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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 2025-09-30, 30,811,675 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
80
13F filers
80
New
9
Added
34
Reduced
20
Sold out
10
Shares held by filers
30,811,675

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.7,721,404$119M3.92%+58,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,687,973$87.5M0.01%-71,65013F-HR/ATimelineGroup
Karpus Management, Inc.3,200,555$49.2M1.56%-426,44613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,179,106$33.5M0.05%-24,50413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,434,682$22.1M<0.01%-208,82713F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,423,981$21.9M0.44%013F-HRTimelineGroup
Bulldog Investors, LLP1,136,986$17.5M4.05%+2,69813F-HRTimeline
UBS Group AGin group UBS Group AG979,401$15.1M<0.01%-291,14513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/920,459$14.2M<0.01%-26,50913F-HR/ATimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…836,518$12.9M0.95%+626,07713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…477,748$7.35M0.06%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…423,731$6.52M0.08%+50,76113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA423,077$6.51M<0.01%+22,63613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…397,725$6.12M0.01%+61,23013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.394,211$6.06M2.08%+79,23713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC317,370$4.88M0.74%+22,79113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …210,313$3.23M0.01%+46,81413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP190,016$2.92M<0.01%+44,33313F-HRTimelineGroup
CORRADO ADVISORS, LLC171,984$2.65M1.42%-1,52813F-HRTimeline
Advisors Asset Management, Inc.168,354$2.59M0.04%-7,96113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,379$2.21M<0.01%-622,87613F-HRTimelineGroup
Matisse Capital129,790$2M0.9%013F-HRTimeline
Cornerstone Wealth Management, LLC129,777$2M0.11%+1,41913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,010$1.92M<0.01%+2,46313F-HRTimelineGroup
Beverly Hills Private Wealth, LLC117,403$1.81M0.32%013F-HRTimeline
Private Advisor Group, LLC80,231$1.23M0.01%+3,65513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …78,882$1.21M0.01%-1,08613F-HRTimelineGroup
LPL Financial LLC78,586$1.21M<0.01%+3,60513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,127$1.11M<0.01%+8,77913F-HRTimelineGroup
Dakota Wealth Management64,430$991K0.02%-17,39013F-HR/ATimeline
Quantedge Capital Pte Ltd63,462$976K0.53%-90,10013F-HRTimeline
Noble Wealth Management PBC59,300$912K0.49%13F-HRTimeline
Concorde Asset Management, LLC59,080$910K0.38%13F-HRTimeline
NewEdge Advisors, LLC55,172$849K<0.01%+32,77013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC55,137$848K0.04%+7,75513F-HRTimeline
Claro Advisors Inc.53,740$827K0.12%-97913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,245$804K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC46,290$712K0.04%+85613F-HRTimeline
NFSG Corp43,156$664K0.1%+42,15613F-HRTimeline
Compound Planning, Inc.42,156$648K0.02%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.38,134$587K<0.01%+17,35413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,079$570K<0.01%+24913F-HRTimelineGroup
HighTower Advisors, LLC32,005$492K<0.01%-3,43513F-HRTimeline
AlphaStar Capital Management, LLC31,525$485K0.04%+81113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,315$405K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC23,825$366K<0.01%-4,39513F-HRTimelineGroup
Sanctuary Advisors, LLC23,727$365K<0.01%+2,12413F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,695$364K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…23,096$355K0.04%+1,32513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,745$350K<0.01%-17213F-HRTimeline
J.W. COLE ADVISORS, INC.22,395$344K0.01%+2,39313F-HRTimeline
CWM, LLCin group CWM, LLC22,252$342K<0.01%+3,75513F-HRTimelineGroup
AMERIFLEX GROUP, INC.22,000$338K0.13%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,145$294K<0.01%-14,31513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.17,928$276K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC17,514$269K<0.01%-23213F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…15,119$233K0.09%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP14,084$217K<0.01%+1,11613F-HRTimelineGroup
IEQ CAPITAL, LLC12,119$186K<0.01%+23913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,090$186K<0.01%+4013F-HRTimelineGroup
WEDBUSH SECURITIES INC11,625$179K0.01%-2,27013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,000$169K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning10,873$167K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,695$164K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,295$158K<0.01%-20013F-HRTimeline
Focus Financial Network, Inc.10,045$154K0.01%new13F-HRTimeline
Arax Advisory Partners9,976$153K<0.01%new13F-HRTimeline
COMERICA BANK9,314$143K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,530$116K0.01%+6,33013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,202$95.4K<0.01%+90013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,429$52.8K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.1,473$22.7K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,220$18.8K<0.01%013F-HR/ATimelineGroup
LANARK FINANCIAL, INC.1,170$18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,150$17.7K<0.01%013F-HRTimeline
Estabrook Capital Management961$14.8K<0.01%+1913F-HRTimeline
Holos Integrated Wealth LLC650$9.74K0.01%013F-HRTimeline
Allworth Financial LP588$9.04K<0.01%+1213F-HRTimeline
WPG Advisers, LLC585$9K0.01%+713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155$2.38K<0.01%013F-HRTimelineGroup