NBOS icon

Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

44 hedge funds and large institutions have $328M invested in Neuberger Berman Option Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCP
1
Proficio Capital Partners
Massachusetts
$7.71M
2
AWM
2
AE Wealth Management
Kansas
$11.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.97M
4
Brown Advisory
4
Brown Advisory
Maryland
$1.41M
5
FTS
5
Fifth Third Securities
Ohio
$1.19M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$252K
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$205M
3
LPL Financial
3
LPL Financial
California
$14.3M
4
AssetMark Inc
4
AssetMark Inc
California
$33.3M
5
HWM
5
HB Wealth Management
Georgia
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$277K 10,630 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$267K 10,252 +10,252 New
Truist Financial
28
Truist Financial
North Carolina
$261K 10,015 -96 -0.9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$252K 9,667 -1,323,415 -99%
CIA
30
Concurrent Investment Advisors
Florida
$208K 7,992 +148 +2%
STA
31
Summit Trail Advisors
New York
$207K 7,962 – –
PSFG
32
Park Square Financial Group
Georgia
$142K 5,455 +881 +19%
FFA
33
Farther Finance Advisors
California
$135K 5,202 -430 -8%
AF
34
Allworth Financial
California
$77.2K 2,963 – –
T
35
Transce3nd
Texas
$56K 2,150 +335 +18%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$51K 1,953 -4,863 -71%
Morgan Stanley
37
Morgan Stanley
New York
$17.9K 688 +475 +223%
NS
38
NBC Securities
Alabama
$15K 580 – –
NFSG
39
Newbridge Financial Services Group
Florida
$14.6K 560 – –
CA
40
CoreCap Advisors
Michigan
$11.2K 432 – –
PA
41
Pineridge Advisors
Missouri
$9.33K 358 +37 +12%
GRP
42
Global Retirement Partners
California
$1.93K 74 +74 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$833 32 – –
SCM
44
Sterling Capital Management
North Carolina
$677 26 +3 +13%
IWM
45
IHT Wealth Management
Illinois
– – -15,952 Closed
UAG
46
United Advisor Group
Ohio
– – -10,535 Closed
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– – -7,600 Closed
CFD
48
Creative Financial Designs
Indiana
– – – –
1
2