Who owns INVESTMENT MANAGERS SER TR I?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Mesirow Financial Investment Management International Equity 2.1M $86M -51% Jun 2026
 View chart
Verum Partners 698k $25M -27% Mar 2026
 View chart
Bank of New York Mellon 678k $27M 25% Jun 2026
 View chart
NavPoint Financial 504k $20M 25% Jun 2026
 View chart
Goldstone Financial Group 494k $20M 122% Jun 2026
 View chart
Eclectic Associates 313k $13M 13% Jun 2026
 View chart
Raymond James Financial 312k $11M 11% Mar 2026
 View chart
New England Private Wealth Advisors 290k $12M 11% Jun 2026
 View chart
Jane Street 245k $8.9M 100% Mar 2026
 View chart
Wells Fargo & Company 202k $7.3M 17% Mar 2026
 View chart
Allegheny Financial Group 146k $5.3M 165% Mar 2026
 View chart
Argent Trust 113k $4.5M 12% Jun 2026
 View chart
Demming Financial Services Corp 106k $4.2M 2% Jun 2026
 View chart
Citadel Advisors 84k $3.1M 100% Mar 2026
 View chart
Susquehanna International 84k $3.0M 100% Mar 2026
 View chart
Private Advisor 78k $2.8M 10% Mar 2026
 View chart
Onyx Bridge Wealth Group 73k $2.9M 0% Jun 2026
 View chart
Stratos Wealth Partners 59k $2.4M 16% Jun 2026
 View chart
Cambridge Investment Research Advisors 56k $2.3M 9% Jun 2026
 View chart
Compass Ion Advisors 49k $2.0M -17% Jun 2026
 View chart
Tanglewood Wealth Management 41k $1.6M -14% Jun 2026
 View chart
Wiley Bros.-aintree Capital 38k $1.4M 38% Mar 2026
 View chart
Good Harbor Advisors 36k $1.4M 218% Jun 2026
 View chart
LPL Financial 28k $1.0M 392% Mar 2026
 View chart
SHP Wealth Management 25k $908k 100% Mar 2026
 View chart
Certior Financial Group 23k $844k 128% Mar 2026
 View chart
Mills Wealth Advisors 21k $846k -15% Jun 2026
 View chart
Equitable Holdings 14k $500k 12% Mar 2026
 View chart
DKM Wealth Management 11k $433k 13% Jun 2026
 View chart
Lakeside Advisors 11k $426k 0% Jun 2026
 View chart
Us Bancorp 10k $418k 0% Jun 2026
 View chart
Davenport & Co 10k $366k 100% Mar 2026
 View chart
Janney Montgomery Scott 7.9k $319k 100% Jun 2026
 View chart
Joel Isaacson & Co 7.9k $315k 0% Jun 2026
 View chart
HighTower Advisors 7.6k $305k 31% Jun 2026
 View chart
Retirement Planning Group 7.3k $291k -5% Jun 2026
 View chart
Advisor Group Holdings 6.8k $246k 78% Mar 2026
 View chart
Mcdonald Partners 6.5k $261k 0% Jun 2026
 View chart
Cresset Asset Management 6.2k $226k 0% Mar 2026
 View chart
Commonwealth Equity Services 6.0k $242k 100% Jun 2026
 View chart
Pnc Financial Services 3.5k $126k 100% Mar 2026
 View chart
Fifth Third Bancorp 2.8k $112k 0% Jun 2026
 View chart
Mowery & Schoenfeld Wealth Management 2.0k $80k 301% Jun 2026
 View chart
Private Trust Co Na 2.0k $80k 0% Jun 2026
 View chart
Hazlett, Burt & Watson 1.2k $49k 0% Jun 2026
 View chart
Harbor Investment Advisory 615.00 $25k 0% Jun 2026
 View chart
Spire Wealth Management 30.00 $1.1k 100% Mar 2026
 View chart