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, Q1 2025
Institutional positions in Neuberger Next Generation Connectivity Fund Inc. as of Mar 31, 2025. 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
- 78
- −4 vs. Q4 2024
- Shares held
- 31.6M
- +1.95M (+6.6%) vs. Q4 2024
- Total value
- $386.0M
- +$8.58M (+2.3%) vs. Q4 2024
- New holders
- 8
- 29 more added
- Sold out
- 12
- 28 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Neuberger Next Generation Connectivity Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 1 | $12 | 0.00% | +1 | New |
| Coldstream Capital Management Inc | 87 | $1.07K | 0.00% | +87 | New |
| Ancora Advisors, LLC | 155 | $1.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 563 | $6.78K | 0.00% | +13+2.4% | Added |
| WPG Advisers, LLC | 587 | $7.19K | 0.01% | +411+233.5% | Added |
| Holos Integrated Wealth LLC | 650 | $7.96K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 921 | $11.3K | 0.00% | +21+2.3% | Added |
| NBC Securities, Inc. | 1,170 | $14.0K | 0.00% | +1,169+116,900.0% | Added |
| Gables Capital Management Inc. | 1,473 | $18.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,000 | $24.5K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 4,650 | $57.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,680 | $57.3K | 0.00% | +4,680 | New |
| SOA Wealth Advisors, LLC. | 61,448 | $61.4K | 0.01% | +61,448 | New |
| Richards, Merrill & Peterson, Inc. | 7,000 | $85.8K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 8,082 | $99.0K | 0.00% | +15+0.2% | Added |
| Allie Family Office LLC | 10,000 | $122.5K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10,295 | $126.1K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,695 | $131.0K | 0.00% | −875−7.6% | Reduced |
| Wedbush Securities Inc | 13,362 | $164.0K | 0.01% | −666−4.7% | Reduced |
| CI Private Wealth, LLC | 14,146 | $173.3K | 0.00% | +744+5.6% | Added |
| Sanctuary Advisors, LLC | 14,751 | $180.7K | 0.00% | −70,012−82.6% | Reduced |
| JPMorgan Chase & Co | 15,033 | $184.2K | 0.00% | +14,984+30,579.6% | Added |
| Steward Partners Investment Advisory, LLC | 16,902 | $207.1K | 0.00% | +2,702+19.0% | Added |
| Cohen & Steers, Inc. | 17,928 | $220.0K | 0.00% | −62,072−77.6% | Reduced |
| Shaker Financial Services, LLC | 18,418 | $225.6K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 18,497 | $227.0K | 0.00% | +18,000+3,621.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,288 | $262.9K | 0.04% | +679+3.3% | Added |
| Ameriflex Group, Inc. | 21,618 | $264.8K | 0.11% | −1,400−6.1% | Reduced |
| Advisory Services Network, LLC | 21,880 | $268.0K | 0.01% | +21,880 | New |
| Pensionmark Financial Group, LLC | 22,350 | $273.8K | 0.01% | −5,500−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 22,635 | $277.0K | 0.00% | −684−2.9% | Reduced |
| GWM Advisors LLC | 23,202 | $284.2K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 24,980 | $306.0K | 0.02% | −950−3.7% | Reduced |
| Truist Financial Corp | 25,755 | $315.5K | 0.00% | −2,256−8.1% | Reduced |
| AlphaStar Capital Management, LLC | 30,965 | $379.3K | 0.04% | −4,960−13.8% | Reduced |
| Flagship Harbor Advisors, LLC | 31,762 | $389.1K | 0.02% | +4,647+17.1% | Added |
| Millennium Management LLC | 33,460 | $409.9K | 0.00% | −5,905−15.0% | Reduced |
| Polar Asset Management Partners Inc. | 37,114 | $454.6K | 0.02% | +37,114 | New |
| Kingswood Wealth Advisors, LLC | 37,946 | $464.8K | 0.04% | +1,606+4.4% | Added |
| Walleye Capital LLC | 45,627 | $558.9K | 0.01% | −24,166−34.6% | Reduced |
| HighTower Advisors, LLC | 48,893 | $598.9K | 0.00% | −4,535−8.5% | Reduced |
| Concorde Asset Management, LLC | 51,720 | $620.6K | 0.33% | +4,120+8.7% | Added |
| Advisor Group Holdings, Inc. | 54,112 | $662.9K | 0.00% | +40,845+307.9% | Added |
| Claro Advisors LLC | 64,569 | $791.0K | 0.11% | −1,866−2.8% | Reduced |
| LPL Financial LLC | 75,721 | $927.6K | 0.00% | +5,415+7.7% | Added |
| Oppenheimer & Co Inc | 77,439 | $948.6K | 0.01% | −168−0.2% | Reduced |
| Private Advisor Group, LLC | 81,022 | $992.5K | 0.01% | −844−1.0% | Reduced |
| Dakota Wealth Management | 82,098 | $1.01M | 0.02% | −298−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 100,772 | $1.23M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 111,225 | $1.36M | 0.01% | +111,225 | New |
| Prevail Innovative Wealth Advisors, LLC | 112,695 | $1.38M | 0.37% | +17,374+18.2% | Added |
| Beverly Hills Private Wealth, LLC | 117,533 | $1.44M | 0.28% | +8,051+7.4% | Added |
| Cornerstone Wealth Management, LLC | 124,727 | $1.53M | 0.10% | +14,749+13.4% | Added |
| Allspring Global Investments Holdings, LLC | 126,979 | $1.56M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 127,107 | $1.56M | 0.00% | −3,758−2.9% | Reduced |
| Matisse Capital | 129,790 | $1.59M | 0.84% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 165,447 | $2.03M | 1.35% | +625+0.4% | Added |
| Advisors Asset Management, Inc. | 175,526 | $2.15M | 0.04% | −11,016−5.9% | Reduced |
| Quantedge Capital Pte Ltd | 176,962 | $2.17M | 0.69% | −4,600−2.5% | Reduced |
| City of London Investment Management Co Ltd | 218,164 | $2.67M | 0.29% | −870,233−80.0% | Reduced |
| Wolverine Asset Management LLC | 235,373 | $2.88M | 0.06% | −16,576−6.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 280,719 | $3.44M | 0.65% | +23,047+8.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 285,666 | $3.50M | 0.01% | +25,489+9.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 348,571 | $4.27M | 1.45% | −10,485−2.9% | Reduced |
| Penserra Capital Management LLC | 361,950 | $4.43M | 0.08% | +1,168+0.3% | Added |
| Capstone Investment Advisors, LLC | 477,748 | $5.85M | 0.05% | +10,000+2.1% | Added |
| Royal Bank of Canada | 546,506 | $6.70M | 0.00% | −36,836−6.3% | Reduced |
| Bank of America Corp | 550,974 | $6.75M | 0.00% | −68,671−11.1% | Reduced |
| Ieq Capital, LLC | 685,275 | $8.39M | 0.07% | +673,926+5,938.2% | Added |
| Raymond James Financial Inc | 751,302 | $9.20M | 0.00% | +31,550+4.4% | Added |
| Bulldog Investors, LLP | 897,831 | $11.0M | 2.98% | +306,600+51.9% | Added |
| UBS Group AG | 1,236,300 | $15.1M | 0.00% | −50,137−3.9% | Reduced |
| Wells Fargo & Company | 1,396,860 | $17.1M | 0.00% | −86,499−5.8% | Reduced |
| Sit Investment Associates Inc | 1,471,957 | $18.0M | 0.42% | +119,445+8.8% | Added |
| Lazard Asset Management LLC | 2,203,610 | $27.0M | 0.04% | 00.0% | Unchanged |
| Karpus Management, Inc. | 3,685,746 | $45.2M | 1.46% | −122,409−3.2% | Reduced |
| Morgan Stanley | 5,609,896 | $68.7M | 0.00% | +1,319,624+30.8% | Added |
| Saba Capital Management, L.P. | 7,663,379 | $93.9M | 2.58% | +810,049+11.8% | Added |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −115,742−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −39,288−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −32,851−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −31,647−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,451−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,784−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −11,069−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |