NEUBERGER SMALL-MID CAP ETF NBSM
$28.41
-0.3% 52w: $24.21 – $28.71
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data24.2126.4628.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
19
+1 QoQ
13F value
$171.0M
+3.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NBSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 5.1M | $129.4M | 0.1% | +6.6% |
| LPL Financial LLC | Bank broker | 320.4K | $8.1M | 0.0% | -19.5% |
| STAGE HARBOR FINANCIAL, LLC | Wealth advisor | 237.4K | $6.0M | 4.0% | +6.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 214.3K | $5.4M | 0.0% | +9.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 182.4K | $4.6M | 0.0% | -23.4% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 132.1K | $3.3M | 0.0% | -14.7% |
| Broadway Wealth Solutions, Inc. | Wealth advisor | 121.5K | $3.1M | 1.6% | +6.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 114.5K | $2.9M | 0.0% | +28.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 109.1K | $2.7M | 0.0% | +7.7% |
| MOTCO | Other | 66.4K | $1.7M | 0.2% | +15.5% |
| ROYAL BANK OF CANADA | Bank broker | 51.1K | $1.3M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 44.9K | $1.1M | 0.0% | +1.6% |
| JANE STREET GROUP, LLC | Market maker | 13.0K | $327K | 0.0% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 11.6K | $292K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.5K | $289K | 0.0% | -56.4% |
| Chevy Chase Trust Holdings, LLC | Other | 11.1K | $278K | 0.0% | New |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 10.3K | $261K | 0.1% | +9.4% |
| BARRETT & COMPANY, INC. | Wealth advisor | 3.3K | $84K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 75 | $2K | 0.0% | New |
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