NBOS

Neuberger Option Strategy Et$28.20 0.64%
UnclassifiedUSCUSIP 64135A705· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
40
-28 QoQ
13F Value (tracked)
$296.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)12 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$28.20 0.64%3Y +10.3%
$23.15$24.53$25.91$27.30$28.68202420252026642253648368979105
Hover for who · click for detailEnd-of-day closing prices52w $25.99 – $28.30

Who owns NBOS?

40 tracked 13F filers

40 tracked 13F filers disclose a position in NBOS as of the latest SEC 13F filings, a combined $296.1M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Neuberger Berman Group LLC
$181.3M
6.8M
−2.1%
Reduced · −143K sh
Q1 2026
2ASSETMARK, INC
$28.5M
1.0M
−1.7%
Reduced · −18K sh
Q2 2026
3CARY STREET PARTNERS FINANCIAL LLC
$20.9M
783K
+1.8%
Added · +14K sh
Q1 2026
4LPL Financial LLC
$16.1M
601K
+3.0%
Added · +18K sh
Q1 2026
5MML INVESTORS SERVICES, LLC
$15.2M
567K
−7.8%
Reduced · −48K sh
Q1 2026
6Proficio Capital Partners LLC
$5.6M
208K
+102%
Added · +105K sh
Q1 2026
7Wealthspire Advisors, LLC
$5.6M
208K
−3.4%
Reduced · −7K sh
Q1 2026
8CWM, LLC
$4.7M
176K
+5.9%
Added · +10K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$3.2M
119K
+218%
Added · +81K sh
Q1 2026
10FIFTH THIRD SECURITIES, INC.
$2.8M
100K
+13%
Added · +11K sh
Q2 2026
11UBS Group AG
$2.4M
91K
+15%
Added · +12K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$2.1M
77K
+27%
Added · +16K sh
Q1 2026
13JPMORGAN CHASE & CO
$1.8M
69K
+94%
Added · +33K sh
Q1 2026
14HB Wealth Management, LLC
$902K
32K
−8.0%
Reduced · −3K sh
Q2 2026
15J.W. COLE ADVISORS, INC.
$832K
30K
New
+30K sh
Q2 2026
16Equitable Holdings, Inc.
$664K
24K
+55%
Added · +9K sh
Q1 2026
17Cerity Partners LLC
$547K
20K
New
+20K sh
Q1 2026
18OLD MISSION CAPITAL LLC
$494K
18K
−30%
Reduced · −8K sh
Q1 2026
19Fortitude Advisory Group L.L.C.
$319K
11K
New
+11K sh
Q2 2026
20STIFEL FINANCIAL CORP
$294K
11K
Held
Q1 2026
21Steward Partners Investment Advisory, LLC
$284K
11K
Held
Q1 2026
22Savant Capital, LLC
$255K
10K
+0.5%
Added · +44 sh
Q1 2026
23HARBOUR INVESTMENTS, INC.
$240K
9K
New
+9K sh
Q1 2026
24COMMONWEALTH EQUITY SERVICES, LLC
$236K
9K
+15%
Added · +1K sh
Q1 2026
25Concurrent Investment Advisors, LLC
$242K
9K
+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.

Is NBOS being bought or sold by institutions?

Last quarter, 5 funds opened a new position in NBOS and 7 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
7
funds
Reduced
3
funds
Exited
0
funds

Funds that own NBOS also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV18 funds$4.6B
VANGUARD S&P 500 ETFVOO18 funds$2.6B
SS SPDR S&P 500 ETF TRUST-USSPY18 funds$1.7B
VANGUARD FTSE DEVELOPED ETFVEA18 funds$1.5B
INVESCO QQQ TRUST SERIES 1QQQ18 funds$1.3B
ISHARES CORE MSCI EMERGINGIEMG18 funds$1.1B
VANGUARD TOTAL STOCK MKT ETFVTI18 funds$934.8M
NVIDIA CORPNVDA17 funds$6.5B
SCHWAB US DVD EQUITY ETFSCHD17 funds$604.5M
ISHARES CORE MSCI EAFE ETFIEFA17 funds$578.5M
TESLA INCTSLA17 funds$553.4M
SPDR GOLD SHARESGLD17 funds$539.9M

Ranked by how many of NBOS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

11 funds-12 since Q3 2024
02345Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $33.7M

Share classes

Class13F holdersValue held
NBSDSHORT DURATION I61 funds$670.7M
NBOSthis pageOPT STRATEGY ETF40 funds$296.1M
NBCMMF Closed and MF Open25 funds$266.9M
NBCRMF Closed and MF Open17 funds$660.3M
NBSMSMALL MID CAP ET17 funds$162.0M
NEMDSHS14 funds$111.1M
NBETETF13 funds$26.8M
NBDSFUND8 funds$15.7M

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

Recent filings

0 shown

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

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NBOS/capital-change-brief"
Ask your agent
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.