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Neuberger Option Strategy ET (NBOS)

CUSIP: 64135A705 | NYSE | 95 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Assetmark, Inc1,030,779
0.0% of portfolio›$29.3M
Fifth Third Securities, Inc.105,533
0.2% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.22,357
0.0% of portfolio›$636
Fortitude Advisory Group L.L.C.19,637
0.2% of portfolio›$558.9K
Concurrent Investment Advisors, LLC8,806
0.0% of portfolio›$250.6K
Commonwealth Equity Services, LLC8,651
0.0% of portfolio›$246.2K
TFB Advisors LLC7,330
0.1% of portfolio›$208.6K
Compass Financial Management LLC3,143
0.0% of portfolio›$89.5K
Quest 10 Wealth Builders, Inc.1,959
0.0% of portfolio›$55.8K
Farther Finance Advisors, LLC1,265
0.0% of portfolio›$36.0K
Lanark Financial, Inc.1,117
0.0% of portfolio›$31.8K
Armstrong Advisory Group, Inc697
0.0% of portfolio›$19.8K
Triumph Capital Management478
0.0% of portfolio›$13.6K
Key Capital Management, Inc175
0.0% of portfolio›$5.0K
Networth Advisors, LLC52
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.6
0.0% of portfolio›$166
StyleTurnoverLocationFiled
Assetmark, Inc
1,030,779$29.3M0.0%ETFLowConcord, CA2026-10-21
Fifth Third Securities, Inc.
105,533$3.0M0.2%ETFLowCincinnati, OH2026-10-21
Cambridge Investment Research Advisors, Inc.
22,357$6360.0%ETFLowFairfield, IA2026-11-02
Fortitude Advisory Group L.L.C.
19,637$558.9K0.2%GrowthMediumGig Harbor, WA2026-10-15
Concurrent Investment Advisors, LLC
8,806$250.6K0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth Equity Services, LLC
8,651$246.2K0.0%ETFLowWaltham, MA2026-11-02
TFB Advisors LLC
7,330$208.6K0.1%ETFLowOverland Park, KS2026-11-02
Compass Financial Management LLC
3,143$89.5K0.0%CoreN/ATampa, FL2026-10-30
Quest 10 Wealth Builders, Inc.
1,959$55.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Farther Finance Advisors, LLC
1,265$36.0K0.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
1,117$31.8K0.0%CoreMediumBirmingham, AL2026-10-26
Armstrong Advisory Group, Inc
697$19.8K0.0%ETFHighNeedham, MA2026-10-09
Triumph Capital Management
478$13.6K0.0%ETFMediumDenver, CO2026-10-14
Key Capital Management, Inc
175$5.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Networth Advisors, LLC
52$1.5K0.0%ETFMediumCanonsburg, PA2026-11-03
Kingdom Financial Group Llc.
6$1660.0%ETFMediumPeoria, AZ2026-11-04