Who owns Neuberger Berman Option Strategy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NBOS from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 46 institutions disclosed 10.9M shares of Neuberger Berman Option Strategy ETF worth $306.3M — about 69.2% of shares outstanding; the largest disclosed holder is NEUBERGER BERMAN GROUP LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$306.3M
value, 2026 filers
69.2%
of shares outstanding (10.9M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NBOS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN GROUP LLC | 6.6M | $186.0M | 0.1% | 42% | -2.1% |
| 2 | ASSETMARK, INC | 1.0M | $28.5M | 0.0% | 6.4% | -1.7% |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | 758,975 | $21.3M | 0.5% | 4.8% | -3.0% |
| 4 | LPL Financial LLC | 567,965 | $15.9M | 0.0% | 3.6% | -5.6% |
| 5 | MARQUETTE ASSOCIATES, INC. | 462,368 | $13.0M | 9.4% | 2.9% | 0.0% |
| 6 | Wealthspire Advisors, LLC | 208,415 | $5.8M | 0.0% | 1.3% | +0.2% |
| 7 | Proficio Capital Partners LLC | 207,525 | $5.8M | 0.2% | 1.3% | -0.4% |
| 8 | OSAIC HOLDINGS, INC. | 176,163 | $4.9M | 0.0% | 1.1% | +128.6% |
| 9 | RAYMOND JAMES FINANCIAL INC | 133,036 | $3.7M | 0.0% | 0.8% | +12.2% |
| 10 | Fifth Third Securities, Inc. | 99,622 | $2.8M | 0.2% | 0.6% | +12.9% |
| 11 | UBS Group AG | 93,701 | $2.6M | 0.0% | 0.6% | +2.5% |
| 12 | Steward Partners Investment Advisory, LLC | 77,994 | $2.2M | 0.0% | 0.5% | +633.7% |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLCNEW | 71,901 | $2.0M | 0.8% | 0.5% | new |
| 14 | MML INVESTORS SERVICES, LLC | 58,493 | $1.6M | 0.0% | 0.4% | -89.7% |
| 15 | Equitable Holdings, Inc. | 51,647 | $1.4M | 0.0% | 0.3% | +112.2% |
| 16 | Janney Montgomery Scott LLC | 37,745 | $1.1M | 0.0% | 0.2% | -0.8% |
| 17 | HB Wealth Management, LLC | 32,202 | $902,110 | 0.0% | 0.2% | -8.0% |
| 18 | OLD MISSION CAPITAL LLC | 31,911 | $893,957 | 0.0% | 0.2% | +72.6% |
| 19 | J.W. COLE ADVISORS, INC.NEW | 29,692 | $831,801 | 0.0% | 0.2% | new |
| 20 | JPMORGAN CHASE & CO | 24,328 | $678,031 | 0.0% | 0.2% | -64.5% |
| 21 | Cerity Partners LLC | 23,150 | $648,571 | 0.0% | 0.1% | +13.2% |
| 22 | Savant Capital, LLC | 16,960 | $463,024 | 0.0% | 0.1% | +78.1% |
| 23 | HARBOUR INVESTMENTS, INC. | 15,261 | $427,523 | 0.0% | 0.1% | +70.1% |
| 24 | GOLDMAN SACHS GROUP INCNEW | 11,610 | $325,244 | 0.0% | 0.1% | new |
| 25 | Fortitude Advisory Group L.L.C.NEW | 11,401 | $319,385 | 0.1% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.