21 institutions reported holding $37.4M of INVESTMENT MANAGERS SER TR I (NXTE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAI Capital Management ($13.7M), NATURAL INVESTMENTS, LLC ($7.7M), Prime Capital Investment Advisors, LLC ($3.5M), Green Alpha Advisors, LLC ($3.4M), North Berkeley Wealth Management, LLC ($2.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MAI Capital Management | $13.7M | 251,365 | Trimmed |
| 2 | NATURAL INVESTMENTS, LLC | $7.7M | 141,248 | Trimmed |
| 3 | Prime Capital Investment Advisors, LLC | $3.5M | 63,863 | Added |
| 4 | Green Alpha Advisors, LLC | $3.4M | 63,058 | Added |
| 5 | North Berkeley Wealth Management, LLC | $2.3M | 42,913 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 29,742 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 28,880 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.4M | 26,049 | Added |
| 9 | PFG Investments, LLC | $553,234 | 10,163 | Added |
| 10 | JANE STREET GROUP, LLC | $493,683 | 9,069 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $448,827 | 8,245 | New |
| 12 | Ethic Inc. | $438,430 | 8,054 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $206,432 | 3,792 | Added |
| 14 | MORGAN STANLEY | $30,321 | 557 | Hold |
| 15 | Sankala Group LLC | $938 | 20 | Added |
| 16 | FMR LLC | $54 | 1 | New |
| 17 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
| 19 | Investment Research Partners LLC | $0 | 0 | Exited |
| 20 | INVESTED ADVISORS | $0 | 0 | Exited |
| 21 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30