Among active 13F managers last quarter, 6 opened and 6 added, while 4 reduced; the largest holder to move was Neuberger Berman Group LLC (−2.1%). No recent Form 4 insider filings for NBOS.
Funds lean in and no leg opposes.
43 tracked 13F filers disclose a position in NBOS as of the latest SEC 13F filings, a combined $286.0M in reported value. 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | 6.8M | $181.3M | ▼−2.1% Reduced · −143K sh | Q1 2026 | |
| 2 | AssetMark, Inc | 1.0M | $28.5M | ▼−1.7% Reduced · −18K sh | Q2 2026 | |
| 3 | Cary Street Partners Financial LLC | 783K | $20.9M | ▲+1.8% Added · +14K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 601K | $16.1M | ▲+3.0% Added · +18K sh | Q1 2026 | |
| 5 | Wealthspire Advisors, LLC | 208K | $5.6M | ▼−3.4% Reduced · −7K sh | Q1 2026 | |
| 6 | Proficio Capital Partners LLC | 208K | $5.8M | ▼−0.4% Reduced · −900 sh | Q2 2026 | |
| 7 | CWM, LLC | 176K | $4.7M | ▲+5.9% Added · +10K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 119K | $3.2M | ▲+218% Added · +81K sh | Q1 2026 | |
| 9 | Fifth Third Securities, Inc. | 100K | $2.8M | ▲+13% Added · +11K sh | Q2 2026 | |
| 10 | UBS Group AG | 91K | $2.4M | ▲+15% Added · +12K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 78K | $2.2M | ▲+634% Added · +67K sh | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 77K | $2.1M | ▲+27% Added · +16K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 69K | $1.8M | ▲+94% Added · +33K sh | Q1 2026 | |
| 14 | MML Investors Services, LLC | 58K | $1.6M | ▼−90% Reduced · −509K sh | Q2 2026 | |
| 15 | Equitable Holdings, Inc. | 52K | $1.4M | ▲+112% Added · +27K sh | Q2 2026 | |
| 16 | HB Wealth Management, LLC | 32K | $902K | ▼−8.0% Reduced · −3K sh | Q2 2026 | |
| 17 | J.W. Cole Advisors, Inc. | 30K | $832K | ▲New +30K sh | Q2 2026 | |
| 18 | Cerity Partners LLC | 20K | $547K | ▲New +20K sh | Q1 2026 | |
| 19 | Old Mission Capital LLC | 18K | $494K | ▼−30% Reduced · −8K sh | Q1 2026 | |
| 20 | Savant Capital, LLC | 17K | $463K | ▲+78% Added · +7K sh | Q2 2026 | |
| 21 | Fortitude Advisory Group L.L.C. | 11K | $319K | ▲New +11K sh | Q2 2026 | |
| 22 | Stifel Financial Corp | 11K | $294K | —Held | Q1 2026 | |
| 23 | Harbour Investments, Inc. | 9K | $240K | ▲New +9K sh | Q1 2026 | |
| 24 | Commonwealth Equity Services, LLC | 9K | $236K | ▲+15% Added · +1K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | 9K | $242K | ▲+2.0% Added · +167 sh | Q2 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.
Last quarter, 6 funds opened a new position in NBOS and 6 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 21 funds | $4.8B |
| Vanguard S&P 500 ETFVOO | 21 funds | $2.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $1.8B |
| Vanguard Ftse Developed ETFVEA | 21 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 21 funds | $1.5B |
| Ishares Core Msci EmergingIEMG | 21 funds | $1.2B |
| Vanguard Total Stock MKT ETFVTI | 21 funds | $975.3M |
| Nvidia CorpNVDA | 20 funds | $6.6B |
| Ishares Core S&P Midcap ETFIJH | 20 funds | $870.2M |
| Schwab US DVD Equity ETFSCHD | 20 funds | $620.1M |
| Ishares Core Msci Eafe ETFIEFA | 20 funds | $616.4M |
| Tesla IncTSLA | 20 funds | $557.8M |
Ranked by how many of NBOS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NBOS.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDSHORT DURATION I | 61 funds | $670.3M |
| NBOSthis pageOPT STRATEGY ETF | 43 funds | $286.0M |
| NBCMMF Closed and MF Open | 27 funds | $270.8M |
| NBSMSMALL MID CAP ET | 18 funds | $169.5M |
| NBCRMF Closed and MF Open | 15 funds | $659.0M |
| NEMDSHS | 14 funds | $111.1M |
| NBETETF | 14 funds | $26.7M |
| NBDSFUND | 10 funds | $16.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for NBOS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NBOS/capital-change-brief"
Use Arkolith's capital_change_brief for NBOS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.