Neuberger Commodity StrategyNBCMETF

13F holders, Q1 2025 (March 31)
18holders +6
7new positions
1sold out
$22.65avg. 13F price*

At the end of Q1 2025, 18 institutions reported holding Neuberger Commodity Strategy (NBCM) in their 13F filings, up 6 from Q4 2024. 7 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($98.8M), Neuberger Berman Group LLC ($81.2M) and IAG Wealth Partners, LLC ($2.7M).

Company
Neuberger Commodity Strategy
CUSIP
64135A408
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 16Q1 2024Q2 2024: 19Q2 2024Q3 2024: 18Q3 2024Q4 2024: 12Q4 2024Q1 2025: 18Q1 2025Q2 2025: 15Q2 2025Q3 2025: 15Q3 2025Q4 2025: 22Q4 2025Q1 2026: 25Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$4.9M
Exits1$242K

All 13F filers, Q4 2024 → Q1 2025: 894,126 shares bought and 11,908 shares sold, net +882,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Wealth Enhancement Advisory Services, LLC 0.19% Add +12.2% 4,364,196 $98.8M
Neuberger Berman Group LLC 0.07% Add +5.3% 3,587,040 $81.2M
IAG Wealth Partners, LLC 0.42% Add +3.3% 119,273 $2.7M
Raymond James Financial Inc. 0.00% New 117,743 $2.7M
Susquehanna International Group, LLP 0.00% New 96,864 $2.2M
LPL Financial LLC 0.00% Add +117.0% 36,642 $830K
Jane Street Group, LLC 0.00% Add +1.6% 29,718 $673K
Stifel Financial Corp. 0.00% Add +2.2% 28,168 $638K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.2% 7,696 $174K
Morgan Stanley 0.00% New 1,216 $28K
Cwm, LLC 0.00% Reduce -22.6% 1,197 $27K
Regions Financial Corp. 0.00% Add +9.3% 529 $12K
Wells Fargo & Company 0.00% New 117 $3K
Osaic Holdings, Inc. 0.00% No change 51 $1K
UBS Group AG 0.00% New 33 $747
Golden State Wealth Management, LLC 0.00% New 9 $204
IFP Advisors, Inc 0.00% No change 6 $136
JPMorgan Chase & Co. 0.00% New 1 $23

"% of holder's portfolio" is NBCM's weight in each manager's 13F, not the share of Neuberger Commodity Strategy the manager owns.