We are live on ! Find out more
NBSD

Neuberger Short Duration Income ETF

67 hedge funds and large institutions have $709M invested in Neuberger Short Duration Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 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

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $578M → $709M (+$131M)

18% more funds holding

Funds holding: 5767 (+10)

8.01% less ownership

Funds ownership: 82.35%74.34% (-8%)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.82%
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
32
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$202M +$78M +1,525,516 +62%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$96.3M -$48.9M -955,231 -33%
LPL Financial
3
LPL Financial
California
$81M +$15.6M +304,975 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$66.5M +$12.2M +237,846 +22%
Bank of America
5
Bank of America
North Carolina
$60.1M +$23.9M +466,842 +65%
FF
6
Francis Financial
$22.8M +$23M +449,307 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$19.7M +$19.4M +378,945 +4,233%
UBS Group
8
UBS Group
Switzerland
$16M +$16.2M +316,045 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.2M -$7.54M -147,460 -33%
PWM
10
Paulson Wealth Management
Illinois
$14.4M +$1.93M +37,823 +15%
RRA
11
Round Rock Advisors
Connecticut
$12.6M +$1.09M +21,356 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.2M +$935K +18,285 +9%
SPIA
13
Steward Partners Investment Advisory
New York
$7.15M +$1.08M +21,074 +18%
Citadel Advisors
14
Citadel Advisors
Florida
$6.49M +$5M +97,835 +325%
RA
15
Rubicon Advisors
California
$6.04M +$2M +39,149 +49%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.93M +$2.27M +44,422 +61%
RSWA
17
Robinson Smith Wealth Advisors
Maine
$5.61M +$552K +10,802 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.33M +$2.72M +53,149 +102%
Jane Street
19
Jane Street
New York
$4.41M -$5.31M -103,805 -54%
HAG
20
HighPoint Advisor Group
Illinois
$4.36M +$341K +6,668 +8%
YIA
21
YHB Investment Advisors
Connecticut
$4.02M +$1.6M +31,345 +65%
NA
22
NewEdge Advisors
Louisiana
$3.23M +$565K +11,050 +21%
MA
23
Mutual Advisors
Nebraska
$2.88M +$2.91M +56,885 New
HighTower Advisors
24
HighTower Advisors
Illinois
$2.85M -$23.3K -456 -0.8%
PAG
25
Private Advisor Group
New Jersey
$2.7M +$1.46M +28,531 +115%

NBSD Hedge Fund Activity: Q1 2026 in Review

67 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Neuberger Short Duration Income ETF (NBSD) for Q1 2026, worth a combined $709M — up 23% 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 32 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.

  • 67 institutional investors held Neuberger Short Duration Income ETF (NBSD) as of Q1 2026, up from 57 in Q4 2025.
  • Funds reported $709M of Neuberger Short Duration Income ETF stock for Q1 2026, up 23% 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.