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NBSD

Neuberger Short Duration Income ETF
NBSD

68 hedge funds and large institutions have $713M invested in Neuberger Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

24% more capital invested

Capital invested by funds: $578M → $713M (+$136M)

19% more funds holding

Funds holding: 57 → 68 (+11)

7.53% less ownership

Funds ownership: 82.35% → 74.81% (-7.5%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
33
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$78M
2
Bank of America
Bank of America
North Carolina
+$23.9M
3
FF
Francis Financial
+$23M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$19.4M
5
UBS Group
UBS Group
Switzerland
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$48.9M
2
CF
Convergence Financial
Missouri
-$12.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$7.54M
4
Jane Street
Jane Street
New York
-$5.31M
5
JWCA
J.W. Cole Advisors
Florida
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$2.7M +$1.46M +28,531 +115%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.69M -$2.9M -56,613 -52%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$2.68M +$2.6M +50,837 +2,373%
GAM
29
Gotham Asset Management
New York
$1.99M -$19.9K -389 -1%
Stifel Financial
30
Stifel Financial
Missouri
$1.96M +$370K +7,242 +23%
KAS
31
Kestra Advisory Services
Texas
$1.91M +$248K +4,850 +15%
MF
32
Manchester Financial
California
$1.79M -$38.6K -755 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.69M +$1.22M +23,785 +250%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.32M +$1.33M +26,098 New
WIA
35
Wetzel Investment Advisors
Indiana
$1.3M +$532K +10,407 +69%
KWA
36
Kingswood Wealth Advisors
California
$1.07M +$1.08M +21,180 New
GVAG
37
Great Valley Advisor Group
Delaware
$978K -$964K -18,848 -49%
SA
38
Sanctuary Advisors
Indiana
$965K +$289K +5,649 +42%
AWM
39
Angeles Wealth Management
California
$877K – – –
TCM
40
Triumph Capital Management
Colorado
$861K +$868K +16,977 New
CA
41
Claro Advisors
Massachusetts
$680K +$686K +13,411 New
CT
42
Clearstead Trust
Maine
$587K +$592K +11,580 New
SWP
43
Sagespring Wealth Partners
Tennessee
$576K +$6.55K +128 +1%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$491K +$495K +9,685 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$461K +$192K +3,753 +70%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$459K +$4.6K +90 +1%
MOS
47
MGO One Seven
Ohio
$435K +$95.6K +1,870 +28%
SWP
48
Stratos Wealth Partners
Ohio
$399K +$402K +7,869 New
IWM
49
IHT Wealth Management
Illinois
$374K -$60.3K -1,179 -14%
HIS
50
Harvest Investment Services
Illinois
$349K +$352K +6,873 New
1
2
3

NBSD Hedge Fund Activity: Q1 2026 in Review

68 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q1 2026, worth a combined $713M — up 24% from $578M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NBSD positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $78M. The largest seller was Neuberger Berman Group, cutting an estimated $48.9M.

  • 68 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q1 2026, up from 57 in Q4 2025.
  • Funds reported $713M of Neuberger Short Duration Income ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 18 funds opened new Neuberger Short Duration Income ETF positions in Q1 2026 and 5 closed out, a net change of +13 holders.
  • The largest Neuberger Short Duration Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $78M added.
  • The largest Neuberger Short Duration Income ETF seller in Q1 2026 was Neuberger Berman Group, an estimated $48.9M sold.

Based on aggregated 13F filings for Q1 2026.