13F Insight
DOSSIER · 13F Holders · Q1 2026
NBSD

NEUBERGER BERMAN ETF TRUST

68 institutions still hold NEUBERGER BERMAN ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 64135A887·68 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$678M
visible holders
Holders
68
filers reporting
Concentration
29.85%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

68 institutions reported NBSD in Q1 2026. MORGAN STANLEY leads at 29.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$202M4.0M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$104M2.1M0.02%Q2 202603
Neuberger Berman Group LLC
CIK 0001465109
$96M1.9M0.07%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$66M1.3M0.02%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$60M1.2M0.00%Q1 202606
Francis Financial, Inc.
CIK 0001727514
$23M449K4.22%Q1 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$20M388K0.16%Q1 202608
UBS Group AG
CIK 0001610520
$16M316K0.00%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M298K0.03%Q2 202610
Round Rock Advisors, LLC
CIK 0001846991
$13M248K1.93%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M220K0.02%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M145K0.01%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M141K0.04%Q1 202614
Convergence Financial, LLC
CIK 0002034001
$7M135K0.54%Q2 202615
Main Street Financial Solutions, LLC
CIK 0001763350
$6M129K0.42%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M105K0.01%Q1 202617
ROBINSON SMITH WEALTH ADVISORS LLC
CIK 0002008554
$5M104K3.13%Q2 202618
YHB Investment Advisors, Inc.
CIK 0001469219
$5M90K0.29%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M87K0.00%Q1 202620
J.W. COLE ADVISORS, INC.
CIK 0001404763
$4M83K0.07%Q2 2026
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