Navigator Tact FXD Inc. Class INTBIX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$9.85avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Navigator Tact FXD Inc. Class I (NTBIX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($177K) and Ascentis Wealth Management, LLC ($5K).
- Company
- Navigator Tact FXD Inc. Class I
- CUSIP
- 66538B578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 674 shares bought, net +674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Richardson Financial Services Inc. | 0.13% | Add +0.9% | 17,924 | $177K |
| Ascentis Wealth Management, LLC | 0.00% | New | 505 | $5K |
"% of holder's portfolio" is NTBIX's weight in each manager's 13F, not the share of Navigator Tact FXD Inc. Class I the manager owns.