Institutional Ownership
Investment Managers Ser Tr I
CUSIP 30254T577FPA GBL EQTY ETFFPAGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
46
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | 4.36M | $158.31M |
| 2 | Oxford Financial Group, Ltd. LLC | 2.55M | $92.47M |
| 3 | Verum Partners LLC | 698.1K | $25.33M |
| 4 | Bank Of New York Mellon Corp | 544.0K | $19.74M |
| 5 | Navpoint Financial, Inc. | 402.8K | $14.61M |
| 6 | Raymond James Financial Inc | 311.9K | $11.31M |
| 7 | Eclectic Associates Inc /Adv | 276.2K | $10.02M |
| 8 | New England Private Wealth Advisors LLC | 260.2K | $9.44M |
| 9 | Jane Street Group, LLC | 245.2K | $8.90M |
| 10 | Goldstone Financial Group, LLC | 222.7K | $8.08M |