61 tracked 13F filers disclose a position in NBSD as of the latest SEC 13F filings, a combined $670.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $202.4M | 4.0M | ▲+62% Added · +1.5M sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $96.3M | 1.9M | ▼−33% Reduced · −955K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $81.0M | 1.6M | ▲+24% Added · +305K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $66.5M | 1.3M | ▲+22% Added · +238K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $60.1M | 1.2M | ▲+65% Added · +467K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $19.7M | 388K | ▲43× Added · +379K sh | Q1 2026 | |
| 7 | UBS Group AG | $16.0M | 316K | ▲New +316K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.1M | 298K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 9 | Round Rock Advisors LLC | $12.6M | 248K | ▲+9.4% Added · +21K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $11.2M | 220K | ▲+9.1% Added · +18K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $7.1M | 141K | ▲+18% Added · +21K sh | Q1 2026 | |
| 12 | Convergence Financial, LLC | $6.8M | 135K | ▲Added Added · +135K sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $6.5M | 128K | ▲+325% Added · +98K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 117K | ▲+61% Added · +44K sh | Q1 2026 | |
| 15 | ROBINSON SMITH WEALTH ADVISORS LLC | $5.2M | 104K | ▼−6.4% Reduced · −7K sh | Q2 2026 | |
| 16 | YHB Investment Advisors, Inc. | $4.5M | 90K | ▲+14% Added · +11K sh | Q2 2026 | |
| 17 | Main Street Financial Solutions, LLC | $4.5M | 90K | ▲+85% Added · +41K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $4.4M | 87K | ▼−54% Reduced · −104K sh | Q1 2026 | |
| 19 | J.W. COLE ADVISORS, INC. | $4.2M | 83K | ▲Added Added · +83K sh | Q2 2026 | |
| 20 | HighPoint Advisor Group LLC | $4.0M | 78K | ▼−8.9% Reduced · −8K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $3.2M | 64K | ▲+21% Added · +11K sh | Q1 2026 | |
| 22 | Mutual Advisors, LLC | $2.9M | 57K | ▲New +57K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $2.8M | 56K | ▼−0.8% Reduced · −456 sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 53K | ▼−52% Reduced · −57K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 53K | ▲25× Added · +51K 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.
Last quarter, 3 funds opened a new position in NBSD and 11 added to an existing one, while 8 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $10.7B |
| APPLE INCAAPL | 23 funds | $7.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $7.3B |
| AMAZON.COM INCAMZN | 23 funds | $6.3B |
| MICROSOFT CORPMSFT | 23 funds | $6.3B |
| ALPHABET INC-CL AGOOGL | 23 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $2.9B |
| BROADCOM INCAVGO | 23 funds | $2.9B |
| TESLA INCTSLA | 23 funds | $1.4B |
| WALMART INCWMT | 23 funds | $1.1B |
| ADVANCED MICRO DEVICESAMD | 23 funds | $853.0M |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $5.9B |
Ranked by how many of NBSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDthis pageSHORT DURATION I | 61 funds | $670.7M |
| NBOSOPT STRATEGY ETF | 40 funds | $296.1M |
| NBCMMF Closed and MF Open | 25 funds | $266.9M |
| NBCRMF Closed and MF Open | 17 funds | $660.3M |
| NBSMSMALL MID CAP ET | 17 funds | $162.0M |
| NEMDSHS | 14 funds | $111.1M |
| NBETETF | 13 funds | $26.8M |
| NBDSFUND | 8 funds | $15.7M |
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 NBSD
This ETF 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/NBSD/capital-change-brief"
Use Arkolith's capital_change_brief for NBSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NBSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.