Neuberger Option Strategy EtNBOSETF
13F holders, Q4 2025 (December 31)55holders +7
13new positions
6sold out
$27.27avg. 13F price*
At the end of Q4 2025, 55 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, up 7 from Q3 2025. 13 opened new positions and 6 sold out. The largest holders were Neuberger Berman Group LLC ($188.7M), Assetmark, Inc. ($28.9M) and Cary Street Partners Financial LLC ($21.0M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $26.8M |
| Exits | 6 | $706K |
All 13F filers, Q3 2025 → Q4 2025: 1,231,512 shares bought and 1,199,842 shares sold, net +31,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Neuberger Berman Group LLC | 0.14% | Reduce -9.9% | 6,921,412 | $188.7M |
| Assetmark, Inc. | 0.06% | Reduce -14.1% | 1,059,078 | $28.9M |
| Cary Street Partners Financial LLC | 0.52% | New | 769,101 | $21.0M |
| MML Investors Services, LLC | 0.04% | Add +3.2% | 615,147 | $16.8M |
| LPL Financial LLC | 0.00% | Add +2.2% | 583,856 | $15.9M |
| AE Wealth Management LLC | 0.08% | Add +3.9% | 501,511 | $13.7M |
| Marquette Associates, Inc. | 16.15% | No change | 462,368 | $12.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.3% | 215,237 | $5.9M |
| Cwm, LLC | 0.01% | Add +914.2% | 166,240 | $4.5M |
| Proficio Capital Partners LLC | 0.20% | New | 103,090 | $2.8M |
| UBS Group AG | 0.00% | Reduce -6.8% | 79,507 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.9% | 60,679 | $1.7M |
| Fifth Third Securities, Inc. | 0.09% | Add +11.0% | 49,255 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -11.7% | 48,619 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.32% | New | 43,975 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -69.8% | 37,269 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +166.8% | 35,428 | $966K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.9% | 30,200 | $824K |
| Old Mission Capital LLC | 0.03% | Add +89.2% | 26,252 | $716K |
| Edge Financial Advisors LLC | 0.27% | New | 23,798 | $649K |
| Key Capital Management, INC | 0.57% | — | 21,286 | $580K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 21,066 | $574K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.2% | 20,344 | $555K |
| BlackRock, Inc. | 0.00% | New | 19,782 | $539K |
| TFB Advisors LLC | 0.13% | Add +0.5% | 16,511 | $450K |
| Equitable Holdings, Inc. | 0.00% | Add +1.8% | 15,680 | $428K |
| LifeWealth Investments, LLC | 0.12% | Reduce -2.9% | 14,410 | $393K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Reduce -69.0% | 13,394 | $365K |
| Truist Financial Corp. | 0.00% | Add +16.1% | 13,025 | $355K |
| Simplicity Wealth,LLC | 0.02% | Add +0.6% | 12,775 | $348K |
| Stifel Financial Corp. | 0.00% | No change | 10,979 | $299K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $290K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -3.1% | 9,903 | $270K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 9,481 | $259K |
| Susquehanna International Group, LLP | 0.00% | New | 9,320 | $254K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.1% | 8,307 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 7,663 | $209K |
| Kingdom Financial Group LLC. | 0.05% | New | 5,938 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | New | 3,122 | $85K |
| Allworth Financial LP | 0.00% | No change | 2,963 | $81K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.4% | 1,973 | $54K |
| Raleigh Capital Management Inc. | 0.02% | New | 1,606 | $44K |
| Lanark Financial, Inc. | 0.00% | Add +92.6% | 1,117 | $30K |
| NewEdge Advisors, LLC | 0.00% | New | 1,000 | $27K |
| SageView Advisory Group, LLC | 0.00% | Reduce -93.1% | 790 | $22K |
| Farther Finance Advisors, LLC | 0.00% | No change | 610 | $17K |
| NFSG Corp | 0.00% | No change | 560 | $15K |
| Triumph Capital Management | 0.00% | New | 464 | $13K |
| Networth Advisors, LLC | 0.01% | — | 412 | $11K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 388 | $11K |
| MAI Capital Management | 0.00% | New | 367 | $10K |
| Morgan Stanley | 0.00% | No change | 213 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -28.5% | 178 | $5K |
| FMR LLC | 0.00% | No change | 32 | $873 |
| Sterling Capital Management LLC | 0.00% | No change | 26 | $709 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.