NB Short Duration Income ETF (NBSD)

CUSIP: 64135A887 | NYSE | 90 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC131,789

0.0% of portfolio$6.6M

YHB Investment Advisors, Inc.125,495

0.4% of portfolio$6.3M

Robinson Smith Wealth Advisors LLC110,572

3.4% of portfolio$5.5M

Cambridge Investment Research Advisors, Inc.85,656

0.0% of portfolio$4.3K

J.W. Cole Advisors, Inc.79,110

0.1% of portfolio$3.9M

Convergence Financial, LLC67,844

0.5% of portfolio$3.4M

Rubicon Advisors, GP42,450

1.5% of portfolio$2.1M

Kestra Advisory Services, LLC29,505

0.0% of portfolio$1.5M

Manchester Financial Inc29,049

0.3% of portfolio$1.4M

Triumph Capital Management21,489

0.2% of portfolio$1.1M

Wetzel Investment Advisors, Inc.19,130

0.3% of portfolio$953.8K

Claro Advisors Inc.14,025

0.1% of portfolio$699.3K

Fifth Third Bancorp9,895

0.0% of portfolio$493.4K

Kraft, Davis & Associates, LLC9,121

0.1% of portfolio$456.1K

MGO One Seven LLC8,610

0.0% of portfolio$429.3K

Flynn Zito Capital Management, LLC7,972

0.1% of portfolio$397.5K

Mayfair Advisory Group, LLC6,050

0.1% of portfolio$301.7K

Kingswood Wealth Advisors, LLC5,526

0.0% of portfolio$275.5K

Sagespring Wealth Partners, LLC4,879

0.0% of portfolio$243.3K

Assetmark, Inc929

0.0% of portfolio$46.3K

Private Trust Co NA598

0.0% of portfolio$29.8K

Center for Financial Planning, Inc.226

0.0% of portfolio$11.3K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	131,789	$6.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
YHB Investment Advisors, Inc.	125,495	$6.3M	0.4%	Growth	Low	West Hartford, CT	2026-10-08
Robinson Smith Wealth Advisors LLC	110,572	$5.5M	3.4%	ETF	Low	South Portland, ME	2026-10-22
Cambridge Investment Research Advisors, Inc.	85,656	$4.3K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
J.W. Cole Advisors, Inc.	79,110	$3.9M	0.1%	Index	Low	Tampa, FL	2026-11-05
Convergence Financial, LLC	67,844	$3.4M	0.5%	ETF	Medium	Columbia, MO	2026-10-27
Rubicon Advisors, GP	42,450	$2.1M	1.5%	Growth	Medium	Redding, CA	2026-10-23
Kestra Advisory Services, LLC	29,505	$1.5M	0.0%	Core	Low	Austin, TX	2026-11-02
Manchester Financial Inc	29,049	$1.4M	0.3%	ETF	Medium	Westlake Village, CA	2026-10-15
Triumph Capital Management	21,489	$1.1M	0.2%	ETF	Medium	Denver, CO	2026-10-14
Wetzel Investment Advisors, Inc.	19,130	$953.8K	0.3%	ETF	Low	Indianapolis, IN	2026-10-13
Claro Advisors Inc.	14,025	$699.3K	0.1%	Core	Low	Boston, MA	2026-11-02
Fifth Third Bancorp	9,895	$493.4K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Kraft, Davis & Associates, LLC	9,121	$456.1K	0.1%	ETF	Medium	St. Louis, MO	2026-10-21
MGO One Seven LLC	8,610	$429.3K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Flynn Zito Capital Management, LLC	7,972	$397.5K	0.1%	ETF	Low	Garden City, NY	2026-11-04
Mayfair Advisory Group, LLC	6,050	$301.7K	0.1%	ETF	Low	Birmingham, AL	2026-10-20
Kingswood Wealth Advisors, LLC	5,526	$275.5K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Sagespring Wealth Partners, LLC	4,879	$243.3K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Assetmark, Inc	929	$46.3K	0.0%	ETF	Low	Concord, CA	2026-10-21
Private Trust Co NA	598	$29.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Center for Financial Planning, Inc.	226	$11.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26