Neuberger Next GenerationNBXG
13F holders, Q1 2026 (March 31)91holders −7
10new positions
14sold out
$12.87avg. 13F price*
At the end of Q1 2026, 91 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, down 7 from Q4 2025. 10 opened new positions and 14 sold out. The largest holders were Saba Capital Management, L.P. ($97.1M), Morgan Stanley ($96.6M) and Karpus Management, Inc. ($39.5M).
- Company
- Neuberger Next Generation Co.
- CUSIP
- 64133Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.0M |
| Exits | 14 | $9.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,122,154 shares bought and 1,970,794 shares sold, net +151,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Saba Capital Management, L.P. | 3.15% | Reduce -1.9% | 7,548,223 | $97.1M |
| Morgan Stanley | 0.01% | Add +19.8% | 7,505,303 | $96.6M |
| Karpus Management, Inc. | 1.23% | Reduce -0.2% | 3,069,100 | $39.5M |
| Lazard Asset Management LLC | 0.05% | Reduce -0.6% | 2,165,188 | $27.9M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 1,192,864 | $15.4M |
| Bulldog Investors, LLP | 3.40% | Add +0.1% | 1,169,731 | $15.1M |
| City of London Investment Management Co. Ltd. | 0.97% | Add +7.3% | 1,036,638 | $13.3M |
| UBS Group AG | 0.00% | Add +0.1% | 928,770 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -1.9% | 882,771 | $11.4M |
| Z3 Capital Partners, LLC | 2.29% | Add +4.8% | 704,014 | $9.1M |
| Penserra Capital Management LLC | 0.08% | Add +11.1% | 518,677 | $6.7M |
| Capstone Investment Advisors, LLC | 0.07% | Add +2.3% | 488,681 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 486,809 | $6.3M |
| Blue Bell Private Wealth Management, LLC | 0.72% | Add +8.6% | 391,481 | $5.0M |
| Wolverine Asset Management LLC | 0.24% | Add +47.6% | 353,356 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -35.6% | 265,483 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +12.5% | 230,879 | $3.0M |
| Sit Investment Associates Inc. | 0.06% | Reduce -77.3% | 230,874 | $3.0M |
| Altium Capital Management LLC | 6.27% | Add +20.4% | 204,562 | $2.6M |
| Quantedge Capital Pte Ltd | 1.36% | Add +81.1% | 193,662 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +69.0% | 171,475 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.9% | 170,316 | $2.2M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -6.4% | 163,246 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 144,383 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.7% | 136,858 | $1.8M |
| Matisse Capital | 0.72% | No change | 129,790 | $1.7M |
| Beverly Hills Private Wealth, LLC | 0.26% | Add +2.1% | 119,258 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +94.2% | 117,358 | $1.5M |
| Evolve Private Wealth, LLC | 0.08% | Add +1.2% | 111,907 | $1.4M |
| Corrado Advisors, LLC | 0.72% | Reduce -36.0% | 107,614 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 101,225 | $1.3M |
| Two Sigma Investments, LP | 0.00% | No change | 90,765 | $1.2M |
| Shaker Financial Services, LLC | 0.39% | Add +133.9% | 86,744 | $1.1M |
| LPL Financial LLC | 0.00% | Add +2.2% | 80,286 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.8% | 65,157 | $839K |
| Dakota Wealth Management | 0.02% | Add +0.3% | 64,195 | $826K |
| &partners | 0.00% | Add +15.6% | 62,452 | $801K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.5% | 58,001 | $746K |
| Concorde Asset Management, LLC | 0.35% | Reduce -4.2% | 55,380 | $713K |
| Tidal Investments LLC | 0.00% | Add +142.6% | 52,855 | $680K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.4% | 48,374 | $623K |
| Claro Advisors Inc. | 0.07% | Reduce -10.0% | 47,700 | $614K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 47,045 | $605K |
| Noble Wealth Management PBC | 0.27% | Reduce -31.5% | 41,586 | $535K |
| Closed-End Fund Advisors, Inc. | 0.53% | Reduce -6.3% | 40,660 | $523K |
| Invesco Ltd. | 0.00% | Reduce -1.6% | 40,045 | $515K |
| 1607 Capital Partners, LLC | 0.03% | New | 34,361 | $442K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 28,269 | $364K |
| Kestra Advisory Services, LLC | 0.00% | Add +757.8% | 27,946 | $360K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +7.7% | 26,536 | $342K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.8% | 26,109 | $336K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.6% | 24,528 | $316K |
| Creative Planning | 0.00% | Add +114.1% | 23,813 | $306K |
| Cwm, LLC | 0.00% | Add +3.6% | 23,088 | $297K |
| Advisory Advocates, LLC | 0.24% | Add +27.9% | 18,360 | $236K |
| Accredited Investor Services, LLC | 0.15% | Add +50.9% | 17,648 | $227K |
| Investment Management Trust, LLC | 0.22% | — | 17,317 | $223K |
| Decision Investments, Inc. | 0.23% | Add +50.6% | 16,040 | $206K |
| Sovran Advisors, LLC | 0.02% | New | 13,975 | $204K |
| Focus Financial Network, Inc. | 0.01% | Add +9.0% | 14,669 | $189K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -38.9% | 13,804 | $178K |
| Ieq Capital, LLC | 0.00% | Add +2.7% | 12,753 | $164K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 12,195 | $157K |
| Choreo, LLC | 0.00% | Add +13.0% | 11,996 | $154K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 11,500 | $148K |
| Readystate Asset Management LP | 0.01% | Reduce -46.9% | 11,379 | $146K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 10,802 | $139K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $138K |
| Almitas Capital LLC | 0.03% | New | 10,457 | $135K |
| Captrust Financial Advisors | 0.00% | No change | 10,295 | $132K |
| Assetmark, Inc. | 0.00% | Add +0.5% | 10,222 | $132K |
| Ameriflex Group, Inc. | 0.07% | Add +2.5% | 10,200 | $131K |
| Activest Wealth Management | 0.02% | No change | 7,500 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.6% | 6,163 | $79K |
| Fifth Third Bancorp | 0.00% | New | 4,886 | $63K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.5% | 4,630 | $60K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +98.1% | 3,197 | $41K |
| Lanark Financial, Inc. | 0.00% | Add +108.8% | 2,443 | $31K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $19K |
| WPG Advisers, LLC | 0.01% | Add +96.6% | 1,406 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,126 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,150 | $15K |
| Estabrook Capital Management | 0.00% | Add +13.9% | 1,122 | $14K |
| Advisory Services Network, LLC | 0.00% | Reduce -94.8% | 1,023 | $13K |
| Holos Integrated Wealth LLC | 0.00% | No change | 650 | $9K |
| Allworth Financial LP | 0.00% | New | 613 | $8K |
| BlackRock, Inc. | 0.00% | New | 518 | $7K |
| Osbon Capital Management LLC | 0.00% | New | 375 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 155 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $2K |
| Signaturefd, LLC | 0.00% | New | 100 | $1K |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.