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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

46 managers (47 13F filers) reported a position in NBOS shares at 2026-06-30, 10,945,648 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
47
New
7
Added
15
Reduced
13
Sold out
6
Shares held by filers
10,945,648

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,638,404$186M0.12%-139,92913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,018,963$28.5M0.05%-18,09313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding766,432$21.5M-72,769Timeline
LPL Financial LLC567,965$15.9M<0.01%-33,41313F-HRTimeline
MARQUETTE ASSOCIATES, INC.462,368$13M9.44%013F-HRTimeline
Wealthspire Advisors, LLC208,415$5.84M0.03%+47913F-HRTimeline
Proficio Capital Partners LLC207,525$5.81M0.21%-90013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,163$4.93M0.01%+99,10813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,036$3.73M<0.01%+14,51113F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…99,622$2.79M0.16%+11,38513F-HRTimelineGroup
UBS Group AGin group UBS Group AG93,701$2.62M<0.01%+2,26413F-HRTimelineGroup
Steward Partners Investment Advisory, L…77,994$2.18M0.01%+67,36413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC71,901$2.01M0.84%new13F-HRTimeline
MML INVESTORS SERVICES, LLC58,493$1.64M<0.01%-508,72113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,647$1.45M0.01%+27,30513F-HRTimelineGroup
Janney Montgomery Scott LLC37,745$1.06M<0.01%-30513F-HRTimeline
HB Wealth Management, LLC32,202$902K0.01%-2,79513F-HRTimeline
OLD MISSION CAPITAL LLC31,911$894K0.02%+13,42613F-HRTimeline
J.W. COLE ADVISORS, INC.29,692$832K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,328$678K<0.01%-44,26513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC23,150$649K<0.01%+2,69513F-HRTimelineGroup
Savant Capital, LLC16,960$463K<0.01%+7,43513F-HRTimeline
HARBOUR INVESTMENTS, INC.15,261$428K0.01%+6,29013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,610$325K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.11,401$319K0.12%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,979$308K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,606$297K<0.01%-62013F-HR/ATimeline
Integrated Wealth Concepts LLC10,078$282K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,643$242K<0.01%+16713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,590$241K<0.01%-24113F-HRTimeline
TFB Advisors LLC7,330$205K0.09%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,583$130K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,464$125K<0.01%+1,57513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,572$100K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,963$83K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,959$54.9K0.04%013F-HRTimeline
Farther Finance Advisors, LLC1,665$46.6K<0.01%-28513F-HRTimeline
LANARK FINANCIAL, INC.1,117$31.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,000$28K<0.01%013F-HRTimeline
Triumph Capital Management478$13.4K<0.01%+1413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.97K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.186$5.21K<0.01%+413F-HRTimeline
Key Capital Management, INC175$4.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.101$2.83K<0.01%013F-HRTimeline
Networth Advisors, LLC51$1.44K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.6$160<0.01%013F-HRTimeline