Free Trial
→ Your book attached (From Profits Run) (Ad)tc pixel Free NBOS Stock Alerts

Neuberger Option Strategy ETF (NBOS) Institutional Ownership

$28.69 -0.01 (-0.03%)
Closing price 04:10 PM Eastern
Extended Trading
$28.69 +0.00 (+0.00%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$33.22M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$13.13M
Get NBOS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Neuberger Option Strategy ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NBOS Institutional Buying and Selling by Quarter

Neuberger Option Strategy ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Capital Analysts LLC3,572$100K0.0%N/A0.021%
9/9/2026Integrated Wealth Concepts LLC10,078$282K0.0%N/A0.058%
8/23/2026HB Wealth Management LLC32,202$902K0.0%-8.0%0.186%
8/23/2026Fortitude Advisory Group L.L.C.11,401$319K0.1%N/A0.066%
8/22/2026Compass Financial Management LLC4,583$130K0.0%N/A0.026%
8/12/2026Compass Financial Management LLC4,583$130K0.0%N/A0.026%
5/18/2026Royal Bank of Canada2,888$77K0.0%N/A0.018%
5/6/2026Assetmark Inc.1,037,056$27.74M0.1%-2.1%6.374%
4/27/2026HB Wealth Management LLC34,997$936K0.0%-28.0%0.214%
4/22/2026Janney Montgomery Scott LLC38,050$1.02M0.0%+26.0%0.233%
2/18/2026NewEdge Advisors LLC1,000$27K0.0%N/A0.006%
2/18/2026OLD Mission Capital LLC26,252$716K0.0%+89.2%0.165%
2/17/2026Osaic Holdings Inc.60,679$1.66M0.0%-60.9%0.380%
2/16/2026MML Investors Services LLC615,147$16.78M0.0%+3.2%3.857%
2/13/2026Wealthspire Advisors LLC215,237$5.87M0.0%-2.3%1.349%
2/11/2026Janney Montgomery Scott LLC30,200$824K0.0%+5.9%0.189%
2/11/2026LPL Financial LLC583,856$15.92M0.0%+2.2%3.661%
2/9/2026Cary Street Partners Investment Advisory LLC43,975$1.20M0.3%N/A0.276%
2/9/2026Cary Street Partners Financial LLC769,101$20.97M0.5%N/A4.822%
2/6/2026Kingdom Financial Group LLC.5,938$162K0.1%N/A0.037%
2/6/2026PNC Financial Services Group Inc.3,122$85K0.0%N/A0.020%
2/2/2026Truist Financial Corp13,025$355K0.0%+16.1%0.081%
2/2/2026B.O.S.S. Retirement Advisors LLC13,394$365K0.1%-69.0%0.084%
1/29/2026UBS Group AG79,507$2.17M0.0%-6.8%0.495%
1/29/2026NBC Securities Inc.1,117$30K0.0%+92.6%0.007%
1/28/2026HB Wealth Management LLC48,619$1.33M0.0%-11.7%0.303%
1/28/2026Edge Financial Advisors LLC23,798$649K0.3%N/A0.148%
1/26/2026LifeWealth Investments LLC14,410$393K0.1%-2.9%0.090%
1/26/2026AE Wealth Management LLC501,511$13.68M0.1%+3.9%3.121%
1/26/2026Key Capital Management INC21,286$580K0.6%N/A0.132%
1/26/2026CWM LLC166,240$4.53M0.0%+914.2%1.034%
1/23/2026Assetmark Inc.1,059,078$28.88M0.1%-14.1%6.590%
1/23/2026Fifth Third Securities Inc.49,255$1.34M0.1%+11.0%0.307%
1/21/2026Raleigh Capital Management Inc.1,606$44K0.0%N/A0.010%
1/1/2026JPMorgan 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%
11/18/2025Advisory Services Network LLC994$27K0.0%N/A0.006%
11/14/2025Raymond James Financial Inc.123,418$3.32M0.0%-6.7%0.735%
11/13/2025UBS Group AG85,263$2.29M0.0%-36.8%0.508%
11/7/2025JPMorgan Chase & Co.13,280$357K0.0%+37.4%0.079%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
11/6/2025Assetmark Inc.1,232,545$33.11M0.1%-3.6%7.337%
11/5/2025B.O.S.S. Retirement Advisors LLC43,264$1.16M0.3%-12.6%0.257%
11/5/2025Smartleaf Asset Management LLC2,306$62K0.0%N/A0.014%
11/5/2025Savant Capital LLC9,437$253K0.0%N/A0.056%
11/5/2025Envestnet Asset Management Inc.15,386$413K0.0%+8.0%0.091%
11/4/2025TFB Advisors LLC16,425$440K0.1%-23.1%0.098%
11/3/2025AE Wealth Management LLC482,764$12.97M0.1%+7.6%2.870%
11/3/2025Truist Financial Corp11,220$301K0.0%+12.0%0.067%
10/30/2025Simplicity Wealth LLC12,697$341K0.0%-48.6%0.076%
10/23/2025HB Wealth Management LLC55,078$1.48M0.0%+17.0%0.337%
10/20/2025Quest 10 Wealth Builders Inc.10,222$275K0.3%-7.4%0.063%
10/15/2025CWM LLC16,391$440K0.0%N/A0.100%
10/10/2025Fifth Third Securities Inc.44,388$1.19M0.1%-2.8%0.270%
9/4/2025Osaic Holdings Inc.77,237$1.98M0.0%+924.4%0.461%
8/15/2025MML Investors Services LLC577,780$15.05M0.0%-1.0%3.445%
8/14/2025Raymond James Financial Inc.132,315$3.45M0.0%+19.2%0.789%
8/13/2025Brown Advisory Inc.54,159$1.41M0.0%N/A0.323%
8/12/2025JPMorgan Chase & Co.9,667$252K0.0%-99.3%0.058%
8/11/2025Wealthspire Advisors LLC221,289$5.76M0.0%-2.7%1.321%
8/6/2025AE Wealth Management LLC448,840$11.69M0.1%+21.0%2.680%
8/4/2025Assetmark Inc.1,278,892$33.30M0.1%-3.9%7.636%
8/1/2025Envestnet Asset Management Inc.14,251$371K0.0%-24.1%0.085%
7/30/2025LifeWealth Investments LLC14,574$380K0.1%+41.4%0.087%
7/22/2025Simplicity Wealth LLC24,718$644K0.0%N/A0.148%
7/18/2025B.O.S.S. Retirement Advisors LLC49,515$1.29M0.3%+11.7%0.296%
7/17/2025HB Wealth Management LLC47,088$1.23M0.0%-30.5%0.281%
7/17/2025Janney Montgomery Scott LLC27,305$711K0.0%+64.5%0.163%
7/17/2025Fifth Third Securities Inc.45,650$1.19M0.1%N/A0.273%
7/11/2025Farther 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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%


NBOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Neuberger 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 Option Strategy ETF's institutional investors.

Of the 50 institutional investors that purchased Neuberger 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 1,218,527 shares in the last 24 months. This purchase volume represents approximately $33.22M in transactions.

Of the 12 institutional investors that sold Neuberger 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel