13FBOX
NEUBERGER NEXT GENERATION · 13F Institutional Holdings
Options Calculator Rankings
N

NEUBERGER NEXT GENERATION

NBXG
Institutions
104
Combined AUM (Q2 2026)
$543.5M
Combined Shares (Q2 2026)
32.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.3M
55 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-993,985
37 · 9 Exit · ≈
⚖️ Net
+2.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$543.5M
Institutions
104
New Buys
23
Adds
32
Reduces
28
Exits
9
Unchanged
21
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Saba Capital Management, L.P.
3.27%2.68%#3$124.8M7.5M$97.1M7.5M00.00%Unchanged
MORGAN STANLEY
0.01%0.01%#50$116.9M7.1M$87.5M5.7M+1.4M+24.30%Add
Karpus Management, Inc.
1.42%1.25%#7$49.3M3.0M$39.5M3.1M-87,923-2.86%Reduce
LAZARD ASSET MANAGEMENT LLC
0.05%0.05%#29$35.8M2.2M$27.9M2.2M00.00%Unchanged
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
1.18%0.97%#8$19.7M1.2M$13.3M1.0M+151,883+14.65%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#57$19.5M1.2M$15.4M1.2M-14,850-1.24%Reduce
Bulldog Investors, LLP
4.26%3.38%#2$19.4M1.2M$15.1M1.2M+2,200+0.19%Add
Atlas Wealth LLC
2.6%#4$18.2M1.1M$00+1.1MNew Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$14.4M872,955$11.4M882,771-9,816-1.11%Reduce
UBS Group AG
<0.01%<0.01%#69$13.8M837,226$12.0M928,770-91,544-9.86%Reduce
Z3 Capital Partners, LLC
2.52%2.29%#5$12.0M726,651$9.1M704,014+22,637+3.22%Add
Penserra Capital Management LLC
0.07%0.08%#25$8.9M539,246$6.7M518,677+20,569+3.97%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#71$8.8M531,087$6.3M486,809+44,278+9.10%Add
CAPSTONE INVESTMENT ADVISORS, LLC
0.01%0.01%#46$8.1M488,681$6.3M488,68100.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.89%0.72%#9$7.2M433,728$5.0M391,481+42,247+10.79%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#45$5.1M313,549$3.5M265,483+48,066+18.11%Add
Allspring Global Investments Holdings, LLC
0.01%<0.01%#49$4.7M283,289$3.0M230,879+52,410+22.70%Add
Altium Capital Management LLC
7.13%6.27%#1$3.4M204,562$2.6M204,56200.00%Unchanged
WOLVERINE ASSET MANAGEMENT LLC
0.03%0.04%#35$3.3M202,139$4.5M353,356-151,217-42.79%Reduce
Quantedge Capital Pte Ltd
2.29%1.36%#6$3.0M182,562$2.5M193,662-11,100-5.73%Reduce
Advisors Asset Management, Inc.
0.04%0.03%#32$2.9M175,399$2.1M163,246+12,153+7.44%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#80$2.8M168,806$2.2M170,316-1,510-0.89%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#66$2.4M146,507$1.9M144,383+2,124+1.47%Add
Cornerstone Wealth Management, LLC
0.1%0.09%#22$2.3M141,404$1.8M136,858+4,546+3.32%Add
Matisse Capital
0.86%0.71%#10$2.1M129,790$1.7M129,79000.00%Unchanged
NewEdge Advisors, LLC
0.01%0.01%#51$2.0M123,850$1.5M117,358+6,492+5.53%Add
Beverly Hills Private Wealth, LLC
0.38%0.26%#14$2.0M119,258$1.5M119,25800.00%Unchanged
EVOLVE PRIVATE WEALTH, LLC
0.11%0.08%#21$1.7M105,405$1.4M111,907-6,502-5.81%Reduce
LPL Financial LLC
<0.01%<0.01%#86$1.7M100,388$1.0M80,286+20,102+25.04%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#68$1.6M99,354$1.3M101,225-1,871-1.85%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#73$1.5M90,765$1.2M90,76500.00%Unchanged
CORRADO ADVISORS, LLC
0.7%0.72%#11$1.4M107,614$1.4M107,61400.00%Unchanged
OPPENHEIMER & CO INC
0.01%0.01%#40$1.2M73,251$838,57165,157+8,094+12.42%Add
KINGSWOOD WEALTH ADVISORS, LLC
0.04%0.03%#31$1.1M66,653$622,57548,374+18,279+37.79%Add
1607 Capital Partners, LLC
0.1%0.03%#23$1.1M66,408$442,22634,361+32,047+93.27%Add
&PARTNERS
<0.01%<0.01%#54$1.0M63,269$801,28362,452+817+1.31%Add
Dakota Wealth Management
0.02%0.02%#37$1.0M61,730$826,19064,195-2,465-3.84%Reduce
Concorde Asset Management, LLC
0.56%0.35%#13$970,73358,690$712,74155,380+3,310+5.98%Add
FLAGSHIP HARBOR ADVISORS, LLC
0.04%0.03%#34$922,07055,748$746,47658,001-2,253-3.88%Reduce
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#85$797,97248,245$605,46947,045+1,200+2.55%Add
Almitas Capital LLC
0.16%0.03%#20$699,59242,297$134,58210,457+31,840+304.49%Add
Closed-End Fund Advisors, Inc.
0.66%0.53%#12$678,06840,996$523,29040,660+336+0.83%Add
Noble Wealth Management PBC
0.3%0.27%#15$667,85240,378$535,21241,586-1,208-2.90%Reduce
XTX Topco Ltd
0.01%#47$633,36638,293$00+38,293New Buy
Invesco Ltd.
<0.01%<0.01%#97$618,33137,384$515,37940,045-2,661-6.65%Reduce
Claro Advisors Inc.
0.06%0.07%#27$566,34334,241$613,89947,700-13,459-28.22%Reduce
Tidal Investments LLC
<0.01%<0.01%#77$560,12733,865$680,24452,855-18,990-35.93%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#64$464,81628,103$363,82428,269-166-0.59%Reduce
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.05%0.04%#28$464,43928,080$341,52226,536+1,544+5.82%Add
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
0.03%#36$406,53724,579$00+24,579New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow