NBSD Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Neuberger Berman ETF Trust (NBSD) following the 2026 Q2 hedge fund 13F filings?

As of today, NBSD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NBSD gained +0.3% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Neuberger Berman ETF Trust (NBSD)

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

Smart Money Signals — NBSD

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added NBSD 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

67 hedge funds hold NBSD 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 — +570% more funds vs a year ago

fund count last 6Q

+57 new funds entered over the past year (+570% 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 — 72% buying

49 buying19 selling

Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 12 → 15 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 75% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 75% 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.

🚀

Acceleration phase — new buyers rushing in

2 → 12 → 15 → 23 → 19 new funds/Q

New funds entering each quarter: 12 → 15 → 23 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 84% of holders entered in last year

■ 0% veterans ■ 16% 1-2yr ■ 84% new

Of 67 current holders: 56 (84%) 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 — 68% AUM from top-100 funds

68% from top-100 AUM funds

12 of 67 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in NBSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	67	54	24.07%
13F Shares	14M	11M	24.34%
Total Value	$698M	$573M	21.84%
New Positions	19	23	-4
Increased Positions	30	23	+7
Closed Positions	6	1	+5
Reduced Positions	12	8	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

24.07%

13F Shares

14M

11M

24.34%

Total Value

$698M

$573M

21.84%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

67 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NBSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Francis Financial, Inc.	4.08%	493,314	$24.9M
2	Robinson Smith Wealth Advisors LLC	3.13%	103,592	$5.2M
3	Rubicon Advisors, GP	1.75%	47,512	$2.4M
4	Round Rock Advisors LLC	1.68%	257,509	$13.0M
5	Convergence Financial, LLC	0.54%	135,405	$6.8M
6	Wetzel Investment Advisors, INC.	0.34%	19,484	$984K
7	Main Street Financial Solutions, LLC	0.33%	89,684	$4.5M
8	Manchester Financial Inc	0.30%	33,627	$1.7M
9	YHB Investment Advisors, Inc.	0.29%	89,929	$4.5M
10	Triumph Capital Management	0.18%	20,148	$1.0M
11	Integrated Wealth Concepts LLC	0.17%	699,145	$35.3M
12	HighPoint Advisor Group LLC	0.14%	78,269	$4.0M
13	Kraft, Davis & Associates, LLC	0.12%	11,387	$575K
14	Clearstead Trust, LLC	0.11%	16,504	$834K
15	J.W. Cole Advisors, INC.	0.07%	83,024	$4.2M
16	Claro Advisors Inc.	0.07%	13,497	$682K
17	Paulson Wealth Management Inc.	0.07%	6,462	$326K
18	Neuberger Berman Group LLC	0.06%	1,893,567	$95.6M
19	Wealth Enhancement Advisory Services, LLC	0.03%	298,048	$15.1M
20	LPL Financial LLC	0.02%	2,057,290	$103.9M
21	Kingswood Wealth Advisors, LLC	0.02%	11,118	$562K
22	Steward Partners Investment Advisory, LLC	0.02%	76,297	$3.9M
23	NWF Advisory Services Inc.	0.02%	4,000	$202K
24	Morgan Stanley	0.01%	5,195,919	$262.4M
25	Great Valley Advisor Group, INC.	0.01%	16,764	$847K

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 (NBSD)

What does the Smart Money Trend signal show for NBSD?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added NBSD 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 NBSD?

More buyers than sellers — 72% buying: Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NBSD holders?

Elite ownership — 68% AUM from top-100 funds: 12 of 67 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in NBSD. 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 NBSD?

Mostly new holders — 75% 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.

Is it too late to buy Neuberger Berman ETF Trust (NBSD) following the 2026 Q2 hedge fund 13F filings?

As of today, NBSD has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), NBSD has gained +0.3% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Neuberger Berman ETF Trust (NBSD)

Smart Money Signals — NBSD

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +570% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~19 new funds per quarter

Mostly new holders — 75% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 84% of holders entered in last year

Elite ownership — 68% AUM from top-100 funds

Institutional Sentiment Summary — NBSD

Hedge Fund Ownership: NBSD

Market Analysis: NBSD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NBSD

Is It Too Late to Buy Neuberger Berman ETF Trust (NBSD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NBSD

Statistics: NBSD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neuberger Berman ETF Trust (NBSD)

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