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Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

42 hedge funds and large institutions have $353M invested in Neuberger Berman Option Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
11
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$34.1M
2
LPL Financial
2
LPL Financial
California
$17.2M
3
MA
3
Marquette Associates
Illinois
$11.8M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$14.9M
5
Mariner
5
Mariner
Kansas
$2.06M

Top Sellers

1
CSP
1
Cary Street Partners
Virginia
$0
2
AWS
2
Atria Wealth Solutions
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$3.24M
4
AssetMark Inc
4
AssetMark Inc
California
$34M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
STA
26
Summit Trail Advisors
New York
$204K 7,962 – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$203K 7,600 – –
CIA
28
Concurrent Investment Advisors
Florida
$201K 7,844 +7,844 New
Osaic Holdings
29
Osaic Holdings
Arizona
$193K 7,540 -6,285 -45%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$174K 6,816 +6,653 +4,082%
FFA
31
Farther Finance Advisors
California
$145K 5,632 -4,345 -44%
PSFG
32
Park Square Financial Group
Georgia
$117K 4,574 -2 -0%
AF
33
Allworth Financial
California
$73.8K 2,963 – –
T
34
Transce3nd
Texas
$46.4K 1,815 -12 -0.7%
NFSG
35
Newbridge Financial Services Group
Florida
$14.3K 560 – –
NS
36
NBC Securities
Alabama
$14K 580 +580 New
CA
37
CoreCap Advisors
Michigan
$11.1K 432 +432 New
PA
38
Pineridge Advisors
Missouri
$8.2K 321 -18 -5%
Morgan Stanley
39
Morgan Stanley
New York
$5.45K 213 – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$819 32 -15 -32%
SCM
41
Sterling Capital Management
North Carolina
$588 23 – –
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$23 1 – –
CSP
43
Cary Street Partners
Virginia
– – -1,136,112 Closed
AWS
44
Atria Wealth Solutions
New York
– – -117,962 Closed
OMC
45
Old Mission Capital
Illinois
– – -37,263 Closed
AWA
46
Authentikos Wealth Advisory
California
– – -8,459 Closed
FWM
47
FLP Wealth Management
Arkansas
– – -3,440 Closed
NA
48
NewEdge Advisors
Louisiana
– – -600 Closed
Wells Fargo
49
Wells Fargo
California
– – -1 Closed
CFD
50
Creative Financial Designs
Indiana
– – – –
1
2
3