Among active 13F managers last quarter, 2 opened and 4 added, while 1 reduced; the largest holder to move was Neuberger Berman Group LLC (+6.5%).
18 tracked 13F filers disclose a position in NBSM as of the latest SEC 13F filings, a combined $169.5M 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 | Neuberger Berman Group LLC | 5.1M | $129.4M | ▲+6.5% Added · +316K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 320K | $8.1M | ▼−20% Reduced · −78K sh | Q1 2026 | |
| 3 | Stage Harbor Financial, LLC | 255K | $7.3M | ▲+7.3% Added · +17K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 214K | $5.4M | ▲+9.1% Added · +18K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 182K | $4.6M | ▼−23% Reduced · −56K sh | Q1 2026 | |
| 6 | Broadway Wealth Solutions, Inc. | 130K | $3.7M | ▲+6.9% Added · +8K sh | Q2 2026 | |
| 7 | Jones Financial Companies LLLP | 109K | $2.7M | ▲+7.7% Added · +8K sh | Q1 2026 | |
| 8 | Exchange Traded Concepts, LLC | 108K | $3.1M | ▼−18% Reduced · −24K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 51K | $1.3M | ▲341× Added · +51K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | 45K | $1.1M | ▲+1.6% Added · +705 sh | Q1 2026 | |
| 11 | Worth Financial Advisory Group, LLC | 29K | $836K | ▲Added Added · +29K sh | Q2 2026 | |
| 12 | Barnes Pettey Financial Advisors, LLC | 17K | $487K | ▲+64% Added · +7K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 13K | $327K | ▲New +13K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 12K | $355K | ▲New +12K sh | Q2 2026 | |
| 15 | Pathstone Holdings, LLC | 12K | $332K | —Held | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 11K | $289K | ▼−56% Reduced · −15K sh | Q1 2026 | |
| 17 | Barrett & Company, Inc. | 4K | $110K | ▲+15% Added · +488 sh | Q2 2026 | |
| 18 | Harbour Investments, Inc. | 75 | $2K | ▲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, 2 funds opened a new position in NBSM and 4 added to an existing one, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $14.9B |
| Nvidia CorpNVDA | 7 funds | $7.9B |
| Amazon.com IncAMZN | 7 funds | $6.5B |
| Apple IncAAPL | 7 funds | $6.5B |
| Microsoft CorpMSFT | 7 funds | $6.0B |
| Alphabet Inc-CL AGOOGL | 7 funds | $4.0B |
| Alphabet Inc-CL CGOOG | 7 funds | $3.5B |
| Broadcom IncAVGO | 7 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 7 funds | $2.4B |
| Netflix IncNFLX | 7 funds | $1.4B |
| Visa Inc-Class A SharesV | 7 funds | $1.2B |
| Caterpillar IncCAT | 7 funds | $1.0B |
Ranked by how many of NBSM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NBSM.
| Class | 13F holders | Value held |
|---|---|---|
| NBSDSHORT DURATION I | 61 funds | $670.3M |
| NBOSOPT STRATEGY ETF | 43 funds | $286.0M |
| NBCMMF Closed and MF Open | 27 funds | $270.8M |
| NBSMthis pageSMALL 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 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.