Skip to content

NBSM NEUBERGER BERMAN ETF TRUST

Follow

SMAL MID CAP ETF (fund)

23 managers (23 13F filers) reported a position in NBSM shares at 2026-06-30, 2,436,545 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
23
New
7
Added
9
Reduced
5
Sold out
3
Shares held by filers
2,436,545

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 LLC747,128$21.5M0.01%-4,388,11913F-HRTimelineGroup
LPL Financial LLC269,987$7.75M<0.01%-50,41613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC254,627$7.31M4.22%+17,24713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC226,172$6.49M<0.01%+11,91413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/199,777$5.74M<0.01%+17,38613F-HRTimelineGroup
Cambridge Investment Research Advisors,…142,596$4.09M0.01%+28,12113F-HR/ATimeline
Broadway Wealth Solutions, Inc.129,898$3.73M1.74%+8,42513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP110,340$3.14M<0.01%+1,25513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC107,783$3.09M0.02%-24,35413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY53,175$1.53M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC47,351$1.36M<0.01%+2,47513F-HRTimeline
Worth Financial Advisory Group, LLC29,136$836K0.35%new13F-HRTimeline
FLOW TRADERS U.S. LLC28,588$821K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,229$724K<0.01%-25,88113F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC16,980$487K0.15%+6,63013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,873$398K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,358$355K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,570$332K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.3,814$110K0.03%+48813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,098$88.9K<0.01%-8,39013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,499$43K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,491$42.8K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.75$2.15K<0.01%013F-HRTimeline