Who Owns NBOS?
Neuberger Berman Option Strategy ETF — Institutional Ownership & 13F Holdings
$27.54
-0.05 (-0.18%)
Market Cap
$445.4M
Shares Outstanding
15,701,558
Institutional Holders
43
Total Inst. Value
$293.3M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
10
Closed Positions
7
Increased
10
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $208.4M | 8,148,829 |
| 2 | JPMORGAN CHASE & CO | $34.1M | 1,333,082 |
| 3 | MML INVESTORS SERVICES, LLC | $14.9M | 583,682 |
| 4 | MARQUETTE ASSOCIATES, INC. | $11.8M | 462,368 |
| 5 | AE Wealth Management LLC | $9.5M | 370,790 |
| 6 | UBS Group AG | $3.2M | 126,811 |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.8M | 110,971 |
| 8 | HB Wealth Management, LLC | $1.7M | 67,728 |
| 9 | B.O.S.S. Retirement Advisors, LLCNew | $1.1M | 44,328 |
| 10 | TFB Advisors LLCNew | $542K | 21,176 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Neuberger Berman Group LLC | +47K | $208.4M |
| JPMORGAN CHASE & CO | +992K | $34.1M |
| MML INVESTORS SERVICES, LLC | +69K | $14.9M |
| MARQUETTE ASSOCIATES, INC. | +150K | $11.8M |
| B.O.S.S. Retirement Advisors, LLCNew | +44K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| UBS Group AG | -42K | $3.2M |
| ASSETMARK, INC | -39K | $34K |
| ENVESTNET ASSET MANAGEMENT INC | -26K | $480K |
| AE Wealth Management LLC | -18K | $9.5M |
| HB Wealth Management, LLC | -16K | $1.7M |
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Frequently Asked Questions
How many institutional investors hold NBOS?
As of Q1 2025, 43 institutional investors report holding NBOS (Neuberger Berman Option Strategy ETF) in their 13F filings.
Which hedge fund owns the most NBOS?
The largest institutional holder of NBOS is Neuberger Berman Group LLC with $208.4M in shares.
Are institutions buying or selling NBOS?
This quarter, 10 institutions opened new positions in NBOS and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.