Neuberger Short DurationNBSDETF

13F holders, Q2 2025 (June 30)
21holders +11
11new positions
1sold out
$50.94avg. 13F price*

At the end of Q2 2025, 21 institutions reported holding Neuberger Short Duration Inc. (NBSD) in their 13F filings, up 11 from Q1 2025. 11 opened new positions and 1 sold out. The largest holders were Neuberger Berman Group LLC ($159.6M), LPL Financial LLC ($33.0M) and Raymond James Financial Inc. ($20.4M).

Company
Neuberger Short Duration Inc.
CUSIP
64135A887
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q2 2024: 12Q2 2024Q3 2024: 11Q3 2024Q4 2024: 9Q4 2024Q1 2025: 10Q1 2025Q2 2025: 21Q2 2025Q3 2025: 35Q3 2025Q4 2025: 57Q4 2025Q1 2026: 68Q1 2026Q2 2026: 67Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$19.0M
Exits1$3.3M

All 13F filers, Q1 2025 → Q2 2025: 1,837,891 shares bought and 66,552 shares sold, net +1,771,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Neuberger Berman Group LLC 0.12% Add +41.5% 3,133,648 $159.6M
LPL Financial LLC 0.01% Add +171.6% 648,203 $33.0M
Raymond James Financial Inc. 0.01% Add +41.0% 399,669 $20.4M
Paulson Wealth Management Inc. 2.63% New 199,395 $10.2M
Steward Partners Investment Advisory, LLC 0.04% Add +6.9% 111,903 $5.7M
Goldman Sachs Group Inc. 0.00% New 44,900 $2.3M
Manchester Financial Inc. 0.45% New 42,432 $2.2M
Jane Street Group, LLC 0.00% New 34,384 $1.8M
Mariner, LLC 0.00% Add +21.6% 26,283 $1.3M
Kestra Advisory Services, LLC 0.00% New 17,500 $891K
NewEdge Advisors, LLC 0.00% Add +21.2% 17,167 $875K
Commonwealth Equity Services, LLC 0.00% Add +65.0% 14,301 $729K
Cerity Partners LLC 0.00% Reduce -16.0% 10,085 $514K
YHB Investment Advisors, Inc. 0.04% New 9,664 $492K
Wetzel Investment Advisors, Inc. 0.23% New 9,632 $491K
Robinson Smith Wealth Advisors LLC 0.18% New 4,455 $227K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,208 $214K
J.W. Cole Advisors, Inc. 0.00% New 3,933 $200K
Royal Bank of Canada 0.00% New 1,661 $85K
Global Retirement Partners, LLC 0.00% — 375 $19K
Morgan Stanley 0.00% No change 4 $204

"% of holder's portfolio" is NBSD's weight in each manager's 13F, not the share of Neuberger Short Duration Inc. the manager owns.