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
MAI Wealth Advisors 270k $10M -2% Dec 2025
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Natural Investments 205k $7.9M 100% Dec 2025
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Prime Capital Investment Advisors 89k $3.4M 19% Dec 2025
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North Berkeley Wealth Management 45k $1.7M -2% Dec 2025
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Susquehanna International 26k $1.0M 74% Dec 2025
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Raymond James Financial 17k $651k -4% Dec 2025
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Old Mission Capital 16k $608k -64% Dec 2025
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Envestnet Asset Management 16k $598k 4% Dec 2025
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Green Alpha Advisors 11k $432k 0% Dec 2025
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Ethic 8.7k $337k -5% Dec 2025
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Investment Research Partners 6.8k $274k 100% Sep 2025
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Invested Advisors 5.7k $219k 100% Dec 2025
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Advisor Group Holdings 3.8k $146k -13% Dec 2025
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Triumph Capital Management 200.00 $7.7k 100% Dec 2025
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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 Sep 2025 13k $479k
UBS Group Sep 2025 1.7k $67k