NBOS

Neuberger Option Strategy Et$27.73 1.32%
UnclassifiedUSCUSIP 64135A705· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
11
-4 QoQ
13F Value (tracked)
$55.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$27.73 1.32%2Y +8.5%
$23.16$24.49$25.82$27.14$28.472024202520266422426353565585
Hover for who · click for detailEnd-of-day closing prices52w $25.58 – $28.10
Build

Use NBOS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns NBOS

This stock page is the Follow view. The Build view lets your agent query NBOS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NBOS"
Ask your agent
Use Arkolith to show who owns NBOS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

11 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ASSETMARK, INC
$27.7M
1.0M
−2.1%
Reduced · −22K sh
Q1 2026
2MML INVESTORS SERVICES, LLC
$15.2M
567K
−7.8%
Reduced · −48K sh
Q1 2026
3Proficio Capital Partners LLC
$5.6M
208K
+102%
Added · +105K sh
Q1 2026
4CWM, LLC
$4.7M
176K
+5.9%
Added · +10K sh
Q1 2026
5HB Wealth Management, LLC
$936K
35K
−28%
Reduced · −14K sh
Q1 2026
6Equitable Holdings, Inc.
$664K
24K
+55%
Added · +9K sh
Q1 2026
7Steward Partners Investment Advisory, LLC
$284K
11K
Held
Q1 2026
8Savant Capital, LLC
$255K
10K
+0.5%
Added · +44 sh
Q1 2026
9Concurrent Investment Advisors, LLC
$227K
8K
+2.0%
Added · +169 sh
Q1 2026
10NewEdge Advisors, LLC
$27K
1K
Held
Q1 2026
11Geneos Wealth Management Inc.
$5K
182
+2.2%
Added · +4 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
3
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

32 funds+12 since Q1 2024
01836Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $291.2M

Share classes

Class13F holdersValue held
NBSDSHORT DURATION I48 funds$630.2M
NBOSthis pageOPT STRATEGY ETF32 funds$291.2M
NBCMETF17 funds$265.3M
NBCRMF Closed and MF Open14 funds$659.1M
NBSMSMALL MID CAP ET13 funds$157.1M
NEMDETF12 funds$110.6M
NBETETF11 funds$26.7M
NBDSFUND6 funds$14.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own NBOS also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV15 funds$6.5B
APPLE INCAAPL15 funds$6.3B
NVIDIA CORPNVDA15 funds$5.3B
MICROSOFT CORPMSFT15 funds$4.7B
VANGUARD TOTAL STOCK MKT ETFVTI15 funds$4.7B
VANGUARD S&P 500 ETFVOO15 funds$4.5B
AMAZON.COM INCAMZN15 funds$3.4B
SS SPDR S&P 500 ETF TRUST-USSPY15 funds$3.1B
ALPHABET INC-CL AGOOGL15 funds$3.1B
ALPHABET INC-CL CGOOG15 funds$2.3B
ISHARES CORE MSCI EMERGINGIEMG15 funds$2.2B
BROADCOM INCAVGO15 funds$2.1B

Ranked by how many of NBOS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NBOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.