Who owns NXTE
Which tracked institutional funds hold NXTE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NXTE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NXTE is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NXTE’s largest tracked holder by dollar value, MAI Capital Management, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NXTE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 15 tracked filers holding NXTE, 9 increased or opened the position and 11 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NXTE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- NATURAL INVESTMENTS, LLC$6M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- MAI Capital Management$3M
- Green Alpha Advisors, LLC$3M
- Prime Capital Investment Advisors, LLC$994K
- ENVESTNET ASSET MANAGEMENT INC$988K
- North Berkeley Wealth Management, LLC$565K
- RAYMOND JAMES FINANCIAL INC$418K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MAI Capital Management trimmed | 251,365 | $14M | 36.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 63,863 | $3M | 9.2% | 2026-Q2 |
| Green Alpha Advisors, LLC added | 63,058 | $3M | 9.1% | 2026-Q2 |
| North Berkeley Wealth Management, LLC trimmed | 42,913 | $2M | 6.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,742 | $2M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,880 | $2M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 26,049 | $1M | 3.8% | 2026-Q2 |
| PFG Investments, LLC added | 10,163 | $553K | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,069 | $494K | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 8,245 | $449K | 1.2% | 2026-Q2 |
| Ethic Inc. trimmed | 8,054 | $438K | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,792 | $206K | 0.5% | 2026-Q2 |
| MORGAN STANLEY | 557 | $30K | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 20 | $938 | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $54 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC trimmed | 156,551 | $6M | 16.3% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 27,646 | $1M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Investment Research Partners LLC | 6,510 | $255K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| INVESTED ADVISORS | 5,665 | $222K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 1,476 | $58K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 22 | $862 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Triumph Capital Management new | 200 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 0 | — | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Moss Adams Wealth Advisors LLC trimmed | 6,112 | $208K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.