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Neuberger Short Duration Income ETF (NBSD) Institutional Ownership

$49.91 +0.04 (+0.08%)
Closing price 10/28/2026 04:10 PM Eastern
Extended Trading
$49.90 -0.01 (-0.02%)
As of 10/28/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Neuberger Short Duration Income ETF (NYSEARCA:NBSD)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$265.99M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.27M
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Skip Chart & View Institutional Buying and Selling Data

NBSD Institutional Buying and Selling by Quarter

Neuberger Short Duration Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/27/2026 Convergence Financial LLC67,844$3.38M0.5%-49.9%0.199%
10/24/2026 Kingswood Wealth Advisors LLC5,526$276K0.0%-50.3%0.016%
10/22/2026 Robinson Smith Wealth Advisors LLC110,572$5.51M3.4%+6.7%0.333%
10/21/2026 Kraft Davis & Associates LLC9,121$456K0.1%-19.9%0.027%
10/20/2026 Mayfair Advisory Group LLC6,050$302K0.1%N/A0.018%
10/14/2026 Triumph Capital Management21,489$1.07M0.2%+6.7%0.068%
10/14/2026 Wetzel Investment Advisors Inc.19,130$954K0.3%-1.8%0.061%
10/8/2026 YHB Investment Advisors Inc.125,495$6.26M0.4%N/A0.404%
9/23/2026Envestnet Asset Management Inc.12,600$636K0.0%+38.5%0.045%
9/9/2026Integrated Wealth Concepts LLC406,288$20.52M0.1%+4.7%1.700%
9/9/2026NewEdge Advisors LLC72,279$3.65M0.0%+13.5%0.302%
9/2/2026Citadel Advisors LLC84,807$4.28M0.0%-33.7%0.355%
8/23/2026Kintra Wealth LLC4,450$226K0.0%N/A0.019%
8/21/2026 Kraft Davis & Associates LLC11,387$575K0.1%+77.6%0.048%
8/21/2026Round Rock Advisors LLC257,509$13.01M1.7%+3.8%1.077%
8/21/2026 Triumph Capital Management20,148$1.02M0.2%+18.7%0.084%
7/9/2026 Kraft Davis & Associates LLC11,387$575K0.1%+77.6%0.050%
6/3/2026NewEdge Advisors LLC63,666$3.23M0.0%+21.0%0.320%
5/19/2026Western Wealth Management LLC900$46K0.0%N/A0.005%
5/19/2026NewEdge Advisors LLC39,336$2.00M0.0%-25.2%0.198%
5/19/2026Bank of America Corp DE1,185,945$60.14M0.0%+64.9%5.960%
5/6/2026Clearstead Trust LLC11,580$587K0.1%N/A0.058%
5/5/2026Sanctuary Advisors LLC19,027$965K0.0%+42.2%0.096%
5/1/2026Fifth Third Bancorp4,033$205K0.0%N/A0.020%
4/30/2026 Robinson Smith Wealth Advisors LLC110,652$5.61M3.8%+10.8%0.560%
4/30/2026Kestra Advisory Services LLC37,745$1.91M0.0%+14.7%0.191%
4/27/2026Private Advisor Group LLC53,308$2.70M0.0%+115.2%0.272%
4/23/2026 Manchester Financial Inc.35,250$1.79M0.3%-2.1%0.180%
4/23/2026 Wetzel Investment Advisors Inc.25,565$1.30M0.5%+68.7%0.130%
4/22/2026Janney Montgomery Scott LLC33,289$1.69M0.0%+250.3%0.171%
3/9/2026 Rubicon Advisors GP79,946$4.09M3.8%N/A0.510%
3/3/2026 NWF Advisory Services Inc.4,000$205K0.0%N/A0.026%
2/18/2026NewEdge Advisors LLC52,616$2.69M0.0%-26.2%0.336%
2/18/2026Main Street Financial Solutions LLC48,369$2.48M0.2%+387.7%0.308%
2/18/2026IHT Wealth Management LLC8,546$437K0.0%+20.0%0.055%
2/18/2026Gotham Asset Management LLC39,727$2.03M0.0%N/A0.253%
2/17/2026Cetera Investment Advisers8,962$459K0.0%N/A0.057%
2/17/2026Osaic Holdings Inc.201,899$10.34M0.0%+78.1%1.288%
2/13/2026Kestra Advisory Services LLC32,895$1.68M0.0%+16.7%0.210%
2/13/2026Stifel Financial Corp31,440$1.61M0.0%+345.4%0.201%
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2/13/2026Magnolia Capital Advisors LLC4,000$205K0.0%N/A0.026%
2/13/2026Morgan Stanley2,465,782$126.21M0.0%+368.2%15.726%
2/13/2026Integrated Wealth Concepts LLC8,952$458K0.0%N/A0.057%
2/13/2026Ausdal Financial Partners Inc.4,312$221K0.0%N/A0.028%
2/12/2026Jane Street Group LLC190,743$9.76M0.0%N/A1.216%
2/12/2026Commonwealth Equity Services LLC72,565$3.71M0.0%+45.0%0.463%
2/12/2026Steward Partners Investment Advisory LLC119,833$6.13M0.0%-7.1%0.764%
2/12/2026Great Valley Advisor Group Inc.38,140$1.95M0.0%N/A0.243%
2/12/2026 Manchester Financial Inc.36,005$1.84M0.3%+3.6%0.230%
2/11/2026Janney Montgomery Scott LLC9,504$486K0.0%N/A0.061%
2/11/2026Cerity Partners LLC6,599$338K0.0%-27.6%0.042%
2/11/2026LPL Financial LLC1,292,289$66.14M0.0%+21.6%8.242%
2/11/2026J.W. Cole Advisors Inc.67,287$3.44M0.1%-0.7%0.429%
2/11/2026 Convergence Financial LLC235,953$12.08M1.8%+5.9%1.505%
2/9/2026 Robinson Smith Wealth Advisors LLC99,850$5.11M3.5%+5.0%0.637%
2/6/2026HighTower Advisors LLC56,574$2.90M0.0%N/A0.361%
2/5/2026Paulson Wealth Management Inc.245,967$12.59M2.9%+12.4%1.569%
2/3/2026MGO One Seven LLC6,717$344K0.0%+20.7%0.043%
1/29/2026Comerica Bank2,800$143K0.0%+40.0%0.019%
1/29/2026Sanctuary Advisors LLC13,378$685K0.0%-3.8%0.089%
1/27/2026Round Rock Advisors LLC226,835$11.61M1.7%+35.1%1.504%
1/22/2026Systelligence LLC22,068$1.13M0.2%N/A0.153%
1/22/2026 Wetzel Investment Advisors Inc.15,158$776K0.3%+38.9%0.105%
1/16/2026 YHB Investment Advisors Inc.47,856$2.45M0.2%N/A0.339%
1/8/2026 Wealth Enhancement Advisory Services LLC447,327$22.91M0.0%+6,773.5%3.200%
1/7/2026 Sagespring Wealth Partners LLC11,229$575K0.0%N/A0.080%
11/17/2025NewEdge Advisors LLC71,321$3.65M0.0%+315.5%0.662%
11/17/2025Susquehanna International Group LLP16,024$820K0.0%N/A0.149%
11/17/2025Citadel Advisors LLC12,830$656K0.0%N/A0.119%
11/17/2025Bank of America Corp DE122,071$6.25M0.0%N/A1.132%
11/14/2025Raymond James Financial Inc.795,080$40.68M0.0%+98.9%7.376%
11/14/2025Comerica Bank2,000$102K0.0%N/A0.019%
11/10/2025 Convergence Financial LLC222,811$11.40M1.7%N/A2.067%
11/5/2025J.W. Cole Advisors Inc.67,760$3.47M0.1%+1,622.9%0.633%
11/5/2025Envestnet Asset Management Inc.5,465$280K0.0%N/A0.051%
11/3/2025Paulson Wealth Management Inc.218,927$11.20M2.6%+9.8%2.046%
11/3/2025 Robinson Smith Wealth Advisors LLC95,069$4.86M3.5%+2,034.0%0.888%
10/29/2025 Wealth Enhancement Advisory Services LLC6,508$333K0.0%N/A0.062%
10/27/2025 Wetzel Investment Advisors Inc.10,916$558K0.2%+13.3%0.106%
10/24/2025MGO One Seven LLC5,564$285K0.0%N/A0.056%
10/22/2025Geneos Wealth Management Inc.979$50K0.0%N/A0.010%
10/21/2025 Relyea Zuckerberg Hanson LLC3,943$202K0.0%N/A0.040%
10/15/2025 Manchester Financial Inc.34,768$1.78M0.4%-18.1%0.369%
8/14/2025Jane Street Group LLC34,384$1.75M0.0%N/A0.531%
8/14/2025Raymond James Financial Inc.399,669$20.36M0.0%+41.0%6.168%
8/14/2025NewEdge Advisors LLC17,167$875K0.0%+21.2%0.265%
8/14/2025Cerity Partners LLC10,085$514K0.0%-16.0%0.156%
8/12/2025J.W. Cole Advisors Inc.3,933$200K0.0%N/A0.061%
8/12/2025Steward Partners Investment Advisory LLC111,903$5.70M0.0%+6.9%1.727%
8/6/2025Paulson Wealth Management Inc.199,395$10.16M2.6%N/A3.309%
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8/6/2025 Robinson Smith Wealth Advisors LLC4,455$227K0.2%N/A0.074%
7/29/2025 Manchester Financial Inc.42,432$2.16M0.5%N/A0.704%
7/18/2025 Wetzel Investment Advisors Inc.9,632$491K0.2%N/A0.157%
7/10/2025 YHB Investment Advisors Inc.9,664$492K0.0%N/A0.160%
5/16/2025NewEdge Advisors LLC14,169$722K0.0%N/A0.274%
5/13/2025Steward Partners Investment Advisory LLC104,651$5.33M0.0%+10,927.5%2.565%
5/13/2025Raymond James Financial Inc.283,514$14.45M0.0%+22.6%6.949%
5/7/2025LPL Financial LLC238,681$12.17M0.0%+171.7%5.850%
2/14/2025Jane Street Group LLC8,845$449K0.0%-15.7%0.000%
2/14/2025Susquehanna International Group LLP91,728$4.65M0.0%N/A0.000%


NBSD Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of Neuberger Short Duration Income ETF. The most heavily invested institutionals were Morgan Stanley ($126.21M), LPL Financial LLC ($66.14M), Bank of America Corp DE ($60.14M), Raymond James Financial Inc. ($40.68M), Wealth Enhancement Advisory Services LLC ($22.91M), Integrated Wealth Concepts LLC ($20.52M), and Round Rock Advisors LLC ($13.01M).Learn more on Neuberger Short Duration Income ETF's institutional investors.

Of the 50 institutional investors that purchased Neuberger Short Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($1.94M), Raymond James Financial Inc. ($795.08K), Bank of America Corp DE ($588.91K), LPL Financial LLC ($456.95K), Wealth Enhancement Advisory Services LLC ($447.33K), Paulson Wealth Management Inc. ($245.97K), and Convergence Financial LLC ($235.95K).

Institutional investors have bought a total of 5,207,278 shares in the last 24 months. This purchase volume represents approximately $265.99M in transactions.

Of the 11 institutional investors that sold Neuberger Short Duration Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Convergence Financial LLC ($67.56K), Citadel Advisors LLC ($43.12K), NewEdge Advisors LLC ($31.99K), Steward Partners Investment Advisory LLC ($9.15K), Kingswood Wealth Advisors LLC ($5.59K), Cerity Partners LLC ($2.52K), and Kraft Davis & Associates LLC ($2.27K).

Institutional investors have sold a total of 164,308 shares in the last 24 months. This volume of shares sold represents approximately $8.27M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:NBSD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/27/2026. New 13F filings are added each quarter as they're published.
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