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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (fund), issuer CIK 1843181

79 managers (79 13F filers) reported a position in NBXG shares at 2025-03-31, 31,568,740 shares in all. 8 filers opened a position and 13 filers sold out during the quarter.

Managers
79
13F filers
79
New
8
Added
29
Reduced
28
Sold out
13
Shares held by filers
31,568,740

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.7,663,379$93.9M2.58%+810,04913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,609,896$68.7M<0.01%+1,319,62413F-HRTimelineGroup
Karpus Management, Inc.3,685,746$45.2M1.46%-122,40913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,203,610$27M0.04%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,471,957$18M0.42%+119,44513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,396,860$17.1M<0.01%-86,49913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,236,300$15.1M<0.01%-50,13713F-HRTimelineGroup
Bulldog Investors, LLP897,831$11M2.98%+306,60013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC751,302$9.2M<0.01%+31,55013F-HRTimelineGroup
IEQ CAPITAL, LLC685,275$8.39M0.07%+673,92613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,974$6.75M<0.01%-68,67113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA546,506$6.7M<0.01%-36,83613F-HR/ATimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…477,748$5.85M0.05%+10,00013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…361,950$4.43M0.08%+1,16813F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.348,571$4.27M1.45%-10,48513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…285,666$3.5M0.01%+25,48913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC280,719$3.44M0.65%+23,04713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC235,373$2.88M0.06%-16,57613F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…218,164$2.67M0.29%-870,23313F-HRTimeline
Quantedge Capital Pte Ltd176,962$2.17M0.69%-4,60013F-HRTimeline
Advisors Asset Management, Inc.175,526$2.15M0.04%-11,01613F-HR/ATimeline
CORRADO ADVISORS, LLC165,447$2.03M1.35%+62513F-HRTimeline
Matisse Capital129,790$1.59M0.84%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP127,107$1.56M<0.01%-3,75813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …126,979$1.56M<0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC124,727$1.53M0.1%+14,74913F-HRTimeline
Beverly Hills Private Wealth, LLC117,533$1.44M0.28%+8,05113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC112,695$1.38M0.37%+17,37413F-HRTimeline
Verition Fund Management LLC111,225$1.36M0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100,772$1.23M<0.01%013F-HRTimelineGroup
Dakota Wealth Management82,098$1.01M0.02%-29813F-HRTimeline
Private Advisor Group, LLC81,022$993K0.01%-84413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …77,439$949K0.01%-16813F-HRTimelineGroup
LPL Financial LLC75,721$928K<0.01%+5,41513F-HRTimeline
Claro Advisors Inc.64,569$791K0.11%-1,86613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,112$663K<0.01%+40,84513F-HRTimelineGroup
Concorde Asset Management, LLC51,720$621K0.33%+4,12013F-HRTimeline
HighTower Advisors, LLC48,893$599K<0.01%-4,53513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC45,627$559K0.01%-24,16613F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC37,946$465K0.04%+1,60613F-HR/ATimeline
Polar Asset Management Partners Inc.37,114$455K0.02%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC33,460$410K<0.01%-5,90513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC31,762$389K0.02%+4,64713F-HRTimeline
AlphaStar Capital Management, LLC30,965$379K0.04%-4,96013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,755$316K<0.01%-2,25613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,980$306K0.02%-95013F-HRTimelineGroup
NewEdge Advisors, LLC23,202$284K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,635$277K<0.01%-68413F-HRTimeline
World Investment Advisors22,350$274K0.01%-5,50013F-HRTimeline
Advisory Services Network, LLC21,880$268K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.21,618$265K0.11%-1,40013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,288$263K0.04%+67913F-HRTimeline
CWM, LLCin group CWM, LLC18,497$227K<0.01%+18,00013F-HRTimelineGroup
Shaker Financial Services, LLC18,418$226K0.09%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.17,928$220K<0.01%-62,07213F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,902$207K<0.01%+2,70213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,033$184K<0.01%+14,98413F-HRTimelineGroup
Sanctuary Advisors, LLC14,751$181K<0.01%-70,01213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,146$173K<0.01%+74413F-HRTimelineGroup
WEDBUSH SECURITIES INC13,362$164K0.01%-66613F-HRTimeline
HARBOUR INVESTMENTS, INC.10,695$131K<0.01%-87513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10,295$126K0.03%013F-HRTimeline
Allie Family Office LLC10,000$122K0.07%013F-HRTimeline
Geneos Wealth Management Inc.7,180$118K<0.01%new13F-HRTimeline
COMERICA BANK8,082$99K<0.01%+1513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,000$85.8K0.04%013F-HRTimeline
SOA Wealth Advisors, LLC.61,448$61.4K0.01%new13F-HRTimeline
CoreCap Advisors, LLC4,650$57K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,000$24.5K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,473$18K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,170$14K<0.01%+1,16913F-HRTimeline
Estabrook Capital Management921$11.3K<0.01%+2113F-HRTimeline
Holos Integrated Wealth LLC650$7.96K0.01%013F-HRTimeline
WPG Advisers, LLC587$7.19K0.01%+41113F-HRTimeline
Allworth Financial LP563$6.78K<0.01%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155$1.9K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC87$1.07K<0.01%new13F-HRTimeline
DANSKE BANK A/S1$12<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.