Neuberger Option Strategy EtNBOSETF
13F holders, Q3 2025 (September 30)48holders +2
10new positions
8sold out
$26.86avg. 13F price*
At the end of Q3 2025, 48 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, up 2 from Q2 2025. 10 opened new positions and 8 sold out. The largest holders were Neuberger Berman Group LLC ($206.3M), Assetmark, Inc. ($33.1M) and MML Investors Services, LLC ($16.0M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.9M |
| Exits | 8 | $11.9M |
All 13F filers, Q2 2025 → Q3 2025: 239,085 shares bought and 7,428,491 shares sold, net −7,189,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Neuberger Berman Group LLC | 0.15% | Reduce -2.6% | 7,682,047 | $206.3M |
| Assetmark, Inc. | 0.07% | Reduce -3.6% | 1,232,545 | $33.1M |
| MML Investors Services, LLC | 0.04% | Add +3.2% | 596,028 | $16.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 571,095 | $15.3M |
| AE Wealth Management LLC | 0.08% | Add +7.6% | 482,764 | $13.0M |
| Marquette Associates, Inc. | 14.94% | No change | 462,368 | $12.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.5% | 220,285 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +100.8% | 155,079 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.7% | 123,418 | $3.3M |
| UBS Group AG | 0.00% | Reduce -36.8% | 85,263 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Add +17.0% | 55,078 | $1.5M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -2.8% | 44,388 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.28% | Reduce -12.6% | 43,264 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.5% | 28,525 | $766K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 21,066 | $566K |
| TFB Advisors LLC | 0.13% | Reduce -23.1% | 16,425 | $440K |
| Cwm, LLC | 0.00% | New | 16,391 | $440K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 15,411 | $414K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 15,386 | $413K |
| LifeWealth Investments, LLC | 0.13% | Add +1.9% | 14,840 | $399K |
| Old Mission Capital LLC | 0.01% | New | 13,878 | $373K |
| JPMorgan Chase & Co. | 0.00% | Add +37.4% | 13,280 | $357K |
| Simplicity Wealth,LLC | 0.02% | Reduce -48.6% | 12,697 | $341K |
| SageView Advisory Group, LLC | 0.01% | Add +1.7% | 11,402 | $306K |
| Truist Financial Corp. | 0.00% | Add +12.0% | 11,220 | $301K |
| Stifel Financial Corp. | 0.00% | New | 10,979 | $295K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $286K |
| Quest 10 Wealth Builders, Inc. | 0.25% | Reduce -7.4% | 10,222 | $275K |
| Savant Capital, LLC | 0.00% | New | 9,437 | $253K |
| Jane Street Group, LLC | 0.00% | New | 8,193 | $220K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.8% | 8,137 | $219K |
| Summit Trail Advisors, LLC | 0.00% | No change | 7,962 | $214K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,665 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.0% | 7,589 | $204K |
| Allworth Financial LP | 0.00% | No change | 2,963 | $80K |
| Smartleaf Asset Management LLC | 0.00% | New | 2,306 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | Add +140400.0% | 1,405 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 994 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -88.3% | 610 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 580 | $16K |
| NFSG Corp | 0.00% | No change | 560 | $15K |
| Pineridge Advisors LLC | 0.00% | Reduce -17.6% | 295 | $8K |
| Geneos Wealth Management Inc. | 0.00% | New | 249 | $7K |
| Morgan Stanley | 0.00% | Reduce -69.0% | 213 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 74 | $2K |
| Guerra Advisors Inc | 0.00% | New | 72 | $2K |
| FMR LLC | 0.00% | No change | 32 | $860 |
| Sterling Capital Management LLC | 0.00% | No change | 26 | $698 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.