Neuberger Next GenerationNBXG
13F holders, Q2 2025 (June 30)79holders +1
12new positions
9sold out
1famous investor
$14.60avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, up 1 from Q1 2025. 12 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($111.9M), Morgan Stanley ($84.1M) and Karpus Management, Inc. ($53.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Neuberger Next Generation Co.
- CUSIP
- 64133Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.3M |
| Exits | 9 | $2.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,610,803 shares bought and 1,512,167 shares sold, net +98,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Saba Capital Management, L.P. | 3.07% | No change | 7,663,379 | $111.9M |
| Morgan Stanley | 0.01% | Add +2.7% | 5,759,623 | $84.1M |
| Karpus Management, Inc. | 1.71% | Reduce -1.6% | 3,627,001 | $53.0M |
| Lazard Asset Management LLC | 0.05% | No change | 2,203,610 | $32.2M |
| Wells Fargo & Company | 0.01% | Add +17.7% | 1,643,509 | $24.0M |
| Sit Investment Associates Inc. | 0.44% | Reduce -3.3% | 1,423,981 | $20.8M |
| UBS Group AG | 0.00% | Add +2.8% | 1,270,546 | $18.5M |
| Bulldog Investors, LLP | 4.21% | Add +26.3% | 1,134,288 | $16.6M |
| Bank of America Corp. | 0.00% | Add +71.9% | 946,968 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Add +2.0% | 766,255 | $11.2M |
| Capstone Investment Advisors, LLC | 0.07% | No change | 477,748 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -26.7% | 400,441 | $5.8M |
| Penserra Capital Management LLC | 0.08% | Add +3.0% | 372,970 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.8% | 336,495 | $4.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.64% | Reduce -9.6% | 314,974 | $4.6M |
| Blue Bell Private Wealth Management, LLC | 0.72% | Add +4.9% | 294,579 | $4.3M |
| City of London Investment Management Co. Ltd. | 0.29% | Reduce -3.5% | 210,441 | $3.1M |
| Wolverine Asset Management LLC | 0.19% | Reduce -24.1% | 178,622 | $2.6M |
| Advisors Asset Management, Inc. | 0.05% | Add +0.5% | 176,315 | $2.6M |
| Corrado Advisors, LLC | 1.55% | Add +4.9% | 173,512 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +28.8% | 163,499 | $2.4M |
| Quantedge Capital Pte Ltd | 2.05% | Reduce -13.2% | 153,562 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 145,683 | $2.1M |
| Matisse Capital | 0.90% | No change | 129,790 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +2.9% | 128,358 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 122,547 | $1.8M |
| Beverly Hills Private Wealth, LLC | 0.33% | Reduce -0.1% | 117,403 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | Reduce -21.0% | 88,990 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -0.3% | 81,820 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.3% | 79,968 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.5% | 76,576 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 74,981 | $1.1M |
| Readystate Asset Management LP | 0.08% | New | 70,658 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +18.9% | 64,348 | $940K |
| Claro Advisors Inc. | 0.13% | Reduce -15.3% | 54,719 | $799K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.2% | 52,245 | $763K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +49.2% | 47,382 | $692K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +19.7% | 45,434 | $663K |
| Bank of New York Mellon Corp | 0.00% | New | 36,830 | $538K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.5% | 35,440 | $517K |
| Millennium Management | 0.00% | No change | 33,460 | $489K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -0.8% | 30,714 | $448K |
| Walleye Capital LLC | 0.00% | Reduce -38.1% | 28,220 | $412K |
| XTX Topco Ltd | 0.02% | New | 26,874 | $392K |
| Hilltop Holdings Inc. | 0.02% | Reduce -1.6% | 24,590 | $359K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 22,917 | $335K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 22,402 | $327K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.3% | 21,771 | $318K |
| Sanctuary Advisors, LLC | 0.00% | Add +46.5% | 21,603 | $315K |
| Invesco Ltd. | 0.00% | New | 20,780 | $303K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 20,002 | $292K |
| Cwm, LLC | 0.00% | No change | 18,497 | $270K |
| Advisory Services Network, LLC | 0.00% | Reduce -18.9% | 17,746 | $264K |
| Cohen & Steers, Inc. | 0.00% | No change | 17,928 | $262K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.16% | New | 15,119 | $221K |
| Wedbush Securities Inc. | 0.01% | Add +4.0% | 13,895 | $203K |
| Corient Private Wealth LP | 0.00% | Reduce -8.3% | 12,968 | $189K |
| Truist Financial Corp. | 0.00% | Reduce -53.2% | 12,050 | $176K |
| Susquehanna International Group, LLP | 0.00% | New | 11,901 | $174K |
| Ieq Capital, LLC | 0.00% | Reduce -98.3% | 11,880 | $173K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $156K |
| Captrust Financial Advisors | 0.00% | New | 10,495 | $153K |
| Comerica Bank | 0.00% | Add +15.2% | 9,314 | $136K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -68.6% | 5,302 | $77K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -42.5% | 2,691 | $39K |
| Nemes Rush Group LLC | 0.00% | New | 2,232 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -91.9% | 1,220 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -39.5% | 1,210 | $18K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,200 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 1,170 | $17K |
| CoreCap Advisors, LLC | 0.00% | Reduce -75.3% | 1,150 | $17K |
| NFSG Corp | 0.00% | New | 1,000 | $15K |
| Estabrook Capital Management | 0.00% | Add +2.3% | 942 | $14K |
| Holos Integrated Wealth LLC | 0.01% | No change | 650 | $10K |
| WPG Advisers, LLC | 0.01% | Reduce -1.5% | 578 | $8K |
| Allworth Financial LP | 0.00% | Add +2.3% | 576 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| Danske Bank A/S | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.