NEUBERGER SHORT DURATION INC NBSD
$50.56
+0.1% 52w: $48.39 – $50.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.3949.4850.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
67
+10 QoQ
13F value
$708.7M
+22.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NBSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.0M | $202.4M | 0.0% | +61.9% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 1.9M | $96.3M | 0.1% | -33.5% |
| LPL Financial LLC | Bank broker | 1.6M | $81.0M | 0.0% | +23.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $66.5M | 0.0% | +22.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $60.1M | 0.0% | +64.9% |
| Francis Financial, Inc. | Wealth advisor | 449.3K | $22.8M | 4.2% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 387.9K | $19.7M | 0.2% | +4233.1% |
| UBS Group AG | Bank broker | 316.0K | $16.0M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 299.9K | $15.2M | 0.0% | -33.0% |
| Paulson Wealth Management Inc. | Wealth advisor | 283.8K | $14.4M | 3.4% | +15.4% |
| Round Rock Advisors LLC | Wealth advisor | 248.2K | $12.6M | 1.9% | +9.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 220.2K | $11.2M | 0.0% | +9.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 140.9K | $7.1M | 0.0% | +17.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 127.9K | $6.5M | 0.0% | +325.2% |
| Rubicon Advisors, GP | Wealth advisor | 119.1K | $6.0M | 5.4% | +49.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 117.0K | $5.9M | 0.0% | +61.2% |
| ROBINSON SMITH WEALTH ADVISORS LLC | Wealth advisor | 110.7K | $5.6M | 3.8% | +10.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 105.1K | $5.3M | 0.0% | +102.2% |
| JANE STREET GROUP, LLC | Market maker | 86.9K | $4.4M | 0.0% | -54.4% |
| HighPoint Advisor Group LLC | Wealth advisor | 85.9K | $4.4M | 0.2% | +8.4% |
| YHB Investment Advisors, Inc. | Other | 79.2K | $4.0M | 0.3% | +65.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 63.7K | $3.2M | 0.0% | +21.0% |
| Mutual Advisors, LLC | Wealth advisor | 56.9K | $2.9M | 0.1% | New |
| HighTower Advisors, LLC | Diversified mechanical | 56.1K | $2.8M | 0.0% | -0.8% |
| Private Advisor Group, LLC | Wealth advisor | 53.3K | $2.7M | 0.0% | +115.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 53.1K | $2.7M | 0.0% | -51.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 53.0K | $2.7M | 0.0% | +2373.3% |
| Gotham Asset Management, LLC | Diversified mechanical | 39.3K | $2.0M | 0.0% | -1.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 38.7K | $2.0M | 0.0% | +23.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 37.7K | $1.9M | 0.0% | +14.7% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 35.3K | $1.8M | 0.3% | -2.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 33.3K | $1.7M | 0.0% | +250.3% |
| JPMORGAN CHASE & CO | Bank broker | 26.1K | $1.3M | 0.0% | New |
| WETZEL INVESTMENT ADVISORS, INC. | Wealth advisor | 25.6K | $1.3M | 0.5% | +68.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 21.2K | $1.1M | 0.1% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 19.3K | $978K | 0.0% | -49.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 19.0K | $965K | 0.0% | +42.2% |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 17.3K | $877K | 0.0% | Held |
| Triumph Capital Management | Wealth advisor | 17.0K | $861K | 0.2% | New |
| Claro Advisors Inc. | Wealth advisor | 13.4K | $680K | 0.1% | New |
| Clearstead Trust, LLC | Other | 11.6K | $587K | 0.1% | New |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 11.4K | $576K | 0.0% | +1.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 9.7K | $491K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.1K | $461K | 0.0% | +70.2% |
| Cetera Investment Advisers | Wealth advisor | 9.1K | $459K | 0.0% | +1.0% |
| MGO ONE SEVEN LLC | Wealth advisor | 8.6K | $435K | 0.0% | +27.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 7.9K | $399K | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 7.4K | $374K | 0.0% | -13.8% |
| Harvest Investment Services, LLC | Other | 6.9K | $349K | 0.1% | New |
| Cerity Partners LLC | Diversified mechanical | 6.6K | $335K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.