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NBET Institutional Ownership

Neuberger Berman Energy Transition & Infrastructure ETF
1W: -0.2% 1M: -6.6% 3M: +3.2% YTD: +20.6% 1Y: +21.5% 3Y: +87.5%
$39.89
+0.25 (+0.63%)
 
Weekly Expected Move ±1.7%
$39 $39 $40 $41 $41
ETF AMEX · AUM $27.7M

Institutional Ownership — NBET

18
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
3
New Positions
6
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 NEUBERGER BERMAN GROUP LLC 247,419 10M +2,521 +1.0% 17Q SEC ↗
2 LPL Financial LLC 237,670 9M +102,505 +75.8% 6Q SEC ↗
3 Beacon Pointe Advisors, LLC 153,159 6M -1,990 -1.3% 6Q SEC ↗
4 HighTower Advisors, LLC 56,411 2M +3,827 +7.3% 2Q SEC ↗
5 Janney Montgomery Scott LLC 44,575 2M +1,613 +3.8% 6Q SEC ↗
6 Stratos Wealth Partners, LTD. 20,747 828K +1,134 +5.8% 3Q SEC ↗
7 ROYAL BANK OF CANADA 18,109 722K -2,037 -10.1% 5Q SEC ↗
8 CITADEL ADVISORS LLC NEW 7,322 292K — +0.0% 1Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 7,104 283K -11,112 -61.0% 2Q SEC ↗
10 OSAIC HOLDINGS, INC. 2,503 100K -341 -12.0% 9Q SEC ↗
11 PRIVATE TRUST CO NA 1,514 60K +517 +51.9% 4Q SEC ↗
12 HARBOUR INVESTMENTS, INC. 1,026 41K — +0.0% 4Q SEC ↗
13 MERCER GLOBAL ADVISORS INC /ADV NEW 464 19K — +0.0% 1Q SEC ↗
14 Glass Jacobson Investment Advisors llc 279 11K -431 -60.7% 5Q SEC ↗
15 PNC Financial Services Group, Inc. NEW 200 8K — +0.0% 1Q SEC ↗
16 Comprehensive Financial Planning, Inc. 0 0K -130 -100.0% 1Q SEC ↗
17 UBS Group AG 0 0K -337 -100.0% 2Q SEC ↗
18 MORGAN STANLEY 0 0K -1 -100.0% 3Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (3)
HolderPrev SharesPrev Value
UBS Group AG 337 13K
Comprehensive Financial Planning, I 130 5K
MORGAN STANLEY 1 0K
Biggest Increases (6)
HolderAddedChange %Total Shares
LPL Financial LLC +102,505 +75.8% 237,670
HighTower Advisors, LLC +3,827 +7.3% 56,411
NEUBERGER BERMAN GROUP LLC +2,521 +1.0% 247,419
Janney Montgomery Scott LLC +1,613 +3.8% 44,575
Stratos Wealth Partners, LTD. +1,134 +5.8% 20,747
PRIVATE TRUST CO NA +517 +51.9% 1,514
Biggest Decreases (5)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -11,112 -61.0% 7,104
ROYAL BANK OF CANADA -2,037 -10.1% 18,109
Beacon Pointe Advisors, LLC -1,990 -1.3% 153,159
Glass Jacobson Investment Advisors -431 -60.7% 279
OSAIC HOLDINGS, INC. -341 -12.0% 2,503

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