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Institutional Ownership · SEC Form 13F

Who owns NBOS (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

45
Institutional holders
11,551,599
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened NBOS while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 45 tracked filers holding NBOS, 24 increased or opened the position and 30 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 2025-Q4 and 2026-Q1 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 1

  • Cerity Partners LLC$547K

Full exits 4

  • Edge Financial Advisors LLC$649K
  • BROWN BROTHERS HARRIMAN & CO$574K
  • ENVESTNET ASSET MANAGEMENT INC$555K
  • BlackRock, Inc.$539K

Largest adds

  • Proficio Capital Partners LLC$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • Fifth Third Securities, Inc.$1M
  • JPMORGAN CHASE & CO$828K
  • OSAIC HOLDINGS, INC.$406K
  • CARY STREET PARTNERS INVESTMENT ADVISORY LLC$310K

Largest trims

  • AE Wealth Management LLC$13M
  • NEUBERGER BERMAN GROUP LLC$7M
  • MML INVESTORS SERVICES, LLC$2M
  • ASSETMARK, INC$1M
  • Key Capital Management, INC$576K
  • HB Wealth Management, LLC$390K

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).

FundSharesReported value% of valueQuarter
NEUBERGER BERMAN GROUP LLC trimmed6,778,333$181M56.8%2026-Q1
ASSETMARK, INC trimmed1,037,056$28M8.7%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added782,769$21M6.6%2026-Q1
LPL Financial LLC added601,378$16M5.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed567,214$15M4.8%2026-Q1
MARQUETTE ASSOCIATES, INC.462,368$12M3.9%2026-Q1
Proficio Capital Partners LLC added208,425$6M1.7%2026-Q1
Wealthspire Advisors, LLC trimmed207,936$6M1.7%2026-Q1
CWM, LLC added175,994$5M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added118,525$3M1.0%2026-Q1
UBS Group AG added91,437$2M0.8%2026-Q1
Fifth Third Securities, Inc. added88,237$2M0.7%2026-Q1
OSAIC HOLDINGS, INC. added77,055$2M0.6%2026-Q1
JPMORGAN CHASE & CO added68,593$2M0.6%2026-Q1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC added56,432$2M0.5%2026-Q1
Janney Montgomery Scott LLC added38,050$1M0.3%2026-Q1
HB Wealth Management, LLC trimmed34,997$936K0.3%2026-Q1
Equitable Holdings, Inc. added24,342$664K0.2%2026-Q1
Cerity Partners LLC new20,455$547K0.2%2026-Q1
OLD MISSION CAPITAL LLC trimmed18,485$494K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added11,226$300K0.1%2026-Q1
STIFEL FINANCIAL CORP10,979$294K0.1%2026-Q1
Steward Partners Investment Advisory, LLC10,630$284K0.1%2026-Q1
Savant Capital, LLC added9,525$255K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. new8,971$240K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added8,831$236K0.1%2026-Q1
Concurrent Investment Advisors, LLC added8,476$227K0.1%2026-Q1
AE Wealth Management LLC trimmed7,707$206K0.1%2026-Q1
Allworth Financial LP2,963$79K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed2,889$77K0.0%2026-Q1
ROYAL BANK OF CANADA added2,888$77K0.0%2026-Q1
Quest 10 Wealth Builders, Inc. trimmed1,959$52K0.0%2026-Q1
Farther Finance Advisors, LLC added1,950$52K0.0%2026-Q1
NBC SECURITIES, INC.1,117$30K0.0%2026-Q1
Advisory Services Network, LLC994$27K0.0%2026-Q1
Cornerstone Wealth Partners, LLC new655$18K0.0%2026-Q1
NFSG Corp560$15K0.0%2026-Q1
Triumph Capital Management464$12K0.0%2026-Q1
MORGAN STANLEY213$6K0.0%2026-Q1
Geneos Wealth Management Inc. added182$5K0.0%2026-Q1
Key Capital Management, INC trimmed175$5K0.0%2026-Q1
AMERIFLEX GROUP, INC. new101$3K0.0%2026-Q1
Networth Advisors, LLC trimmed51$1K0.0%2026-Q1
Kingdom Financial Group LLC. trimmed6$1500.0%2026-Q1
Lloyd Advisory Services, LLC. trimmed6$1500.0%2026-Q1
Mariner, LLC trimmed79,701$2M0.7%2025-Q2 stale
BROWN ADVISORY INC new54,159$1M0.4%2025-Q2 stale
Edge Financial Advisors LLC new23,798$649K0.2%2025-Q4 stale
BROWN BROTHERS HARRIMAN & CO21,066$574K0.2%2025-Q4 stale
ENVESTNET ASSET MANAGEMENT INC added20,344$555K0.2%2025-Q4 stale
BlackRock, Inc. new19,782$539K0.2%2025-Q4 stale
TFB Advisors LLC added16,511$450K0.1%2025-Q4 stale
Private Advisor Group, LLC new16,732$436K0.1%2025-Q2 stale
IHT Wealth Management, LLC added15,952$408K0.1%2025-Q1 stale
LifeWealth Investments, LLC trimmed14,410$393K0.1%2025-Q4 stale
B.O.S.S. Retirement Advisors, LLC trimmed13,394$365K0.1%2025-Q4 stale
TRUIST FINANCIAL CORP added13,025$355K0.1%2025-Q4 stale
Simplicity Wealth,LLC added12,775$348K0.1%2025-Q4 stale
United Advisor Group, LLC trimmed10,535$269K0.1%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,320$254K0.1%2025-Q4 stale
JANE STREET GROUP, LLC trimmed8,193$220K0.1%2025-Q3 stale
Summit Trail Advisors, LLC7,962$214K0.1%2025-Q3 stale
Thrivent Financial for Lutherans7,600$203K0.1%2025-Q1 stale
Park Square Financial Group, LLC added5,455$142K0.0%2025-Q2 stale
Transce3nd, LLC added2,150$56K0.0%2025-Q2 stale
Smartleaf Asset Management LLC trimmed1,973$54K0.0%2025-Q4 stale
Raleigh Capital Management Inc. new1,606$44K0.0%2025-Q4 stale
CIBC Private Wealth Group LLC added1,405$38K0.0%2025-Q3 stale
NewEdge Advisors, LLC added1,000$27K0.0%2025-Q4 stale
SageView Advisory Group, LLC trimmed790$22K0.0%2025-Q4 stale
CoreCap Advisors, LLC432$11K0.0%2025-Q2 stale
MAI Capital Management new367$10K0.0%2025-Q4 stale
Pineridge Advisors LLC trimmed295$8K0.0%2025-Q3 stale
Global Retirement Partners, LLC74$2K0.0%2025-Q3 stale
Guerra Advisors Inc new72$2K0.0%2025-Q3 stale
FMR LLC32$8730.0%2025-Q4 stale
Sterling Capital Management LLC26$7090.0%2025-Q4 stale
CREATIVE FINANCIAL DESIGNS INC /ADV new00.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership