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AXS Green Alpha ETF (NXTE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Green Alpha Advisors, LLC
INCREASED
Shares153,058 from 63,058
Change+90,000 (+143%)
Value$7.4M (+$4.0M)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
INCREASED
Shares88,797 from 63,863
Change+24,934 (+39%)
Value$4.3M (+$832.9K)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
INCREASED
Shares43,205 from 42,913
Change+292 (+1%)
Value$2.1M (-$239.3K)
Filed 2026-11-02
FIG Financial Advisory Services Inc
NEW
Shares39,955
Change+39,955
Value$1.9M
Filed 2026-10-07
Ethic Inc.
DECREASED
Shares7,800 from 8,054
Change-254 (-3%)
Value$378.5K (-$59.9K)
Filed 2026-11-03
Discipline Wealth Solutions, LLC
NEW
Shares6,449
Change+6,449
Value$313.0K
Filed 2026-10-14
Investment Research Partners LLC
NEW
Shares4,428
Change+4,428
Value$214.9K
Filed 2026-10-19
Synergy Asset Management, LLC
NEW
Shares4,265
Change+4,265
Value$207.0K
Filed 2026-11-05
MAI Capital Management
N/A
Shares— from 251,365
Change-251,365 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 141,248
Change-141,248 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,742
Change-29,742 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,880
Change-28,880 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,049
Change-26,049 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,069
Change-9,069 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 557
Change-557 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Green Alpha Advisors, LLC
INCREASED153,05863,058+90,000+143%$3.4M$7.4M+$4.0M2026-10-08
Prime Capital Investment Advisors, LLC
INCREASED88,79763,863+24,934+39%$3.5M$4.3M+$832.9K2026-10-20
North Berkeley Wealth Management, LLC
INCREASED43,20542,913+292+1%$2.3M$2.1M-$239.3K2026-11-02
FIG Financial Advisory Services Inc
NEW39,955—+39,955——$1.9M—2026-10-07
Ethic Inc.
DECREASED7,8008,054-254-3%$438.4K$378.5K-$59.9K2026-11-03
Discipline Wealth Solutions, LLC
NEW6,449—+6,449——$313.0K—2026-10-14
Investment Research Partners LLC
NEW4,428—+4,428——$214.9K—2026-10-19
Synergy Asset Management, LLC
NEW4,265—+4,265——$207.0K—2026-11-05
MAI Capital Management
N/A—251,365-251,365-100%$13.7M———
Natural Investments, LLC
N/A—141,248-141,248-100%$7.7K———
Susquehanna International Group, LLP
N/A—29,742-29,742-100%$1.6M———
Envestnet Asset Management Inc
N/A—28,880-28,880-100%$1.6M———
Raymond James Financial Inc
N/A—26,049-26,049-100%$1.4M———
PFG Investments, LLC
N/A—10,163-10,163-100%$553.2K———
Jane Street Group, LLC
N/A—9,069-9,069-100%$493.7K———
Citadel Advisors LLC
N/A—8,245-8,245-100%$448.8K———
Osaic Holdings, Inc.
N/A—3,792-3,792-100%$206.4K———
Morgan Stanley
N/A—557-557-100%$30.3K———
Sankala Group LLC
N/A—20-20-100%$938———
FMR LLC
N/A—1-1-100%$54———
Showing 20 of 20 institutions