Among active 13F managers last quarter, 13 added and 8 reduced; the largest holder to move was Neuberger Berman Group LLC (−33%).
61 tracked 13F filers disclose a position in NBSD as of the latest SEC 13F filings, a combined $670.3M 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 | Morgan Stanley | 4.0M | $202.4M | ▲+62% Added · +1.5M sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | 1.9M | $96.3M | ▼−33% Reduced · −955K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.6M | $81.0M | ▲+24% Added · +305K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 1.3M | $66.5M | ▲+22% Added · +238K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 1.2M | $60.1M | ▲+65% Added · +467K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | 406K | $20.5M | ▲+4.7% Added · +18K sh | Q2 2026 | |
| 7 | UBS Group AG | 316K | $16.0M | ▲New +316K sh | Q1 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 298K | $15.1M | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 9 | Round Rock Advisors LLC | 258K | $13.0M | ▲+3.8% Added · +9K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 220K | $11.2M | ▲+9.1% Added · +18K sh | Q1 2026 | |
| 11 | Convergence Financial, LLC | 135K | $6.8M | ▲Added Added · +135K sh | Q2 2026 | |
| 12 | Main Street Financial Solutions, LLC | 129K | $6.5M | ▲+43% Added · +39K sh | Q2 2026 | |
| 13 | Commonwealth Equity Services, LLC | 117K | $5.9M | ▲+61% Added · +44K sh | Q1 2026 | |
| 14 | Robinson Smith Wealth Advisors LLC | 104K | $5.2M | ▼−6.4% Reduced · −7K sh | Q2 2026 | |
| 15 | YHB Investment Advisors, Inc. | 90K | $4.5M | ▲+14% Added · +11K sh | Q2 2026 | |
| 16 | Jane Street Group, LLC | 87K | $4.4M | ▼−54% Reduced · −104K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 85K | $4.3M | ▼−34% Reduced · −43K sh | Q2 2026 | |
| 18 | J.W. Cole Advisors, Inc. | 83K | $4.2M | ▲Added Added · +83K sh | Q2 2026 | |
| 19 | HighPoint Advisor Group LLC | 78K | $4.0M | ▼−8.9% Reduced · −8K sh | Q2 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 76K | $3.9M | ▼−46% Reduced · −65K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | 72K | $3.7M | ▲+14% Added · +9K sh | Q2 2026 | |
| 22 | Mutual Advisors, LLC | 61K | $3.1M | ▲+6.5% Added · +4K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | 56K | $2.8M | ▼−0.8% Reduced · −456 sh | Q1 2026 | |
| 24 | Susquehanna International Group, LLP | 53K | $2.7M | ▼−52% Reduced · −57K sh | Q1 2026 | |
| 25 | Jones Financial Companies LLLP | 53K | $2.7M | ▲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, 13 funds added to an existing position in NBSD, while 8 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $10.1B |
| Nvidia CorpNVDA | 24 funds | $9.8B |
| Apple IncAAPL | 24 funds | $8.8B |
| Amazon.com IncAMZN | 24 funds | $7.2B |
| Microsoft CorpMSFT | 24 funds | $6.6B |
| Alphabet Inc-CL AGOOGL | 24 funds | $4.7B |
| Eli Lilly & CoLLY | 24 funds | $3.1B |
| Broadcom IncAVGO | 24 funds | $3.0B |
| Meta Platforms Inc-Class AMETA | 24 funds | $2.5B |
| Vanguard S&P 500 ETFVOO | 24 funds | $1.9B |
| Advanced Micro DevicesAMD | 24 funds | $1.7B |
| Micron Technology IncMU | 24 funds | $1.5B |
Ranked by how many of NBSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NBSD.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDthis pageSHORT DURATION I | 61 funds | $670.3M |
| NBOSOPT 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 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.