Institutional Ownership
Investment Managers Ser Tr I
CUSIP 46141T117ASTORIA REALPPIQ1 2026
Institutional Holders
46
13F filers
Shares Held
4.09M
Aggregate institutional
Institutional Value
$82.19M
Q1 2026
Net New Holders
+5
10 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased18
Decreased11
Sold out5
Institutional Holders
46 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | 1.30M | $28.44M | +72.0K | Added |
| 2 | Hobbs Group Advisors, LLC | 817.8K | $17.01M | +15.4K | Added |
| 3 | First National Advisers, LLC | 236.3K | $4.92M | +236.3K | New |
| 4 | Vermillion & White Wealth Management Group, LLC | 196.5K | $4.09M | +8.1K | Added |
| 5 | Oregon Pacific Wealth Management, LLC | 172.3K | $3.58M | +22.2K | Added |
| 6 | Lpl Financial LLC | 162.0K | $3.37M | +64.5K | Added |
| 7 | Blackdiamond Wealth Management, LLC | 78.1K | $1.63M | +10.5K | Added |
| 8 | Latitude Advisors, LLC | 77.4K | $1.61M | +4.0K | Added |
| 9 | Cascades Capital Asset Management, LLC | 74.8K | $1.56M | +13.1K | Added |
| 10 | Silverlake Wealth Management LLC | 73.2K | $1.52M | +12.4K | Added |
36 more institutional holders on Premium
See every fund holding Investment Managers Ser Tr I, with full quarter-over-quarter share changes.
Unlock all holders