Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEUBERGER OPTION STRATEGY ETF (NBOS)

49 + Investors. Track Smart Money conviction in NBOS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — NBOS

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NBOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
54 hedge funds hold NBOS right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

31 buying19 selling
Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 19 were sellers (13 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 39% entered in last year

■ 0% conviction (2yr+) ■ 61% medium ■ 39% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

17 → 5 → 7 → 11 → 13 new funds/Q
New funds entering each quarter: 5 → 7 → 11 → 13. A growing number of institutions are discovering NBOS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 57% of holders entered in last year

■ 0% veterans ■ 43% 1-2yr ■ 57% new
Of 54 current holders: 31 (57%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
9 of 54 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NBOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NBOS

In 2025 Q4, 31 hedge funds were net buyers of NBOS (13 opened a new position, 18 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in NBOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: NBOS

How many hedge funds hold NBOS — quarterly history vs. share price
Quarterly hedge fund ownership of NBOS vs. share price

Market Analysis: NBOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NBOS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: NBOS
2026 Q1 Stats Unlock in 1 days 49 + Investors

Track Smart Money conviction in NBOS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 44 11.36%
13F Shares 12M 12M 0.32%
Total Value $327M $321M 1.86%
New Positions 11 10 +1
Increased Positions 18 13 +5
Closed Positions 6 6 -
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NBOS

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Institutional Holders (2026 Q1)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NBOS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of NBOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MARQUETTE ASSOCIATES, INC. 13.45% 462,368 $12.4M
2 CARY STREET PARTNERS FINANCIAL LLC 0.52% 782,769 $20.9M
3 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.39% 56,432 $1.5M
4 Proficio Capital Partners LLC 0.30% 208,425 $5.6M
5 FIFTH THIRD SECURITIES, INC. 0.15% 88,237 $2.4M
6 Neuberger Berman Group LLC 0.14% 6,778,333 $181.3M
7 ASSETMARK, INC 0.06% 1,037,056 $27.7M
8 Quest 10 Wealth Builders, Inc. 0.05% 1,959 $52K
9 Wealthspire Advisors, LLC 0.04% 207,936 $5.6M
10 MML INVESTORS SERVICES, LLC 0.04% 567,214 $15.2M
11 CWM, LLC 0.01% 175,994 $4.7M
12 Cornerstone Wealth Partners, LLC 0.01% 655 $18K
13 OLD MISSION CAPITAL LLC 0.01% 18,485 $494K
14 HB Wealth Management, LLC 0.01% 34,997 $936K
15 Equitable Holdings, Inc. 0.00% 24,342 $664K
16 LPL Financial LLC 0.00% 601,378 $16.1M
17 HARBOUR INVESTMENTS, INC. 0.00% 8,971 $240K
18 Key Capital Management, INC 0.00% 175 $5K
19 OSAIC HOLDINGS, INC. 0.00% 77,055 $2.1M
20 Triumph Capital Management 0.00% 464 $12K
21 Janney Montgomery Scott LLC 0.00% 38,050 $1K
22 Concurrent Investment Advisors, LLC 0.00% 8,476 $227K
23 NFSG Corp 0.00% 560 $15K
24 NBC SECURITIES, INC. 0.00% 1,117 $30K
25 Steward Partners Investment Advisory, LLC 0.00% 10,630 $284K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEUBERGER OPTION STRATEGY ETF (NBOS)

What does the Smart Money Trend signal show for NBOS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NBOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NBOS?

More buyers than sellers — 62% buying: Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 19 were sellers (13 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NBOS holders?

Elite ownership — 63% AUM from top-100 funds: 9 of 54 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in NBOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NBOS?

Mostly new holders — 39% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.