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Neuberger Core Equity ETF (NBCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares21,993 from 21,907
Change+86 (+0%)
Value$748.2K (+$15.9K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,685 from 15,395
Change+290 (+2%)
Value$541.3K (+$18.7K)
Filed 2026-10-13
Ibex Wealth Advisors
DECREASED
Shares14,728 from 14,786
Change-58 (0%)
Value$501.0K (+$6.7K)
Filed 2026-11-06
Tranquility Partners, LLC
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$229.6K (+$4.0K)
Filed 2026-10-20
UBS Group AG
INCREASED
Shares870 from 850
Change+20 (+2%)
Value$29.6K (+$1.2K)
Filed 2026-11-10
HB Wealth Management, LLC
CLOSED
Shares0 from 12,730
Change-12,730 (-100%)
Value$0 (-$425.6K)
Filed 2026-10-23
Neuberger Berman Group LLC
N/A
Shares— from 20,905,386
Change-20,905,386 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 211,356
Change-211,356 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,206
Change-14,206 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Status
LPL Financial LLC
INCREASED21,99321,907+86+0%$732.4K$748.2K+$15.9K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED15,68515,395+290+2%$522.5K$541.3K+$18.7K2026-10-13
Ibex Wealth Advisors
DECREASED14,72814,786-580%$494.3K$501.0K+$6.7K2026-11-06
Tranquility Partners, LLC
UNCHANGED6,7506,75000%$225.7K$229.6K+$4.0K2026-10-20
UBS Group AG
INCREASED870850+20+2%$28.4K$29.6K+$1.2K2026-11-10
HB Wealth Management, LLC
CLOSED012,730-12,730-100%$425.6K$0-$425.6K2026-10-23
Neuberger Berman Group LLC
N/A—20,905,386-20,905,386-100%$698.9M———
Morgan Stanley
N/A—211,356-211,356-100%$7.1M———
Jane Street Group, LLC
N/A—16,107-16,107-100%$538.5K———
Bank of America Corp
N/A—14,206-14,206-100%$474.9K———
Royal Bank of Canada
N/A—11,863-11,863-100%$397.0K———
Cetera Investment Advisers
N/A—8,486-8,486-100%$283.7K———
Flow Traders U.S. LLC
N/A—7,293-7,293-100%$244.0K———
NewEdge Advisors, LLC
N/A—2,035-2,035-100%$68.0K———
Osaic Holdings, Inc.
N/A—655-655-100%$21.9K———
Showing 15 of 15 institutions