NBSM · Neuberger Small-Mid Cap ETF ETF
$28.95
-0.06 (-0.19%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $354,798
Total Shares: 12,358
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2025Top Holder
100.0%
+6.7 pts
Top 5
100.0%
+0.8 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+1,291
Quarterly Activity
vs Mar 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
8
Unchanged
0
Holder count:
-7
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 12,358 | $354,798 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega NEUBERGER BERMAN GROUP LLC | 6,984,393 | $167,206,367 | |
| Mega RAYMOND JAMES FINANCIAL INC | 143,910 | $3,445,204 | |
| Mega BANK OF AMERICA CORP /DE/ | 127,659 | $3,056,155 | |
| Mega LPL Financial LLC | 107,921 | $2,583,628 | |
| Large Mariner, LLC | 61,848 | $1,480,641 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC NBSM | $354,798 | 100.00% | 12,358 | Shares | 2026-09-02 |