INVESTMENT MANAGERS SERIES TRUST II (NXTE)

Perusahaan Manajemen · ARCX · Seri S000077398 · Lihat di SEC EDGAR ↗

Aset bersih
$57.4M
Kepemilikan
52
Per tanggal
30 Juni 2026
Bobot 10 kepemilikan teratas
58,12%
Jumlah posisi efektif
19,6
Posisi di atas 1%
30
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Aliran dana (dilaporkan SEC)

Bulan lalu (Jun 2026)
-$2.1M
Kuartal berakhir Jun 2026
-$2.6M
12 bulan terakhir
-$11.3M

Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Komposisi Penuh 52 saham · Kategori: EC

NamaCUSIP Nilai % Saldo Negara
GINKGO BIOWORKS HOLDINGS INC 37611X209 $45K 0,08 4.496 US
CONTRA VERVE THERAPEUT 925CVR011 $16K 0,03 25.285 US
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Rincian sektor

Technology
39,5%
Real Estate
10,3%
Healthcare
9,9%
Industrials
8,4%
Consumer Discretionary
2,4%
Utilities
1,9%
Retail
1,4%
Telecommunication
1,3%
Materials
0,4%
Consumer products
0,3%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
24,2%

Pemilik institusional (13F) 16 pengaju

Institusi yang melaporkan kepemilikan ETF ini dalam Formulir SEC 13F triwulanan mereka. Hanya posisi long; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai % dari 13F yang dilacak Saham Tipe Per tanggal
MAI Capital Management $13.683.381 46,07% 251.365 Saham 30 Juni 2026
Prime Capital Investment Advisors, LLC $3.476.472 11,71% 63.863 Saham 30 Juni 2026
Green Alpha Advisors, LLC $3.432.641 11,56% 63.058 Saham 30 Juni 2026
North Berkeley Wealth Management, LLC $2.336.025 7,87% 42.913 Saham 30 Juni 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.619.044 5,45% 29.742 Saham 30 Juni 2026
ENVESTNET ASSET MANAGEMENT INC $1.572.126 5,29% 28.880 Saham 30 Juni 2026
RAYMOND JAMES FINANCIAL INC $1.418.011 4,77% 26.049 Saham 30 Juni 2026
PFG Investments, LLC $553.234 1,86% 10.163 Saham 30 Juni 2026
JANE STREET GROUP, LLC $493.683 1,66% 9.069 Saham 30 Juni 2026
CITADEL ADVISORS LLC $448.827 1,51% 8.245 Saham 30 Juni 2026
Ethic Inc. $438.430 1,48% 8.054 Saham 30 Juni 2026
OSAIC HOLDINGS, INC. $189.829 0,64% 3.487 Saham 30 Juni 2026
MORGAN STANLEY $30.321 0,10% 557 Saham 30 Juni 2026
NATURAL INVESTMENTS, LLC $7.689 0,03% 141.248 Saham 30 Juni 2026
Sankala Group LLC $938 0,00% 20 Saham 30 Juni 2026
FMR LLC $54 0,00% 1 Saham 30 Juni 2026

Dana sejawat

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