7 institutions reported holding $12.6M of INVESTMENT MANAGERS SER TR I (NXTE) in SEC 13F filings for 2026-06-30. Largest institutional holders: NATURAL INVESTMENTS, LLC ($7.7M), North Berkeley Wealth Management, LLC ($2.3M), ENVESTNET ASSET MANAGEMENT INC ($1.6M), PFG Investments, LLC ($553,234), Ethic Inc. ($438,430). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NATURAL INVESTMENTS, LLC | $7.7M | 141,248 | Trimmed |
| 2 | North Berkeley Wealth Management, LLC | $2.3M | 42,913 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 28,880 | Added |
| 4 | PFG Investments, LLC | $553,234 | 10,163 | Added |
| 5 | Ethic Inc. | $438,430 | 8,054 | Trimmed |
| 6 | Investment Research Partners LLC | $0 | 0 | Exited |
| 7 | INVESTED ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30