NBSD Institutional Ownership
Neuberger Berman Short Duration Income ETF
1W: +0.0%
1M: -1.0%
3M: -1.4%
YTD: -1.8%
1Y: -1.3%
$49.90
-0.02 (-0.04%)
Weekly Expected Move ±0.4%
$50
$50
$50
$50
$50
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
Dividends
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Institutional Ownership — NBSD
77
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
880M
Total Invested
9
New Positions
31
Increased
34
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,195,919 | 259M | +1,204,621 | +30.2% | 9Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,057,290 | 103M | +460,026 | +28.8% | 9Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 1,953,682 | 97M | +642,502 | +49.0% | 7Q | SEC ↗ |
| 4 | NEUBERGER BERMAN GROUP LLC | 1,893,567 | 94M | -6,415 | -0.3% | 9Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,743,169 | 87M | +557,224 | +47.0% | 4Q | SEC ↗ |
| 6 | Francis Financial, Inc. | 493,314 | 25M | +44,007 | +9.8% | 2Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC NEW | 449,669 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC | 406,288 | 20M | +18,391 | +4.7% | 3Q | SEC ↗ |
| 9 | UBS Group AG | 318,934 | 16M | +2,889 | +0.9% | 2Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 298,048 | 15M | -1,819 | -0.6% | 4Q | SEC ↗ |
| 11 | Round Rock Advisors LLC | 257,509 | 13M | +9,318 | +3.8% | 4Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 252,485 | 13M | +32,301 | +14.7% | 4Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 186,121 | 9M | +99,183 | +114.1% | 3Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 144,714 | 7M | +27,727 | +23.7% | 9Q | SEC ↗ |
| 15 | Convergence Financial, LLC NEW | 135,405 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Main Street Financial Solutions, LLC | 128,621 | 6M | +38,937 | +43.4% | 4Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 126,218 | 6M | +73,239 | +138.2% | 3Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 103,994 | 5M | -1,144 | -1.1% | 5Q | SEC ↗ |
| 19 | ROBINSON SMITH WEALTH ADVISORS LLC | 103,592 | 5M | -7,060 | -6.4% | 5Q | SEC ↗ |
| 20 | YHB Investment Advisors, Inc. | 89,929 | 4M | +10,728 | +13.5% | 3Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 84,807 | 4M | -43,117 | -33.7% | 4Q | SEC ↗ |
| 22 | J.W. COLE ADVISORS, INC. NEW | 83,024 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | HighPoint Advisor Group LLC | 78,269 | 4M | -7,653 | -8.9% | 3Q | SEC ↗ |
| 24 | Steward Partners Investment Advisory, | 76,297 | 4M | -64,610 | -45.9% | 9Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 72,279 | 4M | +8,613 | +13.5% | 6Q | SEC ↗ |
| 26 | Mutual Advisors, LLC | 60,608 | 3M | +3,723 | +6.5% | 2Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 51,698 | 3M | -4,420 | -7.9% | 3Q | SEC ↗ |
| 28 | Rubicon Advisors, GP | 47,512 | 2M | -71,583 | -60.1% | 3Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC NEW | 44,540 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Gotham Asset Management, LLC | 39,338 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 36,973 | 2M | -1,709 | -4.4% | 4Q | SEC ↗ |
| 32 | MANCHESTER FINANCIAL INC | 33,627 | 2M | -1,623 | -4.6% | 5Q | SEC ↗ |
| 33 | Private Advisor Group, LLC | 32,876 | 2M | -20,432 | -38.3% | 3Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 29,999 | 1M | -3,290 | -9.9% | 3Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 28,648 | 1M | +18,963 | +195.8% | 2Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 28,228 | 1M | -9,517 | -25.2% | 5Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 23,603 | 1M | +4,576 | +24.1% | 4Q | SEC ↗ |
| 38 | Quantinno Capital Management LP NEW | 22,742 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Triumph Capital Management | 20,148 | 1M | +3,171 | +18.7% | 2Q | SEC ↗ |
| 40 | WETZEL INVESTMENT ADVISORS, INC. | 19,484 | 972K | -6,081 | -23.8% | 5Q | SEC ↗ |
| 41 | Harvest Investment Services, LLC | 19,004 | 948K | +12,131 | +176.5% | 2Q | SEC ↗ |
| 42 | GREAT VALLEY ADVISOR GROUP, INC. | 16,764 | 837K | -2,528 | -13.1% | 3Q | SEC ↗ |
| 43 | Clearstead Trust, LLC | 16,504 | 824K | +4,924 | +42.5% | 2Q | SEC ↗ |
| 44 | HRT FINANCIAL LP NEW | 13,551 | 676K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Claro Advisors Inc. | 13,497 | 674K | +86 | +0.6% | 2Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 12,797 | 639K | +3,745 | +41.4% | 3Q | SEC ↗ |
| 47 | ENVESTNET ASSET MANAGEMENT INC | 12,600 | 629K | +3,504 | +38.5% | 4Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 12,496 | 624K | +12,301 | +6308.2% | 2Q | SEC ↗ |
| 49 | Kraft, Davis & Associates, LLC | 11,387 | 568K | +4,976 | +77.6% | 2Q | SEC ↗ |
| 50 | KINGSWOOD WEALTH ADVISORS, LLC | 11,118 | 555K | -10,062 | -47.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 449,669 | 22M |
| Convergence Financial, LLC | 135,405 | 7M |
| J.W. COLE ADVISORS, INC. | 83,024 | 4M |
| GOLDMAN SACHS GROUP INC | 44,540 | 2M |
| Quantinno Capital Management LP | 22,742 | 1M |
| HRT FINANCIAL LP | 13,551 | 676K |
| KINTRA WEALTH, LLC | 4,450 | 222K |
| WELLS FARGO & COMPANY/MN | 1,211 | 60K |
| Global Retirement Partners, LLC | 433 | 22K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 53,051 | 3M |
| FLOW TRADERS U.S. LLC | 32,241 | 2M |
| Systelligence, LLC | 22,068 | 1M |
| ANGELES WEALTH MANAGEMENT, LLC | 17,293 | 863K |
| Cerity Partners LLC | 6,599 | 329K |
| Ausdal Financial Partners, Inc. | 5,201 | 260K |
| Aptus Capital Advisors, LLC | 4,273 | 213K |
| Relyea Zuckerberg Hanson LLC | 4,036 | 201K |
| MAGNOLIA CAPITAL ADVISORS LLC | 4,000 | 200K |
| Cornerstone Wealth Partners, LLC | 1,004 | 50K |
| Western Wealth Management, LLC | 900 | 45K |
| SouthState Bank Corp | 55 | 3K |
| Farther Finance Advisors, LLC | 29 | 1K |