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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

48 managers (48 13F filers) reported a position in NBOS shares at 2025-09-30, 12,035,336 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
48
13F filers
48
New
10
Added
14
Reduced
14
Sold out
8
Shares held by filers
12,035,336

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC7,682,047$206M0.15%-204,44213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,232,545$33.1M0.07%-46,34713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC596,028$16M0.04%+18,24813F-HRTimeline
LPL Financial LLC571,095$15.3M<0.01%+21,49913F-HRTimeline
AE Wealth Management LLC482,764$13M0.08%+33,92413F-HRTimeline
MARQUETTE ASSOCIATES, INC.462,368$12.4M14.94%013F-HRTimeline
Wealthspire Advisors, LLC220,285$5.92M0.03%-1,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,079$4.13M0.01%+77,84213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,418$3.32M<0.01%-8,89713F-HRTimelineGroup
UBS Group AGin group UBS Group AG85,263$2.29M<0.01%-49,62313F-HRTimelineGroup
HB Wealth Management, LLC55,078$1.48M0.01%+7,99013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…44,388$1.19M0.08%-1,26213F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC43,264$1.16M0.28%-6,25113F-HRTimeline
Janney Montgomery Scott LLC28,525$766K<0.01%+1,22013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,066$566K<0.01%013F-HRTimelineGroup
TFB Advisors LLC16,425$440K0.13%-4,92713F-HRTimeline
CWM, LLCin group CWM, LLC16,391$440K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,411$414K<0.01%+23013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,386$413K<0.01%+1,13513F-HRTimelineGroup
LifeWealth Investments, LLC14,840$399K0.13%+28013F-HR/ATimeline
OLD MISSION CAPITAL LLC13,878$373K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,280$357K<0.01%+3,61313F-HR/ATimelineGroup
Simplicity Wealth,LLC12,697$341K0.02%-12,02113F-HRTimeline
SageView Advisory Group, LLC11,402$306K0.01%+18613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,220$301K<0.01%+1,20513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,979$295K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,630$286K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.10,222$275K0.25%-81313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,437$253K<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,193$220K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,137$219K<0.01%+14513F-HRTimelineGroup
Summit Trail Advisors, LLC7,962$214K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…7,665$206K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,589$204K<0.01%-2,66313F-HRTimeline
Allworth Financial LP2,963$79.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,306$61.7K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,405$37.7K<0.01%+1,40413F-HRTimelineGroup
Advisory Services Network, LLC994$26.7K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC610$16.4K<0.01%-4,59213F-HRTimeline
LANARK FINANCIAL, INC.580$15.6K<0.01%013F-HRTimeline
NFSG Corp560$15K<0.01%013F-HRTimeline
Pineridge Advisors LLC295$7.92K<0.01%-6313F-HRTimeline
Geneos Wealth Management Inc.249$6.68K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.72K<0.01%-47513F-HR/ATimelineGroup
Global Retirement Partners, LLC74$1.99K<0.01%013F-HRTimeline
Guerra Advisors Inc72$1.93K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC32$860<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC26$698<0.01%013F-HRTimeline