Investment Managers Series Trust II - NXTE

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$27.76M
QoQ value delta ($000)
+$7.267M (+35.46%)
Implied price effect (QoQ)
+0.35%
Shares
Total shares
719,712
QoQ shares delta
+186,543 (+34.99%)
Total shares held by funds (by quarter)

Market chart (NXTE)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
MAI Capital Management 10,416 269,988 0.06%
NATURAL INVESTMENTS, LLC 7,909 205,017 1.97%
Prime Capital Investment Advisors, LLC 3,439 89,151 0.04%
North Berkeley Wealth Management, LLC 1,738 45,053 1.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,014 26,284 0.0%
RAYMOND JAMES FINANCIAL INC 650 16,870 0.0%
OLD MISSION CAPITAL LLC 607 15,748 0.01%
ENVESTNET ASSET MANAGEMENT INC 597 15,497 0.0%
Green Alpha Advisors, LLC 432 11,201 0.4%
Ethic Inc. 336 8,725 0.01%
Investment Research Partners LLC 251 6,510 0.11%
INVESTED ADVISORS 218 5,665 0.23%
OSAIC HOLDINGS, INC. 146 3,792 0.0%
Triumph Capital Management 7 200 0.0%
Sankala Group LLC 0 10 0.0%
FMR LLC 0 1 0.0%
JONES FINANCIAL COMPANIES LLLP 0 0 0.0%