Neuberger Option Strategy EtNBOSETF
13F holders, Q2 2025 (June 30)46holders +4
6new positions
4sold out
$17.06avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Neuberger Berman Group LLC ($205.4M), Assetmark, Inc. ($33.3M) and MML Investors Services, LLC ($15.0M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $11.7M |
| Exits | 4 | $881K |
All 13F filers, Q1 2025 → Q2 2025: 7,281,007 shares bought and 1,839,881 shares sold, net +5,441,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Neuberger Berman Group LLC | 0.16% | Reduce -3.2% | 7,886,489 | $205.4M |
| Assetmark, Inc. | 0.08% | Reduce -3.9% | 1,278,892 | $33.3M |
| MML Investors Services, LLC | 0.04% | Reduce -1.0% | 577,780 | $15.0M |
| LPL Financial LLC | 0.00% | Reduce -18.5% | 549,596 | $14.3M |
| Marquette Associates, Inc. | 11.81% | No change | 462,368 | $12.0M |
| AE Wealth Management LLC | 0.09% | Add +21.1% | 448,840 | $11.7M |
| Proficio Capital Partners LLC | 0.48% | New | 6,924,529 | $7.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -2.7% | 221,289 | $5.8M |
| UBS Group AG | 0.00% | Add +6.4% | 134,886 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +19.2% | 132,315 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -1.0% | 79,701 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +924.4% | 77,237 | $2.0M |
| Brown Advisory Inc. | 0.00% | New | 54,159 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.32% | Add +11.7% | 49,515 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -30.5% | 47,088 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | New | 45,650 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +64.5% | 27,305 | $711K |
| Simplicity Wealth,LLC | 0.03% | New | 24,718 | $644K |
| TFB Advisors LLC | 0.15% | Add +0.8% | 21,352 | $556K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 21,066 | $549K |
| Private Advisor Group, LLC | 0.00% | New | 16,732 | $436K |
| Equitable Holdings, Inc. | 0.00% | Add +35.3% | 15,181 | $395K |
| LifeWealth Investments, LLC | 0.14% | Add +42.0% | 14,560 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.1% | 14,251 | $371K |
| SageView Advisory Group, LLC | 0.01% | Add +1.8% | 11,216 | $294K |
| Quest 10 Wealth Builders, Inc. | 0.28% | Add +14.3% | 11,035 | $287K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $277K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,252 | $267K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 10,015 | $261K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 9,667 | $252K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.9% | 7,992 | $208K |
| Summit Trail Advisors, LLC | 0.00% | No change | 7,962 | $207K |
| Park Square Financial Group, LLC | 0.10% | Add +19.3% | 5,455 | $142K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.6% | 5,202 | $135K |
| Allworth Financial LP | 0.00% | No change | 2,963 | $77K |
| Transce3nd, LLC | 0.02% | Add +18.5% | 2,150 | $56K |
| Royal Bank of Canada | 0.00% | Reduce -71.3% | 1,953 | $51K |
| Morgan Stanley | 0.00% | Add +223.0% | 688 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 580 | $15K |
| NFSG Corp | 0.00% | No change | 560 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 432 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +11.5% | 358 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 74 | $2K |
| FMR LLC | 0.00% | No change | 32 | $833 |
| Sterling Capital Management LLC | 0.00% | Add +13.0% | 26 | $677 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.