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NBSD

Neuberger Short Duration Income ETF

35 hedge funds and large institutions have $356M invested in Neuberger Short Duration Income ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more funds holding

Funds holding: 2135 (+14)

48% more capital invested

Capital invested by funds: $241M → $356M (+$115M)

5.72% more ownership

Funds ownership: 78.55%84.27% (+5.7%)

Holders
35
Holders Change
+14
Holders Change %
+66.67%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$159M -$1.81M -35,511 -1%
LPL Financial
2
LPL Financial
California
$54.4M +$21.2M +414,555 +64%
Raymond James Financial
3
Raymond James Financial
Florida
$40.7M +$20.2M +395,411 +99%
Morgan Stanley
4
Morgan Stanley
New York
$26.9M +$26.9M +526,638 +13,165,950%
CF
5
Convergence Financial
Missouri
$11.4M +$11.4M +222,811 New
PWM
6
Paulson Wealth Management
Illinois
$11.2M +$998K +19,532 +10%
RRA
7
Round Rock Advisors
Connecticut
$8.59M +$8.58M +167,892 New
SPIA
8
Steward Partners Investment Advisory
New York
$6.6M +$873K +17,084 +15%
Bank of America
9
Bank of America
North Carolina
$6.25M +$6.24M +122,071 New
Osaic Holdings
10
Osaic Holdings
Arizona
$5.8M +$5.79M +113,390 New
RSWA
11
Robinson Smith Wealth Advisors
Maine
$4.86M +$4.63M +90,614 +2,034%
NA
12
NewEdge Advisors
Louisiana
$3.65M +$2.77M +54,154 +315%
JWCA
13
J.W. Cole Advisors
Florida
$3.47M +$3.26M +63,827 +1,623%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.56M +$1.83M +35,739 +250%
MF
15
Manchester Financial
California
$1.78M -$392K -7,664 -18%
KAS
16
Kestra Advisory Services
Texas
$1.44M +$546K +10,682 +61%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$890K +$674K +13,197 +314%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$820K +$819K +16,024 New
SA
19
Sanctuary Advisors
Indiana
$712K +$711K +13,911 New
AI
20
Atria Investments
North Carolina
$662K +$661K +12,933 New
Citadel Advisors
21
Citadel Advisors
Florida
$656K +$656K +12,830 New
WIA
22
Wetzel Investment Advisors
Indiana
$558K +$65.6K +1,284 +13%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$507K +$507K +9,917 New
Cerity Partners
24
Cerity Partners
New York
$466K -$49.5K -968 -10%
IWM
25
IHT Wealth Management
Illinois
$364K +$364K +7,122 New

NBSD Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q3 2025, worth a combined $356M — up 48% from $241M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NBSD positions and 3 closed out — a net gain of 14 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.9M. The largest seller was Goldman Sachs, cutting an estimated $2M.

  • 35 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $356M of Neuberger Short Duration Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 17 funds opened new Neuberger Short Duration Income ETF positions in Q3 2025 and 3 closed out, a net change of +14 holders.
  • The largest Neuberger Short Duration Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $26.9M added.
  • The largest Neuberger Short Duration Income ETF seller in Q3 2025 was Goldman Sachs, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2025.