Neuberger Short DurationNBSDETF
13F holders, Q3 2025 (September 30)35holders +14
17new positions
3sold out
1famous investor
$51.16avg. 13F price*
At the end of Q3 2025, 35 institutions reported holding Neuberger Short Duration Inc. (NBSD) in their 13F filings, up 14 from Q2 2025. 17 opened new positions and 3 sold out. The largest holders were Neuberger Berman Group LLC ($158.5M), LPL Financial LLC ($54.4M) and Raymond James Financial Inc. ($40.7M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $37.4M |
| Exits | 3 | $3.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,373,136 shares bought and 153,698 shares sold, net +2,219,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Neuberger Berman Group LLC | 0.12% | Reduce -1.1% | 3,098,137 | $158.5M |
| LPL Financial LLC | 0.02% | Add +64.0% | 1,062,758 | $54.4M |
| Raymond James Financial Inc. | 0.01% | Add +98.9% | 795,080 | $40.7M |
| Morgan Stanley | 0.00% | Add +13165950.0% | 526,642 | $26.9M |
| Convergence Financial, LLC | 1.71% | New | 222,811 | $11.4M |
| Paulson Wealth Management Inc. | 2.65% | Add +9.8% | 218,927 | $11.2M |
| Round Rock Advisors LLC | 1.36% | New | 167,892 | $8.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +15.3% | 128,987 | $6.6M |
| Bank of America Corp. | 0.00% | New | 122,071 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | New | 113,390 | $5.8M |
| Robinson Smith Wealth Advisors LLC | 3.49% | Add +2034.0% | 95,069 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +315.4% | 71,321 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +1622.9% | 67,760 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +249.9% | 50,040 | $2.6M |
| Manchester Financial Inc. | 0.36% | Reduce -18.1% | 34,768 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +61.0% | 28,182 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +313.6% | 17,405 | $890K |
| Susquehanna International Group, LLP | 0.00% | New | 16,024 | $820K |
| Sanctuary Advisors, LLC | 0.00% | New | 13,911 | $712K |
| Atria Investments, Inc | 0.01% | New | 12,933 | $662K |
| Citadel Advisors | 0.00% | New | 12,830 | $656K |
| Wetzel Investment Advisors, Inc. | 0.24% | Add +13.3% | 10,916 | $558K |
| Main Street Financial Solutions, LLC | 0.03% | New | 9,917 | $507K |
| Cerity Partners LLC | 0.00% | Reduce -9.6% | 9,117 | $466K |
| IHT Wealth Management, LLC | 0.01% | New | 7,122 | $364K |
| Stifel Financial Corp. | 0.00% | New | 7,059 | $361K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,508 | $333K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.4% | 5,676 | $290K |
| Mgo One Seven LLC | 0.01% | New | 5,564 | $285K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,465 | $280K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 3,943 | $202K |
| Comerica Bank | 0.00% | New | 2,000 | $102K |
| Royal Bank of Canada | 0.00% | No change | 1,661 | $85K |
| Geneos Wealth Management Inc. | 0.00% | New | 979 | $50K |
| Global Retirement Partners, LLC | 0.00% | No change | 375 | $19K |
"% of holder's portfolio" is NBSD's weight in each manager's 13F, not the share of Neuberger Short Duration Inc. the manager owns.