NBOS icon

Neuberger Option Strategy ETF

55 hedge funds and large institutions have $330M invested in Neuberger Option Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$428K
LI
27
LifeWealth Investments
Florida
$393K
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$365K
Truist Financial
29
Truist Financial
North Carolina
$355K
SW
30
Simplicity Wealth
New Jersey
$348K
Stifel Financial
31
Stifel Financial
Missouri
$299K
SPIA
32
Steward Partners Investment Advisory
New York
$290K
Q1WB
33
Quest 10 Wealth Builders
Virginia
$270K
SC
34
Savant Capital
Illinois
$259K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$254K
CIA
36
Concurrent Investment Advisors
Florida
$227K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$209K
KFG
38
Kingdom Financial Group
Arizona
$162K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$85.1K
AF
40
Allworth Financial
California
$80.8K
SAM
41
Smartleaf Asset Management
Massachusetts
$54K
RCM
42
Raleigh Capital Management
North Carolina
$43.8K
NS
43
NBC Securities
Alabama
$30.5K
NA
44
NewEdge Advisors
Louisiana
$27.3K
SAG
45
SageView Advisory Group
California
$21.5K
FFA
46
Farther Finance Advisors
California
$16.6K
NFSG
47
Newbridge Financial Services Group
Florida
$15.3K
TCM
48
Triumph Capital Management
Colorado
$12.7K
NA
49
Networth Advisors
Pennsylvania
$11.2K
LAS
50
Lloyd Advisory Services
Georgia
$10.6K