We are live on ! Find out more
NBSD

Neuberger Short Duration Income ETF

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: 3557 (+22)

62% more capital invested

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

50% more funds holding in top 10

Funds holding in top 10: 23 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$146M -$12.4M -242,924 -8%
Morgan Stanley
2
Morgan Stanley
New York
$126M +$99.3M +1,939,140 +368%
LPL Financial
3
LPL Financial
California
$66.1M +$11.8M +229,531 +22%
Raymond James Financial
4
Raymond James Financial
Florida
$54.9M +$14.2M +278,254 +35%
Bank of America
5
Bank of America
North Carolina
$36.8M +$30.6M +597,032 +489%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$22.9M +$22.6M +440,819 +6,773%
PWM
7
Paulson Wealth Management
Illinois
$12.6M +$1.38M +27,040 +12%
CF
8
Convergence Financial
Missouri
$12.1M +$673K +13,142 +6%
RRA
9
Round Rock Advisors
Connecticut
$11.6M +$3.02M +58,943 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.3M +$4.53M +88,509 +78%
Jane Street
11
Jane Street
New York
$9.76M +$9.77M +190,743 New
SPIA
12
Steward Partners Investment Advisory
New York
$6.13M -$469K -9,154 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.61M +$4.79M +93,640 +584%
RSWA
14
Robinson Smith Wealth Advisors
Maine
$5.11M +$245K +4,781 +5%
RA
15
Rubicon Advisors
California
$4.09M +$4.09M +79,946 New
HAG
16
HighPoint Advisor Group
Illinois
$4.06M +$4.06M +79,254 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.71M +$1.15M +22,525 +45%
JWCA
18
J.W. Cole Advisors
Florida
$3.44M -$24.2K -473 -0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.9M +$2.9M +56,574 New
NA
20
NewEdge Advisors
Louisiana
$2.69M -$958K -18,705 -26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.66M +$1.77M +34,584 +199%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$2.48M +$1.97M +38,452 +388%
YIA
23
YHB Investment Advisors
Connecticut
$2.45M +$2.45M +47,856 New
GAM
24
Gotham Asset Management
New York
$2.03M +$2.03M +39,727 New
GVAG
25
Great Valley Advisor Group
Delaware
$1.95M +$1.95M +38,140 New

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.