Mariner
NBSM icon

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

Mariner’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
2025
Q3 		– Sell
-70,096
Closed -$1.76M – 3791
2025
Q2 		$1.76M Buy
70,096
+8,248
+13% +$198K ﹤0.01% 1425
2025
Q1 		$1.48M Buy
+61,848
New +$1.55M ﹤0.01% 1407

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mariner's NBSM Position: Q3 2025 in Review

Mariner sold out of Neuberger Small-Mid Cap ETF (NBSM) in Q3 2025, closing a stake of 70,096 shares — an estimated $1.76M sold.

Mariner first reported a position in NBSM in Q1 2025 and held it in 2 quarters. The position peaked at $1.76M in Q2 2025. 16 funds tracked by Wall St. Rank hold NBSM as of Q3 2025.

  • Mariner reported no remaining Neuberger Small-Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Mariner sold 70,096 Neuberger Small-Mid Cap ETF shares in Q3 2025, an estimated $1.76M.
  • Mariner first reported a position in Neuberger Small-Mid Cap ETF in Q1 2025 and held it in 2 quarters.
  • Mariner's Neuberger Small-Mid Cap ETF position peaked at $1.76M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.