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