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Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership

$28.59 +0.05 (+0.18%)
As of 08/25/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Neuberger Berman Option Strategy ETF (NYSEARCA:NBOS)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$34.65M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.13M
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Skip Chart & View Institutional Buying and Selling Data

NBOS Institutional Buying and Selling by Quarter

Neuberger Berman Option Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 HB Wealth Management LLC32,202$902K0.0%-8.0%0.186%
8/23/2026 Fortitude Advisory Group L.L.C.11,401$319K0.1%N/A0.066%
8/22/2026 Compass Financial Management LLC4,583$130K0.0%N/A0.026%
8/12/2026 Compass Financial Management LLC4,583$130K0.0%N/A0.026%
5/18/2026 Royal Bank of Canada2,888$77K0.0%N/A0.018%
5/6/2026 Assetmark Inc.1,037,056$27.74M0.1%-2.1%6.374%
4/27/2026 HB Wealth Management LLC34,997$936K0.0%-28.0%0.214%
4/22/2026 Janney Montgomery Scott LLC38,050$1.02M0.0%+26.0%0.233%
2/18/2026 NewEdge Advisors LLC1,000$27K0.0%N/A0.006%
2/18/2026 OLD Mission Capital LLC26,252$716K0.0%+89.2%0.165%
2/17/2026 Osaic Holdings Inc.60,679$1.66M0.0%-60.9%0.380%
2/16/2026 MML Investors Services LLC615,147$16.78M0.0%+3.2%3.857%
2/13/2026 Wealthspire Advisors LLC215,237$5.87M0.0%-2.3%1.349%
2/11/2026 Janney Montgomery Scott LLC30,200$824K0.0%+5.9%0.189%
2/11/2026 LPL Financial LLC583,856$15.92M0.0%+2.2%3.661%
2/9/2026 Cary Street Partners Investment Advisory LLC43,975$1.20M0.3%N/A0.276%
2/9/2026 Cary Street Partners Financial LLC769,101$20.97M0.5%N/A4.822%
2/6/2026 Kingdom Financial Group LLC.5,938$162K0.1%N/A0.037%
2/6/2026 PNC Financial Services Group Inc.3,122$85K0.0%N/A0.020%
2/2/2026 Truist Financial Corp13,025$355K0.0%+16.1%0.081%
2/2/2026 B.O.S.S. Retirement Advisors LLC13,394$365K0.1%-69.0%0.084%
1/29/2026 UBS Group AG79,507$2.17M0.0%-6.8%0.495%
1/29/2026 NBC Securities Inc.1,117$30K0.0%+92.6%0.007%
1/28/2026 HB Wealth Management LLC48,619$1.33M0.0%-11.7%0.303%
1/28/2026Edge Financial Advisors LLC23,798$649K0.3%N/A0.148%
1/26/2026 LifeWealth Investments LLC14,410$393K0.1%-2.9%0.090%
1/26/2026 AE Wealth Management LLC501,511$13.68M0.1%+3.9%3.121%
1/26/2026 Key Capital Management INC21,286$580K0.6%N/A0.132%
1/26/2026CWM LLC166,240$4.53M0.0%+914.2%1.034%
1/23/2026 Assetmark Inc.1,059,078$28.88M0.1%-14.1%6.590%
1/23/2026 Fifth Third Securities Inc.49,255$1.34M0.1%+11.0%0.307%
1/21/2026 Raleigh Capital Management Inc.1,606$44K0.0%N/A0.010%
1/1/2026 JPMorgan Chase & Co.13,280$357K0.0%+37.4%0.079%
11/24/2025CIBC Private Wealth Group LLC1,405$38K0.0%+140,400.0%0.008%
11/18/2025 Advisory Services Network LLC994$27K0.0%N/A0.006%
11/14/2025 Raymond James Financial Inc.123,418$3.32M0.0%-6.7%0.735%
11/13/2025 UBS Group AG85,263$2.29M0.0%-36.8%0.508%
11/7/2025 JPMorgan Chase & Co.13,280$357K0.0%+37.4%0.079%
11/6/2025 Assetmark Inc.1,232,545$33.11M0.1%-3.6%7.337%
11/5/2025 B.O.S.S. Retirement Advisors LLC43,264$1.16M0.3%-12.6%0.257%
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11/5/2025 Smartleaf Asset Management LLC2,306$62K0.0%N/A0.014%
11/5/2025 Savant Capital LLC9,437$253K0.0%N/A0.056%
11/5/2025 Envestnet Asset Management Inc.15,386$413K0.0%+8.0%0.091%
11/4/2025 TFB Advisors LLC16,425$440K0.1%-23.1%0.098%
11/3/2025 AE Wealth Management LLC482,764$12.97M0.1%+7.6%2.870%
11/3/2025 Truist Financial Corp11,220$301K0.0%+12.0%0.067%
10/30/2025 Simplicity Wealth LLC12,697$341K0.0%-48.6%0.076%
10/23/2025 HB Wealth Management LLC55,078$1.48M0.0%+17.0%0.337%
10/20/2025 Quest 10 Wealth Builders Inc.10,222$275K0.3%-7.4%0.063%
10/15/2025CWM LLC16,391$440K0.0%N/A0.100%
10/10/2025 Fifth Third Securities Inc.44,388$1.19M0.1%-2.8%0.270%
9/4/2025 Osaic Holdings Inc.77,237$1.98M0.0%+924.4%0.461%
8/15/2025 MML Investors Services LLC577,780$15.05M0.0%-1.0%3.445%
8/14/2025 Raymond James Financial Inc.132,315$3.45M0.0%+19.2%0.789%
8/13/2025 Brown Advisory Inc.54,159$1.41M0.0%N/A0.323%
8/12/2025 JPMorgan Chase & Co.9,667$252K0.0%-99.3%0.058%
8/11/2025 Wealthspire Advisors LLC221,289$5.76M0.0%-2.7%1.321%
8/6/2025 AE Wealth Management LLC448,840$11.69M0.1%+21.0%2.680%
8/4/2025 Assetmark Inc.1,278,892$33.30M0.1%-3.9%7.636%
8/1/2025 Envestnet Asset Management Inc.14,251$371K0.0%-24.1%0.085%
7/30/2025 LifeWealth Investments LLC14,574$380K0.1%+41.4%0.087%
7/22/2025 Simplicity Wealth LLC24,718$644K0.0%N/A0.148%
7/18/2025 B.O.S.S. Retirement Advisors LLC49,515$1.29M0.3%+11.7%0.296%
7/17/2025 HB Wealth Management LLC47,088$1.23M0.0%-30.5%0.281%
7/17/2025 Janney Montgomery Scott LLC27,305$711K0.0%+64.5%0.163%
7/17/2025 Fifth Third Securities Inc.45,650$1.19M0.1%N/A0.273%
7/11/2025 Farther 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%
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%
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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%


NBOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 53 institutional investors and hedge funds held shares of Neuberger Berman Option Strategy ETF. The most heavily invested institutionals were Cary Street Partners Asset Management LLC ($29.50M), Assetmark Inc. ($27.74M), Cary Street Partners Financial LLC ($20.97M), MML Investors Services LLC ($16.78M), LPL Financial LLC ($15.92M), AE Wealth Management LLC ($13.68M), and Wealthspire Advisors LLC ($5.87M).Learn more on Neuberger Berman Option Strategy ETF's institutional investors.

Of the 48 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 ($1.91M), LPL Financial LLC ($492.36K), Raymond James Financial Inc. ($248.35K), Wealthspire Advisors LLC ($227.50K), CWM LLC ($166.24K), AE Wealth Management LLC ($130.72K), and Atria Wealth Solutions Inc. ($117.96K).

Institutional investors have bought a total of 1,274,574 shares in the last 24 months. This purchase volume represents approximately $34.65M in transactions.

Of the 12 institutional investors that sold Neuberger Berman Option Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($241.84K), Osaic Holdings Inc. ($94.40K), UBS Group AG ($55.38K), B.O.S.S. Retirement Advisors LLC ($36.12K), HB Wealth Management LLC ($22.88K), Simplicity Wealth LLC ($12.02K), and Raymond James Financial Inc. ($8.90K).

Institutional investors have sold a total of 484,010 shares in the last 24 months. This volume of shares sold represents approximately $13.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:NBOS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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