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

NEUBERGER BERMAN ETF TRUST

72 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 64135A887·72 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.2%
vs prior quarter
13F value held
$659M
59.0% inst. owned
of float
Holders
72
-20 QoQ
filers reporting
Activity
+10 / −33
+954 added · −896 reduced
this quarter
Concentration
30.72%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

72 institutions reported NBSD in Q1 2026. MORGAN STANLEY leads at 30.7% of the visible book. -20 net institutions QoQ — distribution reading.

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
Neuberger Berman Group LLC
CIK 0001465109
$96M1.9M0.07%Q1 202603
LPL Financial LLC
CIK 0001403438
$81M1.6M0.02%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
$15M300K0.03%Q1 202610
Paulson Wealth Management Inc.
CIK 0001731878
$14M284K3.37%Q1 202611
Round Rock Advisors, LLC
CIK 0001846991
$13M248K1.93%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$11M220K0.02%Q1 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M141K0.04%Q1 202614
Rubicon Advisors, GP
CIK 0002114679
$6M119K5.26%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M117K0.01%Q1 202616
ROBINSON SMITH WEALTH ADVISORS LLC
CIK 0002008554
$6M111K3.80%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M87K0.00%Q1 202618
HighPoint Advisor Group LLC
CIK 0001616034
$4M86K0.18%Q1 202619
YHB Investment Advisors, Inc.
CIK 0001469219
$4M79K0.29%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$3M64K0.01%Q1 2026
Page 1 of 4
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