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Neuberger Commodity Strategy (NBCM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,982,014 from 3,539,167
Change+442,847 (+13%)
Value$124.6M (+$27.7M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares472,106 from 314,465
Change+157,641 (+50%)
Value$14.6M (+$6.3M)
Filed 2026-11-06
IAG Wealth Partners, LLC
INCREASED
Shares108,029 from 100,281
Change+7,748 (+8%)
Value$3.3M (+$679.8K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares79,041 from 51,245
Change+27,796 (+54%)
Value$2.4M (+$1.1M)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares31,547 from 92,687
Change-61,140 (-66%)
Value$975.4K (-$1.5M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares27,453 from 26,930
Change+523 (+2%)
Value$849 (-$713.2K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED
Shares15,702 from 17,140
Change-1,438 (-8%)
Value$493.2K (+$20.3K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares9,542 from 9,493
Change+49 (+1%)
Value$271.7K (+$38.3K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares6,142
Change+6,142
Value$189.9K
Filed 2026-10-08
Private Trust Co NA
DECREASED
Shares4,604 from 4,685
Change-81 (-2%)
Value$142.4K (+$18.1K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$57.5K (+$8.2K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
NEW
Shares727
Change+727
Value$22.5K
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares475 from 503
Change-28 (-6%)
Value$14.7K (+$1.3K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$6.8K (+$970)
Filed 2026-10-26
Triumph Capital Management
NEW
Shares200
Change+200
Value$6.2K
Filed 2026-10-14
Vermillion Wealth Management, Inc.
NEW
Shares11
Change+11
Value$350
Filed 2026-10-26
HB Wealth Management, LLC
CLOSED
Shares0 from 9,679
Change-9,679 (-100%)
Value$0 (-$256.8K)
Filed 2026-10-23
MGO One Seven LLC
CLOSED
Shares0 from 8,332
Change-8,332 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-28
Neuberger Berman Group LLC
N/A
Shares— from 4,027,019
Change-4,027,019 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,522,036
Change-1,522,036 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 148,753
Change-148,753 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 87,546
Change-87,546 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 80,424
Change-80,424 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,371
Change-50,371 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,997
Change-36,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,048
Change-30,048 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 17,841
Change-17,841 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,790
Change-14,790 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED3,982,0143,539,167+442,847+13%$96.9M$124.6M+$27.7M2026-10-13
LPL Financial LLC
INCREASED472,106314,465+157,641+50%$8.3M$14.6M+$6.3M2026-11-06
IAG Wealth Partners, LLC
INCREASED108,029100,281+7,748+8%$2.7M$3.3M+$679.8K2026-11-06
Vise Technologies, Inc.
INCREASED79,04151,245+27,796+54%$1.4M$2.4M+$1.1M2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED31,54792,687-61,140-66%$2.5M$975.4K-$1.5M2026-10-07
Cambridge Investment Research Advisors, Inc.
INCREASED27,45326,930+523+2%$714.0K$849-$713.2K2026-11-02
NorthCrest Asset Manangement, LLC
DECREASED15,70217,140-1,438-8%$472.9K$493.2K+$20.3K2026-10-13
Regions Financial Corp
INCREASED9,5429,493+49+1%$233.4K$271.7K+$38.3K2026-11-05
Farther Finance Advisors, LLC
NEW6,142—+6,142——$189.9K—2026-10-08
Private Trust Co NA
DECREASED4,6044,685-81-2%$124.3K$142.4K+$18.1K2026-10-20
Key FInancial Inc
UNCHANGED1,8601,86000%$49.3K$57.5K+$8.2K2026-11-02
Cassaday & Co Wealth Management LLC
NEW727—+727——$22.5K—2026-10-27
Golden State Wealth Management, LLC
DECREASED475503-28-6%$13.3K$14.7K+$1.3K2026-11-02
Lanark Financial, Inc.
UNCHANGED22122100%$5.9K$6.8K+$9702026-10-26
Triumph Capital Management
NEW200—+200——$6.2K—2026-10-14
Vermillion Wealth Management, Inc.
NEW11—+11——$350—2026-10-26
HB Wealth Management, LLC
CLOSED09,679-9,679-100%$256.8K$0-$256.8K2026-10-23
MGO One Seven LLC
CLOSED08,332-8,332-100%$221.0K$0-$221.0K2026-10-28
Neuberger Berman Group LLC
N/A—4,027,019-4,027,019-100%$106.8M———
Northwestern Mutual Wealth Management Co
N/A—1,522,036-1,522,036-100%$40.4M———
Stifel Financial Corp
N/A—148,753-148,753-100%$3.9M———
Raymond James Financial Inc
N/A—87,546-87,546-100%$2.3M———
Ameriprise Financial Inc
N/A—80,424-80,424-100%$2.1M———
World Investment Advisors
N/A—50,371-50,371-100%$1.4M———
Private Advisor Group, LLC
N/A—36,997-36,997-100%$981.5K———
Osaic Holdings, Inc.
N/A—30,048-30,048-100%$797.1K———
Brookwood Investment Group LLC
N/A—17,841-17,841-100%$473.3K———
Bank of America Corp
N/A—17,036-17,036-100%$452.0K———
JPMorgan Chase & Co
N/A—14,790-14,790-100%$389.8K———
Advisors Preferred, LLC
N/A—12,660-12,660-100%$336.0K———
Royal Bank of Canada
N/A—1,888-1,888-100%$50.0K———
Morgan Stanley
N/A—1,217-1,217-100%$32.3K———
Huntington National Bank
N/A—1,000-1,000-100%$26.5K———
Consultiva Wealth Management, Corp.
N/A—490-490-100%$13.0K———
Showing 34 of 34 institutions