Who Owns NEUBERGER BERMAN NEXT GEN (NBXG)? -- Institutional Holders (2026-06-30)

111 institutions reported holding $542.0M of NEUBERGER BERMAN NEXT GEN (NBXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($124.8M), MORGAN STANLEY ($116.9M), Karpus Management, Inc. ($49.3M), LAZARD ASSET MANAGEMENT LLC ($35.8M), CITY OF LONDON INVESTMENT MANAGEMENT CO LTD ($19.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Saba Capital Management, L.P.$124.8M7.5MHold
2MORGAN STANLEY$116.9M7.1MTrimmed
3Karpus Management, Inc.$49.3M3.0MTrimmed
4LAZARD ASSET MANAGEMENT LLC$35.8M2.2MHold
5CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$19.7M1.2MAdded
6WELLS FARGO & COMPANY/MN$19.5M1.2MTrimmed
7Bulldog Investors, LLP$19.4M1.2MAdded
8Atlas Wealth LLC$18.2M1.1MNew
9BANK OF AMERICA CORP /DE/$14.4M872,955Trimmed
10UBS Group AG$13.8M837,226Trimmed
11Z3 Capital Partners, LLC$12.0M726,651Added
12Penserra Capital Management LLC$8.9M539,246Added
13Royal Bank of Canada$8.8M531,087Added
14CAPSTONE INVESTMENT ADVISORS, LLC$8.1M488,681Hold
15BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$7.2M433,728Added
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.1M313,549Added
17Allspring Global Investments Holdings, LLC$4.7M283,289Added
18Altium Capital Management LP$3.4M204,562Hold
19WOLVERINE ASSET MANAGEMENT LLC$3.3M202,139Trimmed
20Quantedge Capital Pte Ltd$3.0M182,562Trimmed
21Advisors Asset Management, Inc.$2.9M175,399Added
22RAYMOND JAMES FINANCIAL INC$2.8M168,806Trimmed
23STIFEL FINANCIAL CORP$2.4M146,507Added
24Cornerstone Wealth Management, LLC$2.3M141,404Added
25Matisse Capital$2.1M129,790Hold

Source: SEC Form 13F filings · as of 2026-06-30