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, Q3 2024
Institutional positions in Neuberger Next Generation Connectivity Fund Inc. as of Sep 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
- 0 vs. Q2 2024
- Shares held
- 27.8M
- +123.9K (+0.4%) vs. Q2 2024
- Total value
- $356.3M
- −$577.7K (−0.2%) vs. Q2 2024
- New holders
- 7
- 28 more added
- Sold out
- 7
- 27 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Neuberger Next Generation Connectivity Fund Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1 | $12 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 39 | $501 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 82 | $1.05K | 0.00% | −80−49.4% | Reduced |
| Ancora Advisors, LLC | 155 | $1.99K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 497 | $6.00K | 0.00% | +71+16.7% | Added |
| Estabrook Capital Management | 879 | $11.3K | 0.00% | +879 | New |
| NBC Securities, Inc. | 1,170 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,473 | $18.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,219 | $79.8K | 0.00% | +1,770+39.8% | Added |
| CoreCap Advisors, LLC | 8,150 | $104.6K | 0.00% | −10,850−57.1% | Reduced |
| Comerica Bank | 9,367 | $120.2K | 0.00% | −755−7.5% | Reduced |
| Allie Family Office LLC | 10,000 | $128.3K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,163 | $130.4K | 0.02% | −2,550−20.1% | Reduced |
| Carolinas Wealth Consulting LLC | 10,295 | $132.1K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,619 | $136.0K | 0.01% | −2,187−17.1% | Reduced |
| Harbour Investments, Inc. | 10,695 | $137.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,089 | $142.3K | 0.00% | +90+0.8% | Added |
| Ignite Planners, LLC | 11,569 | $148.4K | 0.03% | −1,100−8.7% | Reduced |
| Wealthspire Advisors, LLC | 12,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,350 | $184.1K | 0.00% | +3,550+32.9% | Added |
| Rockefeller Capital Management L.P. | 15,867 | $203.6K | 0.00% | −12,427−43.9% | Reduced |
| CI Private Wealth, LLC | 17,373 | $222.9K | 0.00% | −12,459−41.8% | Reduced |
| Millennium Management LLC | 20,121 | $258.2K | 0.00% | +10.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,194 | $259.1K | 0.04% | +2,698+15.4% | Added |
| Commonwealth Equity Services, LLC | 22,094 | $283.0K | 0.00% | −6,184−21.9% | Reduced |
| GWM Advisors LLC | 22,402 | $287.4K | 0.00% | −1,877−7.7% | Reduced |
| Susquehanna International Group, LLP | 23,213 | $297.8K | 0.00% | +23,213 | New |
| Flagship Harbor Advisors, LLC | 24,782 | $318.0K | 0.02% | +4,666+23.2% | Added |
| Shaker Financial Services, LLC | 25,432 | $326.3K | 0.12% | +25,432 | New |
| Hilltop Holdings Inc. | 27,180 | $348.7K | 0.02% | −800−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 28,500 | $365.7K | 0.01% | +28,500 | New |
| Truist Financial Corp | 31,199 | $400.3K | 0.00% | +1,471+4.9% | Added |
| AlphaStar Capital Management, LLC | 31,653 | $406.1K | 0.03% | +377+1.2% | Added |
| Concorde Asset Management, LLC | 44,550 | $571.6K | 0.32% | +4,320+10.7% | Added |
| Walleye Capital LLC | 44,920 | $576.3K | 0.01% | +44,920 | New |
| LPL Financial LLC | 68,006 | $872.5K | 0.00% | +1,209+1.8% | Added |
| Claro Advisors LLC | 70,532 | $904.9K | 0.12% | +353+0.5% | Added |
| Oppenheimer & Co Inc | 73,500 | $943.0K | 0.01% | −1,890−2.5% | Reduced |
| Cohen & Steers, Inc. | 80,000 | $1.03M | 0.00% | +10,000+14.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 80,589 | $1.03M | 0.32% | +19,793+32.6% | Added |
| Sanctuary Advisors, LLC | 80,287 | $1.05M | 0.01% | +13,388+20.0% | Added |
| Dakota Wealth Management | 86,623 | $1.11M | 0.03% | +2,406+2.9% | Added |
| The PNC Financial Services Group, Inc. | 100,372 | $1.29M | 0.00% | +12,577+14.3% | Added |
| Private Advisor Group, LLC | 100,766 | $1.29M | 0.01% | +3,500+3.6% | Added |
| Cornerstone Wealth Management, LLC | 103,782 | $1.33M | 0.09% | +740+0.7% | Added |
| Raymond James & Associates | 114,983 | $1.48M | 0.00% | +32,065+38.7% | Added |
| Beverly Hills Private Wealth, LLC | 115,056 | $1.48M | 0.30% | −22,391−16.3% | Reduced |
| Matisse Capital | 129,790 | $1.67M | 0.81% | −10,210−7.3% | Reduced |
| Stifel Financial Corp | 131,751 | $1.69M | 0.00% | +1,249+1.0% | Added |
| Quantedge Capital Pte Ltd | 153,662 | $1.97M | 0.59% | −49,600−24.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 160,456 | $2.06M | 0.00% | +46,005+40.2% | Added |
| Blue Bell Private Wealth Management, LLC | 175,626 | $2.25M | 0.43% | +53,164+43.4% | Added |
| Allspring Global Investments Holdings, LLC | 178,679 | $2.29M | 0.00% | −120,123−40.2% | Reduced |
| Advisors Asset Management, Inc. | 194,090 | $2.49M | 0.05% | −52,830−21.4% | Reduced |
| Corrado Advisors, LLC | 194,300 | $2.49M | 1.56% | −14,563−7.0% | Reduced |
| 1607 Capital Partners, LLC | 276,691 | $3.55M | 0.32% | −174,418−38.7% | Reduced |
| Bulldog Investors, LLP | 334,573 | $4.29M | 1.48% | −113,319−25.3% | Reduced |
| Penserra Capital Management LLC | 336,480 | $4.32M | 0.09% | +336,480 | New |
| Thomas J. Herzfeld Advisors, Inc. | 360,412 | $4.62M | 1.54% | −15,244−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 529,964 | $6.80M | 0.01% | +52,433+11.0% | Added |
| Royal Bank of Canada | 586,578 | $7.53M | 0.00% | −13,805−2.3% | Reduced |
| Bank of America Corp | 646,049 | $8.29M | 0.00% | −29,656−4.4% | Reduced |
| Sit Investment Associates Inc | 1,044,404 | $13.4M | 0.30% | +455,979+77.5% | Added |
| UBS Group AG | 1,240,933 | $15.9M | 0.00% | −1,583−0.1% | Reduced |
| Wells Fargo & Company | 1,356,566 | $17.4M | 0.00% | +165,527+13.9% | Added |
| City of London Investment Management Co Ltd | 1,885,780 | $24.2M | 2.10% | −871,563−31.6% | Reduced |
| Lazard Asset Management LLC | 2,479,368 | $31.8M | 0.04% | −121,381−4.7% | Reduced |
| Morgan Stanley | 3,286,206 | $42.2M | 0.00% | −95,556−2.8% | Reduced |
| Karpus Management, Inc. | 3,864,628 | $49.6M | 1.38% | +101,312+2.7% | Added |
| Saba Capital Management, L.P. | 6,618,659 | $84.9M | 1.87% | +988,197+17.6% | Added |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −469,488−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −13,923−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −567−100.0% | Sold out |