13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
NBXG

NEUBERGER BERMAN NEXT GENERA

95 institutions still hold NEUBERGER BERMAN NEXT GENERA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 64133Q108·95 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$375M
79.0% inst. owned
of float
Holders
95
-102 QoQ
filers reporting
Activity
+34 / −79
+755 added · −728 reduced
this quarter
Concentration
25.88%
Saba Capital Management, L.P. #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported NBXG in Q1 2026. Saba Capital Management, L.P. leads at 25.9% of the visible book. -102 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Saba Capital Management, L.P.
CIK 0001510281
$97M7.5M2.68%Q1 202602
MORGAN STANLEY
CIK 0000895421
$97M7.5M0.01%Q1 202603
Karpus Management, Inc.
CIK 0001048703
$39M3.1M1.23%Q1 202604
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$28M2.2M0.05%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M1.2M0.00%Q1 202606
Bulldog Investors, LLP
CIK 0001504304
$15M1.2M3.38%Q1 202607
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$13M1.0M0.97%Q1 202608
UBS Group AG
CIK 0001610520
$12M929K0.00%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M883K0.00%Q1 202610
Z3 Capital Partners, LLC
CIK 0002127787
$9M704K2.29%Q1 202611
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$6M489K0.01%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M487K0.00%Q1 202613
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$5M391K0.72%Q1 202614
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$5M353K0.04%Q1 202615
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M265K0.01%Q1 202616
Allspring Global Investments Holdings, LLC
CIK 0001890906
$3M231K0.01%Q1 202617
Altium Capital Management LLC
CIK 0001746382
$3M205K6.27%Q1 202618
Quantedge Capital Pte Ltd
CIK 0001561418
$2M194K1.36%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$2M171K0.01%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M170K0.00%Q1 2026
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