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Neuberger Berman Option Strategy ETF
NBOS

Overview Fund Activity

45 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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.6%
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 Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$277K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$267K +$267K +10,252 New
Truist Financial
28
Truist Financial
North Carolina
$261K -$2.5K -96 -0.9%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$252K -$34.5M -1,323,415 -99%
CIA
30
Concurrent Investment Advisors
Florida
$208K +$3.85K +148 +2%
STA
31
Summit Trail Advisors
New York
$207K – – –
PSFG
32
Park Square Financial Group
Georgia
$142K +$22.9K +881 +19%
FFA
33
Farther Finance Advisors
California
$135K -$11.2K -430 -8%
AF
34
Allworth Financial
California
$77.2K – – –
T
35
Transce3nd
Texas
$56K +$8.72K +335 +18%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$51K -$127K -4,863 -71%
Morgan Stanley
37
Morgan Stanley
New York
$17.9K +$12.4K +475 +223%
NS
38
NBC Securities
Alabama
$15K – – –
NFSG
39
Newbridge Financial Services Group
Florida
$14.6K – – –
CA
40
CoreCap Advisors
Michigan
$11.2K – – –
PA
41
Pineridge Advisors
Missouri
$9.33K +$964 +37 +12%
GRP
42
Global Retirement Partners
California
$1.93K +$1.93K +74 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$833 – – –
SCM
44
Sterling Capital Management
North Carolina
$677 +$78 +3 +13%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$26 – – –
IWM
46
IHT Wealth Management
Illinois
– -$408K -15,952 Closed
UAG
47
United Advisor Group
Ohio
– -$269K -10,535 Closed
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
– -$203K -7,600 Closed
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