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Funds Holding NBOS

On this page, we present all of the funds holding NBOS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NBOS, with a link to that fund's top holdings. The next columns indicate the amount of NBOS stock held by each of the funds holding NBOS, followed by the NBOS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 7 funds holding NBOS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Assetmark Inc.. For more details on the positions held by Assetmark Inc. (or by any of the other funds holding NBOS), click the fund name in the "Holder" column of the funds-holding-NBOS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.1,465,484$38,154 03/31/2024
     NBOS1,465,484$38,154 03/31/2024
Cary Street Partners Asset Management LLC1,417,347$36,901 03/31/2024
     NBOS1,417,347$36,901 03/31/2024
Wright Fund Managment LLC150,792$3,926 03/31/2024
     NBOS150,792$3,926 03/31/2024
Cary Street Partners Investment Advisory LLC25,157$655 03/31/2024
     NBOS25,157$655 03/31/2024
TFB Advisors LLC20,295$515 03/31/2024
     NBOS20,295$515 03/31/2024
Summit Trail Advisors LLC7,962$207 03/31/2024
     NBOS7,962$207 03/31/2024
Allworth Financial LP3,593$94 03/31/2024
     NBOS3,593$94 03/31/2024
Proequities Inc.0$0 03/31/2024
     NBOS0$0 03/31/2024

See Summary: Institutional Holders of NBOS
See Details: Top 10 Hedge Funds Holding NBOS

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