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NBSD

Neuberger Short Duration Income ETF
NBSD

57 hedge funds and large institutions have $578M invested in Neuberger Short Duration Income ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

63% more funds holding

Funds holding: 35 → 57 (+22)

62% more capital invested

Capital invested by funds: $356M → $578M (+$222M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

1.92% less ownership

Funds ownership: 84.27% → 82.35% (-1.9%)

Holders
57
Holders Change
+22
Holders Change %
+62.86%
% of All Funds
0.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
24
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$99.3M
2
Bank of America
Bank of America
North Carolina
+$30.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.6M
4
Raymond James Financial
Raymond James Financial
Florida
+$14.2M
5
LPL Financial
LPL Financial
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$12.4M
2
NA
NewEdge Advisors
Louisiana
-$958K
3
SPIA
Steward Partners Investment Advisory
New York
-$469K
4
Goldman Sachs
Goldman Sachs
New York
-$290K
5
Cerity Partners
Cerity Partners
New York
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
26
Manchester Financial
California
$1.84M +$63.3K +1,237 +4%
KAS
27
Kestra Advisory Services
Texas
$1.68M +$241K +4,713 +17%
FTUS
28
Flow Traders U.S.
New York
$1.65M +$1.65M +32,241 New
Stifel Financial
29
Stifel Financial
Missouri
$1.61M +$1.25M +24,381 +345%
Citadel Advisors
30
Citadel Advisors
Florida
$1.54M +$884K +17,259 +135%
PAG
31
Private Advisor Group
New Jersey
$1.27M +$1.27M +24,777 New
SL
32
Systelligence LLC
Minnesota
$1.13M +$1.13M +22,068 New
AWM
33
Angeles Wealth Management
California
$885K +$885K +17,293 New
WIA
34
Wetzel Investment Advisors
Indiana
$776K +$217K +4,242 +39%
SA
35
Sanctuary Advisors
Indiana
$685K -$27.3K -533 -4%
AI
36
Atria Investments
North Carolina
$614K -$48.4K -946 -7%
SWP
37
Sagespring Wealth Partners
Tennessee
$575K +$575K +11,229 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$486K +$487K +9,504 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$459K +$459K +8,962 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$458K +$458K +8,952 New
IWM
41
IHT Wealth Management
Illinois
$437K +$72.9K +1,424 +20%
MOS
42
MGO One Seven
Ohio
$344K +$59K +1,153 +21%
Cerity Partners
43
Cerity Partners
New York
$338K -$129K -2,518 -28%
GIA
44
Gladstone Institutional Advisory
Florida
$337K +$337K +6,586 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$273K -$6.25K -122 -2%
AFP
46
Ausdal Financial Partners
Iowa
$221K +$221K +4,312 New
MCA
47
Magnolia Capital Advisors
Mississippi
$205K +$205K +4,000 New
NAS
48
NWF Advisory Services
California
$205K +$205K +4,000 New
RZH
49
Relyea Zuckerberg Hanson
Connecticut
$204K +$2.41K +47 +1%
Comerica Bank
50
Comerica Bank
Texas
$143K +$41K +800 +40%
1
2
3

NBSD Hedge Fund Activity: Q4 2025 in Review

57 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q4 2025, worth a combined $578M — up 62% from $356M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NBSD positions and 1 closed out — a net gain of 22 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $99.3M. The largest seller was Neuberger Berman Group, cutting an estimated $12.4M.

  • 57 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $578M of Neuberger Short Duration Income ETF stock for Q4 2025, up 62% quarter-over-quarter.
  • 23 funds opened new Neuberger Short Duration Income ETF positions in Q4 2025 and 1 closed out, a net change of +22 holders.
  • The largest Neuberger Short Duration Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $99.3M added.
  • The largest Neuberger Short Duration Income ETF seller in Q4 2025 was Neuberger Berman Group, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.