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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (common), issuer CIK 1843181

102 managers (102 13F filers) reported a position in NBXG shares at 2026-06-30, 32,781,361 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
102
13F filers
102
New
19
Added
32
Reduced
29
Sold out
11
Shares held by filers
32,781,361

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.7,548,223$125M3.82%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,070,195$117M0.01%-435,10813F-HRTimelineGroup
Karpus Management, Inc.2,981,177$49.3M1.42%-87,92313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,165,188$35.8M0.05%013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…1,188,521$19.7M1.18%+151,88313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,178,014$19.5M<0.01%-14,85013F-HRTimelineGroup
Bulldog Investors, LLP1,171,931$19.4M4.26%+2,20013F-HRTimeline
Atlas Wealth LLC1,102,724$18.2M2.6%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/872,955$14.4M<0.01%-9,81613F-HRTimelineGroup
UBS Group AGin group UBS Group AG837,226$13.8M<0.01%-91,54413F-HRTimelineGroup
Z3 Capital Partners, LLC726,651$12M2.52%+22,63713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…539,246$8.92M0.07%+20,56913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA531,087$8.78M<0.01%+44,27813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…488,681$8.08M0.06%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC433,728$7.17M0.89%+42,24713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…313,549$5.06M0.01%+48,06613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …283,289$4.69M0.01%+52,41013F-HRTimelineGroup
Altium Capital Management LLC204,562$3.38M7.13%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC202,139$3.34M0.04%-151,21713F-HRTimelineGroup
Quantedge Capital Pte Ltd182,562$3.02M2.29%-11,10013F-HRTimeline
Advisors Asset Management, Inc.175,399$2.9M0.04%+12,15313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,806$2.79M<0.01%-1,51013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,507$2.42M<0.01%+2,12413F-HRTimelineGroup
Cornerstone Wealth Management, LLC141,404$2.34M0.1%+4,54613F-HRTimeline
Matisse Capital129,790$2.15M0.86%013F-HRTimeline
NewEdge Advisors, LLC123,850$2.05M0.01%+6,49213F-HRTimeline
Beverly Hills Private Wealth, LLC119,258$1.97M0.38%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC105,405$1.74M0.11%-6,50213F-HRTimeline
LPL Financial LLC100,388$1.66M<0.01%+20,10213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,354$1.64M<0.01%-1,87113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP90,765$1.5M<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,251$1.21M0.01%+8,09413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC66,653$1.1M0.04%+18,27913F-HRTimeline
1607 Capital Partners, LLC66,408$1.1M0.1%+32,04713F-HRTimeline
&PARTNERS63,269$1.05M<0.01%+81713F-HRTimeline
Dakota Wealth Management61,730$1.02M0.02%-2,46513F-HRTimeline
Concorde Asset Management, LLC58,690$971K0.56%+3,31013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC55,748$922K0.04%-2,25313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…48,245$798K<0.01%+1,20013F-HRTimelineGroup
Almitas Capital LLC42,297$700K0.17%+31,84013F-HRTimeline
Closed-End Fund Advisors, Inc.40,996$678K0.66%+33613F-HRTimeline
Noble Wealth Management PBC40,378$668K0.3%-1,20813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd38,293$633K0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.37,384$618K<0.01%-2,66113F-HRTimelineGroup
Claro Advisors Inc.34,241$566K0.06%-13,45913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC33,865$560K<0.01%-18,99013F-HRTimelineGroup
Sanctuary Advisors, LLC28,103$465K<0.01%-16613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,080$464K0.05%+1,54413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…24,579$407K0.03%new13F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC22,716$376K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC20,386$337K<0.01%-5,72313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,315$336K<0.01%-4,21313F-HRTimelineGroup
Arax Advisory Partners19,251$318K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.18,472$306K0.01%+3,80313F-HRTimeline
Steward Partners Investment Advisory, L…18,440$305K<0.01%+12,27713F-HRTimeline
Advisory Advocates, LLC18,360$304K0.26%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC18,069$299K0.17%+42113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP16,563$274K0.01%+5,18413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,533$273K<0.01%new13F-HRTimelineGroup
Investment Management Trust, LLC15,757$261K0.23%-1,56013F-HRTimeline
Cambridge Investment Research Advisors,…14,811$245K<0.01%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,107$233K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS14,029$232K<0.01%+3,73413F-HRTimeline
Creative Planningin group Creative Planning13,514$224K<0.01%-10,29913F-HRTimelineGroup
DECISION INVESTMENTS, INC13,430$222K0.2%-2,61013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,246$219K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC13,049$216K<0.01%+29613F-HRTimeline
Sovran Advisors, LLC13,975$203K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,245$203K<0.01%+5013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,936$197K<0.01%-16,01013F-HRTimelineGroup
Private Advisor Group, LLC11,812$195K<0.01%-159,66313F-HRTimeline
Advisory Solutions Group, LLC11,806$195K0.07%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,500$190K0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,322$187K<0.01%new13F-HRTimeline
CHOREO, LLC11,035$183K<0.01%-96113F-HRTimeline
PRAIRIE ADVISORY, LLC10,837$179K0.04%13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,695$177K<0.01%013F-HRTimeline
Merit Financial Group, LLC10,458$173K<0.01%new13F-HR/ATimeline
AlphaStar Capital Management, LLC10,394$172K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,222$169K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.10,200$169K0.07%013F-HRTimeline
Advisor Resource Council10,033$163K0.05%new13F-HRTimeline
Global Retirement Partners, LLC9,219$152K<0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,530$125K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,761$78.7K<0.01%-12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,474$74K<0.01%-15613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,563$58.9K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.3,196$52.9K0.01%-113F-HRTimeline
LANARK FINANCIAL, INC.2,472$40.9K<0.01%+2913F-HRTimeline
Integrated Wealth Concepts LLC2,000$33.1K<0.01%new13F-HRTimeline
Estabrook Capital Management1,826$30.2K<0.01%+70413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,473$24.4K0.01%013F-HRTimeline
WPG Advisers, LLC1,406$23.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,150$19K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,126$17.9K<0.01%013F-HRTimeline
IFG Advisory, LLC1,061$17.5K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC650$10.3K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC440$7.28K<0.01%new13F-HRTimeline
Allworth Financial LP212$3.51K<0.01%-40113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$3.31K<0.01%+5013F-HRTimeline
Kennebec Savings Bank200$3.31K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC100$1.65K<0.01%013F-HRTimeline