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

NEUBERGER BERMAN ETF TRUST

68 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 64135A887·68 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$811M
visible holders
Holders
68
filers reporting
Concentration
32.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

68 institutions reported NBSD in Q2 2026. MORGAN STANLEY leads at 32.3% 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
Francis Financial, Inc.
CIK 0001727514
$25M493K4.08%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$22M450K0.00%Q2 202608
Integrated Wealth Concepts LLC
CIK 0001737109
$21M406K0.13%Q2 202609
UBS Group AG
CIK 0001610520
$16M319K0.00%Q2 202610
Round Rock Advisors, LLC
CIK 0001846991
$13M258K1.68%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$13M252K0.01%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M145K0.01%Q2 202613
Convergence Financial, LLC
CIK 0002034001
$7M135K0.54%Q2 202614
Main Street Financial Solutions, LLC
CIK 0001763350
$6M129K0.42%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M126K0.00%Q2 202616
YHB Investment Advisors, Inc.
CIK 0001469219
$6M125K0.39%Q3 202617
ROBINSON SMITH WEALTH ADVISORS LLC
CIK 0002008554
$6M111K3.37%Q3 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M105K0.01%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M87K0.00%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$4M85K0.00%Q2 2026
Page 1 of 4
48 more holders available. Log in →