Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neuberger Berman ETF Trust (NBOS)

47 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — NBOS

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 87% of 2.5Y peak

87% of all-time peak
47 funds currently hold this stock — 87% of the 2.5-year high of 54 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NBOS is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

25 buying19 selling
Last quarter: 25 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 13 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 34% new

■ 26% conviction (2yr+) ■ 40% medium ■ 34% new
Of the 47 current holders: 12 (26%) held >2 years, 19 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

8 → 11 → 13 → 7 → 10 new funds/Q
New funds entering each quarter: 11 → 13 → 7 → 10. NBOS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 28% veterans, 47% new entrants

■ 28% veterans ■ 26% 1-2yr ■ 47% new
Of 47 current holders: 13 (28%) held 2+ years, 12 held 1–2 years, 22 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
8 of 47 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 2026 Q2, 25 hedge funds were net buyers of NBOS (10 opened a new position, 15 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 67% of total institutional value in NBOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 47.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: NBOS
47 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 44 6.82%
13F Shares 11M 11M -4.68%
Total Value $305M $306M -0.21%
New Positions 10 7 +3
Increased Positions 15 16 -1
Closed Positions 7 17 -10
Reduced Positions 12 13 -1
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 Q2)

47 + 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 NBOS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marquette Associates, INC. 9.44% 462,368 $13.0M
2 Marshall Investment Management, LLC 0.84% 71,901 $2.0M
3 Cary Street Partners Financial LLC 0.46% 758,975 $21.3M
4 Proficio Capital Partners LLC 0.21% 207,525 $5.8M
5 Fifth Third Securities, INC. 0.16% 99,622 $2.8M
6 Neuberger Berman Group LLC 0.12% 6,638,404 $186.0M
7 Fortitude Advisory Group L.L.C. 0.12% 11,401 $319K
8 TFB Advisors LLC 0.09% 7,330 $205K
9 Assetmark, Inc 0.05% 1,018,963 $28.5M
10 Quest 10 Wealth Builders, Inc. 0.04% 1,959 $55K
11 Cary Street Partners Investment Advisory LLC 0.04% 7,457 $209K
12 Wealthspire Advisors, LLC 0.03% 208,415 $5.8M
13 Compass Financial Management LLC 0.02% 4,583 $130K
14 J.W. Cole Advisors, INC. 0.01% 29,692 $832K
15 Old Mission Capital LLC 0.01% 31,911 $894K
16 Steward Partners Investment Advisory, LLC 0.01% 77,994 $2.2M
17 Equitable Holdings, Inc. 0.01% 51,647 $1.4M
18 Osaic Holdings, INC. 0.01% 176,163 $4.9M
19 Harbour Investments, INC. 0.01% 15,261 $428K
20 HB Wealth Management, LLC 0.01% 32,202 $902K
21 LPL Financial LLC 0.00% 567,965 $15.9M
22 Mml Investors Services, LLC 0.00% 58,493 $1.6M
23 Key Capital Management, INC 0.00% 175 $5K
24 Triumph Capital Management 0.00% 478 $13K
25 Lanark Financial, INC. 0.00% 1,117 $31K
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 Berman ETF Trust (NBOS)

What does the Smart Money Trend signal show for NBOS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 25 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NBOS holders?

Elite ownership — 67% AUM from top-100 funds: 8 of 47 holders are among the 100 largest funds by AUM, controlling 67% 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?

Mixed — 26% long-term, 34% new: Of the 47 current holders: 12 (26%) held >2 years, 19 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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