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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

44 managers (44 13F filers) reported a position in NBOS shares at 2025-03-31, 13,783,542 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
44
13F filers
44
New
6
Added
11
Reduced
17
Sold out
8
Shares held by filers
13,783,542

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC8,148,829$208M0.17%+47,34613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,333,082$34.1M<0.01%+991,81513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,331,081$34M0.09%-38,60013F-HRTimelineGroup
LPL Financial LLC673,980$17.2M0.01%+241,01913F-HRTimeline
MML INVESTORS SERVICES, LLC583,682$14.9M0.05%+68,73013F-HRTimeline
MARQUETTE ASSOCIATES, INC.462,368$11.8M11.84%+150,26013F-HRTimeline
AE Wealth Management LLC370,790$9.48M0.08%-18,35013F-HRTimeline
Wealthspire Advisors, LLC227,503$5.82M0.03%+8,36913F-HRTimeline
UBS Group AGin group UBS Group AG126,811$3.24M<0.01%-42,33313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC110,971$2.84M<0.01%-2,53213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC80,493$2.06M<0.01%+63,58313F-HRTimelineGroup
HB Wealth Management, LLC67,728$1.73M0.01%-16,23713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC44,328$1.13M0.33%-2,35913F-HRTimeline
TFB Advisors LLC21,176$542K0.16%-18513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,066$539K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,780$480K<0.01%-25,73313F-HRTimelineGroup
Janney Montgomery Scott LLC16,600$425K<0.01%+5,92513F-HRTimeline
IHT Wealth Management, LLC15,952$408K0.01%+59713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,222$287K<0.01%+21913F-HRTimelineGroup
SageView Advisory Group, LLC11,013$282K0.01%-88913F-HRTimeline
Steward Partners Investment Advisory, L…10,630$272K<0.01%013F-HRTimeline
United Advisor Group, LLC10,535$269K0.06%new13F-HRTimeline
LifeWealth Investments, LLC10,251$262K0.13%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,111$259K<0.01%-19513F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.9,652$247K0.26%-21813F-HRTimeline
Summit Trail Advisors, LLC7,962$204K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,600$203K<0.01%013F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,844$201K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,540$193K<0.01%-6,28513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,816$174K<0.01%+6,65313F-HR/ATimelineGroup
Farther Finance Advisors, LLC5,632$145K<0.01%-4,34513F-HRTimeline
Park Square Financial Group, LLC4,574$117K0.09%-213F-HRTimeline
Allworth Financial LP2,963$73.8K<0.01%013F-HRTimeline
Transce3nd, LLC1,815$46.4K0.02%-1213F-HRTimeline
NFSG Corp560$14.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.580$14K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC432$11.1K<0.01%new13F-HRTimeline
Pineridge Advisors LLC321$8.2K<0.01%-1813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.45K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC32$819<0.01%-1513F-HRTimelineGroup
Sterling Capital Management LLC23$588<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$23<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.