
| Savant Capital, Llc | 0.00% | 9,525 | $254,739 | $268,605 | +$13,866 | +5.44% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,643 | $242,114 | $243,733 | +$1,619 | +0.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,590 | $240,630 | $242,238 | +$1,608 | +0.67% | |
| Harbour Investments, Inc. | 0.00% | 8,971 | $239,920 | $252,982 | +$13,062 | +5.44% | |
| Cary Street Partners Investment Advisory Llc | 0.04% | 7,457 | $208,900 | $210,287 | +$1,387 | +0.66% | |
| Allworth Financial Lp | 0.00% | 2,963 | $79,243 | $83,557 | +$4,314 | +5.44% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,889 | $77,253 | $81,470 | +$4,217 | +5.46% | |
| Royal Bank Of Canada | 0.00% | 2,888 | $77,000 | $81,442 | +$4,442 | +5.77% | |
| Quest 10 Wealth Builders, Inc. | 0.04% | 1,959 | $54,880 | $55,244 | +$364 | +0.66% | |
| Farther Finance Advisors, Llc | 0.00% | 1,665 | $46,643 | $46,953 | +$310 | +0.66% | |
| Nbc Securities, Inc. | 0.00% | 1,117 | $31,291 | $31,499 | +$208 | +0.67% | |
| Advisory Services Network, Llc | 0.00% | 994 | $26,584 | $28,031 | +$1,447 | +5.44% | |
| Nfsg Corp | 0.00% | 560 | $14,977 | $15,792 | +$815 | +5.44% | |
| Triumph Capital Management | 0.00% | 478 | $13,391 | $13,480 | +$89 | +0.66% | |
| Morgan Stanley | 0.00% | 213 | $5,696 | $6,007 | +$311 | +5.45% | |
| Key Capital Management, Inc | 0.00% | 175 | $4,902 | $4,935 | +$33 | +0.67% | |
| Geneos Wealth Management Inc. | 0.00% | 182 | $4,871 | $5,132 | +$261 | +5.37% | |
| Ameriflex Group, Inc. | 0.00% | 101 | $2,701 | $2,848 | +$147 | +5.45% | |
| Networth Advisors, Llc | 0.00% | 51 | $1,439 | $1,438 | -$1 | -0.06% | |
| Janney Montgomery Scott Llc | 0.00% | 38,050 | $1,018 | $1,073,010 | +$1,071,992 | +105303.73% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,606 | $297 | $299,089 | +$298,792 | +100603.43% | |
| Kingdom Financial Group Llc. | 0.00% | 6 | $150 | $169 | +$19 | +12.80% | |
| Lloyd Advisory Services, Llc. | 0.00% | 6 | $150 | $169 | +$19 | +12.80% |
Frequently asked questions about NBOS
Who owns the most NBOS stock?
The largest holders of NBOS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEUBERGER BERMAN OPT STR ETF (NBOS).
Is NBOS widely held by superinvestors?
Many widely followed stocks like NBOS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NBOS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.