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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (fund), issuer CIK 1843181

80 managers (80 13F filers) reported a position in NBXG shares at 2025-06-30, 31,602,861 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
80
13F filers
80
New
12
Added
24
Reduced
30
Sold out
10
Shares held by filers
31,602,861

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.7,663,379$112M3.05%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,759,623$84.1M0.01%+149,72713F-HRTimelineGroup
Karpus Management, Inc.3,627,001$53M1.71%-58,74513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,203,610$32.2M0.04%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,643,509$24M0.01%+246,64913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,423,981$20.8M0.44%-47,97613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,270,546$18.5M<0.01%+34,24613F-HRTimelineGroup
Bulldog Investors, LLP1,134,288$16.6M4.19%+236,45713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/946,968$13.8M<0.01%+395,99413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC766,255$11.2M<0.01%+14,95313F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…477,748$6.98M0.06%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA400,441$5.85M<0.01%-146,06513F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…372,970$5.45M0.08%+11,02013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…336,495$4.94M0.01%+50,82913F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.314,974$4.6M1.64%-33,59713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC294,579$4.3M0.72%+13,86013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…210,441$3.07M0.29%-7,72313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC178,622$2.61M0.04%-56,75113F-HRTimelineGroup
Advisors Asset Management, Inc.176,315$2.57M0.05%+78913F-HR/ATimeline
CORRADO ADVISORS, LLC173,512$2.53M1.55%+8,06513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …163,499$2.39M<0.01%+36,52013F-HRTimelineGroup
Quantedge Capital Pte Ltd153,562$2.24M2.05%-23,40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP145,683$2.13M<0.01%new13F-HRTimelineGroup
Matisse Capital129,790$1.89M0.9%013F-HRTimeline
Cornerstone Wealth Management, LLC128,358$1.87M0.11%+3,63113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP122,547$1.79M<0.01%-4,56013F-HRTimelineGroup
Beverly Hills Private Wealth, LLC117,403$1.71M0.32%-13013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC88,990$1.3M0.29%-23,70513F-HRTimeline
Dakota Wealth Management81,820$1.19M0.03%-27813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …79,968$1.17M0.02%+2,52913F-HRTimelineGroup
Private Advisor Group, LLC76,576$1.12M0.01%-4,44613F-HRTimeline
LPL Financial LLC74,981$1.09M<0.01%-74013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP70,658$1.03M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,348$940K<0.01%+10,23613F-HR/ATimelineGroup
Claro Advisors Inc.54,719$799K0.13%-9,85013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,245$763K<0.01%-48,52713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC47,382$692K0.03%+15,62013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC45,434$663K0.05%+7,48813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,830$538K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC35,440$517K<0.01%-13,45313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC33,460$489K<0.01%013F-HRTimelineGroup
AlphaStar Capital Management, LLC30,714$448K0.03%-25113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC28,220$412K<0.01%-17,40713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd26,874$392K0.02%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,590$359K0.02%-39013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,917$335K<0.01%+28213F-HRTimeline
NewEdge Advisors, LLC22,402$327K<0.01%-80013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…21,771$318K0.04%+48313F-HRTimeline
Sanctuary Advisors, LLC21,603$315K<0.01%+6,85213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,780$303K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,002$292K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC18,497$270K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC17,746$264K<0.01%-4,13413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.17,928$262K<0.01%013F-HRTimelineGroup
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…15,119$221K0.16%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC13,895$203K0.01%+53313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,968$189K<0.01%-1,17813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,050$176K<0.01%-13,70513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,901$174K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC11,880$173K<0.01%-673,39513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,695$156K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,495$153K<0.01%new13F-HRTimeline
COMERICA BANK9,314$136K<0.01%+1,23213F-HRTimeline
Steward Partners Investment Advisory, L…5,302$77.4K<0.01%-11,60013F-HRTimeline
Geneos Wealth Management Inc.2,691$39.3K<0.01%-4,48913F-HRTimeline
Nemes Rush Group LLC2,232$32.6K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,473$21.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,220$17.8K<0.01%-13,81313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,210$17.7K<0.01%-79013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,200$17.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,170$17K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,150$16.8K<0.01%-3,50013F-HRTimeline
NFSG Corp1,000$14.6K<0.01%new13F-HRTimeline
Estabrook Capital Management942$13.8K<0.01%+2113F-HRTimeline
Holos Integrated Wealth LLC650$9.63K0.01%013F-HRTimeline
WPG Advisers, LLC578$8.44K0.01%-913F-HRTimeline
Allworth Financial LP576$8.41K<0.01%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155$2.26K<0.01%013F-HRTimelineGroup
DANSKE BANK A/S1$15<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.