Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1,231,657
-
Shares change
-
-87,079
-
Total reported value, excl. options
-
$45,358,819
-
Value change
-
-$3,279,267
-
Number of buys
-
9
-
Number of sells
-
-21
-
Price
-
$36.83
Significant Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q1 2025
37 filings reported holding CHGX - INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN as of Q1 2025.
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,231,657 shares
.
Largest 10 shareholders include PFG Investments, LLC (265,028 shares), WCG Wealth Advisors LLC (234,869 shares), World Investment Advisors (133,167 shares), NATURAL INVESTMENTS, LLC (90,511 shares), Westfuller Advisors, LLC (83,583 shares), COMMONWEALTH EQUITY SERVICES, LLC (69,090 shares), LPL Financial LLC (40,925 shares), Colorado Capital Management, Inc. (38,713 shares), Cambridge Investment Research Advisors, Inc. (33,230 shares), and SEEDS INVESTOR LLC (32,425 shares).
This table shows the top 30 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.