NB SHORT DURATION INCOME ETF (NBSD) Top Institutional Shareholders
NB SHORT DURATION INCOME ETF (NBSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $698.49M in NBSD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of NBSD tracked by InsiderSet, reporting ownership valued at approximately $202.40M 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 $202.08M, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
67
Total Reported Value
$698.49M
Largest Holder
Morgan Stanley
Largest Position
$202.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
72
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% | 3,991,298 | $202,398,750 | $202,079,418 | -$319,332 | -0.16% | |
| Neuberger Berman Group Llc | 0.07% | 1,899,982 | $96,348,087 | $96,196,089 | -$151,998 | -0.16% | |
| Lpl Financial Llc | 0.02% | 1,597,264 | $80,997,241 | $80,869,476 | -$127,765 | -0.16% | |
| Raymond James Financial Inc | 0.02% | 1,311,180 | $66,489,931 | $66,385,043 | -$104,888 | -0.16% | |
| Bank Of America Corp | 0.00% | 1,185,945 | $60,139,291 | $60,044,395 | -$94,896 | -0.16% | |
| Francis Financial, Inc. | 4.23% | 449,307 | $22,784,358 | $22,748,413 | -$35,945 | -0.16% | |
| Integrated Wealth Concepts Llc | 0.16% | 387,897 | $19,670,209 | $19,639,225 | -$30,984 | -0.16% | |
| Ubs Group Ag | 0.00% | 316,045 | $16,026,642 | $16,001,358 | -$25,284 | -0.16% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 299,867 | $15,218,254 | $15,182,266 | -$35,988 | -0.24% | |
| Paulson Wealth Management Inc. | 3.37% | 283,790 | $14,390,991 | $14,368,288 | -$22,703 | -0.16% | |
| Round Rock Advisors Llc | 1.93% | 248,191 | $12,585,766 | $12,565,910 | -$19,856 | -0.16% | |
| Osaic Holdings, Inc. | 0.02% | 220,184 | $11,167,641 | $11,147,916 | -$19,725 | -0.18% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 140,907 | $7,145,378 | $7,134,121 | -$11,257 | -0.16% | |
| Citadel Advisors Llc | 0.00% | 127,924 | $6,487,026 | $6,476,792 | -$10,234 | -0.16% | |
| Rubicon Advisors, Gp | 5.26% | 119,095 | $6,039,340 | $6,029,780 | -$9,560 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 116,987 | $5,932,400 | $5,923,052 | -$9,348 | -0.16% | |
| Robinson Smith Wealth Advisors Llc | 3.80% | 110,652 | $5,611,163 | $5,602,311 | -$8,852 | -0.16% | |
| Jane Street Group, Llc | 0.00% | 86,938 | $4,408,626 | $4,401,671 | -$6,955 | -0.16% | |
| Highpoint Advisor Group Llc | 0.18% | 85,922 | $4,357,095 | $4,350,231 | -$6,864 | -0.16% | |
| Yhb Investment Advisors, Inc. | 0.29% | 79,201 | $4,016,283 | $4,009,947 | -$6,336 | -0.16% | |
| Mutual Advisors, Llc | 0.06% | 56,885 | $2,884,654 | $2,880,088 | -$4,566 | -0.16% | |
| Hightower Advisors, Llc | 0.00% | 56,118 | $2,845,750 | $2,841,254 | -$4,496 | -0.16% | |
| Private Advisor Group, Llc | 0.01% | 53,308 | $2,703,271 | $2,698,984 | -$4,287 | -0.16% | |
| Susquehanna International Group, Llp | 0.00% | 53,051 | $2,690,216 | $2,685,972 | -$4,244 | -0.16% | |
| Jones Financial Companies Lllp | 0.00% | 52,979 | $2,675,969 | $2,682,327 | +$6,358 | +0.24% | |
| Gotham Asset Management, Llc | 0.01% | 39,338 | $1,994,830 | $1,991,683 | -$3,147 | -0.16% | |
| Stifel Financial Corp | 0.00% | 38,682 | $1,961,586 | $1,958,470 | -$3,116 | -0.16% | |
| Kestra Advisory Services, Llc | 0.01% | 37,745 | $1,914,046 | $1,911,029 | -$3,017 | -0.16% | |
| Manchester Financial Inc | 0.34% | 35,250 | $1,787,540 | $1,784,708 | -$2,833 | -0.16% | |
| Wetzel Investment Advisors, Inc. | 0.52% | 25,565 | $1,296,401 | $1,294,356 | -$2,045 | -0.16% | |
| Newedge Advisors, Llc | 0.06% | 39,336 | $1,273,096 | $1,991,582 | +$718,486 | +56.44% | |
| Kingswood Wealth Advisors, Llc | 0.05% | 21,180 | $1,074,037 | $1,072,343 | -$1,694 | -0.16% | |
| Great Valley Advisor Group, Inc. | 0.02% | 19,292 | $978,320 | $976,754 | -$1,566 | -0.16% | |
| Sanctuary Advisors, Llc | 0.01% | 19,027 | $964,860 | $963,337 | -$1,523 | -0.16% | |
| Angeles Wealth Management, Llc | 0.05% | 17,293 | $876,928 | $875,545 | -$1,383 | -0.16% | |
| Triumph Capital Management | 0.18% | 16,977 | $860,904 | $859,546 | -$1,358 | -0.16% | |
| Claro Advisors Inc. | 0.08% | 13,411 | $680,090 | $678,999 | -$1,091 | -0.16% | |
| Clearstead Trust, Llc | 0.10% | 11,580 | $587,222 | $586,295 | -$927 | -0.16% | |
| Sagespring Wealth Partners, Llc | 0.01% | 11,357 | $575,910 | $575,005 | -$905 | -0.16% | |
| Rockefeller Capital Management L.P. | 0.00% | 9,685 | $491,129 | $490,352 | -$777 | -0.16% | |
| Envestnet Asset Management Inc | 0.00% | 9,096 | $461,258 | $460,530 | -$728 | -0.16% | |
| Cetera Investment Advisers | 0.00% | 9,052 | $459,021 | $458,303 | -$718 | -0.16% | |
| Mgo One Seven Llc | 0.01% | 8,587 | $435,447 | $434,760 | -$687 | -0.16% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 7,869 | $399,065 | $398,407 | -$658 | -0.16% | |
| Iht Wealth Management, Llc | 0.01% | 7,367 | $373,581 | $372,991 | -$590 | -0.16% | |
| Harvest Investment Services, Llc | 0.06% | 6,873 | $348,530 | $347,980 | -$550 | -0.16% | |
| Cerity Partners Llc | 0.00% | 6,599 | $334,635 | $334,107 | -$528 | -0.16% | |
| Kraft, Davis & Associates, Llc | 0.07% | 6,411 | $325,364 | $324,589 | -$775 | -0.24% | |
| Gladstone Institutional Advisory Llc | 0.01% | 6,159 | $312,365 | $311,830 | -$535 | -0.17% | |
| Atria Investments, Inc | 0.00% | 5,580 | $282,947 | $282,515 | -$432 | -0.15% |
Frequently asked questions about NBSD
Who owns the most NBSD stock?
The largest holders of NBSD 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 NB SHORT DURATION INCOME ETF (NBSD).
Is NBSD widely held by superinvestors?
Many widely followed stocks like NBSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NBSD 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.