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NBSD

Neuberger Short Duration Income ETF

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%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$4.55M +$2.11M +41,315 +85%
Jane Street
20
Jane Street
New York
$4.41M -$5.31M -103,805 -54%
HAG
21
HighPoint Advisor Group
Illinois
$4.36M +$341K +6,668 +8%
YIA
22
YHB Investment Advisors
Connecticut
$4.02M +$1.6M +31,345 +65%
NA
23
NewEdge Advisors
Louisiana
$3.23M +$565K +11,050 +21%
MA
24
Mutual Advisors
Nebraska
$2.88M +$2.91M +56,885 New
HighTower Advisors
25
HighTower Advisors
Illinois
$2.85M -$23.3K -456 -0.8%