Jeff Yass’s Neuberger Small-Mid Cap ETF NBSM Stock Holding History

Jeff Yass’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	$398K	Buy	+13,873	New	+$372K	﹤0.01%	10422
2026 Q1	–	Sell	-7,956	Closed	-$201K	–	14300
2025 Q4	$201K	Sell	7,956 -9,849	-55%	-$250K	﹤0.01%	10870
2025 Q3	$451K	Buy	17,805 +7,776	+78%	+$199K	﹤0.01%	9197
2025 Q2	$251K	Buy	+10,029	New	+$240K	﹤0.01%	10729

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

Jeff Yass's NBSM Position: Q2 2026 in Review

Jeff Yass opened a new position in Neuberger Small-Mid Cap ETF (NBSM) in Q2 2026: 13,873 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #10422 among its holdings. This is a return to the name: Jeff Yass previously reported a position in NBSM as recently as Q4 2025.

Jeff Yass first reported a position in NBSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $451K in Q3 2025. 23 funds tracked by Wall St. Rank hold NBSM as of Q2 2026.

Jeff Yass held 13,873 shares of Neuberger Small-Mid Cap ETF worth $398K as of Q2 2026.
Neuberger Small-Mid Cap ETF was a new Jeff Yass position in Q2 2026.
Neuberger Small-Mid Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10422 holding.
Jeff Yass first reported a position in Neuberger Small-Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
Jeff Yass's Neuberger Small-Mid Cap ETF position peaked at $451K in Q3 2025.
23 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.