Citadel Advisors’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Citadel 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 Q2	$355K	Buy	+12,358	New	+$331K	﹤0.01%	10726
2026 Q1	–	Sell	-15,361	Closed	-$388K	–	14456
2025 Q4	$388K	Buy	15,361 +2,055	+15%	+$52.1K	﹤0.01%	9605
2025 Q3	$337K	Buy	+13,306	New	+$341K	﹤0.01%	10097

Other funds holding NBSM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHF

Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $250B AUM 21.32% 1-Year Est. Return

ETC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors's NBSM Position: Q2 2026 in Review

Citadel Advisors opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q2 2026: 12,358 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #10726 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in NBSM as recently as Q4 2025.

Citadel Advisors first reported a position in NBSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $388K in Q4 2025. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

Citadel Advisors held 12,358 shares of Neuberger Small-Mid Cap ETF worth $355K as of Q2 2026.
Neuberger Small-Mid Cap ETF was a new Citadel Advisors position in Q2 2026.
Neuberger Small-Mid Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10726 holding.
Citadel Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
Citadel Advisors's Neuberger Small-Mid Cap ETF position peaked at $388K in Q4 2025.
23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.