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 2.1M $86M -51% Jun 2026
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Verum Partners 781k $31M 12% Jun 2026
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Bank of New York Mellon 678k $27M 25% Jun 2026
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LPL Financial 525k $21M 1791% Jun 2026
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NavPoint Financial 504k $20M 25% Jun 2026
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Goldstone Financial Group 494k $20M 122% Jun 2026
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Raymond James Financial 329k $13M 5% Jun 2026
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Eclectic Associates 313k $13M 13% Jun 2026
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New England Private Wealth Advisors 290k $12M 11% Jun 2026
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Wells Fargo & Company 180k $7.2M -11% Jun 2026
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Allegheny Financial Group 146k $5.3M 165% Mar 2026
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First Pacific Advisors 146k $5.8M 100% Jun 2026
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Argent Trust 113k $4.5M 12% Jun 2026
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Demming Financial Services Corp 106k $4.2M 2% Jun 2026
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Private Advisor 85k $3.4M 9% Jun 2026
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Onyx Bridge Wealth Group 73k $2.9M 0% Jun 2026
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Stratos Wealth Partners 59k $2.4M 16% Jun 2026
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Cambridge Investment Research Advisors 56k $2.3M 9% 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 49k $2.0M -17% Jun 2026
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Tanglewood Wealth Management 41k $1.6M -14% Jun 2026
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Good Harbor Advisors 36k $1.4M 218% Jun 2026
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Flow Traders US 24k $975k 100% Jun 2026
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Certior Financial Group 23k $940k 1% Jun 2026
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Mills Wealth Advisors 21k $846k -15% Jun 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 11k $433k 13% Jun 2026
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Lakeside Advisors 11k $426k 0% Jun 2026
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Us Bancorp 10k $418k 0% Jun 2026
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Guardian Asset Advisors 10k $415k 100% Jun 2026
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Cresset Asset Management 9.9k $397k 59% Jun 2026
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Janney Montgomery Scott 7.9k $319k 100% Jun 2026
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Joel Isaacson & Co 7.9k $315k 0% Jun 2026
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HighTower Advisors 7.6k $305k 31% Jun 2026
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Retirement Planning Group 7.3k $291k -5% Jun 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 $261k 0% Jun 2026
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Commonwealth Equity Services 6.0k $242k 100% Jun 2026
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Fifth Third Bancorp 2.8k $112k 0% Jun 2026
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Mowery & Schoenfeld Wealth Management 2.0k $80k 301% Jun 2026
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Private Trust Co Na 2.0k $80k 0% Jun 2026
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Hazlett, Burt & Watson 1.2k $49k 0% Jun 2026
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Harbor Investment Advisory 615.00 $25k 0% Jun 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 47% Jun 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
Pnc Financial Services Mar 2026 3.5k $126k