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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
Cerity Partners
51
Cerity Partners
New York
$335K – – –
KDA
52
Kraft Davis & Associates
Missouri
$325K +$328K +6,411 New
GIA
53
Gladstone Institutional Advisory
Florida
$312K -$21.8K -427 -6%
AI
54
Atria Investments
North Carolina
$283K -$328K -6,407 -53%
AFP
55
Ausdal Financial Partners
Iowa
$264K +$45.5K +889 +21%
ACA
56
Aptus Capital Advisors
Alabama
$217K +$219K +4,273 New
RZH
57
Relyea Zuckerberg Hanson
Connecticut
$205K +$2.35K +46 +1%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$205K +$206K +4,033 New
NAS
59
NWF Advisory Services
California
$203K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$121K +$42.9K +839 +54%
CWP
61
Cornerstone Wealth Partners
Michigan
$50.9K +$51.3K +1,004 New
GWM
62
Geneos Wealth Management
Colorado
$50.8K +$563 +11 +1%
PTC
63
Private Trust Company
Ohio
$20.3K – – –
IA
64
IFG Advisory
Georgia
$17.3K +$17.4K +341 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$9.89K +$9.97K +195 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3.8K – – –
SC
67
SouthState Corp
Florida
$2.79K +$2.81K +55 New
FFA
68
Farther Finance Advisors
California
$1.47K – – –
CF
69
Convergence Financial
Missouri
– -$12.1M -235,953 Closed
JWCA
70
J.W. Cole Advisors
Florida
– -$3.44M -67,287 Closed
FTUS
71
Flow Traders U.S.
New York
– -$1.65M -32,241 Closed
SL
72
Systelligence LLC
Minnesota
– -$1.13M -22,068 Closed
MCA
73
Magnolia Capital Advisors
Mississippi
– -$205K -4,000 Closed
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.