Neuberger Berman Option Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 49 institutional investors hold shares in this ETF, with total holdings valued at $323.2M. Neuberger Berman Group LLC is the largest holder with a position valued at $206.3M.
Overview of institutional ownership in NBOS as of Q3 2025
Institutions with the largest positions in NBOS as of Q3 2025
| Institution | Position Value |
|---|---|
N Neuberger Berman Group LLC Institution | $206.3M 0.15% of portfolio |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $33.1M 0.07% of portfolio |
MML INVESTORS SERVICES, LLC RIA/Wealth | $16.0M 0.04% of portfolio |
L LPL Financial LLC Institution | $15.3M 0.00% of portfolio |
AE Wealth Management LLC RIA/Wealth | $13.0M 0.09% of portfolio |
MARQUETTE ASSOCIATES, INC. Fund of Funds | $12.4M 14.94% of portfolio |
Sontag Advisory, LLC RIA/Wealth | $5.9M 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $4.1M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.3M 0.00% of portfolio |
UBS Group AG Institution | $2.3M 0.00% of portfolio |
Institutional buying and selling activity for NBOS in Q3 2025
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$2.1M +77.8K shares |
AE Wealth Management LLC RIA/Wealth | +$911.2K +33.9K shares |
L LPL Financial LLC Institution | +$577.5K +21.5K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$490.1K +18.2K shares |
CWM, LLC RIA/Wealth | +$440.3K +16.4K shares |
O OLD MISSION CAPITAL LLC Institution | +$372.8K +13.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$294.9K +11.0K shares |
Savant Capital, LLC RIA/Wealth | +$253.5K +9.4K shares |
J JANE STREET GROUP, LLC Institution | +$220.1K +8.2K shares |
H HB Wealth Management, LLC Institution | +$214.6K +8.0K shares |
| Institution | Net Sold |
|---|---|
P Proficio Capital Partners LLC Family Office | −$7.7M −6.9M shares |
N Neuberger Berman Group LLC Institution | −$5.5M −204.4K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$2.1M −79.7K shares |
B BROWN ADVISORY INC RIA/Wealth | −$1.4M −54.2K shares |
UBS Group AG Institution | −$1.3M −49.6K shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | −$1.2M −46.3K shares |
Private Advisor Group, LLC RIA/Wealth | −$435.7K −16.7K shares |
Simplicity Wealth,LLC RIA/Wealth | −$322.9K −12.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$239.0K −8.9K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$167.9K −6.3K shares |
Institutions that initiated new positions or completely exited NBOS in Q3 2025
| Institution | Position Value |
|---|---|
CWM, LLC RIA/Wealth | $440.3K 16.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $294.9K 11.0K shares |
Savant Capital, LLC RIA/Wealth | $253.5K 9.4K shares |
$205.9K 7.7K shares | |
Smartleaf Asset Management LLC Long Only Manager | $61.7K 2.3K shares |
A Advisory Services Network, LLC RIA/Wealth | $26.7K 994.0 shares |
Triumph Capital Management RIA/Wealth | $12.3K 457.0 shares |
Geneos Wealth Management Inc. RIA/Wealth | $6.7K 249.0 shares |
Guerra Advisors Inc RIA/Wealth | $1.9K 72.0 shares |
| Institution | Previous Position |
|---|---|
P Proficio Capital Partners LLC Family Office | $7.7M 6.9M shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $2.1M 79.7K shares |
B BROWN ADVISORY INC RIA/Wealth | $1.4M 54.2K shares |
Private Advisor Group, LLC RIA/Wealth | $435.7K 16.7K shares |
Park Square Financial Group, LLC RIA/Wealth | $142.0K 5.5K shares |
Transce3nd, LLC RIA/Wealth | $56.0K 2.2K shares |
R ROYAL BANK OF CANADA Institution | $50.9K 2.0K shares |
CoreCap Advisors, LLC RIA/Wealth | $11.2K 432.0 shares |
Institutions with the largest Call and Put options positions in NBOS as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NBOS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MARQUETTE ASSOCIATES, INC. Fund of Funds | 14.94% $12.4M |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | 0.29% $1.2M |
Quest 10 Wealth Builders, Inc. RIA/Wealth | 0.27% $274.6K |
N Neuberger Berman Group LLC Institution | 0.15% $206.3M |
T TFB Advisors LLC RIA/Wealth | 0.13% $440.3K |
L LifeWealth Investments, LLC Institution | 0.12% $398.6K |
AE Wealth Management LLC RIA/Wealth | 0.09% $13.0M |
FIFTH THIRD SECURITIES, INC. RIA/Wealth | 0.08% $1.2M |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | 0.07% $33.1M |
MML INVESTORS SERVICES, LLC RIA/Wealth | 0.04% $16.0M |
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