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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

54 managers (55 13F filers) reported a position in NBOS shares at 2025-12-31, 12,088,337 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
55
New
13
Added
17
Reduced
13
Sold out
6
Shares held by filers
12,088,337

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC6,921,412$189M0.14%-760,63513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,059,078$28.9M0.06%-173,46713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding813,076$22.2MnewTimeline
MML INVESTORS SERVICES, LLC615,147$16.8M0.04%+19,11913F-HRTimeline
LPL Financial LLC583,856$15.9M<0.01%+12,76113F-HRTimeline
AE Wealth Management LLC501,511$13.7M0.08%+18,74713F-HRTimeline
MARQUETTE ASSOCIATES, INC.462,368$12.6M16.15%013F-HRTimeline
Wealthspire Advisors, LLC215,237$5.87M0.05%-5,04813F-HRTimeline
CWM, LLCin group CWM, LLC166,240$4.53M0.01%+149,84913F-HRTimelineGroup
Proficio Capital Partners LLC103,090$2.81M0.2%new13F-HRTimeline
UBS Group AGin group UBS Group AG79,507$2.17M<0.01%-5,75613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,679$1.65M<0.01%-94,40013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…49,255$1.34M0.09%+4,86713F-HRTimelineGroup
HB Wealth Management, LLC48,619$1.33M0.01%-6,45913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,269$1.02M<0.01%-86,14913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,428$966K<0.01%+22,14813F-HRTimelineGroup
Janney Montgomery Scott LLC30,200$824K<0.01%+1,67513F-HRTimeline
OLD MISSION CAPITAL LLC26,252$716K0.03%+12,37413F-HRTimeline
Edge Financial Advisors LLC23,798$649K0.27%new13F-HRTimeline
Key Capital Management, INC21,286$580K0.58%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,066$574K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,344$555K<0.01%+4,95813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.19,782$539K<0.01%new13F-HRTimelineGroup
TFB Advisors LLC16,511$450K0.13%+8613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,680$428K<0.01%+26913F-HRTimelineGroup
LifeWealth Investments, LLC14,410$393K0.12%-43013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC13,394$365K0.11%-29,87013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,025$355K<0.01%+1,80513F-HRTimelineGroup
Simplicity Wealth,LLC12,775$348K0.02%+7813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,979$299K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,630$290K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.9,903$270K0.24%-31913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,481$259K<0.01%+4413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,320$254K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,307$227K<0.01%+17013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC7,663$209K<0.01%+7413F-HRTimeline
Kingdom Financial Group LLC.5,938$162K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,122$85.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,963$80.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,973$54K<0.01%-33313F-HRTimeline
Raleigh Capital Management Inc.1,606$43.8K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.1,117$30.5K<0.01%+53713F-HRTimeline
NewEdge Advisors, LLC1,000$27.3K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC790$21.5K<0.01%-10,61213F-HRTimeline
Farther Finance Advisors, LLC610$16.6K<0.01%013F-HRTimeline
NFSG Corp560$15.3K<0.01%013F-HRTimeline
Triumph Capital Management464$12.7K<0.01%new13F-HRTimeline
Networth Advisors, LLC412$11.2K0.01%13F-HRTimeline
Lloyd Advisory Services, LLC.388$10.6K<0.01%new13F-HRTimeline
MAI Capital Management367$10K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.81K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.178$4.86K<0.01%-7113F-HRTimeline
FMR LLCin group FMR LLC32$873<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC26$709<0.01%013F-HRTimeline