18 institutions reported holding $56.1M of NEUBERGER BERMAN ETF TRUST (NBOS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($28.5M), CARY STREET PARTNERS FINANCIAL LLC ($21.3M), Fifth Third Securities, Inc. ($2.8M), HB Wealth Management, LLC ($902,110), J.W. COLE ADVISORS, INC. ($831,801). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ASSETMARK, INC | $28.5M | 1.0M | Trimmed |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $21.3M | 758,975 | Trimmed |
| 3 | Fifth Third Securities, Inc. | $2.8M | 99,622 | Added |
| 4 | HB Wealth Management, LLC | $902,110 | 32,202 | Trimmed |
| 5 | J.W. COLE ADVISORS, INC. | $831,801 | 29,692 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $594,000 | 21,212 | Added |
| 7 | Fortitude Advisory Group L.L.C. | $319,385 | 11,401 | New |
| 8 | Concurrent Investment Advisors, LLC | $242,114 | 8,643 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $240,630 | 8,590 | Trimmed |
| 10 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $208,900 | 7,457 | Trimmed |
| 11 | Quest 10 Wealth Builders, Inc. | $54,880 | 1,959 | Hold |
| 12 | Farther Finance Advisors, LLC | $46,643 | 1,665 | Trimmed |
| 13 | NBC SECURITIES, INC. | $31,291 | 1,117 | Hold |
| 14 | Triumph Capital Management | $13,391 | 478 | Added |
| 15 | Key Capital Management, INC | $4,902 | 175 | Hold |
| 16 | Networth Advisors, LLC | $1,439 | 51 | Hold |
| 17 | AE Wealth Management LLC | $0 | 0 | Exited |
| 18 | Cornerstone Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30