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Neuberger Berman Option Strategy ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$208M 8,148,829 +47,346 +0.6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.1M 1,333,082 +991,815 +291%
AssetMark Inc
3
AssetMark Inc
California
$34M 1,331,081 -38,600 -3%
LPL Financial
4
LPL Financial
California
$17.2M 673,980 +241,019 +56%
MML Investors Services
5
MML Investors Services
Massachusetts
$14.9M 583,682 +68,730 +13%
MA
6
Marquette Associates
Illinois
$11.8M 462,368 +150,260 +48%
AWM
7
AE Wealth Management
Kansas
$9.48M 370,790 -18,350 -5%
WANY
8
Wealthspire Advisors (New York)
New York
$5.82M 227,503 +8,369 +4%
UBS Group
9
UBS Group
Switzerland
$3.24M 126,811 -42,333 -25%
Raymond James Financial
10
Raymond James Financial
Florida
$2.84M 110,971 -2,532 -2%
Mariner
11
Mariner
Kansas
$2.06M 80,493 +63,583 +376%
HWM
12
HB Wealth Management
Georgia
$1.73M 67,728 -16,237 -19%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$1.13M 44,328 -2,359 -5%
TA
14
TFB Advisors
Kansas
$542K 21,176 -185 -0.9%
BBHC
15
Brown Brothers Harriman & Co
New York
$539K 21,066
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$480K 18,780 -25,733 -58%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$425K 16,600 +5,925 +56%
IWM
18
IHT Wealth Management
Illinois
$408K 15,952 +597 +4%
EH
19
Equitable Holdings
New York
$287K 11,222 +219 +2%
SAG
20
SageView Advisory Group
California
$282K 11,013 -889 -7%
SPIA
21
Steward Partners Investment Advisory
New York
$272K 10,630
UAG
22
United Advisor Group
Ohio
$269K 10,535 +10,535 New
LI
23
LifeWealth Investments
Florida
$264K 10,309 +10,309 New
Truist Financial
24
Truist Financial
North Carolina
$259K 10,111 -195 -2%
Q1WB
25
Quest 10 Wealth Builders
Virginia
$247K 9,652 -218 -2%