Who owns INVESTMENT MANAGERS SER TR I?

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Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Investment Managers Ser Tr I stock

Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Oxford Financial 3.9M $156M 53% Jun 2026
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Mesirow Financial Investment Management International Equity 2.2M $90M 3% Sep 2026
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Verum Partners 811k $33M 4% Sep 2026
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Bank of New York Mellon 673k $28M -1% Sep 2026
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NavPoint Financial 550k $23M 9% Sep 2026
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LPL Financial 549k $22M 5% Sep 2026
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Goldstone Financial Group 494k $20M 122% Jun 2026
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Eclectic Associates 341k $14M 9% Sep 2026
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Raymond James Financial 329k $13M 5% Jun 2026
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Allegheny Financial Group 307k $13M 5% Sep 2026
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New England Private Wealth Advisors 286k $12M -1% Sep 2026
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Wells Fargo & Company 180k $7.2M -11% Jun 2026
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First Pacific Advisors 146k $5.8M 100% Jun 2026
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Argent Trust 112k $4.6M -1% Sep 2026
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Demming Financial Services Corp 105k $4.3M -1% Sep 2026
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Private Advisor 85k $3.4M 9% Jun 2026
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Cambridge Investment Research Advisors 85k $3.5M 50% Sep 2026
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Onyx Bridge Wealth Group 72k $2.9M -1% Sep 2026
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Good Harbor Advisors 61k $2.5M 71% Sep 2026
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Stratos Wealth Partners 59k $2.4M 16% Jun 2026
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Wiley Bros.-aintree Capital 52k $2.1M 38% Jun 2026
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SHP Wealth Management 52k $2.1M 106% Jun 2026
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Compass Ion Advisors 42k $1.7M -15% Sep 2026
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Tanglewood Wealth Management 41k $1.7M 0% Sep 2026
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Flow Traders US 24k $975k 100% Jun 2026
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Certior Financial Group 24k $973k 2% Sep 2026
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Mills Wealth Advisors 21k $862k 0% Sep 2026
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Equitable Holdings 15k $611k 11% Jun 2026
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Davenport & Co 14k $561k 38% Jun 2026
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DKM Wealth Management 12k $482k 9% Sep 2026
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HighTower Advisors 11k $464k 49% Sep 2026
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Lakeside Advisors 11k $433k 0% Sep 2026
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Guardian Asset Advisors 11k $432k 2% Sep 2026
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Us Bancorp 10k $425k 0% Sep 2026
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Cresset Asset Management 9.9k $397k 59% Jun 2026
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Retirement Planning Group 8.9k $365k 23% Sep 2026
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Joel Isaacson & Co 8.1k $329k 3% Sep 2026
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Janney Montgomery Scott 7.9k $319k 100% Jun 2026
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RFG Advisory 7.7k $313k 100% Sep 2026
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Advisor Group Holdings 7.2k $287k 6% Jun 2026
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Stifel Financial 7.1k $286k 100% Jun 2026
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Mcdonald Partners 6.5k $266k 0% Sep 2026
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Commonwealth Equity Services 5.8k $238k -4% Sep 2026
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Mowery & Schoenfeld Wealth Management 3.4k $138k 69% Sep 2026
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Fifth Third Bancorp 2.8k $114k 0% Sep 2026
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Private Trust Co Na 2.0k $82k 0% Sep 2026
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Hazlett, Burt & Watson 1.3k $52k 6% Sep 2026
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Harbor Investment Advisory 980.00 $40k 59% Sep 2026
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Royal Bank of Canada 187.00 $8.0k 100% Jun 2026
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Spire Wealth Management 44.00 $1.8k 0% Sep 2026
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Who sold out of Investment Managers Ser Tr I?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2026 245k $8.9M
Citadel Advisors Mar 2026 84k $3.1M
Susquehanna International Mar 2026 84k $3.0M