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Who owns NBSDWhat NBSD owns — n/a

Who owns Neuberger Berman Short Duration Income ETF?

Institutional ownership of NBSD from SEC Form 13F filings across 56 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.

56

13F holders

$834.6M

value, 2026 filers

230.2%

of shares outstanding (16.8M sh)

10

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 NBSD's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY5.2M$262.4M0.0%71.3%+30.2%
2LPL Financial LLC2.1M$103.9M0.0%28.2%+28.8%
3RAYMOND JAMES FINANCIAL INC2.0M$98.7M0.0%26.8%+49.0%
4NEUBERGER BERMAN GROUP LLC1.9M$95.6M0.1%26%-0.3%
5BANK OF AMERICA CORP /DE/1.7M$88.0M0.0%23.9%+47.0%
6Integrated Wealth Concepts LLC699,145$35.3M0.2%9.6%+80.2%
7AMERIPRISE FINANCIAL INCNEW449,669$22.5M0.0%6.2%new
8UBS Group AG318,934$16.1M0.0%4.4%+0.9%
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC298,048$15.1M0.0%4.1%-0.6%
10OSAIC HOLDINGS, INC.252,485$12.8M0.0%3.5%+14.7%
11Cambridge Investment Research Advisors, Inc.207,988$10,5040.0%2.9%+97.8%
12JANE STREET GROUP, LLC186,121$9.4M0.0%2.6%+114.1%
13COMMONWEALTH EQUITY SERVICES, LLC144,714$7.3M0.0%2%+23.7%
14Convergence Financial, LLCNEW135,405$6.8M0.5%1.9%new
15Main Street Financial Solutions, LLCNEW128,621$6.5M0.4%1.8%new
16JONES FINANCIAL COMPANIES LLLP126,218$6.4M0.0%1.7%+138.2%
17CITADEL ADVISORS LLC84,807$4.3M0.0%1.2%-33.7%
18J.W. COLE ADVISORS, INC.NEW83,024$4.2M0.1%1.1%new
19HighPoint Advisor Group LLC78,269$4.0M0.1%1.1%-8.9%
20Steward Partners Investment Advisory, LLC76,297$3.9M0.0%1%-45.9%
21NewEdge Advisors, LLC72,279$3.7M0.0%1%+83.7%
22Mutual Advisors, LLC60,608$3.1M0.1%0.8%+6.5%
23HighTower Advisors, LLC51,698$2.6M0.0%0.7%-7.9%
24Rubicon Advisors, GP47,512$2.4M1.7%0.7%-60.1%
25GOLDMAN SACHS GROUP INCNEW44,540$2.2M0.0%0.6%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.