NBOS Institutional Ownership & Shareholders
NEUBERGER BERMAN OPT STR ETF (NBOS) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $313.76M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2025.
Neuberger Berman Group Llc is currently the largest disclosed institutional shareholder of NBOS tracked by InsiderSet, reporting ownership valued at approximately $188.75M in its December 31, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $195.95M, representing an estimated gain of +3.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
46
Total Reported Value
$313.76M
Largest Holder
Neuberger Berman Group Llc
Largest Position
$188.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2025
New Institutional Positions
66
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% | 6,921,412 | $188,746,906 | $195,945,174 | +$7,198,268 | +3.81% | |
| Assetmark, Inc | 0.05% | 1,030,779 | $29,335,970 | $29,181,353 | -$154,617 | -0.53% | |
| Cary Street Partners Financial Llc | 0.46% | 758,975 | $21,262,013 | $21,486,582 | +$224,569 | +1.06% | |
| Lpl Financial Llc | 0.00% | 567,965 | $15,911,015 | $16,079,089 | +$168,074 | +1.06% | |
| Marquette Associates, Inc. | 9.44% | 462,368 | $12,952,823 | $13,089,638 | +$136,815 | +1.06% | |
| Wealthspire Advisors, Llc | 0.03% | 208,415 | $5,838,569 | $5,900,229 | +$61,660 | +1.06% | |
| Proficio Capital Partners Llc | 0.21% | 207,525 | $5,813,626 | $5,875,033 | +$61,407 | +1.06% | |
| Osaic Holdings, Inc. | 0.01% | 176,163 | $4,934,223 | $4,987,175 | +$52,952 | +1.07% | |
| Cwm, Llc | 0.01% | 175,994 | $4,706,795 | $4,982,390 | +$275,595 | +5.86% | |
| Raymond James Financial Inc | 0.00% | 133,036 | $3,726,884 | $3,766,249 | +$39,365 | +1.06% | |
| Fifth Third Securities, Inc. | 0.15% | 105,533 | $3,003,492 | $2,987,639 | -$15,853 | -0.53% | |
| Ubs Group Ag | 0.00% | 93,701 | $2,624,940 | $2,652,675 | +$27,735 | +1.06% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 77,994 | $2,184,932 | $2,208,010 | +$23,078 | +1.06% | |
| Marshall Investment Management, Llc | 0.84% | 71,901 | $2,014,235 | $2,035,517 | +$21,282 | +1.06% | |
| Mml Investors Services, Llc | 0.00% | 58,493 | $1,638,628 | $1,655,937 | +$17,309 | +1.06% | |
| Equitable Holdings, Inc. | 0.01% | 51,647 | $1,446,829 | $1,462,127 | +$15,298 | +1.06% | |
| Janney Montgomery Scott Llc | 0.00% | 37,745 | $1,057,000 | $1,068,561 | +$11,561 | +1.09% | |
| Old Mission Capital Llc | 0.02% | 31,911 | $893,957 | $903,400 | +$9,443 | +1.06% | |
| J.W. Cole Advisors, Inc. | 0.01% | 29,692 | $831,801 | $840,581 | +$8,780 | +1.06% | |
| Jpmorgan Chase & Co | 0.00% | 24,328 | $678,031 | $688,726 | +$10,695 | +1.58% | |
| Cerity Partners Llc | 0.00% | 23,150 | $648,571 | $655,377 | +$6,806 | +1.05% | |
| Fortitude Advisory Group L.L.C. | 0.21% | 19,637 | $558,873 | $555,923 | -$2,950 | -0.53% | |
| Savant Capital, Llc | 0.00% | 16,960 | $463,024 | $480,138 | +$17,114 | +3.70% | |
| Harbour Investments, Inc. | 0.01% | 15,261 | $427,523 | $432,039 | +$4,516 | +1.06% | |
| Goldman Sachs Group Inc | 0.00% | 11,610 | $325,244 | $328,679 | +$3,435 | +1.06% | |
| Stifel Financial Corp | 0.00% | 10,979 | $307,567 | $310,815 | +$3,248 | +1.06% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,806 | $250,614 | $249,298 | -$1,316 | -0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,651 | $246,200 | $244,910 | -$1,290 | -0.52% | |
| Cary Street Partners Investment Advisory Llc | 0.04% | 7,457 | $208,900 | $211,108 | +$2,208 | +1.06% | |
| Tfb Advisors Llc | 0.09% | 7,330 | $208,612 | $207,512 | -$1,100 | -0.53% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,464 | $125,059 | $126,376 | +$1,317 | +1.05% | |
| Capital Analysts, Llc | 0.00% | 3,572 | $100,000 | $101,123 | +$1,123 | +1.12% | |
| Allworth Financial Lp | 0.00% | 2,963 | $83,006 | $83,883 | +$877 | +1.06% | |
| Quest 10 Wealth Builders, Inc. | 0.04% | 1,959 | $55,753 | $55,459 | -$294 | -0.53% | |
| Farther Finance Advisors, Llc | 0.00% | 1,265 | $36,002 | $35,812 | -$190 | -0.53% | |
| Nbc Securities, Inc. | 0.00% | 1,117 | $31,790 | $31,622 | -$168 | -0.53% | |
| Newedge Advisors, Llc | 0.00% | 1,000 | $28,014 | $28,310 | +$296 | +1.06% | |
| Armstrong Advisory Group, Inc | 0.00% | 697 | $19,837 | $19,732 | -$105 | -0.53% | |
| Triumph Capital Management | 0.00% | 478 | $13,604 | $13,532 | -$72 | -0.53% | |
| Morgan Stanley | 0.00% | 213 | $5,967 | $6,030 | +$63 | +1.06% | |
| Geneos Wealth Management Inc. | 0.00% | 186 | $5,208 | $5,266 | +$58 | +1.11% | |
| Key Capital Management, Inc | 0.00% | 175 | $4,902 | $4,954 | +$52 | +1.07% | |
| Ameriflex Group, Inc. | 0.00% | 101 | $2,829 | $2,859 | +$30 | +1.07% | |
| Networth Advisors, Llc | 0.00% | 51 | $1,439 | $1,444 | +$5 | +0.33% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 22,357 | $636 | $632,927 | +$632,291 | +99416.77% | |
| Kingdom Financial Group Llc. | 0.00% | 6 | $160 | $170 | +$10 | +6.16% |
Frequently asked questions about NBOS
Who are the largest institutional holders of NBOS?
The largest institutional holders of NBOS reported in the latest SEC Form 13F filings include Neuberger Berman Group Llc, Assetmark, Inc, Cary Street Partners Financial Llc, Lpl Financial Llc, and Marquette Associates, Inc.. InsiderSet ranks institutional holders by their latest reported NBOS position.
What is NBOS institutional ownership?
This page tracks NBOS positions reported by institutional investment managers through SEC Form 13F. NEUBERGER BERMAN OPT STR ETF (NBOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NBOS?
InsiderSet currently tracks 46 institutional managers reporting NBOS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NBOS shareholders.
How much NBOS stock do institutions own?
Institutional investment managers disclosed approximately $313.76M in NBOS holdings for Q4 2025. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NBOS institutional ownership last updated?
The latest NBOS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2025. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NBOS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NBOS position after the reporting date.
Are institutions buying or selling NBOS?
Institutional buying and selling can be analyzed by comparing NBOS positions across consecutive 13F reporting periods. InsiderSet's NBOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NBOS ownership changes.
How has NBOS institutional ownership changed over time?
InsiderSet tracks NBOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.