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Disclosery

NBOS NEUBERGER BERMAN ETF TRUST

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OPT STRATEGY ETF (fund)

45 managers (46 13F filers) reported a position in NBOS shares at 2026-03-31, 11,552,599 shares in all. 7 filers opened a position and 15 filers sold out during the quarter.

Managers
45
13F filers
46
New
7
Added
17
Reduced
13
Sold out
15
Shares held by filers
11,552,599

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC6,778,333$181M0.14%-143,07913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,037,056$27.7M0.06%-22,02213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding839,201$22.4M+26,125Timeline
LPL Financial LLC601,378$16.1M<0.01%+17,52213F-HRTimeline
MML INVESTORS SERVICES, LLC567,214$15.2M0.04%-47,93313F-HRTimeline
MARQUETTE ASSOCIATES, INC.462,368$12.4M13.45%013F-HRTimeline
Proficio Capital Partners LLC208,425$5.57M0.3%+105,33513F-HRTimeline
Wealthspire Advisors, LLC207,936$5.56M0.04%-7,30113F-HRTimeline
CWM, LLCin group CWM, LLC175,994$4.71M0.01%+9,75413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,525$3.17M<0.01%+81,25613F-HRTimelineGroup
UBS Group AGin group UBS Group AG91,437$2.45M<0.01%+11,93013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…88,237$2.36M0.15%+38,98213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,055$2.06M<0.01%+16,37613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,593$1.79M<0.01%+33,16513F-HR/ATimelineGroup
Janney Montgomery Scott LLC38,050$1.02M<0.01%+7,85013F-HRTimeline
HB Wealth Management, LLC34,997$936K0.01%-13,62213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,342$664K<0.01%+8,66213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,455$547K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC18,485$494K0.01%-7,76713F-HRTimeline
Cambridge Investment Research Advisors,…11,226$300K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,979$294K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,630$284K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,525$255K<0.01%+4413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,971$240K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,831$236K<0.01%+1,16813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,476$227K<0.01%+16913F-HRTimelineGroup
AE Wealth Management LLC7,707$206K<0.01%-493,80413F-HRTimeline
Allworth Financial LP2,963$79.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,889$77.3K<0.01%-23313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,888$77K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,959$52.4K0.05%-7,94413F-HRTimeline
Farther Finance Advisors, LLC1,950$52.3K<0.01%+1,34013F-HRTimeline
LANARK FINANCIAL, INC.1,117$29.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,000$26.7K<0.01%013F-HR/ATimeline
Advisory Services Network, LLC994$26.6K<0.01%new13F-HRTimeline
Cornerstone Wealth Partners, LLC655$17.5K0.01%new13F-HRTimeline
NFSG Corp560$15K<0.01%013F-HRTimeline
Triumph Capital Management464$12.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY213$5.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.182$4.87K<0.01%+413F-HRTimeline
Key Capital Management, INC175$4.68K<0.01%-21,11113F-HRTimeline
AMERIFLEX GROUP, INC.101$2.7K<0.01%new13F-HRTimeline
Networth Advisors, LLC51$1.36K<0.01%-36113F-HRTimeline
Lloyd Advisory Services, LLC.6$150<0.01%-38213F-HRTimeline
Kingdom Financial Group LLC.6$150<0.01%-5,93213F-HRTimeline