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Disclosery

NBXG NEUBERGER NEXT GENERATION

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COMMON STOCK (fund), issuer CIK 1843181

92 managers (92 13F filers) reported a position in NBXG shares at 2026-03-31, 32,409,378 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
92
13F filers
92
New
10
Added
45
Reduced
24
Sold out
14
Shares held by filers
32,409,378

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.7,548,223$97.1M3.11%-147,01213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,505,303$96.6M0.01%+1,239,48313F-HRTimelineGroup
Karpus Management, Inc.3,069,100$39.5M1.23%-6,74413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,165,188$27.9M0.05%-13,91813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,192,864$15.4M<0.01%+26,68113F-HR/ATimelineGroup
Bulldog Investors, LLP1,169,731$15.1M3.38%+1,60513F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…1,036,638$13.3M0.97%+70,68413F-HRTimeline
UBS Group AGgroup of 2 filers holding928,770$12M-435Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/882,771$11.4M<0.01%-16,86213F-HRTimelineGroup
Z3 Capital Partners, LLC704,014$9.06M2.29%+31,97513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…518,677$6.67M0.08%+51,70513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…488,681$6.29M0.05%+10,93313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486,809$6.26M<0.01%-11,44313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC391,481$5.04M0.72%+30,84013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC353,356$4.55M0.07%+114,03113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…265,483$3.5M0.01%-146,58313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …230,879$2.97M<0.01%+25,59013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC230,874$2.97M0.06%-788,08713F-HRTimelineGroup
Altium Capital Management LLC204,562$2.63M6.27%+34,68913F-HRTimeline
Quantedge Capital Pte Ltd193,662$2.49M1.36%+86,70013F-HRTimeline
Private Advisor Group, LLC171,475$2.21M0.01%+69,98413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,316$2.19M<0.01%+20,72613F-HRTimelineGroup
Advisors Asset Management, Inc.163,246$2.1M0.03%-11,10613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP144,383$1.86M<0.01%-1,66613F-HRTimelineGroup
Cornerstone Wealth Management, LLC136,858$1.76M0.09%+2,33113F-HRTimeline
Matisse Capital129,790$1.67M0.71%013F-HRTimeline
Beverly Hills Private Wealth, LLC119,258$1.53M0.26%+2,44113F-HRTimeline
NewEdge Advisors, LLC117,358$1.51M0.01%+56,93713F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC111,907$1.44M0.08%+1,28213F-HRTimeline
CORRADO ADVISORS, LLC107,614$1.38M0.72%-60,54113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,225$1.3M<0.01%+9,92913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP90,765$1.17M<0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC86,744$1.12M0.39%+49,65813F-HRTimeline
LPL Financial LLC80,286$1.03M<0.01%+1,71913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,157$839K0.01%-2,60313F-HRTimelineGroup
Dakota Wealth Management64,195$826K0.02%+22013F-HR/ATimeline
&PARTNERS62,452$801K<0.01%+8,42613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC58,001$746K0.03%-28313F-HRTimeline
Concorde Asset Management, LLC55,380$713K0.35%-2,40013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC52,855$680K<0.01%+31,07013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC48,374$623K0.03%+1,58913F-HRTimeline
Claro Advisors Inc.47,700$614K0.07%-5,30413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…47,045$605K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC41,586$535K0.27%-19,10013F-HRTimeline
Closed-End Fund Advisors, Inc.40,660$523K0.53%-2,73713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.40,045$515K<0.01%-63213F-HRTimelineGroup
1607 Capital Partners, LLC34,361$442K0.03%new13F-HRTimeline
Sanctuary Advisors, LLC28,269$364K<0.01%+36813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,946$360K<0.01%+24,68813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…26,536$342K0.04%+1,89813F-HRTimeline
HighTower Advisors, LLC26,109$336K<0.01%-4,90213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,528$316K<0.01%-64613F-HRTimelineGroup
Creative Planningin group Creative Planning23,813$306K<0.01%+12,69113F-HRTimelineGroup
CWM, LLCin group CWM, LLC23,088$297K<0.01%+81213F-HRTimelineGroup
Advisory Advocates, LLC18,360$236K0.24%+4,00013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC17,648$227K0.15%+5,95413F-HRTimeline
Investment Management Trust, LLC17,317$223K0.22%13F-HRTimeline
DECISION INVESTMENTS, INC16,040$206K0.23%+5,39013F-HRTimeline
Sovran Advisors, LLC13,975$204K0.02%new13F-HRTimeline
Focus Financial Network, Inc.14,669$189K0.01%+1,21413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,804$178K<0.01%-8,80013F-HRTimeline
IEQ CAPITAL, LLC12,753$164K<0.01%+33713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,195$157K<0.01%+5613F-HRTimelineGroup
CHOREO, LLC11,996$154K<0.01%+1,38013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,500$148K0.01%013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP11,379$146K0.01%-10,03613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,802$139K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,695$138K<0.01%013F-HRTimeline
Almitas Capital LLC10,457$135K0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,295$132K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,222$132K<0.01%+5413F-HRTimelineGroup
AMERIFLEX GROUP, INC.10,200$131K0.07%+25013F-HRTimeline
Activest Wealth Management7,500$96.5K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…6,163$79.3K<0.01%-58013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,886$62.9K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,630$59.6K<0.01%+36413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.3,197$41.1K<0.01%+1,58313F-HRTimeline
LANARK FINANCIAL, INC.2,443$31.4K<0.01%+1,27313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,473$19K0.01%013F-HRTimeline
WPG Advisers, LLC1,406$18.1K0.01%+69113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,126$15K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,150$14.8K<0.01%013F-HRTimeline
Estabrook Capital Management1,122$14.4K<0.01%+13713F-HRTimeline
Advisory Services Network, LLC1,023$13.2K<0.01%-18,77613F-HRTimeline
Holos Integrated Wealth LLC650$8.59K<0.01%013F-HRTimeline
Allworth Financial LP613$7.89K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.518$6.66K<0.01%new13F-HRTimelineGroup
Osbon Capital Management LLC375$4.83K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC155$2K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$1.93K<0.01%013F-HRTimeline
SIGNATUREFD, LLC100$1.29K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$6<0.01%-15,00013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.