Neuberger Short DurationNBSDETF
13F holders, Q1 2026 (March 31)68holders +11
18new positions
5sold out
2famous investors
$50.71avg. 13F price*
At the end of Q1 2026, 68 institutions reported holding Neuberger Short Duration Inc. (NBSD) in their 13F filings, up 11 from Q4 2025. 18 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($202.4M), Neuberger Berman Group LLC ($96.3M) and LPL Financial LLC ($81.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $48.3M |
| Exits | 5 | $18.5M |
All 13F filers, Q4 2025 → Q1 2026: 4,439,546 shares bought and 1,653,119 shares sold, net +2,786,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.01% | Add +61.9% | 3,991,298 | $202.4M |
| Neuberger Berman Group LLC | 0.07% | Reduce -33.5% | 1,899,982 | $96.3M |
| LPL Financial LLC | 0.02% | Add +23.6% | 1,597,264 | $81.0M |
| Raymond James Financial Inc. | 0.02% | Add +22.2% | 1,311,180 | $66.5M |
| Bank of America Corp. | 0.00% | Add +64.9% | 1,185,945 | $60.1M |
| Francis Financial, Inc. | 4.23% | New | 449,307 | $22.8M |
| Integrated Wealth Concepts LLC | 0.16% | Add +4233.1% | 387,897 | $19.7M |
| UBS Group AG | 0.00% | New | 316,045 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -33.0% | 299,867 | $15.2M |
| Paulson Wealth Management Inc. | 3.37% | Add +15.4% | 283,790 | $14.4M |
| Round Rock Advisors LLC | 1.93% | Add +9.4% | 248,191 | $12.6M |
| Osaic Holdings, Inc. | 0.02% | Add +9.1% | 220,184 | $11.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +17.6% | 140,907 | $7.1M |
| Citadel Advisors | 0.00% | Add +325.1% | 127,924 | $6.5M |
| Rubicon Advisors, GP | 5.40% | Add +49.0% | 119,095 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +61.2% | 116,987 | $5.9M |
| Robinson Smith Wealth Advisors LLC | 3.80% | Add +10.8% | 110,652 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +102.2% | 105,138 | $5.3M |
| Main Street Financial Solutions, LLC | 0.33% | Add +85.4% | 89,684 | $4.5M |
| Jane Street Group, LLC | 0.00% | Reduce -54.4% | 86,938 | $4.4M |
| HighPoint Advisor Group LLC | 0.18% | Add +8.4% | 85,922 | $4.4M |
| YHB Investment Advisors, Inc. | 0.29% | Add +65.5% | 79,201 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +21.0% | 63,666 | $3.2M |
| Mutual Advisors, LLC | 0.06% | New | 56,885 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 56,118 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +115.2% | 53,308 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.6% | 53,051 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +2373.3% | 52,979 | $2.7M |
| Gotham Asset Management | 0.01% | Reduce -1.0% | 39,338 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +23.0% | 38,682 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.7% | 37,745 | $1.9M |
| Manchester Financial Inc. | 0.34% | Reduce -2.1% | 35,250 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +250.3% | 33,289 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | New | 26,098 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.52% | Add +68.7% | 25,565 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 21,180 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -49.4% | 19,292 | $978K |
| Sanctuary Advisors, LLC | 0.01% | Add +42.2% | 19,027 | $965K |
| Angeles Wealth Management, LLC | 0.05% | No change | 17,293 | $877K |
| Triumph Capital Management | 0.18% | New | 16,977 | $861K |
| Claro Advisors Inc. | 0.08% | New | 13,411 | $680K |
| Clearstead Trust, LLC | 0.10% | New | 11,580 | $587K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.1% | 11,357 | $576K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,685 | $491K |
| Envestnet Asset Management Inc. | 0.00% | Add +70.2% | 9,096 | $461K |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 9,052 | $459K |
| Mgo One Seven LLC | 0.01% | Add +27.8% | 8,587 | $435K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,869 | $399K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.8% | 7,367 | $374K |
| Harvest Investment Services, LLC | 0.06% | New | 6,873 | $349K |
| Cerity Partners LLC | 0.00% | No change | 6,599 | $335K |
| Kraft, Davis & Associates, LLC | 0.07% | New | 6,411 | $325K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.5% | 6,159 | $312K |
| Atria Investments, Inc | 0.00% | Reduce -53.5% | 5,580 | $283K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +20.6% | 5,201 | $264K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,273 | $217K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +1.1% | 4,036 | $205K |
| Fifth Third Bancorp | 0.00% | New | 4,033 | $205K |
| NWF Advisory Services Inc. | 0.02% | No change | 4,000 | $203K |
| Royal Bank of Canada | 0.00% | Add +53.8% | 2,400 | $121K |
| Cornerstone Wealth Partners, LLC | 0.03% | New | 1,004 | $51K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.1% | 1,002 | $51K |
| Private Trust Co. NA | 0.00% | No change | 400 | $20K |
| IFG Advisory, LLC | 0.05% | New | 341 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 195 | $10K |
| Cwm, LLC | 0.00% | No change | 75 | $4K |
| SouthState Bank Corp | 0.00% | New | 55 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 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.