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NBCR Institutional Ownership

Neuberger Berman Core Equity ETF
1W: -0.5% 1M: +0.2% 3M: +1.4% YTD: +8.8% 1Y: +11.2%
$34.36
+0.23 (+0.67%)
 
Weekly Expected Move ±1.5%
$33 $34 $34 $35 $35
ETF AMEX · AUM $447.2M

Institutional Ownership — NBCR

20
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
710M
Total Invested
3
New Positions
4
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NEUBERGER BERMAN GROUP LLC 20,905,386 $718M -1,164,566 -5.3% 8Q SEC ↗
2 MORGAN STANLEY 211,356 $7M +209,246 +9916.9% 3Q SEC ↗
3 LPL Financial LLC 21,907 $753K -255 -1.2% 3Q SEC ↗
4 JANE STREET GROUP, LLC 16,107 $553K +8,504 +111.9% 2Q SEC ↗
5 WEALTH ENHANCEMENT ADVISORY SERVICES, 15,395 $529K — +0.0% 3Q SEC ↗
6 IBEX WEALTH ADVISORS 14,786 $508K -316 -2.1% 3Q SEC ↗
7 BANK OF AMERICA CORP /DE 14,206 $488K +6,000 +73.1% 3Q SEC ↗
8 HB Wealth Management, LLC NEW 12,730 $437K — +0.0% 1Q SEC ↗
9 ROYAL BANK OF CANADA 11,863 $408K -8,032 -40.4% 8Q SEC ↗
10 Cetera Investment Advisers 8,486 $292K -2,080 -19.7% 3Q SEC ↗
11 FLOW TRADERS U.S. LLC 7,293 $251K -31,702 -81.3% 2Q SEC ↗
12 Tranquility Partners, LLC NEW 6,750 $232K — +0.0% 1Q SEC ↗
13 NewEdge Advisors, LLC 2,035 $70K — +0.0% 4Q SEC ↗
14 UBS Group AG 850 $29K +326 +62.2% 8Q SEC ↗
15 OSAIC HOLDINGS, INC. 655 $23K — +0.0% 3Q SEC ↗
16 Integrated Wealth Concepts LLC NEW 646 $22K — +0.0% 1Q SEC ↗
17 Chevy Chase Trust Holdings, LLC 0 $0K -44,950 -100.0% 1Q SEC ↗
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -7,362 -100.0% 1Q SEC ↗
19 MAI Capital Management 0 $0K -1,676 -100.0% 2Q SEC ↗
20 HRT FINANCIAL LP 0 $0K -23,921 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
HB Wealth Management, LLC 12,730 $437K
Tranquility Partners, LLC 6,750 $232K
Integrated Wealth Concepts LLC 646 $22K
Sold Out (4)
HolderPrev SharesPrev Value
Chevy Chase Trust Holdings, LLC 44,950 $2M
HRT FINANCIAL LP 23,921 $822K
SUSQUEHANNA INTERNATIONAL GROUP, LL 7,362 $253K
MAI Capital Management 1,676 $58K
Biggest Increases (4)
HolderAddedChange %Total Shares
MORGAN STANLEY +209,246 +9916.9% 211,356
JANE STREET GROUP, LLC +8,504 +111.9% 16,107
BANK OF AMERICA CORP /DE +6,000 +73.1% 14,206
UBS Group AG +326 +62.2% 850
Biggest Decreases (6)
HolderReducedChange %Total Shares
NEUBERGER BERMAN GROUP LLC -1,164,566 -5.3% 20,905,386
FLOW TRADERS U.S. LLC -31,702 -81.3% 7,293
ROYAL BANK OF CANADA -8,032 -40.4% 11,863
Cetera Investment Advisers -2,080 -19.7% 8,486
IBEX WEALTH ADVISORS -316 -2.1% 14,786
LPL Financial LLC -255 -1.2% 21,907

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms