Cambridge Investment Research Advisors’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Cambridge Investment Research Advisors’s Portfolio NBSM Stock Details NBSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Buy	114,475 +25,019	+28%	+$657K	0.01%	1307
2025 Q4	$2.26M	Buy	89,456 +80,428	+891%	+$2.04M	0.01%	1425
2025 Q3	$229K	Buy	9,028 +271	+3%	+$6.95K	﹤0.01%	3366
2025 Q2	$219K	Buy	+8,757	New	+$210K	﹤0.01%	3276

Other funds holding NBSM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SHF

Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors's NBSM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 28% in Q1 2026, buying an estimated $657K and bringing the position to 114,475 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1307.

Cambridge Investment Research Advisors first reported a position in NBSM in Q2 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

Cambridge Investment Research Advisors held 114,475 shares of Neuberger Small-Mid Cap ETF worth $2.88M as of Q1 2026.
Cambridge Investment Research Advisors bought 25,019 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $657K.
Neuberger Small-Mid Cap ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1307 holding.
Cambridge Investment Research Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.