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

MOTCO’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 		$1.67M Buy
66,351
+8,896
+15% +$234K 0.15% 111
2025
Q4 		$1.45M Sell
57,455
-452
-0.8% -$11.5K 0.13% 117
2025
Q3 		$1.47M Buy
57,907
+5,425
+10% +$139K 0.13% 118
2025
Q2 		$1.33M Buy
+52,482
New +$1.26M 0.13% 119

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 $14.1B AUM 25.71% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MOTCO's NBSM Position: Q1 2026 in Review

MOTCO increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 15% in Q1 2026, buying an estimated $234K and bringing the position to 66,351 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #111.

MOTCO first reported a position in NBSM in Q2 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

  • MOTCO held 66,351 shares of Neuberger Small-Mid Cap ETF worth $1.67M as of Q1 2026.
  • MOTCO bought 8,896 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $234K.
  • Neuberger Small-Mid Cap ETF made up 0.15% of MOTCO's portfolio in Q1 2026, its #111 holding.
  • MOTCO first reported a position in Neuberger Small-Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.