NEUBERGER SMALL-MID CAP ETF (NBSM) Institutional Shareholders
NEUBERGER SMALL-MID CAP ETF (NBSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $64.44M in NBSM holdings during the latest filing period.
Neuberger Berman Group Llc is currently the largest disclosed institutional shareholder of NBSM tracked by InsiderSet, reporting ownership valued at approximately $21.45M 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 $20.78M, representing an estimated loss of -3.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed NBSM value among the investors covered in this analysis. Major shareholders include Neuberger Berman Group Llc, Lpl Financial Llc, Stage Harbor Financial, Llc, and several other long-term asset managers with concentrated positions in NEUBERGER SMALL-MID CAP ETF (NBSM).
This page ranks the largest institutional NBSM 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
22
Total Reported Value
$64.44M
Largest Holder
Neuberger Berman Group Llc
Largest Position
$21.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
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 | 0.01% | 747,128 | $21,450,044 | $20,777,630 | -$672,414 | -3.13% | |
| Lpl Financial Llc | 0.00% | 269,987 | $7,751,313 | $7,508,338 | -$242,975 | -3.13% | |
| Stage Harbor Financial, Llc | 4.22% | 254,627 | $7,310,345 | $7,081,177 | -$229,168 | -3.13% | |
| Raymond James Financial Inc | 0.00% | 226,172 | $6,493,398 | $6,289,843 | -$203,555 | -3.13% | |
| Bank Of America Corp | 0.00% | 199,777 | $5,735,598 | $5,555,798 | -$179,800 | -3.13% | |
| Broadway Wealth Solutions, Inc. | 1.74% | 129,898 | $3,729,372 | $3,612,463 | -$116,909 | -3.13% | |
| Jones Financial Companies Lllp | 0.00% | 110,340 | $3,144,690 | $3,068,555 | -$76,135 | -2.42% | |
| Exchange Traded Concepts, Llc | 0.02% | 107,783 | $3,094,450 | $2,997,445 | -$97,005 | -3.13% | |
| Morgan Stanley | 0.00% | 53,175 | $1,526,654 | $1,478,797 | -$47,857 | -3.13% | |
| Worth Financial Advisory Group, Llc | 0.35% | 29,136 | $836,495 | $810,272 | -$26,223 | -3.13% | |
| Flow Traders U.S. Llc | 0.03% | 28,588 | $821,000 | $795,032 | -$25,968 | -3.16% | |
| Royal Bank Of Canada | 0.00% | 25,229 | $724,000 | $701,618 | -$22,382 | -3.09% | |
| Barnes Pettey Financial Advisors, Llc | 0.15% | 16,980 | $487,496 | $472,214 | -$15,282 | -3.13% | |
| Susquehanna International Group, Llp | 0.00% | 13,873 | $398,294 | $385,808 | -$12,486 | -3.13% | |
| Citadel Advisors Llc | 0.00% | 12,358 | $354,798 | $343,676 | -$11,122 | -3.13% | |
| Pathstone Holdings, Llc | 0.00% | 11,570 | $291,564 | $321,762 | +$30,198 | +10.36% | |
| Barrett & Company, Inc. | 0.03% | 3,814 | $109,500 | $106,067 | -$3,433 | -3.13% | |
| Osaic Holdings, Inc. | 0.00% | 3,098 | $88,936 | $86,155 | -$2,781 | -3.13% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,499 | $43,036 | $41,687 | -$1,349 | -3.13% | |
| Ubs Group Ag | 0.00% | 1,491 | $42,807 | $41,465 | -$1,342 | -3.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 142,596 | $4,094 | $3,965,595 | +$3,961,501 | +96763.57% | |
| Harbour Investments, Inc. | 0.00% | 75 | $2,153 | $2,086 | -$67 | -3.12% |
Frequently asked questions about NBSM
Who owns the most NBSM stock?
The largest holders of NBSM 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 NEUBERGER SMALL-MID CAP ETF (NBSM).
Is NBSM widely held by superinvestors?
Many widely followed stocks like NBSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NBSM 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.