Free Trial
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free NBOS Stock Alerts

Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership

$28.02 +0.05 (+0.18%)
As of 03:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$40.43M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$49.85M
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.

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 Berman Option Strategy ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/26/2026 CWM 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%
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%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
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%
10/15/2025 CWM 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%
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%
Musk's shopping list: batteries ✓ solar ✓ data ✓ power ___ (Ad)

Elon Musk has a clear pattern: when a supplier becomes mission-critical, he acquires it. He bought SolarCity for $2.6 billion and Twitter for $44 billion. Now one small company makes the equipment his Colossus supercomputer - a million GPUs consuming nearly $1 billion a month in power - cannot run without. Analyst Dylan Jovine has identified the name and ticker. For investors who own shares before a potential move, the math could be significant.tc pixel

See the stock Musk's acquisition pattern points to next
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%


NBOS Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 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 46 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 HB Wealth Management LLC ($119.69K).

Institutional investors have bought a total of 1,498,085 shares in the last 24 months. This purchase volume represents approximately $40.43M in transactions.

Of the 16 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: JPMorgan Chase & Co. ($1.32M), Assetmark Inc. ($294.03K), Osaic Holdings Inc. ($94.40K), UBS Group AG ($55.38K), HB Wealth Management LLC ($40.72K), B.O.S.S. Retirement Advisors LLC ($36.12K), and Simplicity Wealth LLC ($12.02K).

Institutional investors have sold a total of 1,894,534 shares in the last 24 months. This volume of shares sold represents approximately $49.85M in transactions.


Related Companies

This page (NYSEARCA:NBOS) was last updated on 5/28/2026 by MarketBeat.com Staff.
From Our Partners
The math on the SpaceX IPO is broken
SpaceX is expected to go public at a $1.75 trillion valuation. For investors to see a 10x return, the company ...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Massive Data Leak Exposes 512,000-Line Code That Could Change Society Forever
"You won't believe what I discovered at 4 World Trade Center" When our financial media correspondent travel...
Chaikin Analytics | Sponsoredtc pixel
They're not telling you how bad this could get
Valuations are stretched to levels seen only a handful of times in the last hundred years — yet most retiremen...
Parkview Capital Group | Sponsoredtc pixel
Hidden on Tesla's filing: A $12 billion "super startup"
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon M...
Banyan Hill Publishing | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
I was right about SpaceX
Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,0...
Brownstone Research | Sponsoredtc pixel
How daily 'stock bets' hit 87% of the time
A daily trading system claims an 87% win rate on short-term stock plays - and it runs just one hour a day, fro...
Trade To Close | Sponsoredtc pixel