Neuberger Next Generation Connectivity Fund Inc.
NBXG- Exchange
- NYSE
- SEC CIK
- 0001843181
No open-market purchases or sales by Neuberger Next Generation Connectivity Fund Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $542.0M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Neuberger Next Generation Connectivity Fund Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- −8 vs. Q1 2024
- Shares held
- 27.6M
- +232.7K (+0.8%) vs. Q1 2024
- Total value
- $356.9M
- +$34.8M (+10.8%) vs. Q1 2024
- New holders
- 10
- 24 more added
- Sold out
- 18
- 26 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NBXG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $542.0M |
| Q1 2026 | 92 | $417.2M |
| Q4 2025 | 98 | $465.8M |
| Q3 2025 | 80 | $473.9M |
| Q2 2025 | 79 | $461.4M |
| Q1 2025 | 78 | $386.0M |
| Q4 2024 | 82 | $377.4M |
| Q3 2024 | 71 | $356.3M |
| Q2 2024 | 71 | $356.9M |
| Q1 2024 | 79 | $322.1M |
| Q4 2023 | 78 | $305.4M |
| Q3 2023 | 71 | $282.4M |
| Q2 2023 | 68 | $293.0M |
| Q1 2023 | 64 | $273.1M |
| Q4 2022 | 66 | $230.7M |
| Q3 2022 | 59 | $199.3M |
| Q2 2022 | 52 | $179.7M |
| Q1 2022 | 39 | $190.3M |
| Q4 2021 | 47 | $225.4M |
| Q3 2021 | 19 | $65.0M |
| Q2 2021 | 11 | $19.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Neuberger Next Generation Connectivity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,630,462 | $72.7M | 1.60% | +1,487,123+35.9% | Added |
| Karpus Management, Inc. | 3,763,316 | $48.6M | 1.37% | −414,571−9.9% | Reduced |
| Morgan Stanley | 3,381,762 | $43.7M | 0.00% | −96,097−2.8% | Reduced |
| City of London Investment Management Co Ltd | 2,757,343 | $35.6M | 3.04% | −1,007,340−26.8% | Reduced |
| Lazard Asset Management LLC | 2,600,749 | $33.6M | 0.04% | +630,375+32.0% | Added |
| UBS Group AG | 1,242,516 | $16.0M | 0.00% | −5,209−0.4% | Reduced |
| Wells Fargo & Company | 1,191,039 | $15.4M | 0.00% | +106,460+9.8% | Added |
| Bank of America Corp | 675,705 | $8.72M | 0.00% | −39,256−5.5% | Reduced |
| Royal Bank of Canada | 600,383 | $7.75M | 0.00% | −68,269−10.2% | Reduced |
| Sit Investment Associates Inc | 588,425 | $7.60M | 0.17% | +588,425 | New |
| Raymond James Financial Services Advisors, Inc. | 477,531 | $6.16M | 0.01% | +3,892+0.8% | Added |
| Atlas Wealth LLC | 469,488 | $6.11M | 0.95% | +469,488 | New |
| 1607 Capital Partners, LLC | 451,109 | $5.82M | 0.52% | −697,304−60.7% | Reduced |
| Bulldog Investors, LLP | 447,892 | $5.78M | 2.16% | −186,585−29.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 375,656 | $4.85M | 1.70% | +82,993+28.4% | Added |
| Allspring Global Investments Holdings, LLC | 298,802 | $3.86M | 0.01% | −98,628−24.8% | Reduced |
| Advisors Asset Management, Inc. | 246,920 | $3.19M | 0.06% | +5,919+2.5% | Added |
| Corrado Advisors, LLC | 208,863 | $2.70M | 1.74% | −21,999−9.5% | Reduced |
| Quantedge Capital Pte Ltd | 203,262 | $2.62M | 0.95% | −123,480−37.8% | Reduced |
| Matisse Capital | 140,000 | $1.81M | 0.89% | −20,000−12.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 137,447 | $1.77M | 0.39% | −7,542−5.2% | Reduced |
| Stifel Financial Corp | 130,502 | $1.68M | 0.00% | +2,014+1.6% | Added |
| Blue Bell Private Wealth Management, LLC | 122,462 | $1.58M | 0.33% | +17,348+16.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 114,451 | $1.48M | 0.00% | +70,710+161.7% | Added |
| Cornerstone Wealth Management, LLC | 103,042 | $1.33M | 0.10% | +3,438+3.5% | Added |
| Private Advisor Group, LLC | 97,266 | $1.26M | 0.01% | −2,350−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 87,795 | $1.13M | 0.00% | −15,535−15.0% | Reduced |
| Dakota Wealth Management | 84,217 | $1.09M | 0.03% | −1,487−1.7% | Reduced |
| Raymond James & Associates | 82,918 | $1.07M | 0.00% | +8,988+12.2% | Added |
| Oppenheimer & Co Inc | 75,390 | $973.3K | 0.02% | +15,212+25.3% | Added |
| Claro Advisors LLC | 70,179 | $906.0K | 0.14% | +15,796+29.0% | Added |
| Cohen & Steers, Inc. | 70,000 | $904.0K | 0.00% | +70,000 | New |
| LPL Financial LLC | 66,797 | $862.4K | 0.00% | −1,329−2.0% | Reduced |
| Alpine Global Management, LLC | 65,000 | $839.1K | 0.15% | −85,000−56.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 60,796 | $784.9K | 0.28% | +60,796 | New |
| Sanctuary Advisors, LLC | 66,899 | $782.7K | 0.01% | +66,899 | New |
| Concorde Asset Management, LLC | 40,230 | $519.4K | 0.32% | +15,580+63.2% | Added |
| AlphaStar Capital Management, LLC | 31,276 | $403.8K | 0.04% | +3,939+14.4% | Added |
| CI Private Wealth, LLC | 29,832 | $385.1K | 0.00% | +1,167+4.1% | Added |
| Truist Financial Corp | 29,728 | $383.8K | 0.00% | +29,728 | New |
| Rockefeller Capital Management L.P. | 28,294 | $365.3K | 0.00% | +28,294 | New |
| Commonwealth Equity Services, LLC | 28,278 | $365.0K | 0.00% | +8,596+43.7% | Added |
| Hilltop Holdings Inc. | 27,980 | $361.2K | 0.04% | −3,200−10.3% | Reduced |
| GWM Advisors LLC | 24,279 | $313.4K | 0.00% | +3,348+16.0% | Added |
| Millennium Management LLC | 20,120 | $259.7K | 0.00% | −20,120−50.0% | Reduced |
| Flagship Harbor Advisors, LLC | 20,116 | $259.7K | 0.02% | +4,420+28.2% | Added |
| CoreCap Advisors, LLC | 19,000 | $245.3K | 0.03% | +4,700+32.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,496 | $225.9K | 0.04% | +4,329+32.9% | Added |
| PFG Investments, LLC | 13,923 | $179.7K | 0.01% | +13,923 | New |
| Ignite Planners, LLC | 12,669 | $168.5K | 0.04% | −3,319−20.8% | Reduced |
| Wedbush Securities Inc | 12,806 | $165.0K | 0.01% | −4,817−27.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,713 | $164.1K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,000 | $154.9K | 0.00% | +12,000 | New |
| Ieq Capital, LLC | 10,999 | $142.0K | 0.00% | +436+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 10,800 | $139.4K | 0.00% | +5,600+107.7% | Added |
| Harbour Investments, Inc. | 10,695 | $138.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10,295 | $132.9K | 0.03% | +10,295 | New |
| Comerica Bank | 10,122 | $130.7K | 0.00% | −4,935−32.8% | Reduced |
| Allie Family Office LLC | 10,000 | $129.1K | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,449 | $57.4K | 0.00% | −17,709−79.9% | Reduced |
| Vestor Capital, LLC | 3,772 | $49.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $39.1K | 0.00% | −800−21.1% | Reduced |
| Gables Capital Management Inc. | 1,473 | $19.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,250 | $16.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,170 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 567 | $7.32K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 426 | $5.00K | 0.00% | +126+42.0% | Added |
| JPMorgan Chase & Co | 162 | $2.09K | 0.00% | −338−67.6% | Reduced |
| Ancora Advisors, LLC | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $504 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −160,695−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −99,671−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −88,643−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −83,526−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −58,789−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −50,293−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −19,677−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −13,167−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −12,859−100.0% | Sold out |
| Prudent Investors Network | 0 | $0 | 0.00% | −12,425−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |