Neuberger Berman Group LLC NBCR — NEUBERGER BERMAN CORE EQ ETF

Ownership history in Neuberger Berman Group LLC  ·  7 quarters on record

AI Ownership Summary

Neuberger Berman Group LLC reported NEUBERGER BERMAN CORE EQ ETF (NBCR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows NBCR at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Neuberger Berman Group LLC's position in NEUBERGER BERMAN CORE EQ ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBCR was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBCR stock page Neuberger Berman Group LLC fund profile Neuberger Berman Group LLC full holdings
How Neuberger Berman Group LLC held NBCR — position size vs. price
% of Fund (quarterly)    NBCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 22,069,952 +3,424,120 +18.4% 0.50% $654.9M 2026-05-14 $33.66
2025 Q4 ADDED — — — 18,645,832 +6,059,923 +48.1% 0.44% $587.5M 2026-02-13 $31.15
2025 Q3 ADDED — — — 12,585,909 +2,696,136 +27.3% 0.28% $389.9M 2025-11-12 $31.49
2025 Q2 ADDED — — — 9,889,773 +145,697 +1.5% 0.22% $284.6M 2025-08-13 $29.77
2025 Q1 ADDED — — — 9,744,076 +300,942 +3.2% 0.21% $251.5M 2025-05-13 $27.08
2024 Q4 ADDED — — — 9,443,134 +833,192 +9.7% 0.20% $251.8M 2025-02-13 $27.77
2024 Q3 INITIATED — — — 8,609,942 — — 0.18% $228.1M 2024-11-14 $27.10

🏢 Other funds also holding NBCR

As of 2026 Q1 — sorted by position size

IBEX WEALTH ADVISORS 3Y 7Y 0.04% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% Chevy Chase Trust Holdings, LLC 3Y 7Y 0.0% HRT FINANCIAL LP 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% MAI Capital Management 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About Neuberger Berman Group LLC and NBCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Neuberger Berman Group LLC reported owning NBCR?

Neuberger Berman Group LLC reported NBCR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NBCR position in Neuberger Berman Group LLC's portfolio?

The largest reported portfolio weight for NBCR was 0.50% in 2026 Q1.

What is the latest reported NBCR position on this page?

The most recent filing on this page is 2026 Q1, when Neuberger Berman Group LLC reported 22,069,952 shares, equal to 0.50% of portfolio, with an estimated market value of $654.9M.

What does the chart on this NBCR ownership page compare?

The chart compares Neuberger Berman Group LLC's quarterly NBCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Neuberger Berman Group LLC time their NBCR position?

Based on 13F filing dates vs. subsequent NBCR price moves, Neuberger Berman Group LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on NBCR relative to SPY over the holding period was -2.2%.

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