How many institutions own NBXG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NBXG shares is 87, representing 40.47% of the company's common stock.

Who are the major shareholders selling Neuberger Next Generation Connectivity Fund Inc. stock?

PNC FINANCIAL SERVICES GROUP, INC., in the last quarter, reduced its stake in NBXG by -9.95% restricting it's holding to 47.05 thousand shares of worth nearly $679.33K. CONCORDE ASSET MANAGEMENT, LLC also lessened -2.2% of the NBXG shares from its portfolio, reducing its holding to 57.78 thousand shares of worth $834.34K. DAKOTA WEALTH MANAGEMENT also shunned NBXG shares holding by -0.71% last quarter which brought its holding to 63.98 thousand shares worth $923.80K.

Investors who are buying NBXG stock?

As per its latest 13F filing, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD increased its stake in NBXG by 15.47% in the last quarter. The institutional holder raised its holding to 965.95 thousand shares having worth more than $13.95M. CHOREO, LLC also added 100% more shares of NBXG to its portfolio, raising its holding to 10.62 thousand shares of worth $155.52K. STRATOS WEALTH ADVISORS, LLC also increased its NBXG shares holding by 4.55% which brought its holding to 11.5 thousand shares worth $166.06K.

NBXG's major insiders: who are they?

The insider with the most stakes in NBXG is Ramanan Hari , at the company. Additionally, NBXG stock is highly held by MORRISS GEORGE W and Cosgrove Michael J. among others.

Did an insider recently sell NBXG stock?

Company executives, directors, and other insiders own N/A percent of Neuberger Next Generation Connectivity Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which NBXG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GOSS MARTHA CLARK.

Which insider recently purchased NBXG stock?

There have been 0 transaction(s) during the past 6-months in which Neuberger Next Generation Connectivity Fund Inc. insiders have bought stock, totalling 0 shares

How much of NBXG does insiders own?

Around 0 Neuberger Next Generation Connectivity Fund Inc. shares are held by insiders, which represents about N/A of NBXG stock.

Who is the insider with the largest stake?

NBXG , Ramanan Hari holds the largest portfolio of the company's shares. NBXG shares owned by Ramanan total nearly 61 thousand.

Which institution holds the most shares in NBXG?

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD is the largest institutional owner in NBXG which holds 965.95 thousand shares worth $13.95M or 1.22% of the total NBXG shares outstanding followed by CHOREO, LLC with ownership of 10.62 thousand shares representing 0.01% of the NBXG ownership. HARBOUR INVESTMENTS, INC. is the third largest stakeholder with 10.7 thousand shares or 0.01% of the ownership worth more than $154.44K.

Is Neuberger Next Generation Connectivity Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NBXG is concerned, it is a stock which is not optionable.

Is there a short position on NBXG's shares?

Number of NBXG shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NBXG shares are there?

As of today, null shares of NBXG are outstanding.

Is there many float in NBXG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NBXG has null shares in float.

NBXG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NBXG is null.

Neuberger Next Generation Connectivity Fund (NBXG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

40.47% Percentage of Shares held by All Institutions

40.47% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 40.47% of NBXG shares are held by financial institutions. CITY OF LONDON INVESTMENT MANAGEMENT CO LTD is the top corporate investor, holding 965.95K shares valued at $13.95M. A 1.22% stake in Neuberger Next Generation Connectivity Fund Inc. is owned by the company. CHOREO, LLC owns 10.62K shares valued at $155.52K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.22%	965.95K	13.95M	129.44K	+15.47%
Dec 31, 2025	CHOREO, LLC	0.01%	10.62K	155.52K	10.62K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	10.7K	154.44K	0	0
Dec 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.01%	11.5K	166.06K	500	+4.55%
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.01%	11.69K	168.86K	11.69K	+100.00%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.02%	12.14K	175.29K	49	+0.41%
Dec 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	46.79K	675.57K	495	+1.07%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	47.05K	679.33K	-5.2K	-9.95%
Dec 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.07%	57.78K	834.34K	-1.3K	-2.20%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.07%	58.28K	841.63K	3.15K	+5.71%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.08%	60.69K	876.31K	1.39K	+2.34%
Dec 31, 2025	JANE STREET GROUP, LLC	0.08%	61.04K	881.4K	37.34K	+157.60%
Dec 31, 2025	DAKOTA WEALTH MANAGEMENT	0.08%	63.98K	923.8K	-455	-0.71%
Dec 31, 2025	OPPENHEIMER & CO INC	0.09%	67.76K	978.45K	-11.12K	-14.10%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	101.49K	1.47M	21.26K	+26.50%
Dec 31, 2025	ROYAL BANK OF CANADA	0.63%	498.25K	7.19M	75.18K	+17.77%
Dec 31, 2025		0.05%	43.4K	626.65M	43.4K	+100.00%
Dec 31, 2025	ALTIUM CAPITAL MANAGEMENT LP	0.22%	169.87K	2.45M	169.87K	+100.00%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.22%	174.35K	2.52M	6K	+3.56%
Dec 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.6%	477.75K	6.9M	0	0
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	2.76%	2.18M	31.47M	0	0
Dec 31, 2025	KARPUS MANAGEMENT, INC.	3.89%	3.08M	44.42M	-124.71K	-3.90%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.26%	205.29K	2.96M	-5.02K	-2.39%
Dec 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	7.5K	108.3K	7.5K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.01%	10.13K	146.32K	-12.26K	-54.75%
Dec 31, 2025	ASSETMARK, INC	0.01%	10.17K	146.83K	10.17K	+100.00%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.3%	239.33K	3.46M	239.33K	+100.00%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.46%	360.64K	5.21M	43.27K	+13.63%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.52%	412.07K	6.09M	14.34K	+3.61%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.59%	466.97K	6.74M	43.24K	+10.20%
Dec 31, 2025	UBS GROUP AG	1.18%	928.2K	13.4M	-51.2K	-5.23%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.29%	1.02M	14.71M	-405.02K	-28.44%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.48%	1.17M	16.84M	-268.5K	-18.71%
Dec 31, 2025	MORGAN STANLEY	7.93%	6.27M	90.48M	577.85K	+10.16%
Dec 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.04%	30.21K	436.2K	-1.32K	-4.18%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.05%	37.08K	535.44K	1	0.00%
Dec 31, 2025	INVESCO LTD.	0.05%	40.68K	587.38K	2.54K	+6.67%
Dec 31, 2025	ATOMI FINANCIAL GROUP, INC.	0.06%	44.39K	640.93K	2.23K	+5.29%
Dec 31, 2025	CLARO ADVISORS LLC	0.07%	53K	765.38K	-736	-1.37%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.07%	54.03K	780.14K	54.03K	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.11%	90.77K	1.31M	-99.25K	-52.23%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	91.3K	1.32M	18.17K	+24.85%
Dec 31, 2025	QUANTEDGE CAPITAL PTE LTD	0.14%	106.96K	1.54M	43.5K	+68.55%
Dec 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.15%	116.82K	1.69M	-586	-0.50%
Dec 31, 2025	MATISSE CAPITAL	0.16%	129.79K	1.87M	0	0
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.17%	134.53K	1.94M	4.75K	+3.66%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.18%	146.05K	2.11M	21.04K	+16.83%
Dec 31, 2025	CORRADO ADVISORS, LLC	0.21%	168.16K	2.43M	-3.83K	-2.23%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.14%	899.63K	12.99M	-20.83K	-2.26%
Dec 31, 2025	IEQ CAPITAL, LLC	0.02%	12.42K	179.29K	297	+2.45%
Dec 31, 2025	COOPER/HAIMS ADVISORS, LLC	0.02%	13.31K	192.15K	13.31K	+100.00%
Dec 31, 2025	FOCUS FINANCIAL NETWORK, INC.	0.02%	13.46K	194.3K	3.41K	+33.95%
Dec 31, 2025	JPMORGAN CHASE & CO	0.02%	15K	216.61K	13.78K	+1,129.51%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	17.18K	248.14K	17.18K	+100.00%
Dec 31, 2025	COHEN & STEERS, INC.	0.02%	17.93K	259K	0	0
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	19.15K	276.45K	0	0
Dec 31, 2025	TOROSO INVESTMENTS, LLC	0.03%	21.79K	314.58K	21.79K	+100.00%
Dec 31, 2025	CWM, LLC	0.03%	22.28K	322K	24	+0.11%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.6K	326.41K	-141	-0.62%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.03%	25.17K	363.51K	-1.14K	-4.34%
Dec 31, 2025	BULLDOG INVESTORS, LLP	1.48%	1.17M	16.87M	31.14K	+2.74%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.74%	7.7M	111.12M	-26.17K	-0.34%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.04%	31.01K	447.8K	-994	-3.11%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.05%	37.09K	535.52K	37.09K	+100.00%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	24.64K	355.77K	1.54K	+6.68%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.04%	27.9K	402.9K	4.17K	+17.59%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	149.59K	2.16M	6.21K	+4.33%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.01%	10.3K	148.66K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	60.42K	872.48K	5.25K	+9.51%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.52%	412.39K	5.95M	18.18K	+4.61%
Dec 31, 2025	LPL FINANCIAL LLC	0.1%	78.57K	1.13M	-19	-0.02%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.01%	10.44K	150.7K	460	+4.61%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.5%	394.21K	6.06M	79.24K	+25.16%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.17%	920.46K	14.16M	-26.51K	-2.80%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.04%	31.53K	484.85K	811	+2.64%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.76%	2.18M	33.51M	-24.5K	-1.11%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.4%	317.37K	4.88M	22.79K	+7.74%
Sep 30, 2025	CORRADO ADVISORS, LLC	0.22%	171.98K	2.65M	-1.53K	-0.88%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.03%	23.73K	364.92K	2.12K	+9.83%
Sep 30, 2025	WALLEYE CAPITAL LLC	0.03%	23.83K	366.43K	-4.4K	-15.57%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	37.08K	570.28K	249	+0.68%
Sep 30, 2025	BULLDOG INVESTORS, LLP	1.44%	1.14M	17.49M	2.7K	+0.24%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.08%	59.3K	912.03K	59.3K	+100.00%
Sep 30, 2025	CWM, LLC	0.03%	22.25K	342K	3.76K	+20.30%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	22.4K	344.43K	2.39K	+11.96%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.5%	397.73K	6.12M	61.23K	+18.20%
Sep 30, 2025	ROYAL BANK OF CANADA	0.54%	423.08K	6.51M	22.64K	+5.65%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.54%	423.73K	6.52M	50.76K	+13.61%
Sep 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.6%	477.75K	7.35M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.82%	1.43M	22.07M	-208.83K	-12.71%
Sep 30, 2025	CLARO ADVISORS LLC	0.07%	53.74K	826.52K	-979	-1.79%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.07%	55.14K	848K	7.76K	+16.37%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	55.17K	848.55K	32.77K	+146.28%
Sep 30, 2025	QUANTEDGE CAPITAL PTE LTD	0.08%	63.46K	976.05K	-90.1K	-58.67%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.06%	836.52K	12.87M	626.08K	+297.51%
Sep 30, 2025	UBS GROUP AG	1.24%	979.4K	15.06M	-291.15K	-22.92%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	4.05%	3.2M	49.22M	-426.45K	-11.76%
Sep 30, 2025	MORGAN STANLEY	7.2%	5.69M	87.48M	-71.65K	-1.24%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.78%	7.72M	118.76M	58.03K	+0.76%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-70.66K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-2.69K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-178.62K	-100.00%
Sep 30, 2025	WPG ADVISERS, LLC	0%	585	9K	7	+1.21%
Sep 30, 2025	ESTABROOK CAPITAL MANAGEMENT	0%	961	14.78K	19	+2.02%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	1.15K	17.69K	0	0
Sep 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.15%	117.4K	1.81M	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0%	1.22K	18.77K	0	0
Sep 30, 2025	GABLES CAPITAL MANAGEMENT INC.	0%	1.47K	22.66K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	6.2K	95.39K	900	+16.97%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	23.1K	355.22K	1.33K	+6.09%
Sep 30, 2025	JANE STREET GROUP, LLC	0.03%	23.7K	364.43K	23.7K	+100.00%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0.01%	7.53K	115.81K	6.33K	+527.50%
Sep 30, 2025	FOCUS FINANCIAL NETWORK, INC.	0.01%	10.05K	154.5K	10.05K	+100.00%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	10.7K	164.49K	0	0
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.01%	11K	169.18K	11K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.01%	11.63K	179K	-2.27K	-16.34%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.02%	12.09K	185.94K	40	+0.33%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	26.32K	404.73K	26.32K	+100.00%
Sep 30, 2025	AMERIFLEX GROUP, INC.	0.03%	22K	338.36K	22K	+100.00%
Sep 30, 2025	COHEN & STEERS, INC.	0.02%	17.93K	276K	0	0
Sep 30, 2025	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	0.02%	15.12K	232.53K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.8%	1.42M	21.9M	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.1%	78.88K	1.21M	-1.09K	-1.36%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.75K	350K	-172	-0.75%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	32.01K	492.24K	-3.44K	-9.69%
Sep 30, 2025	INVESCO LTD.	0.05%	38.13K	586.5K	17.35K	+83.51%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.05%	42.16K	648.36K	42.16K	+100.00%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.05%	43.16K	663.74K	42.16K	+4,215.60%
Sep 30, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.07%	59.08K	910.42K	59.08K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.09%	73.13K	1.11M	8.78K	+13.64%
Sep 30, 2025	LPL FINANCIAL LLC	0.1%	78.59K	1.21M	3.61K	+4.81%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	125.01K	1.92M	2.46K	+2.01%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	129.78K	2M	1.42K	+1.11%
Sep 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	46.29K	711.94K	856	+1.88%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	52.25K	803.53K	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.21%	168.35K	2.59M	-7.96K	-4.52%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	80.23K	1.23M	3.66K	+4.77%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.27%	210.31K	3.23M	46.81K	+28.63%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	190.02K	2.92M	44.33K	+30.43%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.18%	143.38K	2.21M	-622.88K	-81.29%
Sep 30, 2025	MATISSE CAPITAL	0.16%	129.79K	2M	0	0
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.08%	64.43K	990.93K	-17.39K	-21.25%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	76.58K	1.12M	-4.45K	-5.49%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	21.77K	317.85K	483	+2.27%
Jun 30, 2025	INVESCO LTD.	0.03%	20.78K	303.39K	20.78K	+100.00%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.8%	1.42M	20.79M	-47.98K	-3.26%
Jun 30, 2025	UBS GROUP AG	1.61%	1.27M	18.55M	34.25K	+2.77%
Jun 30, 2025	BULLDOG INVESTORS, LLP	1.44%	1.13M	16.56M	236.46K	+26.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.2%	946.97K	13.83M	395.99K	+71.87%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.47%	372.97K	5.45M	11.02K	+3.04%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.43%	336.5K	4.94M	50.83K	+17.79%
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.4%	314.97K	4.6M	-33.6K	-9.64%
Jun 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.27%	210.44K	3.07M	-7.72K	-3.54%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.23%	178.62K	2.61M	-56.75K	-24.11%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.22%	176.32K	2.57M	789	+0.45%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	70.66K	1.03M	70.66K	+100.00%
Jun 30, 2025	CLARO ADVISORS LLC	0.07%	54.72K	798.89K	-9.85K	-15.26%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.37%	294.58K	4.3M	13.86K	+4.94%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.21%	163.5K	2.39M	36.52K	+28.76%
Jun 30, 2025	QUANTEDGE CAPITAL PTE LTD	0.19%	153.56K	2.24M	-23.4K	-13.22%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	145.68K	2.13M	145.68K	+100.00%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	128.36K	1.87M	3.63K	+2.91%
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.06%	45.43K	663.34K	7.49K	+19.73%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	64.35K	939.53K	10.24K	+18.92%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.05%	36.83K	537.72K	36.83K	+100.00%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.03%	20K	292.03K	20K	+100.00%
Jun 30, 2025	CWM, LLC	0.02%	18.5K	270K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.97%	766.26K	11.19M	14.95K	+1.99%
Jun 30, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.6%	477.75K	6.98M	0	0
Jun 30, 2025	CORRADO ADVISORS, LLC	0.22%	173.51K	2.53M	8.07K	+4.87%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	122.55K	1.79M	-4.56K	-3.59%
Jun 30, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.15%	117.4K	1.71M	-130	-0.11%
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.1%	81.82K	1.19M	-278	-0.34%
Jun 30, 2025	OPPENHEIMER & CO INC	0.1%	79.97K	1.17M	2.53K	+3.27%
Jun 30, 2025	LPL FINANCIAL LLC	0.09%	74.98K	1.09M	-740	-0.98%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.07%	52.25K	762.78K	-48.53K	-48.16%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.06%	47.38K	691.77K	15.62K	+49.18%
Jun 30, 2025	ROYAL BANK OF CANADA	0.51%	400.44K	5.85M	-146.07K	-26.73%
Jun 30, 2025	MATISSE CAPITAL	0.16%	129.79K	1.89M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.04%	35.44K	517.42K	-13.45K	-27.52%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	33.46K	488.52K	0	0
Jun 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.04%	30.71K	448.43K	-251	-0.81%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.04%	28.22K	412.01K	-17.41K	-38.15%
Jun 30, 2025	XTX TOPCO LTD	0.03%	26.87K	392.36K	26.87K	+100.00%
Jun 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.11%	88.99K	1.3M	-23.71K	-21.03%
Jun 30, 2025	HILLTOP HOLDINGS INC.	0.03%	24.59K	359.01K	-390	-1.56%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.92K	335K	282	+1.25%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	22.4K	327.06K	-800	-3.45%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.7%	7.66M	111.89M	0	0
Jun 30, 2025	MORGAN STANLEY	7.29%	5.76M	84.09B	149.73K	+2.67%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	4.59%	3.63M	52.95M	-58.75K	-1.59%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	2.79%	2.2M	32.17M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.08%	1.64M	24M	246.65K	+17.66%
Mar 31, 2025	BEVERLY HILLS PRIVATE WEALTH, LLC	0.15%	117.53K	1.44M	8.05K	+7.35%
Mar 31, 2025	OPPENHEIMER & CO INC	0.1%	77.44K	948.63K	-168	-0.22%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.04%	33.46K	409.89K	-5.91K	-15.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.03%	25.76K	315.5K	-2.26K	-8.05%
Mar 31, 2025	HILLTOP HOLDINGS INC.	0.03%	24.98K	306.01K	-950	-3.66%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.03%	23.2K	284.22K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.69%	546.51K	6.7M	-36.84K	-6.31%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.7%	550.97K	6.75M	-68.67K	-11.08%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.46%	361.95K	4.43M	1.17K	+0.32%
Mar 31, 2025	VERITION FUND MANAGEMENT LLC	0.14%	111.23K	1.36M	111.23K	+100.00%
Mar 31, 2025	CORRADO ADVISORS, LLC	0.21%	165.45K	2.03M	625	+0.38%
Mar 31, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.28%	218.16K	2.67M	-870.23K	-79.96%
Mar 31, 2025	BULLDOG INVESTORS, LLP	1.14%	897.83K	11M	306.6K	+51.86%
Mar 31, 2025	QUANTEDGE CAPITAL PTE LTD	0.22%	176.96K	2.17M	-4.6K	-2.53%
Mar 31, 2025	CAPSTONE INVESTMENT ADVISORS, LLC	0.6%	477.75K	5.85M	10K	+2.14%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.86%	1.47M	18.03M	119.45K	+8.83%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.77%	1.4M	17.11M	-86.5K	-5.83%
Mar 31, 2025	UBS GROUP AG	1.57%	1.24M	15.14M	-50.14K	-3.90%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.95%	751.3K	9.2M	31.55K	+4.38%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	9.7%	7.66M	93.88M	810.05K	+11.82%
Mar 31, 2025	IEQ CAPITAL, LLC	0.87%	685.28K	8.39M	673.93K	+5,938.20%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.16%	124.73K	1.53M	14.75K	+13.41%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	31.76K	389.1K	4.65K	+17.14%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.04%	30.97K	379.32K	-4.96K	-13.81%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	22.64K	277K	-684	-2.93%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.03%	22.35K	273.79K	-5.5K	-19.75%
Mar 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.14%	112.7K	1.38M	17.37K	+18.23%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.36%	280.72K	3.44M	23.05K	+8.94%
Mar 31, 2025	MATISSE CAPITAL	0.16%	129.79K	1.59M	0	0
Mar 31, 2025	MORGAN STANLEY	7.1%	5.61M	68.72M	1.32M	+30.76%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.44%	348.57K	4.27M	-10.49K	-2.92%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	285.67K	3.5M	25.49K	+9.80%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.3%	235.37K	2.88M	-16.58K	-6.58%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.22%	175.53K	2.15M	-11.02K	-5.91%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.16%	127.11K	1.56M	-3.76K	-2.87%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.16%	126.98K	1.56M	0	0
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.1%	81.02K	992.52K	-844	-1.03%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	100.77K	1.23M	0	0
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.1%	82.1K	1.01M	-298	-0.36%
Mar 31, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.05%	37.11K	454.65K	37.11K	+100.00%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.05%	37.95K	464.83K	1.61K	+4.42%
Mar 31, 2025	WALLEYE CAPITAL LLC	0.06%	45.63K	558.93K	-24.17K	-34.63%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.06%	48.89K	598.94K	-4.54K	-8.49%
Mar 31, 2025	CONCORDE ASSET MANAGEMENT, LLC	0.07%	51.72K	620.64K	4.12K	+8.66%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	54.11K	662.91K	40.85K	+307.87%
Mar 31, 2025	SOA WEALTH ADVISORS, LLC.	0.08%	61.45K	61.45K	61.45K	+100.00%
Mar 31, 2025	CLARO ADVISORS LLC	0.08%	64.57K	790.97K	-1.87K	-2.81%
Mar 31, 2025	LPL FINANCIAL LLC	0.1%	75.72K	927.58K	5.42K	+7.70%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	4.67%	3.69M	45.15M	-122.41K	-3.21%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	2.79%	2.2M	26.99M	0	0
Mar 31, 2024	SKYVIEW INVESTMENT ADVISORS, LLC	0.06%	50K	588K	50K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.85%	668.65K	7.86M	17.51K	+2.69%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.91%	714.96K	8.4M	-5.56K	-0.77%
Mar 31, 2024	MORGAN STANLEY	4.41%	3.48M	40.86M	354.71K	+11.36%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	5.26%	4.14M	48.68M	0	0
Mar 31, 2024	WEDBUSH SECURITIES INC	0.02%	17.62K	207K	-9.42K	-34.83%
Mar 31, 2024	INVESCO LTD.	0.03%	19.68K	231.21K	-2.54K	-11.42%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	19.68K	231K	19.68K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.03%	20.93K	245.94K	7.52K	+56.02%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.03%	22.16K	260.36K	9.57K	+76.00%
Mar 31, 2024	CONCORDE ASSET MANAGEMENT, LLC	0.03%	24.65K	289.64K	14.15K	+134.76%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.05%	40.24K	472.82K	-77.3K	-65.76%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.06%	50.29K	586K	-4.23K	-7.76%
Mar 31, 2024	LPL FINANCIAL LLC	0.09%	68.13K	800.48K	2.3K	+3.50%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.13%	105.11K	1.24M	22.92K	+27.89%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.16%	128.49K	1.51M	7.82K	+6.48%
Mar 31, 2024	BEVERLY HILLS PRIVATE WEALTH, LLC	0.18%	144.99K	1.7M	64.11K	+79.26%
Mar 31, 2024	ALPINE GLOBAL MANAGEMENT, LLC	0.19%	150K	1.76M	18.56K	+14.12%
Mar 31, 2024	BULLDOG INVESTORS, LLP	0.81%	634.48K	7.46M	-2K	-0.31%
Mar 31, 2024	UBS GROUP AG	1.58%	1.25M	14.66M	47.91K	+3.99%
Mar 31, 2024	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.03%	27.34K	321.21K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.04%	28.67K	336.42K	28.67K	+100.00%
Mar 31, 2024	HILLTOP HOLDINGS INC.	0.04%	31.18K	366.37K	-1.5K	-4.59%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	43.74K	513.96K	24.25K	+124.39%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.2%	160.7K	1.89M	-957.22K	-85.63%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.13%	99.62K	1.17M	-1.3K	-1.29%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	99.67K	1.17M	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	103.33K	1.21M	9.09K	+9.65%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.38%	1.08M	12.74M	59.1K	+5.76%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	1.46%	1.15M	13.49M	66.44K	+6.14%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	2.5%	1.97M	23.15M	0	0
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	4.78%	3.76M	44.24M	-223.83K	-5.61%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	5.3%	4.18M	49.09M	349.73K	+9.14%
Mar 31, 2024	VESTOR CAPITAL, LLC	0%	3.77K	44K	3.77K	+100.00%
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	3.8K	45.07K	-1.76K	-31.64%
Mar 31, 2024	MACROVIEW INVESTMENT MANAGEMENT LLC	0.01%	8K	94K	0	0
Mar 31, 2024	ALLIE FAMILY OFFICE LLC	0.01%	10K	117.5K	0	0
Mar 31, 2024	WHITTIER TRUST CO	0.01%	10K	117.5K	10K	+100.00%
Mar 31, 2024	IEQ CAPITAL, LLC	0.01%	10.56K	124.11K	269	+2.61%
Mar 31, 2024	ONYX BRIDGE WEALTH GROUP LLC	0.02%	12.71K	148.74K	-2.55K	-16.71%
Mar 31, 2024	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.02%	12.86K	151.1K	662	+5.43%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	13.17K	154.71K	1.41K	+11.96%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.02%	13.17K	154.71K	13.17K	+100.00%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.02%	15.7K	184.43K	15.7K	+100.00%
Mar 31, 2024	CLARO ADVISORS LLC	0.07%	54.38K	639K	2.56K	+4.94%
Mar 31, 2024	WALLEYE CAPITAL LLC	0.07%	58.79K	690.77K	-30.51K	-34.16%
Mar 31, 2024	OPPENHEIMER & CO INC	0.08%	60.18K	707.09K	144	+0.24%
Mar 31, 2024	CORRADO ADVISORS, LLC	0.29%	230.86K	2.71M	-40.65K	-14.97%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.31%	241K	2.83M	-115.54K	-32.41%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	0.37%	292.66K	3.44M	17.17K	+6.23%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.41%	326.74K	3.84M	-77.1K	-19.09%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.5%	397.43K	4.67M	-55.16K	-12.19%
Mar 31, 2024	IGNITE PLANNERS, LLC	0.02%	15.99K	189.62K	-916	-5.42%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.09%	73.93K	868.68K	17.24K	+30.40%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.11%	83.53K	981.43K	9.28K	+12.49%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.11%	85.7K	1.01M	12.95K	+17.81%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	88.64K	1.04M	88.64K	+100.00%
Mar 31, 2024	CORNERSTONE WEALTH MANAGEMENT, LLC	0.13%	99.6K	1.17M	6.99K	+7.55%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.6%	473.64K	5.57M	65.37K	+16.01%
Mar 31, 2024	MATISSE CAPITAL	0.2%	160K	1.88M	0	0
Dec 31, 2023	D. E. SHAW & CO., INC.	0.02%	18.69K	204.29K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.91%	720.52K	7.88M	-261.88K	-26.66%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.42%	1.12M	12.22M	42.27K	+3.93%
Dec 31, 2023	UBS GROUP AG	1.52%	1.2M	13.11M	-80.8K	-6.31%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	2.5%	1.97M	21.54M	0	0
Dec 31, 2023	MORGAN STANLEY	3.96%	3.12M	34.14M	93.39K	+3.08%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	19.49K	213.05K	19.49K	+100.00%
Dec 31, 2023		0.03%	19.94K	217.94K	19.94K	+100.00%
Dec 31, 2023	INVESCO LTD.	0.03%	22.21K	242.79K	-166	-0.74%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.03%	27.04K	296K	1.46K	+5.70%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.3%	1.03M	11.21M	14.37K	+1.42%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	1.37%	1.08M	11.83M	110.45K	+11.37%
Dec 31, 2023	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.03%	27.34K	298.79K	16.39K	+149.74%
Dec 31, 2023	HILLTOP HOLDINGS INC.	0.04%	32.68K	357.19K	1.35K	+4.31%
Dec 31, 2023	KAVAR CAPITAL PARTNERS GROUP, LLC	0.04%	35.11K	383.7K	35.11K	+100.00%
Dec 31, 2023	KAYNE ANDERSON CAPITAL ADVISORS LP	0.05%	36.2K	395.67K	0	0
Dec 31, 2023	CLARO ADVISORS LLC	0.07%	51.82K	566.44K	25.49K	+96.77%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.07%	54.52K	595K	-33.21K	-37.85%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.07%	56.69K	619.65K	15.97K	+39.23%
Dec 31, 2023	ALMITAS CAPITAL LLC	0.07%	58.71K	641.72K	58.71K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.08%	60.03K	656.17K	1.15K	+1.96%
Dec 31, 2023	LPL FINANCIAL LLC	0.08%	65.82K	719.43K	25.74K	+64.20%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.09%	72.75K	795.16K	2.03K	+2.87%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.09%	74.25K	811.54K	74.25K	+100.00%
Dec 31, 2023	BEVERLY HILLS PRIVATE WEALTH, LLC	0.1%	80.88K	884.05K	-72.83K	-47.38%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	82.19K	898.38K	25.57K	+45.17%
Dec 31, 2023	WALLEYE CAPITAL LLC	0.11%	89.29K	975.98K	89.29K	+100.00%
Dec 31, 2023	CORNERSTONE WEALTH MANAGEMENT, LLC	0.12%	92.61K	1.01M	8.41K	+9.99%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.12%	94.24K	1.03M	7.45K	+8.58%
Dec 31, 2023	ROYAL BANK OF CANADA	0.83%	651.15K	7.12M	110.1K	+20.35%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	99.67K	1.09M	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.13%	100.92K	1.1M	5.98K	+6.29%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.15%	117.54K	1.28M	40.02K	+51.62%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.15%	120.67K	1.32M	46.26K	+62.18%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.16%	122.89K	1.34M	122.89K	+100.00%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	4.86%	3.83M	41.84M	133.33K	+3.61%
Dec 31, 2023	ALPINE GLOBAL MANAGEMENT, LLC	0.17%	131.44K	1.44M	76.22K	+138.03%
Dec 31, 2023	MATISSE CAPITAL	0.2%	160K	1.75M	0	0
Dec 31, 2023	CORRADO ADVISORS, LLC	0.34%	271.51K	2.97M	-2.7K	-0.98%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.35%	275.5K	3.01M	72.11K	+35.46%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	5.06%	3.99M	43.59M	227.01K	+6.04%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	5.26%	4.14M	45.29M	186.46K	+4.71%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.02%	15.82K	172.96K	0	0
Dec 31, 2023	IGNITE PLANNERS, LLC	0.02%	16.9K	182.06K	92	+0.55%
Dec 31, 2023	CITADEL ADVISORS LLC	0.02%	18.61K	203.39K	18.61K	+100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.45%	356.54K	3.9M	11.69K	+3.39%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.51%	403.84K	4.41M	36.5K	+9.94%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.52%	408.27K	4.46M	68.87K	+20.29%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.57%	452.59K	4.95M	140.77K	+45.15%
Dec 31, 2023	BULLDOG INVESTORS, LLP	0.81%	636.48K	6.96M	49.93K	+8.51%

Insiders

Among the NBXG insiders holding of N/A of the stake in company, RAMANAN HARI, , holds the largest shares of 61K. MORRISS GEORGE W, , is the second largest NBXG insider with ownership of 5K shares. COSGROVE MICHAEL J., , stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
RAMANAN HARI		61K
MORRISS GEORGE W		5K
COSGROVE MICHAEL J.		1K
GOSS MARTHA CLARK		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 21, 2022	GOSS MARTHA CLARK	SALE	13.48	1.25K	16.85K	0
Dec 15, 2021	RAMANAN HARI	PURCHASE	16.37	400	6.55K	61K
Dec 14, 2021	RAMANAN HARI	PURCHASE	16.24	20.5K	332.85K	60.6K
Dec 13, 2021	RAMANAN HARI	PURCHASE	16.69	40.1K	669.44K	40.1K
May 25, 2021	MORRISS GEORGE W	PURCHASE	20.00	5K	100K	5K
May 25, 2021	GOSS MARTHA CLARK	PURCHASE	20.00	1.25K	25K	1.25K
May 25, 2021	COSGROVE MICHAEL J.	PURCHASE	20.00	1K	20K	1K

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