Home › NBXG

Who holds NBXG

NEUBERGER NEXT GENERATION · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Saba Capital Management, L.P.7.5M$124.8M3.2%
MORGAN STANLEY7.1M$116.9M0.0%
Karpus Management, Inc.3.0M$49.3M1.4%
LAZARD ASSET MANAGEMENT LLC2.2M$35.8M0.1%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD1.2M$19.7M1.2%
WELLS FARGO & COMPANY/MN1.2M$19.5M0.0%
Bulldog Investors, LLP1.2M$19.4M4.3%
Atlas Wealth LLC1.1M$18.2M2.6%
BANK OF AMERICA CORP /DE/873.0K$14.4M0.0%
UBS Group AG837.2K$13.8M0.0%
Z3 Capital Partners, LLC726.7K$12.0M2.5%
Penserra Capital Management LLC539.2K$8.9M0.1%
ROYAL BANK OF CANADA531.1K$8.8M0.0%
CAPSTONE INVESTMENT ADVISORS, LLC488.7K$8.1M0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC433.7K$7.2M0.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC313.5K$5.1M0.0%
Allspring Global Investments Holdings, LLC283.3K$4.7M0.0%
Altium Capital Management LLC204.6K$3.4M7.1%
WOLVERINE ASSET MANAGEMENT LLC202.1K$3.3M0.0%
Quantedge Capital Pte Ltd182.6K$3.0M2.3%
RAYMOND JAMES FINANCIAL INC168.8K$2.8M0.0%
STIFEL FINANCIAL CORP146.5K$2.4M0.0%
Cornerstone Wealth Management, LLC141.4K$2.3M0.1%
Matisse Capital129.8K$2.1M0.9%
NewEdge Advisors, LLC123.8K$2.0M0.0%
Beverly Hills Private Wealth, LLC119.3K$2.0M0.4%
EVOLVE PRIVATE WEALTH, LLC105.4K$1.7M0.1%
LPL Financial LLC100.4K$1.7M0.0%
OSAIC HOLDINGS, INC.99.4K$1.6M0.0%
TWO SIGMA INVESTMENTS, LP90.8K$1.5M0.0%
OPPENHEIMER & CO INC73.3K$1.2M0.0%
KINGSWOOD WEALTH ADVISORS, LLC66.7K$1.1M0.0%
1607 Capital Partners, LLC66.4K$1.1M0.1%
&PARTNERS63.3K$1.0M0.0%
Dakota Wealth Management64.4K$990,9340.0%
Concorde Asset Management, LLC58.7K$970,7330.6%
FLAGSHIP HARBOR ADVISORS, LLC55.7K$922,0700.0%
PNC FINANCIAL SERVICES GROUP, INC.48.2K$797,9720.0%
Almitas Capital LLC42.3K$699,5920.2%
Closed-End Fund Advisors, Inc.41.0K$678,0680.7%
XTX Topco Ltd38.3K$633,3660.0%
Invesco Ltd.37.4K$618,3310.0%
Claro Advisors Inc.34.2K$566,3430.1%
Tidal Investments LLC33.9K$560,1270.0%
Noble Wealth Management PBC35.6K$559,0820.3%
Sanctuary Advisors, LLC28.1K$464,8160.0%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors28.1K$464,4390.1%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.24.6K$406,5370.0%
Calamos Advisors LLC22.7K$375,7230.0%
Pathstone Holdings, LLC20.3K$336,0100.0%
Arax Advisory Partners19.3K$318,4120.0%
Focus Financial Network, Inc.18.5K$305,5330.0%
Steward Partners Investment Advisory, LLC18.4K$304,9980.0%
Advisory Advocates, LLC18.4K$303,6740.3%
ACCREDITED INVESTOR SERVICES, LLC18.1K$298,8610.2%
READYSTATE ASSET MANAGEMENT LP16.6K$273,9520.0%
JANE STREET GROUP, LLC16.5K$273,4560.0%
Investment Management Trust, LLC15.8K$260,6280.2%
Cambridge Investment Research Advisors, Inc.14.8K$245,0000.0%
CITADEL ADVISORS LLC14.1K$233,3300.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}