NBXG

Neuberger Next Generation Co
UnclassifiedUSCUSIP 64133Q108◍ Confluence graph
Tracked 13F Holders
29
-2 QoQ
13F Value (tracked)
$68.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)4 adding · 5 trimming
Insider net (180d)$0
Price history not yet available for NBXG.
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Ask your agent who owns NBXG

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which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

29 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Karpus Management, Inc.
$39.5M
3.1M
−0.2%
Reduced · −7K sh
Q1 2026
2CAPSTONE INVESTMENT ADVISORS, LLC
$6.3M
489K
+2.3%
Added · +11K sh
Q1 2026
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$3.5M
265K
−36%
Reduced · −147K sh
Q1 2026
4Allspring Global Investments Holdings, LLC
$3.0M
231K
+12%
Added · +26K sh
Q1 2026
5Private Advisor Group, LLC
$2.2M
171K
+69%
Added · +70K sh
Q1 2026
6Advisors Asset Management, Inc.
$2.1M
163K
−6.4%
Reduced · −11K sh
Q1 2026
7Cornerstone Wealth Management, LLC
$1.8M
137K
+1.7%
Added · +2K sh
Q1 2026
8NewEdge Advisors, LLC
$1.5M
117K
+94%
Added · +57K sh
Q1 2026
9EVOLVE PRIVATE WEALTH, LLC
$1.4M
112K
+1.1%
Added · +1K sh
Q1 2026
10OPPENHEIMER & CO INC
$839K
65K
−3.8%
Reduced · −3K sh
Q1 2026
11Dakota Wealth Management
$826K
64K
+0.3%
Added · +220 sh
Q1 2026
12&PARTNERS
$801K
62K
+16%
Added · +8K sh
Q1 2026
13FLAGSHIP HARBOR ADVISORS, LLC
$746K
58K
−0.5%
Reduced · −283 sh
Q1 2026
14Tidal Investments LLC
$680K
53K
+143%
Added · +31K sh
Q1 2026
15KINGSWOOD WEALTH ADVISORS, LLC
$623K
48K
+3.4%
Added · +2K sh
Q1 2026
16Sanctuary Advisors, LLC
$364K
28K
+1.3%
Added · +368 sh
Q1 2026
17Kestra Advisory Services, LLC
$360K
28K
+758%
Added · +25K sh
Q1 2026
18Pathstone Holdings, LLC
$316K
25K
−2.6%
Reduced · −646 sh
Q1 2026
19CWM, LLC
$297K
23K
+3.6%
Added · +812 sh
Q1 2026
20IEQ CAPITAL, LLC
$164K
13K
+2.7%
Added · +337 sh
Q1 2026
21CHOREO, LLC
$154K
12K
+13%
Added · +1K sh
Q1 2026
22Stratos Wealth Advisors, LLC
$148K
12K
Held
Q1 2026
23READYSTATE ASSET MANAGEMENT LP
$146K
11K
−47%
Reduced · −10K sh
Q1 2026
24Wealthcare Advisory Partners LLC
$139K
11K
New
+11K sh
Q1 2026
25ASSETMARK, INC
$132K
10K
+0.5%
Added · +54 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
5
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

57 funds+32 since Q2 2022
03059Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $261.2M

Funds that own NBXG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT33 funds$11.9B
HOME DEPOT INCHD33 funds$1.6B
NVIDIA CORPNVDA32 funds$12.7B
ALPHABET INC-CL AGOOGL32 funds$7.7B
SS SPDR S&P 500 ETF TRUST-USSPY32 funds$7.6B
BROADCOM INCAVGO32 funds$5.5B
META PLATFORMS INC-CLASS AMETA32 funds$5.0B
TESLA INCTSLA32 funds$2.7B
ELI LILLY & COLLY32 funds$2.7B
JOHNSON & JOHNSONJNJ32 funds$2.4B
ABBVIE INCABBV32 funds$1.5B
NETFLIX INCNFLX32 funds$1.5B

Ranked by how many of NBXG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NBXG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.