Neuberger Option Strategy EtNBOSETF
13F holders, Q1 2026 (March 31)46holders −9
7new positions
15sold out
$26.74avg. 13F price*
At the end of Q1 2026, 46 institutions reported holding Neuberger Option Strategy Et (NBOS) in their 13F filings, down 9 from Q4 2025. 7 opened new positions and 15 sold out. The largest holders were Neuberger Berman Group LLC ($181.3M), Assetmark, Inc. ($27.7M) and Cary Street Partners Financial LLC ($20.9M).
- Company
- Neuberger Option Strategy Et
- CUSIP
- 64135A705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 15 | $4.0M |
All 13F filers, Q4 2025 → Q1 2026: 404,972 shares bought and 916,912 shares sold, net −511,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Neuberger Berman Group LLC | 0.14% | Reduce -2.1% | 6,778,333 | $181.3M |
| Assetmark, Inc. | 0.06% | Reduce -2.1% | 1,037,056 | $27.7M |
| Cary Street Partners Financial LLC | 0.52% | Add +1.8% | 782,769 | $20.9M |
| LPL Financial LLC | 0.00% | Add +3.0% | 601,378 | $16.1M |
| MML Investors Services, LLC | 0.04% | Reduce -7.8% | 567,214 | $15.2M |
| Marquette Associates, Inc. | 13.45% | No change | 462,368 | $12.4M |
| Proficio Capital Partners LLC | 0.30% | Add +102.2% | 208,425 | $5.6M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -3.4% | 207,936 | $5.6M |
| Cwm, LLC | 0.01% | Add +5.9% | 175,994 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +218.0% | 118,525 | $3.2M |
| UBS Group AG | 0.00% | Add +15.0% | 91,437 | $2.4M |
| Fifth Third Securities, Inc. | 0.15% | Add +79.1% | 88,237 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +27.0% | 77,055 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +93.6% | 68,593 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +28.3% | 56,432 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +26.0% | 38,050 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -28.0% | 34,997 | $936K |
| Equitable Holdings, Inc. | 0.00% | Add +55.2% | 24,342 | $664K |
| Cerity Partners LLC | 0.00% | New | 20,455 | $547K |
| Old Mission Capital LLC | 0.01% | Reduce -29.6% | 18,485 | $494K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,226 | $300K |
| Stifel Financial Corp. | 0.00% | No change | 10,979 | $294K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,630 | $284K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 9,525 | $255K |
| Harbour Investments, Inc. | 0.00% | New | 8,971 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.2% | 8,831 | $236K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.0% | 8,476 | $227K |
| AE Wealth Management LLC | 0.00% | Reduce -98.5% | 7,707 | $206K |
| Allworth Financial LP | 0.00% | No change | 2,963 | $79K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 2,889 | $77K |
| Royal Bank of Canada | 0.00% | New | 2,888 | $77K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -80.2% | 1,959 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Add +219.7% | 1,950 | $52K |
| Lanark Financial, Inc. | 0.00% | No change | 1,117 | $30K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,000 | $27K |
| Advisory Services Network, LLC | 0.00% | New | 994 | $27K |
| Cornerstone Wealth Partners, LLC | 0.01% | New | 655 | $18K |
| NFSG Corp | 0.00% | No change | 560 | $15K |
| Triumph Capital Management | 0.00% | No change | 464 | $12K |
| Morgan Stanley | 0.00% | No change | 213 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.3% | 182 | $5K |
| Key Capital Management, INC | 0.00% | Reduce -99.2% | 175 | $5K |
| Ameriflex Group, Inc. | 0.00% | New | 101 | $3K |
| Networth Advisors, LLC | 0.00% | Reduce -87.6% | 51 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -98.5% | 6 | $150 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.9% | 6 | $150 |
"% of holder's portfolio" is NBOS's weight in each manager's 13F, not the share of Neuberger Option Strategy Et the manager owns.