Neuberger Berman Short Duration Income is a publicly traded company on ARCX. As of Q3 2025, 31 institutional investors hold shares in this company, with total holdings valued at $351.5M. Neuberger Berman Group LLC is the largest holder with a position valued at $158.5M.
Overview of institutional ownership in NBSD as of Q3 2025
Institutions with the largest positions in NBSD as of Q3 2025
| Institution | Position Value |
|---|---|
N Neuberger Berman Group LLC Institution | $158.5M 0.12% of portfolio |
L LPL Financial LLC Institution | $54.4M 0.02% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $40.7M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $26.9M 0.00% of portfolio |
C Convergence Financial, LLC RIA/Wealth | $11.4M 1.71% of portfolio |
Paulson Wealth Management Inc. RIA/Wealth | $11.2M 2.65% of portfolio |
Round Rock Advisors, LLC RIA/Wealth | $8.6M 1.36% of portfolio |
$6.6M 0.04% of portfolio | |
BANK OF AMERICA CORP /DE/ Institution | $6.2M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.8M 0.01% of portfolio |
Institutional buying and selling activity for NBSD in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$26.9M +526.6K shares |
L LPL Financial LLC Institution | +$21.2M +414.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$20.2M +395.4K shares |
C Convergence Financial, LLC RIA/Wealth | +$11.4M +222.8K shares |
Round Rock Advisors, LLC RIA/Wealth | +$8.6M +167.9K shares |
BANK OF AMERICA CORP /DE/ Institution | +$6.2M +122.1K shares |
A Advisor Group Holdings, Inc. Institution | +$5.8M +113.4K shares |
ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth | +$4.6M +90.6K shares |
J J.W. COLE ADVISORS, INC. Institution | +$3.3M +63.8K shares |
Goss Wealth Management LLC RIA/Wealth | +$2.8M +54.2K shares |
| Institution | Net Sold |
|---|---|
GOLDMAN SACHS GROUP INC Institution | −$2.0M −39.2K shares |
N Neuberger Berman Group LLC Institution | −$1.8M −35.5K shares |
J JANE STREET GROUP, LLC Institution | −$1.8M −34.4K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$1.3M −26.3K shares |
YHB Investment Advisors, Inc. RIA/Wealth | −$492.3K −9.7K shares |
MANCHESTER FINANCIAL INC RIA/Wealth | −$392.1K −7.7K shares |
HPM Partners LLC RIA/Wealth | −$49.5K −968.0 shares |
Institutions that initiated new positions or completely exited NBSD in Q3 2025
| Institution | Position Value |
|---|---|
C Convergence Financial, LLC RIA/Wealth | $11.4M 222.8K shares |
Round Rock Advisors, LLC RIA/Wealth | $8.6M 167.9K shares |
BANK OF AMERICA CORP /DE/ Institution | $6.2M 122.1K shares |
A Advisor Group Holdings, Inc. Institution | $5.8M 113.4K shares |
A ATRIA INVESTMENTS LLC Institution | $661.6K 12.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $656.4K 12.8K shares |
Main Street Financial Solutions, LLC RIA/Wealth | $507.4K 9.9K shares |
IHT Wealth Management, LLC RIA/Wealth | $364.3K 7.1K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $361.1K 7.1K shares |
$333.3K 6.5K shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $1.8M 34.4K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | $1.3M 26.3K shares |
YHB Investment Advisors, Inc. RIA/Wealth | $492.3K 9.7K shares |
Institutions with the largest Call and Put options positions in NBSD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NBSD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ROBINSON SMITH WEALTH ADVISORS LLC RIA/Wealth | 3.49% $4.9M |
Paulson Wealth Management Inc. RIA/Wealth | 2.65% $11.2M |
C Convergence Financial, LLC RIA/Wealth | 1.71% $11.4M |
Round Rock Advisors, LLC RIA/Wealth | 1.36% $8.6M |
MANCHESTER FINANCIAL INC RIA/Wealth | 0.36% $1.8M |
W WETZEL INVESTMENT ADVISORS, INC. Institution | 0.24% $558.5K |
N Neuberger Berman Group LLC Institution | 0.12% $158.5M |
J J.W. COLE ADVISORS, INC. Institution | 0.07% $3.5M |
0.04% $6.6M | |
Main Street Financial Solutions, LLC RIA/Wealth | 0.03% $507.4K |
Discover hedge funds investing in NBSD

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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