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NBDS Institutional Ownership

Neuberger Berman Disrupters ETF
1W: +1.4% 1M: +3.9% 3M: -0.1% YTD: +17.2% 1Y: +15.6% 3Y: +94.3%
$41.65
+0.45 (+1.09%)
 
Weekly Expected Move ±2.9%
$39 $40 $42 $43 $44
ETF AMEX · AUM $30.3M

Institutional Ownership — NBDS

11
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
128M
Total Invested
4
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NEUBERGER BERMAN GROUP LLC 2,927,731 $122M +2,502,026 +587.7% 17Q SEC ↗
2 J.W. COLE ADVISORS, INC. NEW 25,911 $1M — +0.0% 1Q SEC ↗
3 TFB Advisors LLC 22,304 $929K — +0.0% 10Q SEC ↗
4 ASSETMARK, INC 17,020 $709K +2,451 +16.8% 5Q SEC ↗
5 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 6,805 $283K — +0.0% 1Q SEC ↗
6 LPL Financial LLC NEW 5,008 $209K — +0.0% 1Q SEC ↗
7 Ameritas Advisory Services, LLC NEW 1,924 $80K — +0.0% 1Q SEC ↗
8 UBS Group AG 125 $5K -15 -10.7% 6Q SEC ↗
9 MORGAN STANLEY 1 $0K — +0.0% 2Q SEC ↗
10 OSAIC HOLDINGS, INC. 0 $0K -100 -100.0% 11Q SEC ↗
11 Fortis Group Advisors, LLC 0 $0K -7,067 -100.0% 3Q SEC ↗
12 JPMORGAN CHASE & CO 0 $0K -10,037 -100.0% 1Q SEC ↗
13 ROYAL BANK OF CANADA 0 $0K -6,018 -100.0% 11Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (4)
HolderPrev SharesPrev Value
JPMORGAN CHASE & CO 10,037 $418K
Fortis Group Advisors, LLC 7,067 $294K
ROYAL BANK OF CANADA 6,018 $251K
OSAIC HOLDINGS, INC. 100 $4K
Biggest Increases (2)
HolderAddedChange %Total Shares
NEUBERGER BERMAN GROUP LLC +2,502,026 +587.7% 2,927,731
ASSETMARK, INC +2,451 +16.8% 17,020
Biggest Decreases (1)
HolderReducedChange %Total Shares
UBS Group AG -15 -10.7% 125

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