LPL Financial’s Neuberger Core Equity ETF NBCR Stock Holding History

LPL Financial’s Portfolio NBCR Stock Details NBCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$732K	Sell	21,907 -255	-1%	-$8.35K	﹤0.01%	4691
2026 Q1	$658K	Sell	22,162 -1,002	-4%	-$31.3K	﹤0.01%	4527
2025 Q4	$730K	Buy	+23,164	New	+$726K	﹤0.01%	4376

Other funds holding NBCR

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial's NBCR Position: Q2 2026 in Review

LPL Financial reduced its Neuberger Core Equity ETF (NBCR) stake by 1.2% in Q2 2026, selling an estimated $8.35K and leaving 21,907 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #4691.

LPL Financial first reported a position in NBCR in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold NBCR as of Q2 2026.

LPL Financial held 21,907 shares of Neuberger Core Equity ETF worth $732K as of Q2 2026.
LPL Financial sold 255 Neuberger Core Equity ETF shares in Q2 2026, an estimated $8.35K.
Neuberger Core Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4691 holding.
LPL Financial first reported a position in Neuberger Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held Neuberger Core Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.