13F Insight
DOSSIER · 13F Holders · Q2 2026
NBSD

NEUBERGER BERMAN ETF TRUST

69 institutions still hold NEUBERGER BERMAN ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 64135A887·69 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$835M
visible holders
Holders
69
filers reporting
Concentration
31.43%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

69 institutions reported NBSD in Q2 2026. MORGAN STANLEY leads at 31.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$262M5.2M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$104M2.1M0.02%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$99M2.0M0.03%Q2 202604
Neuberger Berman Group LLC
CIK 0001465109
$96M1.9M0.06%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M1.7M0.01%Q2 202606
Integrated Wealth Concepts LLC
CIK 0001737109
$35M699K0.17%Q2 202607
Francis Financial, Inc.
CIK 0001727514
$25M493K4.08%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M450K0.00%Q2 202609
UBS Group AG
CIK 0001610520
$16M319K0.00%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M298K0.03%Q2 202611
Round Rock Advisors, LLC
CIK 0001846991
$13M258K1.68%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M252K0.01%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M145K0.01%Q2 202614
Convergence Financial, LLC
CIK 0002034001
$7M135K0.54%Q2 202615
Main Street Financial Solutions, LLC
CIK 0001763350
$6M129K0.42%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M126K0.00%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M105K0.01%Q1 202618
ROBINSON SMITH WEALTH ADVISORS LLC
CIK 0002008554
$5M104K3.13%Q2 202619
YHB Investment Advisors, Inc.
CIK 0001469219
$5M90K0.29%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M87K0.00%Q1 2026
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