Institutional Ownership
Investment Managers Ser Tr I
CUSIP 46144X586AXS GREEN ALPHANXTEQ1 2026
Institutional Holders
19
13F filers
Shares Held
693.8K
Aggregate institutional
Institutional Value
$21.05M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased6
Sold out2
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mai Capital Management | 268.2K | $10.51M | −1.8K | Reduced |
| 2 | Prime Capital Investment Advisors, LLC | 63.4K | $2.48M | −25.8K | Reduced |
| 3 | North Berkeley Wealth Management, LLC | 45.2K | $1.77M | +145 | Added |
| 4 | Susquehanna International Group, LLP | 34.3K | $1.35M | +8.1K | Added |
| 5 | Old Mission Capital LLC | 27.6K | $1.08M | +11.9K | Added |
| 6 | Raymond James Financial Inc | 25.5K | $1.00M | +8.7K | Added |
| 7 | Jane Street Group, LLC | 15.8K | $621.0K | +15.8K | New |
| 8 | Envestnet Asset Management Inc | 14.9K | $584.6K | −575 | Reduced |
| 9 | Green Alpha Advisors, LLC | 11.2K | $439.4K | +15 | Added |
| 10 | Ethic Inc. | 8.2K | $322.3K | −498 | Reduced |
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