Neuberger Next Generation Connectivity Fund Inc. - NBXG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | Reduced | 7,695,235 | 111,119 | 3.3% | 3.25% | 1 | -26,169 | -0.34% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,265,820 | 90,478 | 0.01% | 0.01% | 2 | +577,847 | 10.16% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 3,075,844 | 44,415 | 1.36% | 1.56% | 3 | -124,711 | -3.9% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,179,106 | 31,466 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bulldog Investors, LLP | History | Added to | 1,168,126 | 16,867 | 3.76% | 4.05% | 5 | +31,140 | 2.74% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,166,183 | 16,839 | 0.0% | 0.0% | 6 | -268,499 | -18.71% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 1,018,961 | 14,714 | 18.04% | 0.44% | 7 | -405,020 | -28.44% | Q4 2025 | Feb 25, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 965,954 | 13,948 | 1.05% | 0.95% | 8 | +129,436 | 15.47% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 928,197 | 13,403 | 0.0% | 0.0% | 9 | -51,204 | -5.23% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 899,633 | 12,990 | 0.0% | 0.0% | 10 | -20,826 | -2.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 498,252 | 7,193 | 0.0% | — | 11 | +498,252 | New | Q4 2025 | Feb 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 477,748 | 6,898 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penserra Capital Management LLC | History | Added to | 466,972 | 6,743 | 0.08% | 0.08% | 13 | +43,241 | 10.2% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 412,066 | 6,094 | 0.01% | 0.01% | 14 | +14,341 | 3.61% | Q4 2025 | Jan 08, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 412,390 | 5,954 | 2.01% | 2.08% | 15 | +18,179 | 4.61% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 360,641 | 5,207 | 0.76% | 0.74% | 16 | +43,271 | 13.63% | Q4 2025 | Feb 09, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 239,325 | 3,455 | 0.03% | — | 17 | +239,325 | New | Q4 2025 | Feb 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 205,289 | 2,964 | 0.0% | 0.01% | 18 | -5,024 | -2.39% | Q4 2025 | Jan 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 174,352 | 2,517 | 0.04% | 0.04% | 19 | +5,998 | 3.56% | Q4 2025 | Feb 12, 2026 |
| Altium Capital Management LLC | History | New | 169,873 | 2,452 | 9.69% | — | 20 | +169,873 | New | Q4 2025 | Feb 06, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 168,155 | 2,428 | 1.22% | 1.42% | 21 | -3,829 | -2.23% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 149,590 | 2,160 | 0.0% | 0.0% | 22 | +6,211 | 4.33% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 146,049 | 2,108 | 0.0% | 0.0% | 23 | +21,039 | 16.83% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 134,527 | 1,942 | 0.1% | 0.11% | 24 | +4,750 | 3.66% | Q4 2025 | Feb 05, 2026 |
| Matisse Capital | History | No change | 129,790 | 1,874 | 0.84% | 0.9% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 116,817 | 1,686 | 0.29% | 0.32% | 26 | -586 | -0.5% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 110,625 | 1,597 | 0.09% | — | 27 | +110,625 | New | Q4 2025 | Feb 17, 2026 |
| Quantedge Capital Pte Ltd | History | Added to | 106,962 | 1,544 | 0.74% | 0.53% | 28 | +43,500 | 68.54% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,491 | 1,465 | 0.01% | 0.01% | 29 | +21,260 | 26.5% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 91,296 | 1,318 | 0.0% | 0.0% | 30 | +18,169 | 24.85% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 90,765 | 1,310 | 0.0% | 0.0% | 31 | -99,251 | -52.23% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 78,567 | 1,134 | 0.0% | 0.0% | 32 | -19 | -0.02% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 67,760 | 978 | 0.01% | 0.01% | 33 | -11,122 | -14.1% | Q4 2025 | Feb 02, 2026 |
| Dakota Wealth Management | History | Reduced | 63,975 | 923 | 0.02% | 0.02% | 34 | -455 | -0.71% | Q4 2025 | Jan 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 61,039 | 881 | 0.0% | 0.0% | 35 | +37,344 | 157.6% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Added to | 60,686 | 876 | 0.44% | 0.49% | 36 | +1,386 | 2.34% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 60,421 | 872 | 0.0% | 0.0% | 37 | +5,249 | 9.51% | Q4 2025 | Feb 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 58,284 | 841 | 0.04% | 0.04% | 38 | +3,147 | 5.71% | Q4 2025 | Jan 21, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 57,780 | 834 | 0.33% | 0.38% | 39 | -1,300 | -2.2% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 54,026 | 780 | 0.0% | — | 40 | +54,026 | New | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Reduced | 53,004 | 765 | 0.1% | 0.12% | 41 | -736 | -1.37% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 47,045 | 679 | 0.0% | 0.0% | 42 | -5,200 | -9.95% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 46,785 | 675 | 0.03% | 0.04% | 43 | +495 | 1.07% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Added to | 44,386 | 640 | 0.02% | 0.02% | 44 | +2,230 | 5.29% | Q4 2025 | Feb 19, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 43,397 | 626 | 0.37% | — | 45 | +43,397 | New | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 40,677 | 587 | 0.0% | 0.0% | 46 | +2,543 | 6.67% | Q4 2025 | Feb 19, 2026 |
| Shaker Financial Services, LLC | History | New | 37,086 | 535 | 0.17% | — | 48 | +37,086 | New | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,080 | 535 | 0.0% | 0.0% | 47 | +1 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 31,011 | 447 | 0.0% | 0.0% | 49 | -994 | -3.11% | Q4 2025 | Feb 06, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 30,208 | 436 | 0.03% | 0.04% | 50 | -1,317 | -4.18% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 27,901 | 402 | 0.0% | 0.0% | 51 | +13,150 | 89.15% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 25,174 | 363 | 0.0% | — | 52 | +25,174 | New | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 24,638 | 355 | 0.04% | 0.04% | 53 | +1,542 | 6.68% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,604 | 326 | 0.0% | 0.0% | 54 | -141 | -0.62% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 22,276 | 322 | 0.0% | 0.0% | 55 | +24 | 0.11% | Q4 2025 | Jan 26, 2026 |
| Tidal Investments LLC | History | New | 21,785 | 314 | 0.0% | — | 56 | +21,785 | New | Q4 2025 | Feb 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 21,415 | 309 | 0.01% | — | 57 | +21,415 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,799 | 285 | 0.0% | 0.0% | 58 | +2,285 | 13.05% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 19,145 | 276 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 17,928 | 259 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,184 | 248 | 0.0% | — | 61 | +17,184 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,000 | 216 | 0.0% | 0.0% | 62 | +13,780 | 1129.51% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,455 | 194 | 0.01% | 0.01% | 63 | +3,410 | 33.95% | Q4 2025 | Jan 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 13,307 | 192 | 0.09% | — | 64 | +13,307 | New | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,416 | 179 | 0.0% | 0.0% | 65 | +297 | 2.45% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,139 | 175 | 0.0% | 0.0% | 66 | +49 | 0.41% | Q4 2025 | Feb 02, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | New | 11,694 | 168 | 0.11% | — | 67 | +11,694 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 11,500 | 166 | 0.01% | 0.01% | 68 | +500 | 4.55% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Added to | 11,122 | 160 | 0.0% | 0.0% | 69 | +249 | 2.29% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | New | 10,616 | 155 | 0.0% | — | 70 | +10,616 | New | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,695 | 154 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DECISION INVESTMENTS, INC | History | New | 10,650 | 153 | 0.17% | — | 72 | +10,650 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 10,436 | 150 | 0.0% | 0.0% | 73 | +460 | 4.61% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,295 | 148 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,133 | 146 | 0.0% | 0.01% | 76 | -12,262 | -54.75% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 10,168 | 146 | 0.0% | — | 75 | +10,168 | New | Q4 2025 | Jan 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 9,950 | 143 | 0.07% | 0.13% | 77 | -12,050 | -54.77% | Q4 2025 | Feb 18, 2026 |
| Activest Wealth Management | History | New | 7,500 | 108 | 0.02% | — | 78 | +7,500 | New | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,743 | 97 | 0.0% | 0.0% | 79 | +541 | 8.72% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 4,873 | 70 | 0.0% | 0.0% | 80 | -4,441 | -47.68% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | New | 4,273 | 61 | 0.0% | — | 82 | +4,273 | New | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,266 | 61 | 0.0% | 0.0% | 81 | +837 | 24.41% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,258 | 47 | 0.0% | — | 83 | +3,258 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,614 | 23 | 0.0% | — | 84 | +1,614 | New | Q4 2025 | Feb 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,473 | 21 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,170 | 16 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,150 | 16 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,008 | 14 | 0.0% | — | 88 | +1,008 | New | Q4 2025 | Feb 13, 2026 |
| Estabrook Capital Management | History | Added to | 985 | 14 | 0.0% | 0.0% | 89 | +24 | 2.5% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 715 | 10 | 0.01% | 0.01% | 90 | +130 | 22.22% | Q4 2025 | Jan 28, 2026 |
| Holos Integrated Wealth LLC | History | No change | 650 | 9 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Jessup Wealth Management, Inc | History | New | 602 | 8 | 0.0% | — | 92 | +602 | New | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 229 | 3 | 0.0% | — | 93 | +229 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 187 | 2 | 0.0% | — | 94 | +187 | New | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 150 | 2 | 0.0% | — | 96 | +150 | New | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | No change | 155 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -43,156 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,119 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,084 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,625 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,530 | -100.0% | Q3 2025 | Nov 06, 2025 |