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NBSM NEUBERGER BERMAN ETF TRUST

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SMAL MID CAP ETF (fund)

18 managers (18 13F filers) reported a position in NBSM shares at 2025-12-31, 6,536,258 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
10
Reduced
5
Sold out
0
Shares held by filers
6,536,258

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 LLC4,819,176$122M0.09%+14,57813F-HRTimelineGroup
LPL Financial LLC398,165$10M<0.01%-5,41913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/238,146$6.01M<0.01%+18,03213F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC222,271$5.61M3.78%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC196,347$4.96M<0.01%+16,16913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC154,886$3.91M0.03%-1,50413F-HRTimeline
Broadway Wealth Solutions, Inc.114,302$2.88M1.54%+39,23313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,327$2.56M<0.01%+23,88313F-HRTimelineGroup
Cambridge Investment Research Advisors,…89,456$2.26M0.01%+80,42813F-HRTimeline
MOTCO57,455$1.45M0.13%-45213F-HRTimeline
HighTower Advisors, LLC44,171$1.11M<0.01%+13,37713F-HRTimeline
Worth Financial Advisory Group, LLC26,514$669K0.32%+63713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,368$665K<0.01%-17,84513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,361$388K<0.01%+2,05513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,570$292K<0.01%new13F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC9,461$239K0.12%+87313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,956$201K<0.01%-9,84913F-HRTimelineGroup
BARRETT & COMPANY, INC.3,326$83.9K0.03%013F-HRTimeline