Institutional Ownership Investment Managers Ser Tr Ii (NXTE)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (NXTE). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
469,470
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
271,558
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
155,039
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
36,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
28,440
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,269
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
25,425
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Green Alpha Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,943
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,459
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24068.57%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
8,067
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
6,505
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,114
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 63.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,227
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|