Osaic Holdings
NBSM icon

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

Osaic Holdings’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 		$289K Sell
11,488
-14,880
-56% -$391K ﹤0.01% 3833
2025
Q4 		$665K Sell
26,368
-17,845
-40% -$452K ﹤0.01% 3066
2025
Q3 		$1.15M Buy
+44,213
New +$1.13M ﹤0.01% 2672

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 $21.9B AUM 68.6% 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
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Osaic Holdings's NBSM Position: Q1 2026 in Review

Osaic Holdings reduced its Neuberger Small-Mid Cap ETF (NBSM) stake by 56% in Q1 2026, selling an estimated $391K and leaving 11,488 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Osaic Holdings first reported a position in NBSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2025. 19 funds tracked by Wall St. Rank hold NBSM as of Q1 2026.

  • Osaic Holdings held 11,488 shares of Neuberger Small-Mid Cap ETF worth $289K as of Q1 2026.
  • Osaic Holdings sold 14,880 Neuberger Small-Mid Cap ETF shares in Q1 2026, an estimated $391K.
  • Neuberger Small-Mid Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3833 holding.
  • Osaic Holdings first reported a position in Neuberger Small-Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Neuberger Small-Mid Cap ETF position peaked at $1.15M in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Neuberger Small-Mid Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.