NBXG institutional holders

NEUBERGER NEXT GENERATION · 13F, 2026Q2

Managers holding102
Shares held32,796,172
Reported value$542.3m
Quarter flows22 new, 32 added, 29 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Saba Capital Management, L.P.7,548,223$124.8m3.2%
MORGAN STANLEY7,070,195$116.9m0.0%
Karpus Management, Inc.2,981,177$49.3m1.4%
LAZARD ASSET MANAGEMENT LLC2,165,188$35.8m0.1%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1,188,521$19.7m1.2%
WELLS FARGO & COMPANY/MN1,178,014$19.5m0.0%
Bulldog Investors, LLP1,171,931$19.4m4.3%
Atlas Wealth LLC1,102,724$18.2m2.7%
BANK OF AMERICA CORP /DE/872,955$14.4m0.0%
UBS Group AG837,226$13.8m0.0%
Z3 Capital Partners, LLC726,651$12.0m2.5%
Penserra Capital Management LLC539,246$8.9m0.1%
ROYAL BANK OF CANADA531,087$8.8m0.0%
CAPSTONE INVESTMENT ADVISORS, LLC488,681$8.1m0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC433,728$7.2m0.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC313,549$5.1m0.0%
Allspring Global Investments Holdings, LLC283,289$4.7m0.0%
Altium Capital Management LLC204,562$3.4m7.1%
WOLVERINE ASSET MANAGEMENT LLC202,139$3.3m0.0%
Quantedge Capital Pte Ltd182,562$3.0m2.3%
Advisors Asset Management, Inc.175,399$2.9m0.0%
RAYMOND JAMES FINANCIAL INC168,806$2.8m0.0%
STIFEL FINANCIAL CORP146,507$2.4m0.0%
Cornerstone Wealth Management, LLC141,404$2.3m0.1%
Matisse Capital129,790$2.1m0.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("NBXG"). NBXG price history · All 13F data

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