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Who Owns Neuberger Next Generation Connectivity Fund Stock?

NYSE: NBXGFinanceTrusts Except Educational Religious and CharitableUSD

16.03+0.19 (+1.20%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
42.20%
Institutional holders
112
  • Institutions 42.2%
  • Insiders 0.0%
  • Public and other 57.8%

Who owns Neuberger Next Generation Connectivity Fund stock?

Institutional investors own about 42.2% of Neuberger Next Generation Connectivity Fund's shares, spread across 112 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.00% of NBXG.

The largest institutional holders are Saba Capital Management, L.P. (9.58%), Morgan Stanley (8.98%) and Karpus Management, Inc. (3.79%). Together, the top 10 institutions control 33.2% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their NBXG positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of NBXG

Neuberger Next Generation Connectivity Fund top institutional holders
InstitutionShares% HeldChange
Saba Capital Management, L.P.7.55M9.58%0.0%
Morgan Stanley7.07M8.98%-5.8%
Karpus Management, Inc.2.98M3.79%-2.9%
Lazard Asset Management LLC2.17M2.75%0.0%
City of London Investment Management Co. Limited1.19M1.51%+14.7%
Wells Fargo & Company1.18M1.50%-1.2%
Bulldog Investors, LLP1.17M1.49%+0.2%
Atlas Wealth LLC 1.10M1.40%+100.0%
Bank of America Corporation872.96K1.11%-1.1%
UBS Group AG837.23K1.06%-9.9%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of NBXG

Neuberger Next Generation Connectivity Fund top fund holders
FundShares% Held
Exchange Listed Funds Trust-Saba Closed-End Funds ETF741.78K0.94%
Special Opportunities Fund, Inc.657.96K0.84%
Amplify ETF Trust-Amplify CEF High Income ETF536.68K0.68%
High Income Securities Fund429.02K0.54%
Saba Capital Income & Opportunities Fund160.94K0.20%
Modern Capital Funds Trust-Modern Capital Tactical Income Fund153.00K0.19%
Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy129.79K0.16%
Tidal Trust III-NovaTide Flexible Allocation ETF33.22K0.04%
Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF23.22K0.03%
Rydex Variable Trust-Multi-Hedge Strategies Fund2.04K0.00%

Frequently asked questions

Who is the largest shareholder of Neuberger Next Generation Connectivity Fund?

Saba Capital Management, L.P. is the largest institutional shareholder of NBXG, owning 9.58% of shares outstanding (7.55M shares) as of its latest 13F filing.

What percentage of Neuberger Next Generation Connectivity Fund is owned by institutions?

Institutions own about 42.2% of NBXG shares and 42.2% of the public float.

How much of Neuberger Next Generation Connectivity Fund do insiders own?

Insiders, such as officers and directors, own about 0.00% of NBXG shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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