Neuberger Next Generation Connectivity Fund Inc. - NBXG
Detailed investor-level table based on 13F positions.
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 | 7,548,223 | 97,145 | 2.68% | 3.3% | 1 | -147,012 | -1.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,505,303 | 96,593 | 0.01% | 0.01% | 2 | +1,239,483 | 19.78% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Reduced | 3,069,100 | 39,499 | 1.23% | 1.36% | 3 | -6,744 | -0.22% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,165,188 | 27,865 | 0.05% | 0.05% | 4 | -13,918 | -0.64% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,192,864 | 15,352 | 0.0% | 0.0% | 5 | +26,681 | 2.29% | Q1 2026 | May 11, 2026 |
| Bulldog Investors, LLP | History | Added to | 1,169,731 | 15,054 | 3.38% | 3.76% | 6 | +1,605 | 0.14% | Q1 2026 | May 08, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 1,036,638 | 13,341 | 0.97% | 1.05% | 7 | +70,684 | 7.32% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 928,770 | 11,953 | 0.0% | 0.0% | 8 | +573 | 0.06% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 882,771 | 11,361 | 0.0% | 0.0% | 9 | -16,862 | -1.87% | Q1 2026 | May 15, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 704,014 | 9,060 | 2.29% | 2.33% | 10 | +31,975 | 4.76% | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 518,677 | 6,675 | 0.08% | 0.08% | 11 | +51,705 | 11.07% | Q1 2026 | May 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 488,681 | 6,289 | 0.01% | 0.01% | 12 | +10,933 | 2.29% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 486,809 | 6,265 | 0.0% | 0.0% | 13 | -11,443 | -2.3% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 391,481 | 5,038 | 0.72% | 0.76% | 14 | +30,840 | 8.55% | Q1 2026 | May 11, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 353,356 | 4,547 | 0.04% | 0.03% | 15 | +114,031 | 47.65% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 265,483 | 3,499 | 0.01% | 0.01% | 16 | -146,583 | -35.57% | Q1 2026 | Apr 08, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 230,874 | 2,971 | 0.06% | 0.29% | 17 | -788,087 | -77.34% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 230,879 | 2,971 | 0.0% | 0.0% | 18 | +25,590 | 12.47% | Q1 2026 | May 05, 2026 |
| Altium Capital Management LLC | History | Added to | 204,562 | 2,632 | 6.26% | 9.69% | 19 | +34,689 | 20.42% | Q1 2026 | May 01, 2026 |
| Quantedge Capital Pte Ltd | History | Added to | 193,662 | 2,492 | 1.36% | 0.74% | 20 | +86,700 | 81.06% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 171,475 | 2,206 | 0.01% | 0.01% | 21 | +69,984 | 68.96% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 170,316 | 2,191 | 0.0% | 0.0% | 22 | +20,726 | 13.86% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 163,246 | 2,100 | 0.03% | 0.04% | 23 | -11,106 | -6.37% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 144,383 | 1,858 | 0.0% | 0.0% | 24 | -1,666 | -1.14% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 136,858 | 1,761 | 0.09% | 0.1% | 25 | +2,331 | 1.73% | Q1 2026 | Apr 23, 2026 |
| Matisse Capital | History | No change | 129,790 | 1,670 | 0.71% | 0.84% | 26 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 119,258 | 1,534 | 0.26% | 0.29% | 27 | +2,441 | 2.09% | Q1 2026 | May 01, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 111,907 | 1,440 | 0.08% | 0.09% | 28 | +1,282 | 1.16% | Q1 2026 | Apr 16, 2026 |
| CORRADO ADVISORS, LLC | History | Reduced | 107,614 | 1,384 | 0.72% | 1.22% | 29 | -60,541 | -36.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,225 | 1,302 | 0.0% | 0.0% | 30 | +9,929 | 10.88% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 90,765 | 1,168 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Added to | 86,744 | 1,116 | 0.39% | 0.17% | 32 | +49,658 | 133.9% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 80,286 | 1,033 | 0.0% | 0.0% | 33 | +1,719 | 2.19% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 65,157 | 838 | 0.01% | 0.01% | 34 | -2,603 | -3.84% | Q1 2026 | Apr 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 57,780 | 834 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 64,195 | 826 | 0.02% | 0.02% | 36 | +220 | 0.34% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 62,452 | 801 | 0.0% | 0.0% | 37 | +8,426 | 15.6% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 58,001 | 746 | 0.03% | 0.04% | 38 | -283 | -0.49% | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | Added to | 52,855 | 680 | 0.0% | 0.0% | 39 | +31,070 | 142.62% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 48,374 | 622 | 0.03% | 0.03% | 40 | +1,589 | 3.4% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | Reduced | 47,700 | 613 | 0.07% | 0.1% | 41 | -5,304 | -10.01% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47,045 | 605 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 41,586 | 535 | 0.27% | 0.44% | 43 | -19,100 | -31.47% | Q1 2026 | Apr 02, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 40,660 | 523 | 0.53% | 0.37% | 44 | -2,737 | -6.31% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Reduced | 40,045 | 515 | 0.0% | 0.0% | 45 | -632 | -1.55% | Q1 2026 | May 12, 2026 |
| 1607 Capital Partners, LLC | History | New | 34,361 | 442 | 0.03% | — | 46 | +34,361 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,269 | 363 | 0.0% | 0.0% | 47 | +368 | 1.32% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,946 | 359 | 0.0% | 0.0% | 48 | +24,688 | 757.77% | Q1 2026 | Apr 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 26,536 | 341 | 0.04% | 0.04% | 49 | +1,898 | 7.7% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 26,109 | 336 | 0.0% | 0.0% | 50 | -4,902 | -15.81% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 24,528 | 315 | 0.0% | 0.0% | 51 | -646 | -2.57% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 23,813 | 306 | 0.0% | 0.0% | 52 | +12,691 | 114.11% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 23,088 | 297 | 0.0% | 0.0% | 53 | +812 | 3.65% | Q1 2026 | May 14, 2026 |
| Advisory Advocates, LLC | History | Added to | 18,360 | 236 | 0.24% | 0.21% | 54 | +4,000 | 27.86% | Q1 2026 | May 05, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 17,648 | 227 | 0.15% | 0.11% | 55 | +5,954 | 50.91% | Q1 2026 | Apr 21, 2026 |
| Investment Management Trust, LLC | History | New | 17,317 | 222 | 0.22% | — | 56 | +17,317 | New | Q1 2026 | Apr 24, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 16,040 | 206 | 0.23% | 0.17% | 57 | +5,390 | 50.61% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | New | 13,975 | 203 | 0.02% | — | 58 | +13,975 | New | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Added to | 14,669 | 188 | 0.01% | 0.01% | 59 | +1,214 | 9.02% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,804 | 177 | 0.0% | 0.0% | 60 | -8,800 | -38.93% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,753 | 164 | 0.0% | 0.0% | 61 | +337 | 2.71% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,195 | 156 | 0.0% | 0.0% | 62 | +56 | 0.46% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 11,996 | 154 | 0.0% | 0.0% | 63 | +1,380 | 13.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 11,500 | 148 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 11,379 | 146 | 0.01% | 0.01% | 65 | -10,036 | -46.86% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 10,802 | 139 | 0.0% | — | 66 | +10,802 | New | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,695 | 137 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | New | 10,457 | 134 | 0.03% | — | 68 | +10,457 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,295 | 132 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 10,200 | 131 | 0.07% | 0.07% | 71 | +250 | 2.51% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 10,222 | 131 | 0.0% | 0.0% | 70 | +54 | 0.53% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | No change | 7,500 | 96 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,163 | 79 | 0.0% | 0.0% | 73 | -580 | -8.6% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 4,873 | 70 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,886 | 62 | 0.0% | — | 75 | +4,886 | New | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,273 | 61 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,630 | 59 | 0.0% | 0.0% | 77 | +364 | 8.53% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,197 | 41 | 0.0% | 0.0% | 78 | +1,583 | 98.08% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,443 | 31 | 0.0% | 0.0% | 79 | +1,273 | 108.8% | Q1 2026 | Apr 14, 2026 |
| WPG Advisers, LLC | History | Added to | 1,406 | 18 | 0.01% | 0.01% | 81 | +691 | 96.64% | Q1 2026 | Apr 29, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,473 | 18 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 1,126 | 14 | 0.0% | — | 84 | +1,126 | New | Q1 2026 | Apr 28, 2026 |
| Estabrook Capital Management | History | Added to | 1,122 | 14 | 0.0% | 0.0% | 82 | +137 | 13.91% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,150 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,023 | 13 | 0.0% | 0.0% | 85 | -18,776 | -94.83% | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | No change | 650 | 8 | 0.0% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | New | 613 | 7 | 0.0% | — | 87 | +613 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 518 | 6 | 0.0% | — | 88 | +518 | New | Q1 2026 | May 13, 2026 |
| Osbon Capital Management LLC | History | New | 375 | 4 | 0.0% | — | 89 | +375 | New | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 229 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | New | 100 | 1 | 0.0% | — | 93 | +100 | New | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 2.01% | — | -412,390 | -100.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,039 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,421 | -100.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -44,386 | -100.0% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -37,080 | -100.0% | Q1 2026 | May 05, 2026 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -30,208 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,145 | -100.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,928 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,184 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,307 | -100.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -10,436 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,133 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,008 | -100.0% | Q1 2026 | May 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q1 2026 | May 07, 2026 |