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
10 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+24.4 pts
Top 5
100.0%
+10.3 pts
Top 10
100.0%
+2.3 pts
HHI
10,000
Highly concentrated+4,214
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
19
Unchanged
0
Holder count:
-18
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 12,358 | $354,798 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega NEUBERGER BERMAN GROUP LLC | 5,135,247 | $129,403,088 | |
| Mega LPL Financial LLC | 320,403 | $8,073,835 | |
| Micro STAGE HARBOR FINANCIAL, LLC | 237,380 | $5,981,738 | |
| Mega RAYMOND JAMES FINANCIAL INC | 214,258 | $5,399,086 | |
| Mega BANK OF AMERICA CORP /DE/ | 182,391 | $4,596,069 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC NBSM | $354,798 | 100.00% | 12,358 | Shares | 2026-09-02 |