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Neuberger Option Strategy ETF
NBOS

Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$211M +$210M +8,110,083 New
AssetMark Inc
2
AssetMark Inc
California
$38.2M +$37.9M +1,465,484 New
CSPAM
3
Cary Street Partners Asset Management
Virginia
$36.9M +$36.6M +1,417,347 New
MML Investors Services
4
MML Investors Services
Massachusetts
$16.3M +$16.2M +627,651 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.6M +$15.5M +600,551 New
MA
6
Marquette Associates
Illinois
$8.13M +$8.07M +312,108 New
LPL Financial
7
LPL Financial
California
$4.92M +$4.88M +188,810 New
OPAM
8
Ocean Park Asset Management
California
$3.93M +$3.9M +150,792 New
UBS Group
9
UBS Group
Switzerland
$1.58M +$1.56M +60,512 New
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$655K +$650K +25,157 New
UAG
11
United Advisor Group
Ohio
$557K +$553K +21,392 New
Jane Street
12
Jane Street
New York
$552K +$548K +21,197 New
IWM
13
IHT Wealth Management
Illinois
$538K +$534K +20,665 New
TA
14
TFB Advisors
Kansas
$515K +$524K +20,295 New
Ameriprise
15
Ameriprise
Minnesota
$487K +$483K +18,699 New
OMC
16
Old Mission Capital
Illinois
$420K +$417K +16,121 New
FFA
17
Farther Finance Advisors
California
$389K +$386K +14,929 New
SPIA
18
Steward Partners Investment Advisory
New York
$277K +$275K +10,630 New
EH
19
Equitable Holdings
New York
$272K +$270K +10,436 New
STA
20
Summit Trail Advisors
New York
$207K +$206K +7,962 New
AF
21
Allworth Financial
California
$93.5K +$92.9K +3,593 New
Osaic Holdings
22
Osaic Holdings
Arizona
$78.5K +$77.9K +3,016 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4K +$4.21K +163 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$1.49K +$1.47K +57 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$833 +$827 +32 New
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