HighTower Advisors
NBSM icon

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
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

HighTower Advisors's NBSM Position: Q1 2026 in Review

HighTower Advisors increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 1.6% in Q1 2026, buying an estimated $18.5K and bringing the position to 44,876 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

HighTower Advisors first reported a position in NBSM in Q3 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

  • HighTower Advisors held 44,876 shares of Neuberger Small-Mid Cap ETF worth $1.13M as of Q1 2026.
  • HighTower Advisors bought 705 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $18.5K.
  • Neuberger Small-Mid Cap ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2098 holding.
  • HighTower Advisors first reported a position in Neuberger Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.