NEUBERGER OPTION STRATEGY ETF

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NBOS·64135A705·US·ETF·Unknown - Unknown

NBOS (NEUBERGER OPTION STRATEGY ETF) is held by 22 institutional investors as of Q2 2026. Largest holders: Neuberger Berman Group LLC ($186M), ASSETMARK, INC ($28.5M), LPL Financial LLC ($15.9M). Net institutional sentiment: Mixed.

22

Holders

(3 Elite)

$255.5M

Total Value

50% (20)

Consensus

10 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)69

Activist (13D/13G)41

Congressional (STOCK Act)81

Holder Quality

49

★★★★★

Elite

13

★★★★

Strong

57

★★★

Solid

15

★★

Below

46

★

Weak

Held by 22 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for NBOS.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Neuberger Berman Group LLC	Decreased	6.6M(-2.1%)	$186M	0.1%	+32.13%	0
ASSETMARK, INC	Decreased	1M(-1.7%)	$28.5M	0.0%	+32.25%	0
LPL Financial LLC	Decreased	567,965(-5.6%)	$15.9M	0.0%	+24.30%	0
WAWealthspire Advisors, LLC	Increased	208,415(+0.2%)	$5.8M	0.0%	+22.73%	27
OSAIC HOLDINGS, INC.	Increased	176,163(+128.6%)	$4.9M	0.0%	+7.39%	43
RAYMOND JAMES FINANCIAL INC	Increased	133,036(+12.2%)	$3.7M	0.0%	+11.69%	30
UBS Group AG	Increased	93,701(+2.5%)	$2.6M	0.0%	+24.18%	27
Steward Partners Investment Advisory, LLC	Increased	77,994(+633.7%)	$2.2M	0.0%	+5.40%	42
MML INVESTORS SERVICES, LLC	Decreased	58,493(-89.7%)	$1.6M	0.0%	+28.80%	0
HB Wealth Management, LLC	Decreased	32,202(-8.0%)	$902,110	0.0%	+26.48%	0
JPMORGAN CHASE & CO	Decreased	24,328(-64.5%)	$678,031	0.0%	+12.12%	0
Cerity Partners LLC	Increased	23,150(+13.2%)	$648,571	0.0%	+8.33%	28
Savant Capital, LLC	Increased	16,960(+78.1%)	$463,024	0.0%	+8.21%	37
GOLDMAN SACHS GROUP INC	New	11,610	$325,244	0.0%	+2.12%	36
STIFEL FINANCIAL CORP	Unchanged	10,979	$307,567	0.0%	+13.53%	0
IWIntegrated Wealth Concepts LLC	New	10,078	$282,334	0.0%	+2.12%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	8,590(-2.7%)	$240,630	0.0%	+17.82%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	4,464(+54.5%)	$125,059	0.0%	+6.71%	31
Allworth Financial LP	Unchanged	2,963	$83,006	0.0%	+32.25%	0
Farther Finance Advisors, LLC	Decreased	1,665(-14.6%)	$46,643	0.0%	+15.38%	0

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NBOSNEUBERGER OPTION STRATEGY ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer