Neuberger Option Strategy EtNBOSETF
13F holders, Q4 2024 (December 31)44holders +12
11new positions
3sold out
$26.35avg. 13F price*
At the end of Q4 2024, 44 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 3 sold out. The largest holders were Neuberger Berman Group LLC ($213.5M), Assetmark, Inc. ($36.1M) and Cary Street Partners Financial LLC ($29.9M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $21.1M |
| Exits | 3 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,123,554 shares bought and 269,152 shares sold, net +854,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Neuberger Berman Group LLC | 0.17% | Reduce -1.6% | 8,101,483 | $213.5M |
| Assetmark, Inc. | 0.10% | Reduce -2.3% | 1,369,681 | $36.1M |
| Cary Street Partners Financial LLC | 0.97% | — | 1,136,112 | $29.9M |
| MML Investors Services, LLC | 0.05% | Add +8.8% | 514,952 | $13.6M |
| LPL Financial LLC | 0.00% | Add +122.7% | 432,961 | $11.4M |
| AE Wealth Management LLC | 0.09% | New | 389,140 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 341,267 | $9.0M |
| Marquette Associates, Inc. | 6.82% | No change | 312,108 | $8.2M |
| Wealthspire Advisors, LLC | 0.06% | New | 219,134 | $5.8M |
| UBS Group AG | 0.00% | Reduce -5.9% | 169,144 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.03% | New | 117,962 | $3.1M |
| Raymond James Financial Inc. | 0.00% | — | 113,503 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -16.5% | 83,965 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.34% | New | 46,687 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +66.0% | 44,513 | $1.2M |
| Old Mission Capital LLC | 0.02% | Add +98.4% | 37,263 | $982K |
| TFB Advisors LLC | 0.16% | Add +5.3% | 21,361 | $563K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 21,066 | $555K |
| Mariner, LLC | 0.00% | Add +10.0% | 16,910 | $446K |
| IHT Wealth Management, LLC | 0.01% | Add +10.7% | 15,355 | $405K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 13,825 | $364K |
| SageView Advisory Group, LLC | 0.01% | Add +2.5% | 11,902 | $314K |
| Equitable Holdings, Inc. | 0.00% | Add +2.6% | 11,003 | $290K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.1% | 10,675 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $280K |
| Truist Financial Corp. | 0.00% | New | 10,306 | $272K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -38.7% | 9,977 | $263K |
| Quest 10 Wealth Builders, Inc. | 0.26% | — | 9,870 | $260K |
| Authentikos Wealth Advisory, LLC | 0.22% | New | 8,459 | $223K |
| Summit Trail Advisors, LLC | 0.01% | No change | 7,962 | $210K |
| Thrivent Financial for Lutherans | 0.00% | New | 7,600 | $203K |
| Park Square Financial Group, LLC | 0.08% | — | 4,576 | $121K |
| FLP Wealth Management, LLC | 0.23% | — | 3,440 | $91K |
| Allworth Financial LP | 0.00% | Reduce -17.5% | 2,963 | $79K |
| Transce3nd, LLC | 0.02% | — | 1,827 | $48K |
| NewEdge Advisors, LLC | 0.00% | New | 600 | $16K |
| NFSG Corp | 0.00% | No change | 560 | $15K |
| Pineridge Advisors LLC | 0.00% | New | 339 | $9K |
| Morgan Stanley | 0.00% | New | 213 | $6K |
| Royal Bank of Canada | 0.00% | No change | 163 | $4K |
| FMR LLC | 0.00% | Add +46.9% | 47 | $1K |
| Sterling Capital Management LLC | 0.00% | New | 23 | $606 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.9% | 1 | $26 |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $13 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.