17 tracked 13F filers disclose a position in NBSM as of the latest SEC 13F filings, a combined $162.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Neuberger Berman Group LLC | $129.4M | 5.1M | ▲+6.5% Added · +316K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $8.1M | 320K | ▼−20% Reduced · −78K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $5.4M | 214K | ▲+9.1% Added · +18K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $4.6M | 182K | ▼−23% Reduced · −56K sh | Q1 2026 | |
| 5 | Broadway Wealth Solutions, Inc. | $3.7M | 130K | ▲+6.9% Added · +8K sh | Q2 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $2.7M | 109K | ▲+7.7% Added · +8K sh | Q1 2026 | |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | $3.1M | 108K | ▼−18% Reduced · −24K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $1.3M | 51K | ▲341× Added · +51K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $1.1M | 45K | ▲+1.6% Added · +705 sh | Q1 2026 | |
| 10 | Worth Financial Advisory Group, LLC | $836K | 29K | ▲Added Added · +29K sh | Q2 2026 | |
| 11 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $487K | 17K | ▲+64% Added · +7K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $327K | 13K | ▲New +13K sh | Q1 2026 | |
| 13 | Pathstone Holdings, LLC | $292K | 12K | —Held | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $289K | 11K | ▼−56% Reduced · −15K sh | Q1 2026 | |
| 15 | Chevy Chase Trust Holdings, LLC | $278K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | BARRETT & COMPANY, INC. | $110K | 4K | ▲+15% Added · +488 sh | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $2K | 75 | ▲New +75 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, 1 fund opened a new position in NBSM and 3 added to an existing one, while 1 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 | 3 funds | $3.5B |
| APPLE INCAAPL | 3 funds | $3.3B |
| MICROSOFT CORPMSFT | 3 funds | $2.6B |
| AMAZON.COM INCAMZN | 3 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 3 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 3 funds | $1.2B |
| BROADCOM INCAVGO | 3 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.1B |
| TESLA INCTSLA | 3 funds | $959.4M |
Ranked by how many of NBSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDSHORT 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 |
| NBSMthis pageSMALL 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 NBSM
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/NBSM/capital-change-brief"
Use Arkolith's capital_change_brief for NBSM. 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 NBSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.