NBSDNEUBERGER BERMAN ETF TRUST
CUSIP 64135A887 · Yahoo Finance ↗ · Google Finance ↗
Neuberger Berman Etf Trust (NBSD) has 68 institutional holders in Filings Flow’s 13F database, together reporting 12.43M shares worth $631M as of Q1 2026. The largest reported holders are Morgan Stanley, Neuberger Berman Group LLC, and Lpl Financial LLC.
Institutional Holders
68
Q1 2026
Reported Value
$631M
Ticker
NBSD
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rubicon Advisors, GP$115M AUM | 5.26% | $6M | 119.1K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 4.22% | $23M | 449.3K | Q1 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC$148M AUM | 3.80% | $6M | 110.7K | Q1 2026 |
| Paulson Wealth Management Inc.$427M AUM | 3.37% | $14M | 283.8K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 1.93% | $13M | 248.2K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 1.76% | $12M | 236.0K | Q4 2025OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.52% | $1M | 25.6K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.34% | $2M | 35.3K | Q1 2026 |
| YHB Investment Advisors, Inc.$1.4B AUM | 0.29% | $4M | 79.2K | Q1 2026 |
| Systelligence, LLC$514M AUM | 0.22% | $1M | 22.1K | Q4 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.19% | $2M | 48.4K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.18% | $4M | 85.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.18% | $860,904 | 17.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.16% | $20M | 387.9K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.10% | $587,222 | 11.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.08% | $3M | 67.3K | Q4 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.08% | $680,090 | 13.4K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $96M | 1.90M | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.07% | $325,364 | 6.4K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.06% | $348,530 | 6.9K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 56.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $1M | 39.3K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 21.2K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.05% | $876,928 | 17.3K | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.04% | $204,736 | 4.0K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 140.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $15M | 299.9K | Q1 2026 |
| Cornerstone Wealth Partners, LLC$176M AUM | 0.03% | $50,923 | 1.0K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $202,840 | 4.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $81M | 1.60M | Q1 2026 |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.02% | $204,667 | 4.0K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $66M | 1.31M | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $978,320 | 19.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $11M | 220.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 53.3K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $263,743 | 5.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $312,365 | 6.2K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $575,910 | 11.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $435,447 | 8.6K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $373,581 | 7.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 117.0K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $126M | 2.47M | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 37.7K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 39.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $964,860 | 19.0K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $399,065 | 7.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $60M | 1.19M | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $282,947 | 5.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 56.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 316.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 26.3K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $20,284 | 400 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 38.7K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $216,684 | 4.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $45,639 | 900 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 53.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $50,810 | 1.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 127.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $491,129 | 9.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $143,315 | 2.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 86.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $459,021 | 9.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $334,635 | 6.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $204,513 | 4.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $19,194 | 375 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 53.1K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $2,789 | 55 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $461,258 | 9.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 26.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $290,384 | 5.7K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $121,000 | 2.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,471 | 29 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $3,803 | 75 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,888 | 195 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.