Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership $26.13 -0.05 (-0.19%) As of 07/11/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Neuberger Berman Option Strategy ETF (NYSEARCA:NBOS)Number ofInstitutional Buyers(last 12 months)26TotalInstitutional Inflows(last 12 months)$68.42MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$9.66M Get NBOS Insider Trade Alerts Want to know when executives and insiders are buying or selling Neuberger Berman Option Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data NBOS Institutional Buying and Selling by Quarter Neuberger Berman Option Strategy ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/11/2025Farther Finance Advisors LLC5,202$135K0.0%-7.6%0.031% 5/19/2025SageView Advisory Group LLC11,013$282K0.0%-7.5%0.061% 5/9/2025Wealthspire Advisors LLC227,503$5.82M0.0%+3.8%1.266% 5/7/2025LPL Financial LLC673,980$17.24M0.0%+55.7%3.751% 5/7/2025HB Wealth Management LLC67,728$1.73M0.0%-19.3%0.377% 5/6/2025Assetmark Inc.1,331,081$34.05M0.1%-2.8%7.407% 5/6/2025AE Wealth Management LLC370,790$9.49M0.1%-4.7%2.063% 4/29/2025Envestnet Asset Management Inc.18,780$480K0.0%-57.8%0.104% 4/29/2025Concurrent Investment Advisors LLC7,844$201K0.0%N/A0.044% 4/21/2025United Advisor Group LLC10,535$269K0.1%N/A0.058% Get the Latest News and Ratings for NBOS and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Neuberger Berman Option Strategy ETF and its competitors with MarketBeat's FREE daily newsletter. 4/21/2025LifeWealth Investments LLC10,309$264K0.1%N/A0.057% 4/17/2025Janney Montgomery Scott LLC16,600$425K0.0%+55.5%0.092% 4/14/2025Farther Finance Advisors LLC5,632$145K0.0%-43.6%0.031% 2/28/2025Park Square Financial Group LLC4,576$121K0.1%N/A0.026% 2/17/2025Cary Street Partners Financial LLC1,136,112$29.94M1.0%N/A6.340% 2/14/2025IHT Wealth Management LLC15,355$405K0.0%+10.7%0.086% 2/14/2025Transce3nd LLC1,827$48K0.0%N/A0.010% 2/14/2025MML Investors Services LLC514,952$13.57M0.0%+8.8%2.874% 2/13/2025Mariner LLC16,910$446K0.0%+10.0%0.094% 2/13/2025Raymond James Financial Inc.113,503$2.99M0.0%N/A0.633% 2/13/2025Envestnet Asset Management Inc.44,513$1.17M0.0%+66.0%0.248% 2/12/2025OLD Mission Capital LLC37,263$982K0.0%+98.4%0.208% 2/11/2025LPL Financial LLC432,961$11.41M0.0%+122.7%2.416% 2/10/2025Thrivent Financial for Lutherans7,600$203K0.0%N/A0.042% 2/10/2025Farther Finance Advisors LLC9,977$263K0.0%-38.7%0.056% 2/6/2025Raymond James Financial Inc.113,503$2.99M0.0%N/A0.633% 2/6/2025Assetmark Inc.1,369,681$36.09M0.1%-2.3%7.643% 2/4/2025Wealthspire Advisors LLC219,134$5.77M0.1%N/A1.223% 1/31/2025Atria Wealth Solutions Inc.117,962$3.11M0.0%N/A0.658% 1/31/2025Truist Financial Corp10,306$272K0.0%N/A0.058% 1/30/2025Allworth Financial LP2,963$79K0.0%-17.5%0.017% 1/29/2025TFB Advisors LLC21,361$563K0.2%+5.3%0.119% 1/29/2025Authentikos Wealth Advisory LLC8,459$223K0.2%N/A0.047% 1/21/2025B.O.S.S. Retirement Advisors LLC46,687$1.23M0.3%N/A0.261% 1/17/2025Janney Montgomery Scott LLC10,675$281K0.0%+24.1%0.060% 1/15/2025HB Wealth Management LLC83,965$2.21M0.0%-16.5%0.469% 12/26/2024JPMorgan Chase & Co.341,183$8.99M0.0%-31.4%1.904% 11/15/2024MML Investors Services LLC473,461$12.48M0.0%+8.0%2.642% 11/15/2024Jane Street Group LLC15,714$414K0.0%+33.3%0.088% 11/13/2024Brown Brothers Harriman & Co.21,066$555K0.0%N/A0.118% AI Meltdown Imminent: Dump These Stocks Now! (Ad)If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new invention… This could send many popular AI stocks crashing, including Nvidia. And it could happen starting as soon as June 1st.Click here to see the details and learn how to prepare for the next AI revolution11/1/2024Assetmark Inc.1,401,491$36.93M0.1%-3.7%7.821% 10/30/2024United Advisor Group LLC29,420$775K0.2%N/A0.164% 10/30/2024Cary Street Partners Asset Management LLC1,119,473$29.50M3.8%+1.5%6.247% 10/29/2024Farther Finance Advisors LLC16,280$429K0.0%+7.5%0.091% 7/27/2024HB Wealth Management LLC111,697$2.94M0.0%N/A0.623% 5/3/2024TFB Advisors LLC20,295$515K0.2%N/A0.116% (Data available from 1/1/2016 forward) NBOS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of NBOS shares? During the previous two years, 31 institutional investors and hedge funds held shares of Neuberger Berman Option Strategy ETF. The most heavily invested institutionals were Assetmark Inc. ($34.05M), Cary Street Partners Financial LLC ($29.94M), Cary Street Partners Asset Management LLC ($29.50M), LPL Financial LLC ($17.24M), MML Investors Services LLC ($13.57M), AE Wealth Management LLC ($9.49M), and JPMorgan Chase & Co. ($8.99M).Learn more on Neuberger Berman Option Strategy ETF's institutional investors. Which institutional investors have been buying Neuberger Berman Option Strategy ETF's stock? Of the 26 institutional investors that purchased Neuberger Berman Option Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cary Street Partners Financial LLC ($1.14M), LPL Financial LLC ($479.60K), Wealthspire Advisors LLC ($227.50K), Raymond James Financial Inc. ($227.01K), Atria Wealth Solutions Inc. ($117.96K), HB Wealth Management LLC ($111.70K), and MML Investors Services LLC ($76.49K). How much institutional buying is happening at Neuberger Berman Option Strategy ETF? Institutional investors have bought a total of 2,605,027 shares in the last 24 months. This purchase volume represents approximately $68.42M in transactions. Which of Neuberger Berman Option Strategy ETF's major shareholders have been selling company stock? The following institutional investors have sold Neuberger Berman Option Strategy ETF stock in the last 24 months: JPMorgan Chase & Co. ($156.20K), Assetmark Inc. ($123.97K), HB Wealth Management LLC ($32.80K), Envestnet Asset Management Inc. ($25.73K), AE Wealth Management LLC ($18.35K), Farther Finance Advisors LLC ($11.08K), and SageView Advisory Group LLC ($889.00). How much institutional selling is happening at Neuberger Berman Option Strategy ETF? Institutional investors have sold a total of 369,655 shares in the last 24 months. This volume of shares sold represents approximately $9.66M in transactions. 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