Institutional Ownership
Investment Managers Ser Tr I
CUSIP 30254T577FPA GBL EQTY ETFFPAGQ1 2026
Institutional Holders
46
13F filers
Shares Held
11.21M
Aggregate institutional
Institutional Value
$404.77M
Q1 2026
Net New Holders
+13
13 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased23
Decreased5
Sold out0
Institutional Holders
46 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | 4.36M | $158.31M | +2.73M | Added |
| 2 | Oxford Financial Group, Ltd. LLC | 2.55M | $92.47M | +2.55M | New |
| 3 | Verum Partners LLC | 698.1K | $25.33M | −255.7K | Reduced |
| 4 | Bank Of New York Mellon Corp | 544.0K | $19.74M | +10.9K | Added |
| 5 | Navpoint Financial, Inc. | 402.8K | $14.61M | +43.2K | Added |
| 6 | Raymond James Financial Inc | 311.9K | $11.31M | +31.1K | Added |
| 7 | Eclectic Associates Inc /Adv | 276.2K | $10.02M | +43.5K | Added |
| 8 | New England Private Wealth Advisors LLC | 260.2K | $9.44M | +49.0K | Added |
| 9 | Jane Street Group, LLC | 245.2K | $8.90M | +245.2K | New |
| 10 | Goldstone Financial Group, LLC | 222.7K | $8.08M | +222.7K | New |
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