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

Neuberger Berman Group’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	$129M	Buy	5,135,247 +316,071	+7%	+$8.31M	0.1%	240
2025 Q4	$122M	Buy	4,819,176 +14,578	+0.3%	+$370K	0.09%	263
2025 Q3	$122M	Buy	4,804,598 +50,770	+1%	+$1.3M	0.09%	286
2025 Q2	$119M	Sell	4,753,828 -2,230,565	-32%	-$53.4M	0.09%	271
2025 Q1	$167M	Sell	6,984,393 -514,014	-7%	-$12.9M	0.14%	178
2024 Q4	$190M	Buy	7,498,407 +142,903	+2%	+$3.82M	0.15%	168
2024 Q3	$196M	Buy	7,355,504 +568,589	+8%	+$14.6M	0.15%	173
2024 Q2	$169M	Buy	6,786,915 +994,235	+17%	+$24.9M	0.14%	186
2024 Q1	$149M	Buy	+5,792,680	New	+$148M	0.12%	216

Other funds holding NBSM

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

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

Neuberger Berman Group's NBSM Position: Q1 2026 in Review

Neuberger Berman Group increased its Neuberger Small-Mid Cap ETF (NBSM) stake by 6.6% in Q1 2026, buying an estimated $8.31M and bringing the position to 5,135,247 shares worth $129M. The position accounts for 0.1% of the portfolio, ranked #240.

Neuberger Berman Group first reported a position in NBSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $196M in Q3 2024. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

Neuberger Berman Group held 5,135,247 shares of Neuberger Small-Mid Cap ETF worth $129M as of Q1 2026.
Neuberger Berman Group bought 316,071 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $8.31M.
Neuberger Small-Mid Cap ETF made up 0.1% of Neuberger Berman Group's portfolio in Q1 2026, its #240 holding.
Neuberger Berman Group first reported a position in Neuberger Small-Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
Neuberger Berman Group's Neuberger Small-Mid Cap ETF position peaked at $196M in Q3 2024.
19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.