ETF Holders

Who owns NBSD?

Bond

Neuberger Short Duration Income ETF · Neuberger Berman

67 institutions reported holding NBSD, worth $901.6M, in Form 13F filings for June 30, 2026.

13F holders
67
Institutional value
$901.6M
Change from prior quarter
+27.6%
+$194.8M, with price moves
New and sold-out firms
10 / 10
31 added, 23 trimmed

Top 10 institutional holders of NBSD

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$262.4M5,195,919+1,204,621 shares
LPL Financial LLCFort Mill, SC$103.9M2,057,290+460,026 shares
Raymond James Financial Inc.St. Petersburg, FL$98.7M1,953,682+642,502 shares
Neuberger Berman Group LLCNew York, NY$95.6M1,893,567−6,415 shares
Bank of America Corp.Charlotte, NC$88.0M1,743,169+557,224 shares
Integrated Wealth Concepts LLCWaltham, MA$35.3M699,145+311,248 shares
Francis Financial, Inc.New York, NY$24.9M493,314+44,007 shares
Ameriprise Financial Inc.Minneapolis, MN$22.5M449,669New position
UBS Group AGZurich, Switzerland$16.1M318,934+2,889 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$15.1M298,048−1,819 shares
57 more firms

The full list comes with the Advisors and Institutions package.

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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 NBSD?

67 institutional managers reported holding NBSD in Form 13F filings for June 30, 2026, worth $901.6M in total. The largest reported position was held by Morgan Stanley, at $262.4M.

Did institutions buy or sell NBSD last quarter?

Reported 13F value rose 27.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 10 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 NBSD 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.