Beacon Pointe Advisors, LLC NBET — NEUBERGER BERMAN ETF TRUST

Ownership history in Beacon Pointe Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Beacon Pointe Advisors, LLC reported NEUBERGER BERMAN ETF TRUST (NBET) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows NBET at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Pointe Advisors, LLC's position in NEUBERGER BERMAN ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBET was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBET stock page Beacon Pointe Advisors, LLC fund profile Beacon Pointe Advisors, LLC full holdings
How Beacon Pointe Advisors, LLC held NBET — position size vs. price
% of Fund (quarterly)    NBET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 155,149 +3,102 +2.0% 0.03% $6.4M 2026-05-15 $41.54
2025 Q4 ADDED — — — 152,047 +6,877 +4.7% 0.03% $5.0M 2026-02-18 $37.87
2025 Q3 ADDED — — — 145,170 +10,988 +8.2% 0.04% $4.8M 2025-11-14 $32.90
2025 Q2 ADDED — — — 134,182 +17,294 +14.8% 0.05% $4.4M 2025-08-13 $31.72
2025 Q1 INITIATED — — — 116,888 — — 0.04% $3.9M 2025-05-13 $31.61

🏢 Other funds also holding NBET

As of 2026 Q1 — sorted by position size

Glass Jacobson Investment Advisors llc 3Y 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.01% Neuberger Berman Group LLC 3Y 7Y 0.01% Janney Montgomery Scott LLC 3Y 7Y 0.0% Comprehensive Financial Planning, Inc./PA 0.0% PRIVATE TRUST CO NA 3Y 7Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About Beacon Pointe Advisors, LLC and NBET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Pointe Advisors, LLC reported owning NBET?

Beacon Pointe Advisors, LLC reported NBET across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported NBET position in Beacon Pointe Advisors, LLC's portfolio?

The largest reported portfolio weight for NBET was 0.05% in 2025 Q2.

What is the latest reported NBET position on this page?

The most recent filing on this page is 2026 Q1, when Beacon Pointe Advisors, LLC reported 155,149 shares, equal to 0.03% of portfolio, with an estimated market value of $6.4M.

What does the chart on this NBET ownership page compare?

The chart compares Beacon Pointe Advisors, LLC's quarterly NBET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beacon Pointe Advisors, LLC time their NBET position?

Based on 13F filing dates vs. subsequent NBET price moves, Beacon Pointe Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on NBET relative to SPY over the holding period was +3.1%.

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