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Funds Holding NXTE

On this page, we present all of the funds holding NXTE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding NXTE, with a link to that fund's top holdings. The next columns indicate the amount of NXTE stock held by each of the funds holding NXTE, followed by the NXTE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding NXTE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Moss Adams Wealth Advisors LLC. For more details on the positions held by Moss Adams Wealth Advisors LLC (or by any of the other funds holding NXTE), click the fund name in the "Holder" column of the funds-holding-NXTE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Moss Adams Wealth Advisors LLC923,818$30,561 12/31/2023
     NXTE923,818$30,561 12/31/2023
Prime Capital Investment Advisors LLC357,215$11,817 12/31/2023
     NXTE357,215$11,817 12/31/2023
Truist Financial Corp46,597$1,541 12/31/2023
     NXTE46,597$1,541 12/31/2023
Envestnet Asset Management Inc.33,180$1,098 12/31/2023
     NXTE33,180$1,098 12/31/2023
Raymond James & Associates23,892$788 03/31/2024
     NXTE23,892$788 03/31/2024
Raymond James Financial Services Advisors Inc.12,550$414 03/31/2024
     NXTE12,550$414 03/31/2024
Green Alpha Advisors LLC10,889$359 03/31/2024
     NXTE10,889$359 03/31/2024
Ethic Inc.8,958$296 12/31/2023
     NXTE8,958$296 12/31/2023
PFG Investments LLC8,422$278 03/31/2024
     NXTE8,422$278 03/31/2024
Advisor Group Holdings Inc.5,489$182 12/31/2023
     NXTE5,489$182 12/31/2023
UBS Group AG1,277$42 12/31/2023
     NXTE1,277$42 12/31/2023
South State CORP.607$20 12/31/2023
     NXTE607$20 12/31/2023
Proequities Inc.0$0 12/31/2023
     NXTE0$0 12/31/2023

See Summary: Institutional Holders of NXTE
See Details: Top 10 Hedge Funds Holding NXTE
Also See: NXTE Holdings Changes

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