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Neuberger Next Generation Co (NBXG)

CUSIP: 64133Q108 | US | Financial Services · Asset Management | Small Cap | 212 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

City of London Investment Management Co LTD1,213,401
1.3% of portfolio›$19.0M
Blue Bell Private Wealth Management, LLC472,887
0.9% of portfolio›$7.4M
Allspring Global Investments Holdings, LLC428,047
0.0% of portfolio›$6.7M
Wealth Enhancement Advisory Services, LLC339,678
0.0% of portfolio›$5.4M
Altium Capital Management LLC204,562
4.7% of portfolio›$3.2M
Cornerstone Wealth Management, LLC142,555
0.1% of portfolio›$2.2M
Matisse Capital129,790
0.8% of portfolio›$2.0M
Beverly Hills Private Wealth, LLC114,060
0.3% of portfolio›$1.8M
Kingswood Wealth Advisors, LLC77,408
0.0% of portfolio›$1.2M
Oppenheimer & Co Inc73,992
0.0% of portfolio›$1.2M
Flagship Harbor Advisors, LLC59,497
0.0% of portfolio›$933.5K
Closed-End Fund Advisors, Inc.40,346
0.7% of portfolio›$633.0K
Noble Wealth Management PBC35,633
0.3% of portfolio›$559.1K
Claro Advisors Inc.33,571
0.1% of portfolio›$526.7K
Kestra Advisory Services, LLC29,191
0.0% of portfolio›$458.0K
Calamos Advisors LLC24,231
0.0% of portfolio›$380.2K
Prairie Advisory, LLC21,748
0.0% of portfolio›$341.2K
Focus Financial Network, Inc.21,076
0.0% of portfolio›$330.7K
Advisory Advocates, LLC19,360
0.3% of portfolio›$303.8K
Cambridge Investment Research Advisors, Inc.18,571
0.0% of portfolio›$291
Accredited Investor Services, LLC18,143
0.2% of portfolio›$284.7K
Investment Management Trust, LLC16,131
0.2% of portfolio›$253.1K
Creative Planning15,605
0.0% of portfolio›$244.8K
Sovran Advisors, LLC15,555
0.0% of portfolio›$234.4K
Decision Investments, Inc14,950
0.2% of portfolio›$234.6K
J.W. Cole Advisors, Inc.13,905
0.0% of portfolio›$218.2K
Truist Financial Corp12,297
0.0% of portfolio›$192.9K
Advisory Solutions Group, LLC11,806
0.0% of portfolio›$185.2K
AlphaStar Capital Management, LLC11,082
0.0% of portfolio›$173.9K
Choreo, LLC10,352
0.0% of portfolio›$162.4K
Assetmark, Inc10,222
0.0% of portfolio›$160.4K
CoreCap Advisors, LLC4,150
0.0% of portfolio›$65.1K
Pinnacle Wealth Planning Services, Inc.3,134
0.0% of portfolio›$49.2K
United Community Bank3,000
0.0% of portfolio›$47.1K
Cassaday & Co Wealth Management LLC2,825
0.0% of portfolio›$44.3K
Lanark Financial, Inc.2,503
0.0% of portfolio›$39.3K
Root Financial Partners, LLC1,906
0.0% of portfolio›$29.9K
WPG Advisers, LLC1,568
0.0% of portfolio›$24.6K
Gables Capital Management Inc.1,473
0.0% of portfolio›$23.1K
Signaturefd, LLC1,445
0.0% of portfolio›$22.7K
Holos Integrated Wealth LLC650
0.0% of portfolio›$9.6K
MB, Levis & Associates, LLC440
0.0% of portfolio›$6.9K
Highline Wealth Partners LLC200
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
City of London Investment Management Co LTD
1,213,401$19.0M1.3%YieldMediumLondon, United Kingdom2026-10-30
Blue Bell Private Wealth Management, LLC
472,887$7.4M0.9%YieldVery LowBlue Bell, PA2026-10-29
Allspring Global Investments Holdings, LLC
428,047$6.7M0.0%CoreMediumCharlotte, NC2026-11-04
Wealth Enhancement Advisory Services, LLC
339,678$5.4M0.0%CoreLowPlymouth, MN2026-10-13
Altium Capital Management LLC
204,562$3.2M4.7%YieldHighNew York, NY2026-11-04
Cornerstone Wealth Management, LLC
142,555$2.2M0.1%ETFVery LowSt. Peters, MO2026-11-04
Matisse Capital
129,790$2.0M0.8%ValueMediumPortland, OR2026-10-29
Beverly Hills Private Wealth, LLC
114,060$1.8M0.3%ValueMediumBeverly Hills, CA2026-11-04
Kingswood Wealth Advisors, LLC
77,408$1.2M0.0%GrowthLowSan Diego, CA2026-10-23
Oppenheimer & Co Inc
73,992$1.2M0.0%CoreLowNew York, NY2026-10-26
Flagship Harbor Advisors, LLC
59,497$933.5K0.0%ETFMediumBoston, MA2026-10-26
Closed-End Fund Advisors, Inc.
40,346$633.0K0.7%YieldMediumRichmond, VA2026-11-04
Noble Wealth Management PBC
35,633$559.1K0.3%YieldMediumGreenwood Village, CO2026-10-01
Claro Advisors Inc.
33,571$526.7K0.1%CoreLowBoston, MA2026-11-02
Kestra Advisory Services, LLC
29,191$458.0K0.0%CoreLowAustin, TX2026-11-02
Calamos Advisors LLC
24,231$380.2K0.0%GrowthMediumNaperville, IL2026-11-02
Prairie Advisory, LLC
21,748$341.2K0.0%ETFN/ALeawood, KS2026-10-19
Focus Financial Network, Inc.
21,076$330.7K0.0%ETFLowMinneapolis, MN2026-10-14
Advisory Advocates, LLC
19,360$303.8K0.3%YieldMediumGrand Rapids, MI2026-11-05
Cambridge Investment Research Advisors, Inc.
18,571$2910.0%ETFLowFairfield, IA2026-11-02
Accredited Investor Services, LLC
18,143$284.7K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Investment Management Trust, LLC
16,131$253.1K0.2%GrowthN/AFitchburg, MA2026-11-05
Creative Planning
15,605$244.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Sovran Advisors, LLC
15,555$234.4K0.0%ETFMediumSan Diego, CA2026-11-02
Decision Investments, Inc
14,950$234.6K0.2%GrowthLowSan Diego, CA2026-10-07
J.W. Cole Advisors, Inc.
13,905$218.2K0.0%IndexLowTampa, FL2026-11-05
Truist Financial Corp
12,297$192.9K0.0%CoreLowCharlotte, NC2026-10-30
Advisory Solutions Group, LLC
11,806$185.2K0.0%ETFN/APlymouth, MN2026-10-14
AlphaStar Capital Management, LLC
11,082$173.9K0.0%ETFMediumCornelius, NC2026-10-16
Choreo, LLC
10,352$162.4K0.0%IndexLowRockford, IL2026-10-28
Assetmark, Inc
10,222$160.4K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
4,150$65.1K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Wealth Planning Services, Inc.
3,134$49.2K0.0%GARPLowMansfield, OH2026-10-27
United Community Bank
3,000$47.1K0.0%CoreLowGreenville, SC2026-10-28
Cassaday & Co Wealth Management LLC
2,825$44.3K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
2,503$39.3K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
1,906$29.9K0.0%ETFMediumEncinitas, CA2026-10-21
WPG Advisers, LLC
1,568$24.6K0.0%CoreLowBaltimore, MD2026-10-27
Gables Capital Management Inc.
1,473$23.1K0.0%GrowthVery LowMiami, FL2026-11-04
Signaturefd, LLC
1,445$22.7K0.0%IndexLowAtlanta, GA2026-10-23
Holos Integrated Wealth LLC
650$9.6K0.0%ETFLowKennett Square, PA2026-10-23
MB, Levis & Associates, LLC
440$6.9K0.0%ETFVery LowCenter Valley, PA2026-10-16
Highline Wealth Partners LLC
200$3.1K0.0%ETFMediumSherman Oaks, CA2026-10-19