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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (fund), issuer CIK 1843181

84 managers (84 13F filers) reported a position in NBXG shares at 2024-12-31, 29,614,629 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
84
13F filers
84
New
15
Added
29
Reduced
26
Sold out
7
Shares held by filers
29,614,629

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.6,853,330$87.3M2.2%+234,67113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,290,272$54.7M<0.01%+1,004,06613F-HR/ATimelineGroup
Karpus Management, Inc.3,808,155$48.5M1.43%-56,47313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,203,610$28.1M0.04%-275,75813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,483,359$18.9M<0.01%+126,79313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,352,512$17.2M0.39%+308,10813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,286,437$16.4M<0.01%+45,50413F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…1,088,397$13.9M1.38%-797,38313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC719,752$9.17M<0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/619,645$7.89M<0.01%-26,40413F-HRTimelineGroup
Bulldog Investors, LLP591,231$7.53M1.97%+256,65813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA583,342$7.43M<0.01%-3,23613F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…467,748$5.96M0.06%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…360,782$4.6M0.08%+24,30213F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.359,056$4.57M1.47%-1,35613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…260,177$3.31M0.01%+99,72113F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC257,672$3.28M0.63%+82,04613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC251,949$3.21M0.06%new13F-HRTimelineGroup
Advisors Asset Management, Inc.186,542$2.38M0.04%-7,54813F-HR/ATimeline
Quantedge Capital Pte Ltd181,562$2.31M0.84%+27,90013F-HRTimeline
CORRADO ADVISORS, LLC164,822$2.1M1.37%-29,47813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP130,865$1.67M<0.01%-88613F-HRTimelineGroup
Matisse Capital129,790$1.65M0.84%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …126,979$1.62M<0.01%-51,70013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP115,742$1.47M0.06%new13F-HRTimeline
Cornerstone Wealth Management, LLC109,978$1.4M0.09%+6,19613F-HRTimeline
Beverly Hills Private Wealth, LLC109,482$1.39M0.28%-5,57413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100,772$1.28M<0.01%+40013F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC95,321$1.21M0.35%+14,73213F-HRTimeline
Sanctuary Advisors, LLC84,763$1.14M0.01%+4,47613F-HRTimeline
Dakota Wealth Management82,396$1.05M0.02%-4,22713F-HRTimeline
Private Advisor Group, LLC81,866$1.04M0.01%-18,90013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.80,000$1.02M<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …77,607$989K0.01%+4,10713F-HRTimelineGroup
LPL Financial LLC70,306$896K<0.01%+2,30013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC69,793$889K0.01%+24,87313F-HRTimelineGroup
Claro Advisors Inc.66,435$846K0.11%-4,09713F-HRTimeline
HighTower Advisors, LLC53,428$681K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC47,600$606K0.32%+3,05013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC39,365$502K<0.01%+19,24413F-HRTimelineGroup
1607 Capital Partners, LLC39,288$501K0.04%-237,40313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,340$463K0.03%new13F-HRTimeline
AlphaStar Capital Management, LLC35,925$458K0.05%+4,27213F-HRTimeline
GWN SECURITIES INC.32,851$448K0.12%13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC31,647$403K0.07%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,011$357K<0.01%-3,18813F-HRTimelineGroup
World Investment Advisors27,850$355K0.01%-65013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27,115$345K0.02%+2,33313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,930$330K0.02%-1,25013F-HRTimelineGroup
AMERIFLEX GROUP, INC.23,018$309K0.14%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,319$297K<0.01%+1,22513F-HRTimeline
NewEdge Advisors, LLC23,202$296K<0.01%+80013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…20,609$263K0.04%+41513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…18,451$235K0.02%new13F-HRTimelineGroup
Shaker Financial Services, LLC18,418$235K0.09%-7,01413F-HRTimeline
Steward Partners Investment Advisory, L…14,200$181K<0.01%-15013F-HRTimeline
WEDBUSH SECURITIES INC14,028$179K0.01%+3,40913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,402$171K<0.01%-3,97113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,267$169K<0.01%+7,04813F-HR/ATimelineGroup
HRT FINANCIAL LP11,784$150K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,570$147K<0.01%+87513F-HRTimeline
Ignite Planners, LLC11,069$145K0.03%-50013F-HRTimeline
IEQ CAPITAL, LLC11,349$145K<0.01%+26013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10,295$131K0.03%013F-HRTimeline
BECK MACK & OLIVER LLC10,000$127K<0.01%new13F-HRTimeline
Allie Family Office LLC10,000$127K0.07%013F-HRTimeline
COMERICA BANK8,067$103K<0.01%-1,30013F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.7,000$89.2K0.05%13F-HRTimeline
CoreCap Advisors, LLC4,650$59.2K<0.01%-3,50013F-HRTimeline
Elequin Capital, LP1,845$23.5K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,656$21K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,473$18.8K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,044$13.4K<0.01%new13F-HRTimelineGroup
Estabrook Capital Management900$11.5K<0.01%+2113F-HRTimeline
Holos Integrated Wealth LLC650$8.28K0.01%13F-HRTimeline
Allworth Financial LP550$7.51K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC497$6K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC176$2.24K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155$1.98K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC138$1.76K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49$634<0.01%-3313F-HRTimelineGroup
LANARK FINANCIAL, INC.1$14<0.01%-1,16913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.