Vault-13

NEUBERGER BERMAN ETF TRUST NBSD

SHORT DURATION I · ETP · CUSIP 64135A887

67 institutional holders -1 vs Q1 2026
17,855,90917.9m shares reported held*
$901.6mreported value*
8 new 32 added 23 reduced 9 sold out net bought ≈ $191.4m (+3.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.49.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q2 24: 13Q3 24: 12Q4 24: 10Q1 25: 11Q2 25: 22Q3 25: 35Q4 25: 57Q1 26: 68Q2 26: 6767Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202413
Q3 202412
Q4 202410
Q1 202511
Q2 202522
Q3 202535
Q4 202557
Q1 202668
Q2 202667

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 5 bought or addedQ3 24: 6 cut or sold outQ4 24: 4 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 2 cut or sold outQ2 25: 18 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 8 cut or sold outQ4 25: 46 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 16 cut or sold outQ2 26: 40 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202456
Q4 202447
Q1 202582
Q2 2025182
Q3 2025298
Q4 20254610
Q1 20265116
Q2 20264032

Biggest buyers

MORGAN STANLEY Added +1,204,621+1.2m
RAYMOND JAMES FINANCIAL INC Added +642,502+642.5k
BANK OF AMERICA CORP /DE/ Added +557,224+557.2k
LPL Financial LLC Added +460,026+460.0k
AMERIPRISE FINANCIAL INC New +449,669+449.7k
Integrated Wealth Concepts LLC Added +311,248+311.2k
Convergence Financial, LLC New +135,405+135.4k
Cambridge Investment Research Advisors, Inc. Added +102,850+102.8k
JANE STREET GROUP, LLC Added +99,183+99.2k
J.W. COLE ADVISORS, INC. New +83,024+83.0k

Biggest sellers

Paulson Wealth Management Inc. Reduced -277,328-277.3k
Rubicon Advisors, GP Reduced -71,583-71.6k
Steward Partners Investment Advisory, LLC Reduced -64,610-64.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -53,051-53.1k
CITADEL ADVISORS LLC Reduced -43,117-43.1k
JPMORGAN CHASE & CO Reduced -26,063-26.1k
Private Advisor Group, LLC Reduced -20,432-20.4k
ANGELES WEALTH MANAGEMENT, LLC Sold out -17,293-17.3k
KINGSWOOD WEALTH ADVISORS, LLC Reduced -10,062-10.1k
Kestra Advisory Services, LLC Reduced -9,517-9.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 5,195,9195.2m $262.4m $262.4m 0.01% Added +1.2m +1,204,621
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,057,2902.1m $103.9m $103.9m 0.02% Added +460.0k +460,026
3 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,953,6822.0m $98.7m $98.7m 0.03% Added +642.5k +642,502
4 NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio NEW YORK, NY 1,893,5671.9m $95.6m $95.6m 0.06% Reduced -6.4k -6,415
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,743,1691.7m $88.0m $88.0m 0.01% Added +557.2k +557,224
6 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 699,145699.1k $35.3m $35.3m 0.17% Added +311.2k +311,248
7 Francis Financial, Inc. 4.09% of their portfolio NEW YORK, NY 493,314493.3k $24.9m $24.9m 4.09% Added +44.0k +44,007
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 449,669449.7k $22.5m $22.5m 0.00% New
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 318,934318.9k $16.1m $16.1m 0.00% Added +2.9k +2,889
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 298,048298.0k $15.1m $15.1m 0.03% Reduced -1.8k -1,819
11 Round Rock Advisors LLC 1.68% of their portfolio WILTON, CT 257,509257.5k $13.0m $13.0m 1.68% Added +9.3k +9,318
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 252,485252.5k $12.8m $12.8m 0.01% Added +32.3k +32,301
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 207,988208.0k $10.5m $10.5m 0.01% Added +102.8k +102,850
14 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 186,121186.1k $9.4m $9.4m 0.01% Added +99.2k +99,183
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 144,714144.7k $7.3m $7.3m 0.01% Added +27.7k +27,727
16 Convergence Financial, LLC 0.54% of their portfolio COLUMBIA, MO 135,405135.4k $6.8m $6.8m 0.54% New
17 Main Street Financial Solutions, LLC 0.42% of their portfolio NEWTOWN, PA 128,621128.6k $6.5m $6.5m 0.42% Added +38.9k +38,937
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 126,218126.2k $6.4m $6.4m 0.00% Added +73.2k +73,239
19 ROBINSON SMITH WEALTH ADVISORS LLC 3.13% of their portfolio South Portland, ME 103,592103.6k $5.2m $5.2m 3.13% Reduced -7.1k -7,060
20 YHB Investment Advisors, Inc. 0.29% of their portfolio West Hartford, CT 89,92989.9k $4.5m $4.5m 0.29% Added +10.7k +10,728
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 84,80784.8k $4.3m $4.3m 0.00% Reduced -43.1k -43,117
22 J.W. COLE ADVISORS, INC. 0.07% of their portfolio TAMPA, FL 83,02483.0k $4.2m $4.2m 0.07% New
23 HighPoint Advisor Group LLC 0.14% of their portfolio DOWNERS GROVE, IL 78,26978.3k $4.0m $4.0m 0.14% Reduced -7.7k -7,653
24 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,29776.3k $3.9m $3.9m 0.02% Reduced -64.6k -64,610
25 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 72,27972.3k $3.7m $3.7m 0.01% Added +8.6k +8,613
26 Mutual Advisors, LLC 0.06% of their portfolio OMAHA, NE 60,60860.6k $3.1m $3.1m 0.06% Added +3.7k +3,723
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 51,69851.7k $2.6m $2.6m 0.00% Reduced -4.4k -4,420
28 Rubicon Advisors, GP 1.75% of their portfolio REDDING, CA 47,51247.5k $2.4m $2.4m 1.75% Reduced -71.6k -71,583
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 44,54044.5k $2.2m $2.2m 0.00% New
30 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 39,33839.3k $2.0m $2.0m 0.00% Unchanged
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 36,97337.0k $1.9m $1.9m 0.00% Reduced -1.7k -1,709
32 MANCHESTER FINANCIAL INC 0.30% of their portfolio Westlake Village, CA 33,62733.6k $1.7m $1.7m 0.30% Reduced -1.6k -1,623
33 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 32,87632.9k $1.7m $1.7m 0.01% Reduced -20.4k -20,432
34 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 29,99930.0k $1.5m $1.5m 0.00% Reduced -3.3k -3,290
35 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,64828.6k $1.4m $1.4m 0.00% Added +19.0k +18,963
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,22828.2k $1.4m $1.4m 0.00% Reduced -9.5k -9,517
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,60323.6k $1.2m $1.2m 0.01% Added +4.6k +4,576
38 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 22,74222.7k $1.1m $1.1m 0.00% New
39 Triumph Capital Management 0.18% of their portfolio DENVER, CO 20,14820.1k $1.0m $1.0m 0.18% Added +3.2k +3,171
40 WETZEL INVESTMENT ADVISORS, INC. 0.34% of their portfolio INDIANAPOLIS, IN 19,48419.5k $984.1k $984.1k 0.34% Reduced -6.1k -6,081
41 Harvest Investment Services, LLC 0.15% of their portfolio Oakbrook Terrace, IL 19,00419.0k $959.8k $959.8k 0.15% Added +12.1k +12,131
42 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 16,76416.8k $846.7k $846.7k 0.01% Reduced -2.5k -2,528
43 Clearstead Trust, LLC 0.11% of their portfolio PORTLAND, ME 16,50416.5k $833.6k $833.6k 0.11% Added +4.9k +4,924
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 13,55113.6k $684.0k $684.0k 0.00% New
45 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 13,49713.5k $681.7k $681.7k 0.07% Added +86 +86
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,79712.8k $646.3k $646.3k 0.00% Added +3.7k +3,745
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 12,60012.6k $636.4k $636.4k 0.00% Added +3.5k +3,504
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,49612.5k $631.1k $631.1k 0.00% Added +12.3k +12,301
49 Kraft, Davis & Associates, LLC 0.12% of their portfolio St. Louis, MO 11,38711.4k $575.1k $575.1k 0.12% Added +5.0k +4,976
50 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 11,11811.1k $561.5k $561.5k 0.02% Reduced -10.1k -10,062
51 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,4598.5k $427.2k $427.2k 0.01% Reduced -128 -128
52 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 8,3528.4k $421.8k $421.8k 0.00% Added +483 +483
53 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 6,9697.0k $352.0k $352.0k 0.01% Added +810 +810
54 Paulson Wealth Management Inc. 0.07% of their portfolio West Palm Beach, FL 6,4626.5k $326.4k $326.4k 0.07% Reduced -277.3k -277,328
55 SAGESPRING WEALTH PARTNERS, LLC 0.00% of their portfolio FRANKLIN, TN 6,1836.2k $312.3k $312.3k 0.00% Reduced -5.2k -5,174
56 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 6,1756.2k $311.9k $311.9k 0.01% Reduced -1.2k -1,192
57 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,7014.7k $237.4k $237.4k 0.00% Reduced -879 -879
58 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 4,4504.5k $225.6k $225.6k 0.01% New
59 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4,0334.0k $203.7k $203.7k 0.00% Unchanged
60 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 4,0004.0k $202.0k $202.0k 0.02% Unchanged
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,0272.0k $102.4k $102.4k 0.00% Added +1.0k +1,025
62 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,7391.7k $88.0k $88.0k 0.00% Reduced -661 -661
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,2111.2k $61.2k $61.2k 0.00% New
64 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 598598 $30.2k $30.2k 0.00% Added +198 +198
65 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 433433 $21.9k $21.9k 0.00% First filing
66 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 345345 $17.4k $17.4k 0.00% Added +4 +4
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3535 $1.8k $1.8k 0.00% Reduced -26.1k -26,063