NBSD Institutional Ownership & Shareholders
NB SHORT DURATION INCOME ETF (NBSD) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $898.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of NBSD tracked by InsiderSet, reporting ownership valued at approximately $262.43M in its June 30, 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 $260.06M, representing an estimated loss of -0.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed NBSD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Neuberger Berman Group Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in NB SHORT DURATION INCOME ETF (NBSD).
This page ranks the largest institutional NBSD 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
63
Total Reported Value
$898.45M
Largest Holder
Morgan Stanley
Largest Position
$262.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,195,919 | $262,425,137 | $260,055,746 | -$2,369,391 | -0.90% | |
| Neuberger Berman Group Llc | 0.11% | 2,855,213 | $146,141,221 | $142,903,411 | -$3,237,810 | -2.22% | |
| Lpl Financial Llc | 0.02% | 2,057,290 | $103,905,483 | $102,967,365 | -$938,119 | -0.90% | |
| Raymond James Financial Inc | 0.03% | 1,953,682 | $98,672,691 | $97,781,784 | -$890,907 | -0.90% | |
| Bank Of America Corp | 0.01% | 1,743,169 | $88,040,498 | $87,245,608 | -$794,890 | -0.90% | |
| Francis Financial, Inc. | 4.09% | 493,314 | $24,915,317 | $24,690,366 | -$224,951 | -0.90% | |
| Ameriprise Financial Inc | 0.00% | 449,669 | $22,453,043 | $22,505,933 | +$52,890 | +0.24% | |
| Integrated Wealth Concepts Llc | 0.13% | 406,288 | $20,519,979 | $20,334,714 | -$185,265 | -0.90% | |
| Ubs Group Ag | 0.00% | 318,934 | $16,108,081 | $15,962,647 | -$145,434 | -0.90% | |
| Round Rock Advisors Llc | 1.68% | 257,509 | $13,005,750 | $12,888,325 | -$117,425 | -0.90% | |
| Osaic Holdings, Inc. | 0.01% | 252,485 | $12,754,376 | $12,636,874 | -$117,502 | -0.92% | |
| Jane Street Group, Llc | 0.01% | 186,121 | $9,400,227 | $9,315,356 | -$84,871 | -0.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 131,789 | $6,570,980 | $6,596,039 | +$25,059 | +0.38% | |
| Jones Financial Companies Lllp | 0.00% | 126,218 | $6,371,485 | $6,317,211 | -$54,274 | -0.85% | |
| Yhb Investment Advisors, Inc. | 0.39% | 125,495 | $6,257,181 | $6,281,025 | +$23,844 | +0.38% | |
| Robinson Smith Wealth Advisors Llc | 3.37% | 110,572 | $5,513,114 | $5,534,129 | +$21,015 | +0.38% | |
| Citadel Advisors Llc | 0.00% | 84,807 | $4,283,262 | $4,244,590 | -$38,672 | -0.90% | |
| J.W. Cole Advisors, Inc. | 0.07% | 83,024 | $4,193,226 | $4,155,351 | -$37,875 | -0.90% | |
| Highpoint Advisor Group Llc | 0.14% | 78,269 | $3,953,041 | $3,917,363 | -$35,678 | -0.90% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 76,297 | $3,853,462 | $3,818,665 | -$34,797 | -0.90% | |
| Newedge Advisors, Llc | 0.01% | 72,279 | $3,650,519 | $3,617,564 | -$32,955 | -0.90% | |
| Convergence Financial, Llc | 0.47% | 67,844 | $3,382,708 | $3,395,592 | +$12,884 | +0.38% | |
| Mutual Advisors, Llc | 0.06% | 60,608 | $3,061,087 | $3,033,430 | -$27,657 | -0.90% | |
| Goldman Sachs Group Inc | 0.00% | 44,540 | $2,249,537 | $2,229,227 | -$20,310 | -0.90% | |
| Rubicon Advisors, Gp | 1.47% | 42,450 | $2,116,576 | $2,124,623 | +$8,047 | +0.38% | |
| Gotham Asset Management, Llc | 0.00% | 39,338 | $1,986,805 | $1,968,867 | -$17,938 | -0.90% | |
| Stifel Financial Corp | 0.00% | 36,973 | $1,867,332 | $1,850,499 | -$16,833 | -0.90% | |
| Private Advisor Group, Llc | 0.01% | 32,876 | $1,660,448 | $1,645,444 | -$15,004 | -0.90% | |
| Janney Montgomery Scott Llc | 0.00% | 29,999 | $1,515,000 | $1,501,450 | -$13,550 | -0.89% | |
| Kestra Advisory Services, Llc | 0.00% | 29,505 | $1,471,106 | $1,476,725 | +$5,619 | +0.38% | |
| Manchester Financial Inc | 0.26% | 29,049 | $1,448,376 | $1,453,902 | +$5,526 | +0.38% | |
| Rockefeller Capital Management L.P. | 0.00% | 28,648 | $1,446,943 | $1,433,832 | -$13,111 | -0.91% | |
| Sanctuary Advisors, Llc | 0.01% | 23,603 | $1,192,086 | $1,181,330 | -$10,756 | -0.90% | |
| Quantinno Capital Management Lp | 0.00% | 22,742 | $1,148,607 | $1,138,237 | -$10,370 | -0.90% | |
| Triumph Capital Management | 0.19% | 21,489 | $1,071,447 | $1,075,524 | +$4,077 | +0.38% | |
| Harvest Investment Services, Llc | 0.15% | 19,004 | $959,816 | $951,150 | -$8,666 | -0.90% | |
| Wetzel Investment Advisors, Inc. | 0.33% | 19,130 | $953,822 | $957,457 | +$3,635 | +0.38% | |
| Great Valley Advisor Group, Inc. | 0.01% | 16,764 | $846,678 | $839,038 | -$7,640 | -0.90% | |
| Clearstead Trust, Llc | 0.11% | 16,504 | $833,552 | $826,025 | -$7,527 | -0.90% | |
| Claro Advisors Inc. | 0.07% | 14,025 | $699,308 | $701,951 | +$2,643 | +0.38% | |
| Hrt Financial Lp | 0.00% | 13,551 | $684,000 | $678,228 | -$5,772 | -0.84% | |
| Cetera Investment Advisers | 0.00% | 12,797 | $646,347 | $640,490 | -$5,857 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 12,600 | $636,377 | $630,630 | -$5,747 | -0.90% | |
| Kraft, Davis & Associates, Llc | 0.10% | 9,121 | $456,113 | $456,506 | +$393 | +0.09% | |
| Mgo One Seven Llc | 0.01% | 8,610 | $429,308 | $430,931 | +$1,623 | +0.38% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 8,352 | $421,835 | $418,018 | -$3,817 | -0.90% | |
| Gladstone Institutional Advisory Llc | 0.01% | 6,969 | $351,955 | $348,798 | -$3,157 | -0.90% | |
| Iht Wealth Management, Llc | 0.01% | 6,175 | $311,890 | $309,059 | -$2,831 | -0.91% | |
| Mayfair Advisory Group, Llc | 0.09% | 6,050 | $301,653 | $302,803 | +$1,150 | +0.38% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,526 | $275,524 | $276,576 | +$1,052 | +0.38% |
Frequently asked questions about NBSD
Who are the largest institutional holders of NBSD?
The largest institutional holders of NBSD reported in the latest SEC Form 13F filings include Morgan Stanley, Neuberger Berman Group Llc, Lpl Financial Llc, Raymond James Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported NBSD position.
What is NBSD institutional ownership?
This page tracks NBSD positions reported by institutional investment managers through SEC Form 13F. NB SHORT DURATION INCOME ETF (NBSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NBSD?
InsiderSet currently tracks 63 institutional managers reporting NBSD 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 NBSD shareholders.
How much NBSD stock do institutions own?
Institutional investment managers disclosed approximately $898.45M in NBSD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NBSD institutional ownership last updated?
The latest NBSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. 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 NBSD 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 NBSD position after the reporting date.
Are institutions buying or selling NBSD?
Institutional buying and selling can be analyzed by comparing NBSD positions across consecutive 13F reporting periods. InsiderSet's NBSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NBSD ownership changes.
How has NBSD institutional ownership changed over time?
InsiderSet tracks NBSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.