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NBSM NEUBERGER BERMAN ETF TRUST

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SMAL MID CAP ETF (fund)

16 managers (16 13F filers) reported a position in NBSM shares at 2025-06-30, 5,869,529 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
6
Added
5
Reduced
3
Sold out
0
Shares held by filers
5,869,529

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC4,753,828$119M0.09%-2,230,56513F-HR/ATimelineGroup
LPL Financial LLC294,669$7.38M<0.01%+186,74813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/190,347$4.77M<0.01%+62,68813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC173,905$4.35M<0.01%+29,99513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC157,894$3.95M0.05%-31,08213F-HRTimeline
Mariner, LLCin group Mariner, LLC70,096$1.76M<0.01%+8,24813F-HRTimelineGroup
Broadway Wealth Solutions, Inc.68,384$1.71M1.07%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53,775$1.35M<0.01%+22,01913F-HRTimelineGroup
MOTCO52,482$1.33M0.13%new13F-HRTimeline
Worth Financial Advisory Group, LLC22,084$553K0.34%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,029$251K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,757$219K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc5,044$126K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,909$123K<0.01%-25,93713F-HR/ATimelineGroup
BARRETT & COMPANY, INC.3,326$83.3K0.03%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.