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Neuberger Berman Option Strategy ETF (NBOS) Institutional Ownership

$28.25 0.00 (0.00%)
As of 07/10/2026 04:10 PM Eastern
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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)
15
Total
Institutional Outflows
(last 12 months)
$49.84M
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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
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%
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%
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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%
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%
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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 15 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 1,894,104 shares in the last 24 months. This volume of shares sold represents approximately $49.84M in transactions.


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This page (NYSEARCA:NBOS) was last updated on 7/13/2026 by MarketBeat.com Staff.
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