LPL Financial
NBDS icon

LPL Financial’s Neuberger Disrupters ETF NBDS Stock Holding History

LPL Financial’s Portfolio NBDS Stock Details NBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+5,008
New +$188K ﹤0.01% 5715
2026
Q1 		– Sell
-6,188
Closed -$219K – 6102
2025
Q4 		$219K Sell
6,188
-481
-7% -$17.5K ﹤0.01% 5389
2025
Q3 		$242K Buy
6,669
+146
+2% +$5.07K ﹤0.01% 5212
2025
Q2 		$224K Buy
+6,523
New +$191K ﹤0.01% 5002

Other funds holding NBDS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $227M AUM 26.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's NBDS Position: Q2 2026 in Review

LPL Financial opened a new position in Neuberger Disrupters ETF (NBDS) in Q2 2026: 5,008 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #5715 among its holdings. This is a return to the name: LPL Financial previously reported a position in NBDS as recently as Q4 2025.

LPL Financial first reported a position in NBDS in Q2 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 9 funds tracked by Wall St. Rank hold NBDS as of Q2 2026.

  • LPL Financial held 5,008 shares of Neuberger Disrupters ETF worth $213K as of Q2 2026.
  • Neuberger Disrupters ETF was a new LPL Financial position in Q2 2026.
  • Neuberger Disrupters ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5715 holding.
  • LPL Financial first reported a position in Neuberger Disrupters ETF in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's Neuberger Disrupters ETF position peaked at $242K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Neuberger Disrupters ETF as of Q2 2026.

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