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

HighTower 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	$1.36M	Buy	47,351 +2,475	+6%	+$66.3K	﹤0.01%	2047
2026 Q1	$1.13M	Buy	44,876 +705	+2%	+$18.5K	﹤0.01%	2098
2025 Q4	$1.11M	Buy	44,171 +13,377	+43%	+$339K	﹤0.01%	2041
2025 Q3	$780K	Buy	+30,794	New	+$789K	﹤0.01%	2283

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

HighTower Advisors's NBSM Position: Q2 2026 in Review

HighTower Advisors increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 5.5% in Q2 2026, buying an estimated $66.3K and bringing the position to 47,351 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

HighTower Advisors first reported a position in NBSM in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

HighTower Advisors held 47,351 shares of Neuberger Small-Mid Cap ETF worth $1.36M as of Q2 2026.
HighTower Advisors bought 2,475 Neuberger Small-Mid Cap ETF shares in Q2 2026, an estimated $66.3K.
Neuberger Small-Mid Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2047 holding.
HighTower Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.