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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

46 managers (46 13F filers) reported a position in NBOS shares at 2024-12-31, 13,631,529 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
11
Added
12
Reduced
9
Sold out
4
Shares held by filers
13,631,529

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC8,101,483$213M0.17%-134,40313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,369,681$36.1M0.1%-31,81013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,136,112$29.9M+1,114,841Timeline
MML INVESTORS SERVICES, LLC514,952$13.6M0.05%+41,49113F-HRTimeline
LPL Financial LLC432,961$11.4M<0.01%+238,58413F-HRTimeline
AE Wealth Management LLC389,140$10.3M0.09%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO341,267$8.99M<0.01%+8413F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.312,108$8.22M6.82%013F-HRTimeline
Wealthspire Advisors, LLC219,134$5.77M0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG169,144$4.46M<0.01%-10,54813F-HRTimelineGroup
Atria Wealth Solutions, Inc.117,962$3.11M0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,503$2.99M<0.01%13F-HR/ATimelineGroup
HB Wealth Management, LLC83,965$2.21M0.02%-16,56513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC46,687$1.23M0.34%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,513$1.17M<0.01%+17,70413F-HRTimelineGroup
OLD MISSION CAPITAL LLC37,263$982K0.02%+18,48013F-HRTimeline
TFB Advisors LLC21,361$563K0.16%+1,06813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,066$555K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,910$446K<0.01%+1,53713F-HRTimelineGroup
IHT Wealth Management, LLC15,355$405K0.01%+1,48013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,825$364K<0.01%-67513F-HR/ATimelineGroup
SageView Advisory Group, LLC11,902$314K0.01%+29113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,003$290K<0.01%+28213F-HRTimelineGroup
Janney Montgomery Scott LLC10,675$281K<0.01%+2,07513F-HRTimeline
Steward Partners Investment Advisory, L…10,630$280K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,306$272K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC9,977$263K0.01%-6,30313F-HRTimeline
Quest 10 Wealth Builders, Inc.9,870$260K0.26%13F-HRTimeline
Authentikos Wealth Advisory, LLC8,459$223K0.22%new13F-HRTimeline
Summit Trail Advisors, LLC7,962$210K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,600$203K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC4,576$121K0.08%13F-HRTimeline
FLP Wealth Management, LLC3,440$90.6K0.23%13F-HRTimeline
Allworth Financial LP2,963$79.4K<0.01%-63013F-HRTimeline
Transce3nd, LLC1,827$48.1K0.02%13F-HRTimeline
NewEdge Advisors, LLC600$15.8K<0.01%new13F-HRTimeline
NFSG Corp560$14.8K<0.01%013F-HRTimeline
Pineridge Advisors LLC339$8.95K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.61K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA163$4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC47$1.24K<0.01%+1513F-HRTimelineGroup
Sterling Capital Management LLC23$606<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$26<0.01%-75313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%-1,06013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.