21 institutions reported holding $27.2M of INVESTMENT MANAGERS SER TR I (NXTE) in SEC 13F filings for 2026-03-31. Largest institutional holders: MAI Capital Management ($10.5M), NATURAL INVESTMENTS, LLC ($6.1M), Prime Capital Investment Advisors, LLC ($2.5M), North Berkeley Wealth Management, LLC ($1.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MAI Capital Management | $10.5M | 268,200 | Trimmed |
| 2 | NATURAL INVESTMENTS, LLC | $6.1M | 156,551 | Trimmed |
| 3 | Prime Capital Investment Advisors, LLC | $2.5M | 63,366 | Trimmed |
| 4 | North Berkeley Wealth Management, LLC | $1.8M | 45,198 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 34,338 | Added |
| 6 | OLD MISSION CAPITAL LLC | $1.1M | 27,646 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.0M | 25,531 | Added |
| 8 | JANE STREET GROUP, LLC | $620,955 | 15,850 | New |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $584,610 | 14,922 | Trimmed |
| 10 | Green Alpha Advisors, LLC | $439,417 | 11,216 | Added |
| 11 | Ethic Inc. | $322,309 | 8,227 | Trimmed |
| 12 | Investment Research Partners LLC | $255,042 | 6,510 | Hold |
| 13 | PFG Investments, LLC | $232,452 | 5,933 | New |
| 14 | INVESTED ADVISORS | $221,938 | 5,665 | Hold |
| 15 | OSAIC HOLDINGS, INC. | $100,454 | 2,564 | Trimmed |
| 16 | Royal Bank of Canada | $58,000 | 1,476 | New |
| 17 | MORGAN STANLEY | $21,822 | 557 | New |
| 18 | UBS Group AG | $862 | 22 | New |
| 19 | Sankala Group LLC | $392 | 10 | Hold |
| 20 | FMR LLC | $0 | 0 | Exited |
| 21 | Triumph Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31