NBSD

Neuberger Short Duration Inc$50.60 0.12%
UnclassifiedUSCUSIP 64135A887· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
24
+10 QoQ
13F Value (tracked)
$72.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)6 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$50.60 0.12%2Y +0.7%
$49.47$50.06$50.65$51.24$51.83Jun 2024NovApr 2025AugJan 2026Jun2328376
Hover for who · click for detailEnd-of-day closing prices52w $50.42 – $51.41
Build

Use NBSD 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 NBSD

This stock page is the Follow view. The Build view lets your agent query NBSD 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/NBSD"
Ask your agent
Use Arkolith to show who owns NBSD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

24 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Integrated Wealth Concepts LLC
$19.7M
388K
43×
Added · +379K sh
Q1 2026
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$15.2M
300K
−33%
Reduced · −147K sh
Q1 2026
3Steward Partners Investment Advisory, LLC
$7.1M
141K
+18%
Added · +21K sh
Q1 2026
4CITADEL ADVISORS LLC
$6.5M
128K
+325%
Added · +98K sh
Q1 2026
5HighPoint Advisor Group LLC
$4.4M
86K
+8.4%
Added · +7K sh
Q1 2026
6NewEdge Advisors, LLC
$3.2M
64K
+21%
Added · +11K sh
Q1 2026
7Mutual Advisors, LLC
$2.9M
57K
New
+57K sh
Q1 2026
8Private Advisor Group, LLC
$2.7M
53K
+115%
Added · +29K sh
Q1 2026
9Gotham Asset Management, LLC
$2.0M
39K
−1.0%
Reduced · −389 sh
Q1 2026
10Kestra Advisory Services, LLC
$1.9M
38K
+15%
Added · +5K sh
Q1 2026
11KINGSWOOD WEALTH ADVISORS, LLC
$1.1M
21K
New
+21K sh
Q1 2026
12GREAT VALLEY ADVISOR GROUP, INC.
$978K
19K
−49%
Reduced · −19K sh
Q1 2026
13Sanctuary Advisors, LLC
$965K
19K
+42%
Added · +6K sh
Q1 2026
14ANGELES WEALTH MANAGEMENT, LLC
$877K
17K
Held
Q1 2026
15SAGESPRING WEALTH PARTNERS, LLC
$576K
11K
+1.1%
Added · +128 sh
Q1 2026
16MGO ONE SEVEN LLC
$435K
9K
+28%
Added · +2K sh
Q1 2026
17Stratos Wealth Partners, LTD.
$399K
8K
New
+8K sh
Q1 2026
18IHT Wealth Management, LLC
$374K
7K
−14%
Reduced · −1K sh
Q1 2026
19Gladstone Institutional Advisory LLC
$312K
6K
−6.5%
Reduced · −427 sh
Q1 2026
20Atria Investments, Inc
$283K
6K
−53%
Reduced · −6K sh
Q1 2026
21Ausdal Financial Partners, Inc.
$264K
5K
+21%
Added · +889 sh
Q1 2026
22Aptus Capital Advisors, LLC
$217K
4K
New
+4K sh
Q1 2026
23CWM, LLC
$4K
75
Held
Q1 2026
24SouthState Bank Corp
$3K
55
New
+55 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)
2
funds
Added
4
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

48 funds+37 since Q2 2024
02448Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $630.2M

Share classes

Class13F holdersValue held
NBSDthis pageSHORT DURATION I48 funds$630.2M
NBOSOPT 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 NBSD also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY27 funds$9.5B
NVIDIA CORPNVDA27 funds$9.2B
MICROSOFT CORPMSFT27 funds$5.6B
ALPHABET INC-CL AGOOGL27 funds$3.9B
JPMORGAN CHASE & COJPM27 funds$3.1B
META PLATFORMS INC-CLASS AMETA27 funds$3.0B
BROADCOM INCAVGO27 funds$3.0B
ALPHABET INC-CL CGOOG27 funds$2.7B
TESLA INCTSLA27 funds$2.1B
MICRON TECHNOLOGY INCMU27 funds$2.1B
JOHNSON & JOHNSONJNJ27 funds$2.0B
VANGUARD VALUE ETFVTV27 funds$2.0B

Ranked by how many of NBSD'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 NBSD. 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.