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NBCR

Neuberger Core Equity ETF
NBCR

12 hedge funds and large institutions have $590M invested in Neuberger Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 4 → 12 (+8)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

51% more capital invested

Capital invested by funds: $391M → $590M (+$200M)

11.74% less ownership

Funds ownership: 96.84% → 85.1% (-12%)

Holders
12
Holders Change
+8
Holders Change %
+200%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$190M
2
LPL Financial
LPL Financial
California
+$726K
3
IWA
IBEX Wealth Advisors
New Jersey
+$649K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$628K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$359K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$588M +$190M +6,059,923 +48%
LPL Financial
2
LPL Financial
California
$730K +$726K +23,164 New
IWA
3
IBEX Wealth Advisors
New Jersey
$653K +$649K +20,714 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$642K +$628K +20,058 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$361K +$359K +11,446 New
Morgan Stanley
6
Morgan Stanley
New York
$81.2K +$80.8K +2,578 New
Bank of America
7
Bank of America
North Carolina
$80.4K +$80K +2,553 New
Osaic Holdings
8
Osaic Holdings
Arizona
$74K +$73.5K +2,347 New
NA
9
NewEdge Advisors
Louisiana
$64.1K +$36.4K +1,163 +133%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29K -$794K -25,354 -97%
MCM
11
MAI Capital Management
Ohio
$11.3K +$11.2K +359 New
UBS Group
12
UBS Group
Switzerland
$6.74K +$1.47K +47 +28%