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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cary Street Partners Financial Llc, Neuberger Berman Group Llc, Mml Investors Services, Llc, Lpl Financial Llc, and Marquette Associates, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-760,635-9.9%6,921,412$188.75MQ4 2025Oct 27, 2026
Raymond James Financial IncBuy+37,269—37,269$1.02MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1,000—1,000$27.27KQ4 2025Feb 18, 2026
Marquette Associates, Inc.Buy+462,368—462,368$12.61MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+60,679—60,679$1.65MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+26,252—26,252$715.89KQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+15,680—15,680$427.59KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+9,320—9,320$254.16KQ4 2025Feb 17, 2026
Fmr LlcBuy+32—32$873.00Q4 2025Feb 17, 2026
Mml Investors Services, LlcBuy+615,147—615,147$16.78MQ4 2025Feb 13, 2026
Wealthspire Advisors, LlcBuy+215,237—215,237$5.87MQ4 2025Feb 13, 2026
Tfb Advisors LlcBuy+16,511—16,511$450.25KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+10,979—10,979$299.40KQ4 2025Feb 13, 2026
Smartleaf Asset Management LlcBuy+1,973—1,973$54.00KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+367—367$10.01KQ4 2025Feb 13, 2026
Morgan StanleyBuy+213—213$5.81KQ4 2025Feb 13, 2026
Sterling Capital Management LlcBuy+26—26$709.00Q4 2025Feb 13, 2026
Proficio Capital Partners LlcBuy+103,090—103,090$2.81MQ4 2025Feb 12, 2026
Brown Brothers Harriman & CoBuy+21,066—21,066$574.47KQ4 2025Feb 12, 2026
Blackrock, Inc.Buy+19,782—19,782$539.46KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+10,630—10,630$289.88KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+7,663—7,663$208.97KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+464—464$12.65KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+583,856—583,856$15.92MQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+35,428—35,428$966.13KQ4 2025Feb 11, 2026
Janney Montgomery Scott LlcBuy+30,200—30,200$824.00KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+20,344—20,344$554.78KQ4 2025Feb 10, 2026
Savant Capital, LlcBuy+9,481—9,481$258.55KQ4 2025Feb 10, 2026
Cary Street Partners Financial LlcBuy+769,101—769,101$20.97MQ4 2025Feb 09, 2026
Cary Street Partners Investment Advisory LlcBuy+43,975—43,975$1.20MQ4 2025Feb 09, 2026
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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.