Who owns NBOS?
Neuberger Option Strategy ETF · Neuberger Berman
47 institutions reported holding NBOS, worth $306.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NBOS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Neuberger Berman Group LLC | New York, NY | $186.0M | 6,638,404 | −139,929 shares |
| Assetmark, Inc. | Concord, CA | $28.5M | 1,018,963 | −18,093 shares |
| CARY Street Partners Financial LLC | Richmond, VA | $21.3M | 758,975 | −23,794 shares |
| LPL Financial LLC | Fort Mill, SC | $15.9M | 567,965 | −33,413 shares |
| Marquette Associates, Inc. | Chicago, IL | $13.0M | 462,368 | No change |
| Wealthspire Advisors, LLC | New York, NY | $5.8M | 208,415 | +479 shares |
| Proficio Capital Partners LLC | Newton, MA | $5.8M | 207,525 | −900 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.9M | 176,163 | +99,108 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.7M | 133,036 | +14,511 shares |
| Fifth Third Securities, Inc. | Cincinnati, OH | $2.8M | 99,622 | +11,385 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns NBOS?
47 institutional managers reported holding NBOS in Form 13F filings for June 30, 2026, worth $306.9M in total. The largest reported position was held by Neuberger Berman Group LLC, at $186.0M.
Did institutions buy or sell NBOS last quarter?
Reported 13F value rose 0.9% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is NBOS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.