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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 %
Neuberger Berman Group
1
Neuberger Berman Group
New York
$205M -$6.83M -262,340 -3%
AssetMark Inc
2
AssetMark Inc
California
$33.3M -$1.36M -52,189 -4%
MML Investors Services
3
MML Investors Services
Massachusetts
$15M -$154K -5,902 -1%
LPL Financial
4
LPL Financial
California
$14.3M -$3.24M -124,384 -18%
MA
5
Marquette Associates
Illinois
$12M – – –
AWM
6
AE Wealth Management
Kansas
$11.7M +$2.03M +78,050 +21%
PCP
7
Proficio Capital Partners
Massachusetts
$7.71M +$7.71M +6,924,529 New
WANY
8
Wealthspire Advisors (New York)
New York
$5.76M -$162K -6,214 -3%
UBS Group
9
UBS Group
Switzerland
$3.51M +$210K +8,075 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$3.45M +$556K +21,344 +19%
Mariner
11
Mariner
Kansas
$2.08M -$20.6K -792 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.97M +$1.78M +69,368 +920%
Brown Advisory
13
Brown Advisory
Maryland
$1.41M +$1.41M +54,159 New
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$1.29M +$135K +5,187 +12%
HWM
15
HB Wealth Management
Georgia
$1.23M -$537K -20,640 -30%
FTS
16
Fifth Third Securities
Ohio
$1.19M +$1.19M +45,650 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$711K +$279K +10,705 +64%
SW
18
Simplicity Wealth
New Jersey
$644K +$644K +24,718 New
TA
19
TFB Advisors
Kansas
$556K +$4.58K +176 +0.8%
BBHC
20
Brown Brothers Harriman & Co
New York
$549K – – –
PAG
21
Private Advisor Group
New Jersey
$436K +$436K +16,732 New
EH
22
Equitable Holdings
New York
$395K +$103K +3,959 +35%
LI
23
LifeWealth Investments
Florida
$380K +$111K +4,265 +41%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$371K -$118K -4,529 -24%
SAG
25
SageView Advisory Group
California
$294K +$5.33K +203 +2%
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