Neuberger Short DurationNBSDETF
13F holders, Q4 2025 (December 31)57holders +22
22new positions
1sold out
2famous investors
$51.19avg. 13F price*
At the end of Q4 2025, 57 institutions reported holding Neuberger Short Duration Inc. (NBSD) in their 13F filings, up 22 from Q3 2025. 22 opened new positions and 1 sold out. The largest holders were Neuberger Berman Group LLC ($146.1M), Morgan Stanley ($126.2M) and LPL Financial LLC ($66.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $31.2M |
| Exits | 1 | $290K |
All 13F filers, Q3 2025 → Q4 2025: 4,530,524 shares bought and 281,151 shares sold, net +4,249,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Neuberger Berman Group LLC | 0.11% | Reduce -7.8% | 2,855,213 | $146.1M |
| Morgan Stanley | 0.01% | Add +368.2% | 2,465,782 | $126.2M |
| LPL Financial LLC | 0.02% | Add +21.6% | 1,292,289 | $66.1M |
| Raymond James Financial Inc. | 0.02% | Add +35.0% | 1,073,334 | $54.9M |
| Bank of America Corp. | 0.00% | Add +489.1% | 719,103 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +6773.5% | 447,327 | $22.9M |
| Paulson Wealth Management Inc. | 2.91% | Add +12.3% | 245,967 | $12.6M |
| Convergence Financial, LLC | 1.76% | Add +5.9% | 235,953 | $12.1M |
| Round Rock Advisors LLC | 1.75% | Add +35.1% | 226,835 | $11.6M |
| Osaic Holdings, Inc. | 0.02% | Add +78.1% | 201,899 | $10.3M |
| Jane Street Group, LLC | 0.01% | New | 190,743 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -7.1% | 119,833 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +584.4% | 109,664 | $5.6M |
| Robinson Smith Wealth Advisors LLC | 3.49% | Add +5.0% | 99,850 | $5.1M |
| Rubicon Advisors, GP | 3.87% | — | 79,946 | $4.1M |
| HighPoint Advisor Group LLC | 0.09% | New | 79,254 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.0% | 72,565 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -0.7% | 67,287 | $3.4M |
| HighTower Advisors, LLC | 0.00% | New | 56,574 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -26.2% | 52,616 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +198.7% | 51,989 | $2.7M |
| Main Street Financial Solutions, LLC | 0.19% | Add +387.7% | 48,369 | $2.5M |
| YHB Investment Advisors, Inc. | 0.17% | New | 47,856 | $2.4M |
| Gotham Asset Management | 0.01% | New | 39,727 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 38,140 | $2.0M |
| Manchester Financial Inc. | 0.34% | Add +3.6% | 36,005 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +16.7% | 32,895 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | New | 32,241 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +345.4% | 31,440 | $1.6M |
| Citadel Advisors | 0.00% | Add +134.5% | 30,089 | $1.5M |
| Private Advisor Group, LLC | 0.01% | New | 24,777 | $1.3M |
| Systelligence, LLC | 0.21% | New | 22,068 | $1.1M |
| Angeles Wealth Management, LLC | 0.05% | New | 17,293 | $885K |
| Wetzel Investment Advisors, Inc. | 0.32% | Add +38.9% | 15,158 | $776K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.8% | 13,378 | $685K |
| Atria Investments, Inc | 0.01% | Reduce -7.3% | 11,987 | $614K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 11,229 | $575K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,504 | $486K |
| Cetera Investment Advisers | 0.00% | New | 8,962 | $459K |
| Integrated Wealth Concepts LLC | 0.01% | New | 8,952 | $458K |
| IHT Wealth Management, LLC | 0.01% | Add +20.0% | 8,546 | $437K |
| Mgo One Seven LLC | 0.01% | Add +20.7% | 6,717 | $344K |
| Cerity Partners LLC | 0.00% | Reduce -27.6% | 6,599 | $338K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,586 | $337K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 5,343 | $273K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 4,312 | $221K |
| Magnolia Capital Advisors LLC | 0.04% | New | 4,000 | $205K |
| NWF Advisory Services Inc. | 0.02% | New | 4,000 | $205K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +1.2% | 3,990 | $204K |
| Comerica Bank | 0.00% | Add +40.0% | 2,800 | $143K |
| Jones Financial Companies LLLP | 0.00% | New | 2,142 | $110K |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 1,561 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.2% | 991 | $51K |
| Private Trust Co. NA | 0.00% | New | 400 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 375 | $19K |
| Cwm, LLC | 0.00% | New | 75 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 29 | $1K |
"% of holder's portfolio" is NBSD's weight in each manager's 13F, not the share of Neuberger Short Duration Inc. the manager owns.