Who owns NBOS
Which tracked institutional funds hold NBOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NBOS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened NBOS while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NBOS’s largest tracked holder by dollar value, NEUBERGER BERMAN GROUP LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NBOS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 44 tracked filers holding NBOS, 23 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NBOS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- MARSHALL INVESTMENT MANAGEMENT, LLC$2M
- J.W. COLE ADVISORS, INC.$832K
Full exits 2
- CWM, LLC$5M
- Janney Montgomery Scott LLC$1M
Largest adds
- NEUBERGER BERMAN GROUP LLC$5M
- OSAIC HOLDINGS, INC.$3M
- Steward Partners Investment Advisory, LLC$2M
- ASSETMARK, INC$810K
- Equitable Holdings, Inc.$783K
- MARQUETTE ASSOCIATES, INC.$587K
Largest trims
- MML INVESTORS SERVICES, LLC$14M
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC$1M
- JPMORGAN CHASE & CO$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC trimmed | 6,638,404 | $186M | 58.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,018,963 | $29M | 8.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 758,975 | $21M | 6.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 567,965 | $16M | 5.0% | 2026-Q2 |
| MARQUETTE ASSOCIATES, INC. | 462,368 | $13M | 4.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 208,415 | $6M | 1.8% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 207,525 | $6M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 176,163 | $5M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 133,036 | $4M | 1.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 99,622 | $3M | 0.9% | 2026-Q2 |
| UBS Group AG added | 93,701 | $3M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 77,994 | $2M | 0.7% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC new | 71,901 | $2M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 58,493 | $2M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 51,647 | $1M | 0.5% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 32,202 | $902K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 31,911 | $894K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 29,692 | $832K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 24,328 | $678K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 23,150 | $649K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 16,960 | $463K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 15,261 | $428K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 11,610 | $325K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. new | 11,401 | $319K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 10,979 | $308K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 10,078 | $282K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 8,643 | $242K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,590 | $241K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 7,457 | $209K | 0.1% | 2026-Q2 |
| TFB Advisors LLC trimmed | 7,330 | $205K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 4,583 | $130K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 4,464 | $125K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 2,963 | $83K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. | 1,959 | $55K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,665 | $47K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,117 | $31K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 1,000 | $28K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 478 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 213 | $6K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 186 | $5K | 0.0% | 2026-Q2 |
| Key Capital Management, INC | 175 | $5K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 101 | $3K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC | 51 | $1K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. | 6 | $160 | 0.0% | 2026-Q2 |
| CWM, LLC added | 175,994 | $5M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 38,050 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 11,226 | $300K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 7,707 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 2,888 | $77K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 994 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Wealth Partners, LLC new | 655 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NFSG Corp | 560 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lloyd Advisory Services, LLC. trimmed | 6 | $150 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Edge Financial Advisors LLC new | 23,798 | $649K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BROWN BROTHERS HARRIMAN & CO | 21,066 | $574K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ENVESTNET ASSET MANAGEMENT INC added | 20,344 | $555K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BlackRock, Inc. new | 19,782 | $539K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| LifeWealth Investments, LLC trimmed | 14,410 | $393K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC trimmed | 13,394 | $365K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TRUIST FINANCIAL CORP added | 13,025 | $355K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Simplicity Wealth,LLC added | 12,775 | $348K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,320 | $254K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC trimmed | 1,973 | $54K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Raleigh Capital Management Inc. new | 1,606 | $44K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC trimmed | 790 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management new | 367 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC | 32 | $873 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sterling Capital Management LLC | 26 | $709 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 8,193 | $220K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Summit Trail Advisors, LLC | 7,962 | $214K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CIBC Private Wealth Group LLC added | 1,405 | $38K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC trimmed | 295 | $8K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC | 74 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc new | 72 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC trimmed | 79,701 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| BROWN ADVISORY INC new | 54,159 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Private Advisor Group, LLC new | 16,732 | $436K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 5,455 | $142K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC added | 2,150 | $56K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CoreCap Advisors, LLC | 432 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.