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Neuberger Berman Short Duration Income ETF (NBSD) Institutional Ownership

$50.56 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Neuberger Berman Short Duration Income ETF (NYSEARCA:NBSD)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$278.98M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.81M
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NBSD Institutional Buying and Selling by Quarter

Neuberger Berman Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC63,666$3.23M0.0%+21.0%0.320%
5/19/2026Western Wealth Management LLC900$46K0.0%N/A0.005%
5/19/2026NewEdge Advisors LLC39,336$2.00M0.0%-25.2%0.198%
5/19/2026Bank of America Corp DE1,185,945$60.14M0.0%+64.9%5.960%
5/6/2026Clearstead Trust LLC11,580$587K0.1%N/A0.058%
5/5/2026Sanctuary Advisors LLC19,027$965K0.0%+42.2%0.096%
5/1/2026Fifth Third Bancorp4,033$205K0.0%N/A0.020%
4/30/2026Robinson Smith Wealth Advisors LLC110,652$5.61M3.8%+10.8%0.560%
4/30/2026Kestra Advisory Services LLC37,745$1.91M0.0%+14.7%0.191%
4/27/2026Private Advisor Group LLC53,308$2.70M0.0%+115.2%0.272%
4/23/2026Manchester Financial Inc.35,250$1.79M0.3%-2.1%0.180%
4/23/2026Wetzel Investment Advisors Inc.25,565$1.30M0.5%+68.7%0.130%
4/22/2026Janney Montgomery Scott LLC33,289$1.69M0.0%+250.3%0.171%
3/9/2026Rubicon Advisors GP79,946$4.09M3.8%N/A0.510%
3/3/2026NWF Advisory Services Inc.4,000$205K0.0%N/A0.026%
2/18/2026NewEdge Advisors LLC52,616$2.69M0.0%-26.2%0.336%
2/18/2026Main Street Financial Solutions LLC48,369$2.48M0.2%+387.7%0.308%
2/18/2026IHT Wealth Management LLC8,546$437K0.0%+20.0%0.055%
2/18/2026Gotham Asset Management LLC39,727$2.03M0.0%N/A0.253%
2/17/2026Cetera Investment Advisers8,962$459K0.0%N/A0.057%
2/17/2026Osaic Holdings Inc.201,899$10.34M0.0%+78.1%1.288%
2/13/2026Kestra Advisory Services LLC32,895$1.68M0.0%+16.7%0.210%
2/13/2026Stifel Financial Corp31,440$1.61M0.0%+345.4%0.201%
2/13/2026Magnolia Capital Advisors LLC4,000$205K0.0%N/A0.026%
2/13/2026Morgan Stanley2,465,782$126.21M0.0%+368.2%15.726%
2/13/2026Integrated Wealth Concepts LLC8,952$458K0.0%N/A0.057%
2/13/2026Ausdal Financial Partners Inc.4,312$221K0.0%N/A0.028%
2/12/2026Jane Street Group LLC190,743$9.76M0.0%N/A1.216%
2/12/2026Commonwealth Equity Services LLC72,565$3.71M0.0%+45.0%0.463%
2/12/2026Steward Partners Investment Advisory LLC119,833$6.13M0.0%-7.1%0.764%
2/12/2026Great Valley Advisor Group Inc.38,140$1.95M0.0%N/A0.243%
2/12/2026Manchester Financial Inc.36,005$1.84M0.3%+3.6%0.230%
2/11/2026Janney Montgomery Scott LLC9,504$486K0.0%N/A0.061%
2/11/2026Cerity Partners LLC6,599$338K0.0%-27.6%0.042%
2/11/2026LPL Financial LLC1,292,289$66.14M0.0%+21.6%8.242%
2/11/2026J.W. Cole Advisors Inc.67,287$3.44M0.1%-0.7%0.429%
2/11/2026Convergence Financial LLC235,953$12.08M1.8%+5.9%1.505%
2/9/2026Robinson Smith Wealth Advisors LLC99,850$5.11M3.5%+5.0%0.637%
2/6/2026HighTower Advisors LLC56,574$2.90M0.0%N/A0.361%
2/5/2026Paulson Wealth Management Inc.245,967$12.59M2.9%+12.4%1.569%
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2/3/2026MGO One Seven LLC6,717$344K0.0%+20.7%0.043%
1/29/2026Comerica Bank2,800$143K0.0%+40.0%0.019%
1/29/2026Sanctuary Advisors LLC13,378$685K0.0%-3.8%0.089%
1/27/2026Round Rock Advisors LLC226,835$11.61M1.7%+35.1%1.504%
1/22/2026Systelligence LLC22,068$1.13M0.2%N/A0.153%
1/22/2026Wetzel Investment Advisors Inc.15,158$776K0.3%+38.9%0.105%
1/16/2026YHB Investment Advisors Inc.47,856$2.45M0.2%N/A0.339%
1/8/2026Wealth Enhancement Advisory Services LLC447,327$22.91M0.0%+6,773.5%3.200%
1/7/2026Sagespring Wealth Partners LLC11,229$575K0.0%N/A0.080%
11/17/2025NewEdge Advisors LLC71,321$3.65M0.0%+315.5%0.662%
11/17/2025Susquehanna International Group LLP16,024$820K0.0%N/A0.149%
11/17/2025Citadel Advisors LLC12,830$656K0.0%N/A0.119%
11/17/2025Bank of America Corp DE122,071$6.25M0.0%N/A1.132%
11/14/2025Raymond James Financial Inc.795,080$40.68M0.0%+98.9%7.376%
11/14/2025Comerica Bank2,000$102K0.0%N/A0.019%
11/10/2025Convergence Financial LLC222,811$11.40M1.7%N/A2.067%
11/5/2025J.W. Cole Advisors Inc.67,760$3.47M0.1%+1,622.9%0.633%
11/5/2025Envestnet Asset Management Inc.5,465$280K0.0%N/A0.051%
11/3/2025Paulson Wealth Management Inc.218,927$11.20M2.6%+9.8%2.046%
11/3/2025Robinson Smith Wealth Advisors LLC95,069$4.86M3.5%+2,034.0%0.888%
10/29/2025Wealth Enhancement Advisory Services LLC6,508$333K0.0%N/A0.062%
10/27/2025Wetzel Investment Advisors Inc.10,916$558K0.2%+13.3%0.106%
10/24/2025MGO One Seven LLC5,564$285K0.0%N/A0.056%
10/22/2025Geneos Wealth Management Inc.979$50K0.0%N/A0.010%
10/21/2025Relyea Zuckerberg Hanson LLC3,943$202K0.0%N/A0.040%
10/15/2025Manchester Financial Inc.34,768$1.78M0.4%-18.1%0.369%
8/14/2025Jane Street Group LLC34,384$1.75M0.0%N/A0.531%
8/14/2025Raymond James Financial Inc.399,669$20.36M0.0%+41.0%6.168%
8/14/2025NewEdge Advisors LLC17,167$875K0.0%+21.2%0.265%
8/14/2025Cerity Partners LLC10,085$514K0.0%-16.0%0.156%
8/12/2025J.W. Cole Advisors Inc.3,933$200K0.0%N/A0.061%
8/12/2025Steward Partners Investment Advisory LLC111,903$5.70M0.0%+6.9%1.727%
8/6/2025Paulson Wealth Management Inc.199,395$10.16M2.6%N/A3.309%
8/6/2025Robinson Smith Wealth Advisors LLC4,455$227K0.2%N/A0.074%
7/29/2025Manchester Financial Inc.42,432$2.16M0.5%N/A0.704%
7/18/2025Wetzel Investment Advisors Inc.9,632$491K0.2%N/A0.157%
7/10/2025YHB Investment Advisors Inc.9,664$492K0.0%N/A0.160%
5/16/2025NewEdge Advisors LLC14,169$722K0.0%N/A0.274%
5/13/2025Steward Partners Investment Advisory LLC104,651$5.33M0.0%+10,927.5%2.565%
5/13/2025Raymond James Financial Inc.283,514$14.45M0.0%+22.6%6.949%
5/7/2025LPL Financial LLC238,681$12.17M0.0%+171.7%5.850%
2/14/2025Jane Street Group LLC8,845$449K0.0%-15.7%0.000%
2/14/2025Susquehanna International Group LLP91,728$4.65M0.0%N/A0.000%
2/13/2025Cerity Partners LLC11,972$607K0.0%-2.0%0.000%
2/11/2025LPL Financial LLC87,851$4.46M0.0%+680.3%0.000%
2/10/2025Commonwealth Equity Services LLC7,341$372K0.0%+23.7%0.000%
2/6/2025Raymond James Financial Inc.231,283$11.73M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC949$48K0.0%+376.9%0.000%
11/15/2024Jane Street Group LLC10,493$542K0.0%-46.9%0.000%
11/12/2024Cerity Partners LLC12,212$631K0.0%-3.7%0.000%
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NBSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of Neuberger Berman Short Duration Income ETF. The most heavily invested institutionals were Morgan Stanley ($126.21M), LPL Financial LLC ($66.14M), Bank of America Corp DE ($60.14M), Raymond James Financial Inc. ($40.68M), Wealth Enhancement Advisory Services LLC ($22.91M), Paulson Wealth Management Inc. ($12.59M), and Convergence Financial LLC ($12.08M).Learn more on Neuberger Berman Short Duration Income ETF's institutional investors.

Of the 47 institutional investors that purchased Neuberger Berman Short Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($1.94M), Raymond James Financial Inc. ($795.08K), Bank of America Corp DE ($588.91K), LPL Financial LLC ($456.95K), Wealth Enhancement Advisory Services LLC ($447.33K), Paulson Wealth Management Inc. ($245.97K), and Convergence Financial LLC ($235.95K).

Institutional investors have bought a total of 5,458,591 shares in the last 24 months. This purchase volume represents approximately $278.98M in transactions.

The following institutional investors have sold Neuberger Berman Short Duration Income ETF stock in the last 24 months: NewEdge Advisors LLC ($31.99K), Steward Partners Investment Advisory LLC ($9.15K), Manchester Financial Inc. ($8.42K), Cerity Partners LLC ($4.44K), Sanctuary Advisors LLC ($533.00), and J.W. Cole Advisors Inc. ($473.00).

Institutional investors have sold a total of 55,003 shares in the last 24 months. This volume of shares sold represents approximately $2.81M in transactions.


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This page (NYSEARCA:NBSD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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