Neuberger Next GenerationNBXG
13F holders, Q2 2026 (June 30)101holders +10
18new positions
11sold out
1famous investor
$16.54avg. 13F price*
At the end of Q2 2026, 101 institutions reported holding Neuberger Next Generation Co. (NBXG) in their 13F filings, up 10 from Q1 2026. 18 opened new positions and 11 sold out. The largest holders were Saba Capital Management, L.P. ($124.8M), Morgan Stanley ($116.9M) and Karpus Management, Inc. ($49.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neuberger Next Generation Co.
- CUSIP
- 64133Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $21.9M |
| Exits | 11 | $5.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,874,983 shares bought and 1,513,774 shares sold, net +361,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Saba Capital Management, L.P. | 3.84% | No change | 7,548,223 | $124.8M |
| Morgan Stanley | 0.01% | Reduce -5.8% | 7,070,195 | $116.9M |
| Karpus Management, Inc. | 1.42% | Reduce -2.9% | 2,981,177 | $49.3M |
| Lazard Asset Management LLC | 0.05% | No change | 2,165,188 | $35.8M |
| City of London Investment Management Co. Ltd. | 1.18% | Add +14.7% | 1,188,521 | $19.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 1,178,014 | $19.5M |
| Bulldog Investors, LLP | 4.29% | Add +0.2% | 1,171,931 | $19.4M |
| Atlas Wealth LLC | 2.95% | New | 1,102,724 | $18.2M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 872,955 | $14.4M |
| UBS Group AG | 0.00% | Reduce -9.9% | 837,226 | $13.8M |
| Z3 Capital Partners, LLC | 2.52% | Add +3.2% | 726,651 | $12.0M |
| Penserra Capital Management LLC | 0.07% | Add +4.0% | 539,246 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 531,087 | $8.8M |
| Capstone Investment Advisors, LLC | 0.07% | No change | 488,681 | $8.1M |
| Blue Bell Private Wealth Management, LLC | 0.89% | Add +10.8% | 433,728 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.1% | 313,549 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +22.7% | 283,289 | $4.7M |
| Altium Capital Management LLC | 7.13% | No change | 204,562 | $3.4M |
| Wolverine Asset Management LLC | 0.17% | Reduce -42.8% | 202,139 | $3.3M |
| Quantedge Capital Pte Ltd | 2.29% | Reduce -5.7% | 182,562 | $3.0M |
| Advisors Asset Management, Inc. | 0.04% | Add +7.4% | 175,399 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 168,806 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 146,507 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +3.3% | 141,404 | $2.3M |
| Matisse Capital | 0.86% | No change | 129,790 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.5% | 123,850 | $2.0M |
| Beverly Hills Private Wealth, LLC | 0.38% | No change | 119,258 | $2.0M |
| Evolve Private Wealth, LLC | 0.11% | Reduce -5.8% | 105,405 | $1.7M |
| LPL Financial LLC | 0.00% | Add +25.0% | 100,388 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.9% | 99,354 | $1.6M |
| Two Sigma Investments, LP | 0.00% | No change | 90,765 | $1.5M |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.4% | 73,251 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +37.8% | 66,653 | $1.1M |
| 1607 Capital Partners, LLC | 0.10% | Add +93.3% | 66,408 | $1.1M |
| &partners | 0.00% | Add +1.3% | 63,269 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -3.8% | 61,730 | $1.0M |
| Concorde Asset Management, LLC | 0.56% | Add +6.0% | 58,690 | $971K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -3.9% | 55,748 | $922K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 48,245 | $798K |
| Almitas Capital LLC | 0.17% | Add +304.5% | 42,297 | $700K |
| Closed-End Fund Advisors, Inc. | 0.66% | Add +0.8% | 40,996 | $678K |
| Noble Wealth Management PBC | 0.30% | Reduce -2.9% | 40,378 | $668K |
| XTX Topco Ltd | 0.01% | New | 38,293 | $633K |
| Invesco Ltd. | 0.00% | Reduce -6.7% | 37,384 | $618K |
| Claro Advisors Inc. | 0.06% | Reduce -28.2% | 34,241 | $566K |
| Tidal Investments LLC | 0.00% | Reduce -35.9% | 33,865 | $560K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 28,103 | $465K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +5.8% | 28,080 | $464K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 24,579 | $407K |
| Calamos Advisors LLC | 0.00% | New | 22,716 | $376K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.9% | 20,386 | $337K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.2% | 20,315 | $336K |
| Arax Advisory Partners | 0.00% | New | 19,251 | $318K |
| Focus Financial Network, Inc. | 0.01% | Add +25.9% | 18,472 | $306K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +199.2% | 18,440 | $305K |
| Advisory Advocates, LLC | 0.26% | No change | 18,360 | $304K |
| Accredited Investor Services, LLC | 0.17% | Add +2.4% | 18,069 | $299K |
| Readystate Asset Management LP | 0.02% | Add +45.6% | 16,563 | $274K |
| Jane Street Group, LLC | 0.00% | New | 16,533 | $273K |
| Investment Management Trust, LLC | 0.23% | Reduce -9.0% | 15,757 | $261K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,811 | $245K |
| Citadel Advisors | 0.00% | New | 14,107 | $233K |
| Captrust Financial Advisors | 0.00% | Add +36.3% | 14,029 | $232K |
| Creative Planning | 0.00% | Reduce -43.3% | 13,514 | $224K |
| Decision Investments, Inc. | 0.20% | Reduce -16.3% | 13,430 | $222K |
| Susquehanna International Group, LLP | 0.00% | New | 13,246 | $219K |
| Ieq Capital, LLC | 0.00% | Add +2.3% | 13,049 | $216K |
| Sovran Advisors, LLC | 0.02% | No change | 13,975 | $203K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 12,245 | $203K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -57.3% | 11,936 | $197K |
| Private Advisor Group, LLC | 0.00% | Reduce -93.1% | 11,812 | $195K |
| Advisory Solutions Group, LLC | 0.07% | — | 11,806 | $195K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 11,500 | $190K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 11,322 | $187K |
| Choreo, LLC | 0.00% | Reduce -8.0% | 11,035 | $183K |
| Prairie Advisory, LLC | 0.04% | — | 10,837 | $179K |
| Harbour Investments, Inc. | 0.00% | No change | 10,695 | $177K |
| Merit Financial Group, LLC | 0.00% | New | 10,458 | $173K |
| AlphaStar Capital Management, LLC | 0.01% | New | 10,394 | $172K |
| Assetmark, Inc. | 0.00% | No change | 10,222 | $169K |
| Ameriflex Group, Inc. | 0.07% | No change | 10,200 | $169K |
| Advisor Resource Council | 0.05% | New | 10,033 | $163K |
| Global Retirement Partners, LLC | 0.00% | — | 9,219 | $152K |
| Ameritas Advisory Services, LLC | 0.00% | New | 7,530 | $125K |
| Fifth Third Bancorp | 0.00% | Reduce -2.6% | 4,761 | $79K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.4% | 4,474 | $74K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,563 | $59K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -0.0% | 3,196 | $53K |
| Lanark Financial, Inc. | 0.00% | Add +1.2% | 2,472 | $41K |
| Estabrook Capital Management | 0.00% | Add +62.8% | 1,826 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 1,473 | $24K |
| WPG Advisers, LLC | 0.01% | No change | 1,406 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,150 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,126 | $18K |
| IFG Advisory, LLC | 0.00% | New | 1,061 | $18K |
| Holos Integrated Wealth LLC | 0.00% | No change | 650 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | New | 440 | $7K |
| Allworth Financial LP | 0.00% | Reduce -65.4% | 212 | $4K |
| Kennebec Savings Bank | 0.00% | New | 200 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +33.3% | 200 | $3K |
| Signaturefd, LLC | 0.00% | No change | 100 | $2K |
"% of holder's portfolio" is NBXG's weight in each manager's 13F, not the share of Neuberger Next Generation Co. the manager owns.