Neuberger Short DurationNBSDETF
13F holders, Q2 2026 (June 30)67holders −1
8new positions
9sold out
2famous investors
$50.49avg. 13F price*
At the end of Q2 2026, 67 institutions reported holding Neuberger Short Duration Inc. (NBSD) in their 13F filings, down 1 from Q1 2026. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($262.4M), LPL Financial LLC ($103.9M) and Raymond James Financial Inc. ($98.7M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neuberger Short Duration Inc.
- CUSIP
- 64135A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $37.9M |
| Exits | 9 | $4.6M |
All 13F filers, Q1 2026 → Q2 2026: 4,058,918 shares bought and 666,029 shares sold, net +3,392,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.01% | Add +30.2% | 5,195,919 | $262.4M |
| LPL Financial LLC | 0.02% | Add +28.8% | 2,057,290 | $103.9M |
| Raymond James Financial Inc. | 0.03% | Add +49.0% | 1,953,682 | $98.7M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.3% | 1,893,567 | $95.6M |
| Bank of America Corp. | 0.01% | Add +47.0% | 1,743,169 | $88.0M |
| Francis Financial, Inc. | 4.09% | Add +9.8% | 493,314 | $24.9M |
| Ameriprise Financial Inc. | 0.00% | New | 449,669 | $22.5M |
| Integrated Wealth Concepts LLC | 0.13% | Add +4.7% | 406,288 | $20.5M |
| UBS Group AG | 0.00% | Add +0.9% | 318,934 | $16.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.6% | 298,048 | $15.1M |
| Round Rock Advisors LLC | 1.68% | Add +3.8% | 257,509 | $13.0M |
| Osaic Holdings, Inc. | 0.01% | Add +14.7% | 252,485 | $12.8M |
| Jane Street Group, LLC | 0.01% | Add +114.1% | 186,121 | $9.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.7% | 144,714 | $7.3M |
| Convergence Financial, LLC | 0.54% | New | 135,405 | $6.8M |
| Main Street Financial Solutions, LLC | 0.42% | Add +43.4% | 128,621 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +138.2% | 126,218 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 103,994 | $5.3M |
| Robinson Smith Wealth Advisors LLC | 3.13% | Reduce -6.4% | 103,592 | $5.2M |
| YHB Investment Advisors, Inc. | 0.29% | Add +13.6% | 89,929 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -33.7% | 84,807 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 83,024 | $4.2M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -8.9% | 78,269 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -45.9% | 76,297 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Add +13.5% | 72,279 | $3.7M |
| Mutual Advisors, LLC | 0.06% | Add +6.5% | 60,608 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 51,698 | $2.6M |
| Rubicon Advisors, GP | 1.75% | Reduce -60.1% | 47,512 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 44,540 | $2.2M |
| Gotham Asset Management | 0.00% | No change | 39,338 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 36,973 | $1.9M |
| Manchester Financial Inc. | 0.30% | Reduce -4.6% | 33,627 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -38.3% | 32,876 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 29,999 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +195.8% | 28,648 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.2% | 28,228 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +24.1% | 23,603 | $1.2M |
| Quantinno Capital Management LP | 0.00% | New | 22,742 | $1.1M |
| Triumph Capital Management | 0.18% | Add +18.7% | 20,148 | $1.0M |
| Wetzel Investment Advisors, Inc. | 0.34% | Reduce -23.8% | 19,484 | $984K |
| Harvest Investment Services, LLC | 0.15% | Add +176.5% | 19,004 | $960K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -13.1% | 16,764 | $847K |
| Clearstead Trust, LLC | 0.11% | Add +42.5% | 16,504 | $834K |
| HRT Financial LP | 0.00% | New | 13,551 | $684K |
| Claro Advisors Inc. | 0.07% | Add +0.6% | 13,497 | $682K |
| Cetera Investment Advisers | 0.00% | Add +41.4% | 12,797 | $646K |
| Envestnet Asset Management Inc. | 0.00% | Add +38.5% | 12,600 | $636K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6308.2% | 12,496 | $631K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +77.6% | 11,387 | $575K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -47.5% | 11,118 | $562K |
| Mgo One Seven LLC | 0.01% | Reduce -1.5% | 8,459 | $427K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.1% | 8,352 | $422K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +13.2% | 6,969 | $352K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -97.7% | 6,462 | $326K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -45.6% | 6,183 | $312K |
| IHT Wealth Management, LLC | 0.01% | Reduce -16.2% | 6,175 | $312K |
| Atria Investments, Inc | 0.00% | Reduce -15.8% | 4,701 | $237K |
| Kintra Wealth, LLC | 0.01% | New | 4,450 | $226K |
| Fifth Third Bancorp | 0.00% | No change | 4,033 | $204K |
| NWF Advisory Services Inc. | 0.02% | No change | 4,000 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Add +102.3% | 2,027 | $102K |
| Royal Bank of Canada | 0.00% | Reduce -27.5% | 1,739 | $88K |
| Wells Fargo & Company | 0.00% | New | 1,211 | $61K |
| Private Trust Co. NA | 0.00% | Add +49.5% | 598 | $30K |
| Global Retirement Partners, LLC | 0.00% | — | 433 | $22K |
| IFG Advisory, LLC | 0.00% | Add +1.2% | 345 | $17K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.9% | 35 | $2K |
"% of holder's portfolio" is NBSD's weight in each manager's 13F, not the share of Neuberger Short Duration Inc. the manager owns.