Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / AXS GREEN ALPHA
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Number of holders
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11
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Total 13F shares, excl. options
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1,024,464
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Shares change
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-61,587
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Total reported value, excl. options
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$30,435,071
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Value change
-
-$1,871,050
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Number of buys
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6
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Number of sells
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8
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Price
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$29.71
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS GREEN ALPHA (NXTE) as of Q1 2025
As of 31 Mar 2025 INVESTMENT MANAGERS SER TR I - AXS GREEN ALPHA (NXTE) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,024,464 shares of stock of the company.
Largest 10 holders included NATURAL INVESTMENTS, LLC, MAI Capital Management, Prime Capital Investment Advisors, LLC, North Berkeley Wealth Management, LLC, OLD MISSION CAPITAL LLC, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, Green Alpha Advisors, LLC, Ethic Inc., and OSAIC HOLDINGS, INC..
This table shows 11 institutional shareholders of the security as of 31 Mar 2025.
| 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.