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, Q4 2024
Institutional positions in Neuberger Next Generation Connectivity Fund Inc. as of Dec 31, 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
- 82
- +13 vs. Q3 2024
- Shares held
- 29.6M
- +2.49M (+9.2%) vs. Q3 2024
- Total value
- $377.4M
- +$29.4M (+8.4%) vs. Q3 2024
- New holders
- 20
- 29 more added
- Sold out
- 7
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Neuberger Next Generation Connectivity Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,853,330 | $87.3M | 2.20% | +234,671+3.5% | Added |
| Morgan Stanley | 4,290,272 | $54.7M | 0.00% | +1,004,066+30.6% | Added |
| Karpus Management, Inc. | 3,808,155 | $48.5M | 1.43% | −56,473−1.5% | Reduced |
| Lazard Asset Management LLC | 2,203,610 | $28.1M | 0.04% | −275,758−11.1% | Reduced |
| Wells Fargo & Company | 1,483,359 | $18.9M | 0.00% | +126,793+9.3% | Added |
| Sit Investment Associates Inc | 1,352,512 | $17.2M | 0.39% | +308,108+29.5% | Added |
| UBS Group AG | 1,286,437 | $16.4M | 0.00% | +45,504+3.7% | Added |
| City of London Investment Management Co Ltd | 1,088,397 | $13.9M | 1.38% | −797,383−42.3% | Reduced |
| Raymond James Financial Inc | 719,752 | $9.17M | 0.00% | +719,752 | New |
| Bank of America Corp | 619,645 | $7.89M | 0.00% | −26,404−4.1% | Reduced |
| Bulldog Investors, LLP | 591,231 | $7.53M | 1.97% | +256,658+76.7% | Added |
| Royal Bank of Canada | 583,342 | $7.43M | 0.00% | −3,236−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 467,748 | $5.96M | 0.06% | +467,748 | New |
| Penserra Capital Management LLC | 360,782 | $4.60M | 0.08% | +24,302+7.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 359,056 | $4.57M | 1.47% | −1,356−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 260,177 | $3.31M | 0.01% | +99,721+62.1% | Added |
| Blue Bell Private Wealth Management, LLC | 257,672 | $3.28M | 0.63% | +82,046+46.7% | Added |
| Wolverine Asset Management LLC | 251,949 | $3.21M | 0.06% | +251,949 | New |
| Advisors Asset Management, Inc. | 186,542 | $2.38M | 0.04% | −7,548−3.9% | Reduced |
| Quantedge Capital Pte Ltd | 181,562 | $2.31M | 0.84% | +27,900+18.2% | Added |
| Corrado Advisors, LLC | 164,822 | $2.10M | 1.37% | −29,478−15.2% | Reduced |
| Stifel Financial Corp | 130,865 | $1.67M | 0.00% | −886−0.7% | Reduced |
| Matisse Capital | 129,790 | $1.65M | 0.84% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 126,979 | $1.62M | 0.00% | −51,700−28.9% | Reduced |
| Readystate Asset Management LP | 115,742 | $1.47M | 0.06% | +115,742 | New |
| Cornerstone Wealth Management, LLC | 109,978 | $1.40M | 0.09% | +6,196+6.0% | Added |
| Beverly Hills Private Wealth, LLC | 109,482 | $1.39M | 0.28% | −5,574−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 100,772 | $1.28M | 0.00% | +400+0.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 95,321 | $1.21M | 0.35% | +14,732+18.3% | Added |
| Sanctuary Advisors, LLC | 84,763 | $1.14M | 0.01% | +4,476+5.6% | Added |
| Dakota Wealth Management | 82,396 | $1.05M | 0.02% | −4,227−4.9% | Reduced |
| Private Advisor Group, LLC | 81,866 | $1.04M | 0.01% | −18,900−18.8% | Reduced |
| Cohen & Steers, Inc. | 80,000 | $1.02M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 77,607 | $988.7K | 0.01% | +4,107+5.6% | Added |
| LPL Financial LLC | 70,306 | $895.7K | 0.00% | +2,300+3.4% | Added |
| Walleye Capital LLC | 69,793 | $889.2K | 0.01% | +24,873+55.4% | Added |
| Claro Advisors LLC | 66,435 | $846.4K | 0.11% | −4,097−5.8% | Reduced |
| HighTower Advisors, LLC | 53,428 | $680.7K | 0.00% | +53,428 | New |
| Concorde Asset Management, LLC | 47,600 | $606.4K | 0.32% | +3,050+6.8% | Added |
| Millennium Management LLC | 39,365 | $501.5K | 0.00% | +19,244+95.6% | Added |
| 1607 Capital Partners, LLC | 39,288 | $500.5K | 0.04% | −237,403−85.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 36,340 | $463.0K | 0.03% | +36,340 | New |
| AlphaStar Capital Management, LLC | 35,925 | $457.7K | 0.05% | +4,272+13.5% | Added |
| GWN Securities Inc. | 32,851 | $448.4K | 0.12% | +32,851 | New |
| Kavar Capital Partners Group, LLC | 31,647 | $403.2K | 0.07% | +31,647 | New |
| Truist Financial Corp | 28,011 | $356.9K | 0.00% | −3,188−10.2% | Reduced |
| Pensionmark Financial Group, LLC | 27,850 | $354.8K | 0.01% | −650−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 27,115 | $345.4K | 0.02% | +2,333+9.4% | Added |
| Hilltop Holdings Inc. | 25,930 | $330.3K | 0.02% | −1,250−4.6% | Reduced |
| Ameriflex Group, Inc. | 23,018 | $309.1K | 0.14% | +23,018 | New |
| Commonwealth Equity Services, LLC | 23,319 | $297.0K | 0.00% | +1,225+5.5% | Added |
| GWM Advisors LLC | 23,202 | $295.6K | 0.00% | +800+3.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,609 | $262.6K | 0.04% | +415+2.1% | Added |
| Landscape Capital Management, L.L.C. | 18,451 | $235.1K | 0.02% | +18,451 | New |
| Shaker Financial Services, LLC | 18,418 | $234.6K | 0.09% | −7,014−27.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,200 | $180.9K | 0.00% | −150−1.0% | Reduced |
| Wedbush Securities Inc | 14,028 | $179.0K | 0.01% | +3,409+32.1% | Added |
| CI Private Wealth, LLC | 13,402 | $170.8K | 0.00% | −3,971−22.9% | Reduced |
| Advisor Group Holdings, Inc. | 13,267 | $169.0K | 0.00% | +7,048+113.3% | Added |
| HRT Financial LP | 11,784 | $150.0K | 0.00% | +11,784 | New |
| Harbour Investments, Inc. | 11,570 | $147.4K | 0.00% | +875+8.2% | Added |
| Ignite Planners, LLC | 11,069 | $144.8K | 0.03% | −500−4.3% | Reduced |
| Ieq Capital, LLC | 11,349 | $144.6K | 0.00% | +260+2.3% | Added |
| Carolinas Wealth Consulting LLC | 10,295 | $131.2K | 0.03% | 00.0% | Unchanged |
| Allie Family Office LLC | 10,000 | $127.4K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 10,000 | $127.4K | 0.00% | +10,000 | New |
| Comerica Bank | 8,067 | $102.8K | 0.00% | −1,300−13.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 7,000 | $89.2K | 0.05% | +7,000 | New |
| CoreCap Advisors, LLC | 4,650 | $59.2K | 0.00% | −3,500−42.9% | Reduced |
| Elequin Capital LP | 1,845 | $23.5K | 0.00% | +1,845 | New |
| Bessemer Group Inc | 1,656 | $21.0K | 0.00% | +1,656 | New |
| Gables Capital Management Inc. | 1,473 | $18.8K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,044 | $13.4K | 0.00% | +1,044 | New |
| Estabrook Capital Management | 900 | $11.5K | 0.00% | +21+2.4% | Added |
| Holos Integrated Wealth LLC | 650 | $8.28K | 0.01% | +650 | New |
| Allworth Financial LP | 550 | $7.51K | 0.00% | +550 | New |
| CWM, LLC | 497 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 176 | $2.24K | 0.00% | +176 | New |
| Ancora Advisors, LLC | 155 | $1.98K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 138 | $1.76K | 0.00% | +138 | New |
| JPMorgan Chase & Co | 49 | $634 | 0.00% | −33−40.2% | Reduced |
| NBC Securities, Inc. | 1 | $14 | 0.00% | −1,169−99.9% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,213−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,867−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −10,163−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |