Who Owns NBSM?
Neuberger Berman Small-Mid Cap ETF — Institutional Ownership & 13F Holdings
$27.03
+0.04 (+0.15%)
Market Cap
$227.0M
Shares Outstanding
7,842,871
Institutional Holders
9
Total Inst. Value
$179.1M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $167.2M | 6,984,393 |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $4.5M | 188,976 |
| 3 | RAYMOND JAMES FINANCIAL INCNew | $3.4M | 143,910 |
| 4 | BANK OF AMERICA CORP /DE/ | $3.1M | 127,659 |
| 5 | ROYAL BANK OF CANADANew | $738K | 30,846 |
| 6 | JONES FINANCIAL COMPANIES LLLP | $96K | 8,407 |
| 7 | BARRETT & COMPANY, INC.New | $80K | 3,326 |
| 8 | LPL Financial LLC | $3K | 107,921 |
| 9 | Mariner, LLCNew | $1K | 61,848 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | +42K | $4.5M |
| RAYMOND JAMES FINANCIAL INCNew | +144K | $3.4M |
| BANK OF AMERICA CORP /DE/ | +94K | $3.1M |
| ROYAL BANK OF CANADANew | +31K | $738K |
| JONES FINANCIAL COMPANIES LLLP | +6K | $96K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Neuberger Berman Group LLC | -514K | $167.2M |
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Frequently Asked Questions
How many institutional investors hold NBSM?
As of Q1 2025, 9 institutional investors report holding NBSM (Neuberger Berman Small-Mid Cap ETF) in their 13F filings.
Which hedge fund owns the most NBSM?
The largest institutional holder of NBSM is Neuberger Berman Group LLC with $167.2M in shares.
Are institutions buying or selling NBSM?
This quarter, 4 institutions opened new positions in NBSM and 2 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.