Who Owns Neuberger Berman Option Strategy ETF (NBOS)?Hedge Fund & Institutional Holders

$27.02-0.18 (-0.67%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6100028881260002e+130T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$23.34$24.42$25.50$26.58$27.66Sep 24Jun 25Mar 26

NBOS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CARY STREET PARTNERS FINANCIAL LLCNew Position+769K+$21.0M
AE Wealth Management LLCNew Position+502K+$13.7M
CWM, LLCNew Position+166K+$4.5M
Proficio Capital Partners LLCNew Position+103K+$2.8M
HB Wealth Management, LLCNew Position+49K+$1.3M
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+44K+$1.2M
Edge Financial Advisors LLCNew Position+24K+$648K
Key Capital Management, INCNew Position+21K+$580K
TFB Advisors LLCNew Position+17K+$450K
LifeWealth Investments, LLCNew Position+14K+$392K
B.O.S.S. Retirement Advisors, LLCNew Position+13K+$365K
TRUIST FINANCIAL CORPNew Position+13K+$355K
Simplicity Wealth,LLCNew Position+13K+$348K
Quest 10 Wealth Builders, Inc.New Position+10K+$270K
Concurrent Investment Advisors, LLCNew Position+8K+$226K

NBOS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Neuberger Berman Group LLCDecreased-761K-$206.2B
ASSETMARK, INCDecreased-173K-$33.1B
Wealthspire Advisors, LLCDecreased-5K-$5.9B
OSAIC HOLDINGS, INC.Decreased-94K-$4.1B
RAYMOND JAMES FINANCIAL INCDecreased-86K-$3.3B
UBS Group AGDecreased-6K-$2.3B
SageView Advisory Group, LLCDecreased-11K-$306.3M
JANE STREET GROUP, LLCClosed Position-8K-$220.1M
Summit Trail Advisors, LLCClosed Position-8K-$213.9M
CIBC Private Wealth Group LLCClosed Position-1K-$37.7M
Advisory Services Network, LLCClosed Position-994-$26.7M
Cambridge Investment Research Advisors, Inc.Closed Position-8K-$206K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC5,936,573$161.0M0.12%Share
2ASSETMARK, INC1,059,078$28.9M0.06%Share
3Neuberger Berman Group LLC984,839$26.0M0.02%Share
4CARY STREET PARTNERS FINANCIAL LLC766,138$20.9M0.52%Share
5MML INVESTORS SERVICES, LLC615,147$16.0M0.04%Share
6LPL Financial LLC583,856$15.0M0.00%Share
7AE Wealth Management LLC499,344$13.6M0.08%Share
8MARQUETTE ASSOCIATES, INC.462,368$12.6M16.15%Share
9Wealthspire Advisors, LLC215,237$5.0M0.04%Share
10CWM, LLC166,240$4.5M0.01%Share
11Proficio Capital Partners LLC103,090$2.8M0.20%Share
12UBS Group AG79,507$2.2M0.00%Share
13FIFTH THIRD SECURITIES, INC.49,255$1.3M0.09%Share
14HB Wealth Management, LLC48,619$1.3M0.01%Share
15CARY STREET PARTNERS INVESTMENT ADVISORY LLC43,975$1.2M0.32%Share
16OSAIC HOLDINGS, INC.60,679$1.0M0.00%Share
17OLD MISSION CAPITAL LLC26,252$715K0.02%Share
18Edge Financial Advisors LLC23,798$648K0.27%Share
19Key Capital Management, INC21,286$580K0.57%Share
20TFB Advisors LLC16,511$450K0.13%Share
21LifeWealth Investments, LLC14,410$392K0.12%Share
22B.O.S.S. Retirement Advisors, LLC13,394$365K0.11%Share
23TRUIST FINANCIAL CORP13,025$355K0.00%Share
24Simplicity Wealth,LLC12,775$348K0.02%Share
25Quest 10 Wealth Builders, Inc.9,903$270K0.24%Share
26Concurrent Investment Advisors, LLC8,307$226K0.00%Share
27Kingdom Financial Group LLC.5,938$161K0.05%Share
28Allworth Financial LP2,963$80K0.00%Share
29CARY STREET PARTNERS FINANCIAL LLC2,963$80K0.00%Share
30Raleigh Capital Management Inc.1,606$43K0.02%Share
31NBC SECURITIES, INC.1,117$30K0.00%Share
32AE Wealth Management LLC1,132$30K0.00%Share
33AE Wealth Management LLC803$21K0.00%Share
34Farther Finance Advisors, LLC610$16K0.00%Share
35Newbridge Financial Services Group, Inc.560$15K0.00%Share
36Triumph Capital Management464$12K0.00%Share
37Networth Advisors, LLC412$11K0.01%Share
38Lloyd Advisory Services, LLC.388$10K0.00%Share
39AE Wealth Management LLC190$5K0.00%Share
40Geneos Wealth Management Inc.178$4K0.00%Share
41AE Wealth Management LLC42$1K0.00%Share
42Smartleaf Asset Management LLC1,973$00.00%Share
43Janney Montgomery Scott LLC30,200$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC20,344$00.00%Share
45Savant Capital, LLC9,481$00.00%Share
46PNC FINANCIAL SERVICES GROUP, INC.3,122$00.00%Share
47MORGAN STANLEY213$00.00%Share
48BlackRock, Inc.19,782$00.00%Share
49JPMORGAN CHASE & CO20,217$00.00%Share
50JPMORGAN CHASE & CO1,481$00.00%Share

NBOS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202555$318.2M+25
Q3 202530$303.3B-11
Q2 202541$102.6B-2
Q1 202543$337.0B+3
Q4 202440$3.7T+13
Q3 202427$21.8T+2
Q2 202425$23.0T+2
Q1 202423$28.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold NBOS (Neuberger Berman Option Strategy ETF). The largest holder is Neuberger Berman Group LLC with $161.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own NBOS?

As of Q4 2025, 50 institutional investors report holding NBOS (Neuberger Berman Option Strategy ETF) in their 13F filings.

Who is the largest institutional holder of NBOS?

The largest institutional holder of NBOS is Neuberger Berman Group LLC with $161.0M in shares.

Is institutional ownership of NBOS increasing or decreasing?

This quarter, 15 institutions opened new positions in NBOS and 5 closed their positions.