Neuberger Next Generation (NBXG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of NBXG (all 13F filers)
- Saba Capital Management7.5 MInvestment firm0
- Morgan Stanley7.1 MBank or trading desk−435 K
- Karpus Management3.0 MType not verified−88 K
- Lazard Asset Management2.2 MInvestment firm0
- City of London Investment Management1.2 MInvestment firm+152 K
- Wells Fargo1.2 MBank or trading desk−15 K
- Bulldog Investors, LLP1.2 MInvestment firm+2,200
- Atlas Wealth1.1 MWealth adviser+1.1 M
- Bank of America873 KBank or trading desk−9,816
- UBS Group837 KBank or trading desk−92 K
- Shares
- 7.5 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $125M
- Shares
- 7.1 M
- Change
- −435 K
See more
- Type
- Bank or trading desk
- Value
- $117M
- Shares
- 3.0 M
- Change
- −88 K
See more
- Type
- Type not verified
- Value
- $49.3M
- Shares
- 2.2 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $35.8M
- Shares
- 1.2 M
- Change
- +152 K
See more
- Type
- Investment firm
- Value
- $19.7M
- Shares
- 1.2 M
- Change
- −15 K
See more
- Type
- Bank or trading desk
- Value
- $19.5M
- Bulldog Investors, LLP
- Shares
- 1.2 M
- Change
- +2,200
See more
- Type
- Investment firm
- Value
- $19.4M
- Atlas Wealth
- Shares
- 1.1 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $18.2M
- Shares
- 873 K
- Change
- −9,816
See more
- Type
- Bank or trading desk
- Value
- $14.4M
- Shares
- 837 K
- Change
- −92 K
See more
- Type
- Bank or trading desk
- Value
- $13.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Morgan Stanley5.4%13Gfiling ↗Event: Mar 31, 2025 · filed: May 6, 2025
- Morgan Stanley5.4%13Gfiling ↗Event: Mar 31, 2025 · filed: May 6, 2025
- Saba Capital Management9.69%13D · amendmentfiling ↗Event: Mar 5, 2025 · filed: Mar 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗