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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (fund), issuer CIK 1843181

97 managers (98 13F filers) reported a position in NBXG shares at 2025-12-31, 32,250,076 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
97
13F filers
98
New
20
Added
38
Reduced
23
Sold out
7
Shares held by filers
32,250,076

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.7,695,235$111M3.73%-26,16913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,265,820$90.5M0.01%+577,84713F-HR/ATimelineGroup
Karpus Management, Inc.3,075,844$44.4M1.36%-124,71113F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,179,106$31.5M0.05%013F-HRTimelineGroup
Bulldog Investors, LLP1,168,126$16.9M3.76%+31,14013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,166,183$16.8M<0.01%-268,49913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,018,961$14.7M0.29%-405,02013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…965,954$13.9M1.05%+129,43613F-HRTimeline
UBS Group AGgroup of 2 filers holding929,205$13.4M-50,196Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/899,633$13M<0.01%-20,82613F-HRTimelineGroup
Z3 Capital Partners, LLC672,039$9.7M2.33%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA498,252$7.19M<0.01%+75,17513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…477,748$6.9M0.06%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…466,972$6.74M0.08%+43,24113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…412,066$6.09M0.01%+14,34113F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.412,390$5.95M2.01%+18,17913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC360,641$5.21M0.76%+43,27113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC239,325$3.46M0.05%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …205,289$2.96M<0.01%-5,02413F-HRTimelineGroup
Advisors Asset Management, Inc.174,352$2.52M0.04%+5,99813F-HR/ATimeline
Altium Capital Management LLC169,873$2.45M9.7%new13F-HRTimeline
CORRADO ADVISORS, LLC168,155$2.43M1.22%-3,82913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,590$2.16M<0.01%+6,21113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP146,049$2.11M<0.01%+21,03913F-HRTimelineGroup
Cornerstone Wealth Management, LLC134,527$1.94M0.1%+4,75013F-HRTimeline
Matisse Capital129,790$1.87M0.84%013F-HRTimeline
Beverly Hills Private Wealth, LLC116,817$1.69M0.29%-58613F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC110,625$1.6M0.09%13F-HRTimeline
Quantedge Capital Pte Ltd106,962$1.54M0.74%+43,50013F-HRTimeline
Private Advisor Group, LLC101,491$1.47M0.01%+21,26013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,296$1.32M<0.01%+18,16913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP90,765$1.31M<0.01%-99,25113F-HRTimelineGroup
LPL Financial LLC78,567$1.13M<0.01%-1913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …67,760$978K0.01%-11,12213F-HRTimelineGroup
Dakota Wealth Management63,975$924K0.02%-45513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,039$881K<0.01%+37,34413F-HRTimelineGroup
Noble Wealth Management PBC60,686$876K0.44%+1,38613F-HRTimeline
NewEdge Advisors, LLC60,421$872K<0.01%+5,24913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC58,284$842K0.04%+3,14713F-HRTimeline
Concorde Asset Management, LLC57,780$834K0.33%-1,30013F-HRTimeline
&PARTNERS54,026$780K<0.01%new13F-HRTimeline
Claro Advisors Inc.53,004$765K0.1%-73613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,045$679K<0.01%-5,20013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC46,785$676K0.03%+49513F-HRTimeline
Compound Planning, Inc.44,386$641K0.02%+2,23013F-HRTimeline
Closed-End Fund Advisors, Inc.43,397$627K0.37%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.40,677$587K<0.01%+2,54313F-HRTimelineGroup
Shaker Financial Services, LLC37,086$536K0.17%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp37,080$535K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC31,011$448K<0.01%-99413F-HRTimeline
AlphaStar Capital Management, LLC30,208$436K0.03%-1,31713F-HRTimeline
Sanctuary Advisors, LLC27,901$403K<0.01%+4,17413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,174$364K<0.01%-1,14113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…24,638$356K0.04%+1,54213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,604$326K<0.01%-14113F-HRTimeline
CWM, LLCin group CWM, LLC22,276$322K<0.01%+2413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC21,785$315K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP21,415$309K0.01%new13F-HRTimeline
Advisory Services Network, LLC19,799$286K<0.01%+2,28513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,145$276K<0.01%013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.17,928$259K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,184$248K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,000$217K<0.01%+13,78013F-HRTimelineGroup
Advisory Advocates, LLC14,360$207K0.21%13F-HRTimeline
Focus Financial Network, Inc.13,455$194K0.01%+3,41013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC13,307$192K0.09%new13F-HRTimeline
IEQ CAPITAL, LLC12,416$179K<0.01%+29713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,139$175K<0.01%+4913F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC11,694$169K0.11%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,500$166K0.01%+50013F-HRTimelineGroup
Creative Planningin group Creative Planning11,122$161K<0.01%+24913F-HRTimelineGroup
CHOREO, LLC10,616$156K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,695$154K<0.01%013F-HRTimeline
DECISION INVESTMENTS, INC10,650$154K0.17%13F-HRTimeline
Arax Advisory Partners10,436$151K<0.01%+46013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,295$149K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,168$147K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,133$146K<0.01%-12,26213F-HRTimeline
AMERIFLEX GROUP, INC.9,950$144K0.07%-12,05013F-HRTimeline
Activest Wealth Management7,500$108K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…6,743$97.4K<0.01%+54113F-HRTimeline
COMERICA BANK4,873$70.4K<0.01%-4,44113F-HRTimeline
Global Retirement Partners, LLC4,273$61.7K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,266$61.6K<0.01%+83713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,258$47K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,614$23.3K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,473$21.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,170$16.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,150$16.6K<0.01%013F-HRTimeline
Estabrook Capital Management985$14.2K<0.01%+2413F-HRTimeline
WPG Advisers, LLC715$10.3K0.01%+13013F-HRTimeline
Holos Integrated Wealth LLC650$9.48K0.01%013F-HRTimeline
Jessup Wealth Management, Inc602$8.69K<0.01%new13F-HRTimeline
Motiv8 Investments LLC229$3K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…187$2.7K<0.01%new13F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC155$2.24K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$2.17K<0.01%new13F-HRTimeline