NEUBERGER OPTION STRATEGY ET NBOS
$28.02
-0.1% 52w: $23.54 – $28.05
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.5425.8028.05
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
-9 QoQ
13F value
$308.9M
-6.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NBOS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 6.8M | $181.3M | 0.1% | -2.1% |
| ASSETMARK, INC | Wealth advisor | 1.0M | $27.7M | 0.1% | -2.1% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 782.8K | $20.9M | 0.5% | +1.8% |
| LPL Financial LLC | Bank broker | 601.4K | $16.1M | 0.0% | +3.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 567.2K | $15.2M | 0.0% | -7.8% |
| MARQUETTE ASSOCIATES, INC. | Wealth advisor | 462.4K | $12.4M | 13.5% | Held |
| Proficio Capital Partners LLC | Wealth advisor | 208.4K | $5.6M | 0.3% | +102.2% |
| Wealthspire Advisors, LLC | Wealth advisor | 207.9K | $5.6M | 0.0% | -3.4% |
| CWM, LLC | Wealth advisor | 176.0K | $4.7M | 0.0% | +5.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 118.5K | $3.2M | 0.0% | +218.0% |
| UBS Group AG | Bank broker | 91.4K | $2.4M | 0.0% | +15.0% |
| Fifth Third Securities, Inc. | Wealth advisor | 88.2K | $2.4M | 0.2% | +79.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 77.1K | $2.1M | 0.0% | +27.0% |
| JPMORGAN CHASE & CO | Bank broker | 68.6K | $1.8M | 0.0% | +93.6% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Other | 56.4K | $1.5M | 0.4% | +28.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 38.0K | $1.0M | 0.0% | +26.0% |
| HB Wealth Management, LLC | Wealth advisor | 35.0K | $936K | 0.0% | -28.0% |
| Equitable Holdings, Inc. | Wealth advisor | 24.3K | $664K | 0.0% | +55.2% |
| Cerity Partners LLC | Diversified mechanical | 20.5K | $547K | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 18.5K | $494K | 0.0% | -29.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.2K | $300K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 11.0K | $294K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 10.6K | $284K | 0.0% | Held |
| Savant Capital, LLC | Wealth advisor | 9.5K | $255K | 0.0% | +0.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 9.0K | $240K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.8K | $236K | 0.0% | +15.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 8.5K | $227K | 0.0% | +2.0% |
| AE Wealth Management LLC | Wealth advisor | 7.7K | $206K | 0.0% | -98.5% |
| Allworth Financial LP | Wealth advisor | 3.0K | $79K | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.9K | $77K | 0.0% | -7.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.9K | $77K | 0.0% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 2.0K | $52K | 0.0% | -80.2% |
| Farther Finance Advisors, LLC | Wealth advisor | 1.9K | $52K | 0.0% | +219.7% |
| NBC SECURITIES, INC. | Diversified mechanical | 1.1K | $30K | 0.0% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 1.0K | $27K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 994 | $27K | 0.0% | New |
| Cornerstone Wealth Partners, LLC | Wealth advisor | 655 | $18K | 0.0% | New |
| NFSG Corp | Diversified mechanical | 560 | $15K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 464 | $12K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 213 | $6K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 182 | $5K | 0.0% | +2.2% |
| Key Capital Management, INC | Wealth advisor | 175 | $5K | 0.0% | -99.2% |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 101 | $3K | 0.0% | New |
| Networth Advisors, LLC | Wealth advisor | 51 | $1K | 0.0% | -87.6% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 6 | $150 | 0.0% | -98.5% |
| Kingdom Financial Group LLC. | Wealth advisor | 6 | $150 | 0.0% | -99.9% |
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