Neuberger Option Strategy EtNBOSETF
13F holders, Q1 2025 (March 31)42holders −2
5new positions
8sold out
$25.58avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, down 2 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Neuberger Berman Group LLC ($208.4M), JPMorgan Chase & Co. ($34.1M) and Assetmark, Inc. ($34.0M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $743K |
| Exits | 8 | $34.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,613,578 shares bought and 1,462,145 shares sold, net +151,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Neuberger Berman Group LLC | 0.17% | Add +0.6% | 8,148,829 | $208.4M |
| JPMorgan Chase & Co. | 0.00% | Add +290.6% | 1,333,082 | $34.1M |
| Assetmark, Inc. | 0.09% | Reduce -2.8% | 1,331,081 | $34.0M |
| LPL Financial LLC | 0.01% | Add +55.7% | 673,980 | $17.2M |
| MML Investors Services, LLC | 0.05% | Add +13.3% | 583,682 | $14.9M |
| Marquette Associates, Inc. | 11.84% | Add +48.1% | 462,368 | $11.8M |
| AE Wealth Management LLC | 0.08% | Reduce -4.7% | 370,790 | $9.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +3.8% | 227,503 | $5.8M |
| UBS Group AG | 0.00% | Reduce -25.0% | 126,811 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 110,971 | $2.8M |
| Mariner, LLC | 0.00% | Add +376.0% | 80,493 | $2.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -19.3% | 67,728 | $1.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.33% | Reduce -5.0% | 44,328 | $1.1M |
| TFB Advisors LLC | 0.16% | Reduce -0.9% | 21,176 | $542K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 21,066 | $539K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.8% | 18,780 | $480K |
| Janney Montgomery Scott LLC | 0.00% | Add +55.5% | 16,600 | $425K |
| IHT Wealth Management, LLC | 0.01% | Add +3.9% | 15,952 | $408K |
| Equitable Holdings, Inc. | 0.00% | Add +2.0% | 11,222 | $287K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.5% | 11,013 | $282K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $272K |
| United Advisor Group, LLC | 0.06% | New | 10,535 | $269K |
| LifeWealth Investments, LLC | 0.13% | New | 10,251 | $262K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 10,111 | $259K |
| Quest 10 Wealth Builders, Inc. | 0.26% | Reduce -2.2% | 9,652 | $247K |
| Summit Trail Advisors, LLC | 0.01% | No change | 7,962 | $204K |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,600 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,844 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.5% | 7,540 | $193K |
| Royal Bank of Canada | 0.00% | Add +4081.6% | 6,816 | $174K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.5% | 5,632 | $145K |
| Park Square Financial Group, LLC | 0.09% | Reduce -0.0% | 4,574 | $117K |
| Allworth Financial LP | 0.00% | No change | 2,963 | $74K |
| Transce3nd, LLC | 0.02% | Reduce -0.7% | 1,815 | $46K |
| NFSG Corp | 0.00% | No change | 560 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 580 | $14K |
| CoreCap Advisors, LLC | 0.00% | New | 432 | $11K |
| Pineridge Advisors LLC | 0.00% | Reduce -5.3% | 321 | $8K |
| Morgan Stanley | 0.00% | No change | 213 | $5K |
| FMR LLC | 0.00% | Reduce -31.9% | 32 | $819 |
| Sterling Capital Management LLC | 0.00% | No change | 23 | $588 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.