Funds holding Neuberger
ISIN US64128K7515 · United States · LEI 54930087F7MMJ21RIJ90
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 152.5K $
Other securities from the same issuer : Neuberger (US64128K6947), Neuberger (US64128K8687)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Ocean Park Tactical Core Income Fund Northern Lights Fund Trust | 10,563 | 106.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 3,388 | 34K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 1,235 | 12.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Ocean Park Tactical Core Income Fund Northern Lights Fund Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 15,186 | +1.4 % |
| 2026Q1 | 3 | 0 | 14,976 | +1.3 % |
| 2025Q4 | 3 | 0 | 14,777 | +1.4 % |
| 2025Q3 | 3 | 0 | 14,577 | +1.4 % |
| 2025Q2 | 3 | 0 | 14,374 | +1.4 % |
| 2025Q1 | 3 | 0 | 14,179 | +1.3 % |
| 2024Q4 | 3 | 0 | 13,998 | +1.3 % |
| 2024Q3 | 3 | 0 | 13,815 | +1.4 % |
| 2024Q2 | 3 | 0 | 13,628 | +1.3 % |
| 2024Q1 | 3 | 13,454 |
Institutional managers
2 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Ethos Financial Group, LLC | 94,005 | 943.8K $ | as of Mar 31, 2026 |
| Financial Gravity Asset Management, Inc. | 5,819 | 58.4K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Neuberger". https://titelia.com/en/stocks/neuberger-US64128K7515