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 17 institutions that hold shares in the stock, with a total of 672,062 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 |
---|---|---|---|---|---|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
343,658
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
49,638
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 6.53%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
48,931
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
May 07, 2024 Q1 2024 |
47,936
shares
|
$0
0.25% of portfolio
|
Q1 2024
Reduced 94.81%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
37,563
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 13.21%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
24,819
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
23,892
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 61.76%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
23,224
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
20,683
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
12,550
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 5.02%
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2024 Q1 2024 |
10,889
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.31%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
8,727
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ethic Inc.
New York, NY |
May 13, 2024 Q1 2024 |
8,673
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
8,422
shares
|
$0
0.02% of portfolio
|
Q1 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,168
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 60.5%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
289
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|