Institutional Ownership
Investment Managers Ser Tr I
CUSIP 46144X610ALTERNATIVE ACCEAAAQ1 2026
Institutional Holders
7
13F filers
Shares Held
56.1K
Aggregate institutional
Institutional Value
$869.6K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased4
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legacy Capital Group California, Inc. | 16.8K | $419.5K | −3.8K | Reduced |
| 2 | Procyon Advisors, LLC | 13.0K | $323.6K | 0 | Held |
| 3 | Corecap Advisors, LLC | 2.2K | $54.2K | 0 | Held |
| 4 | International Assets Investment Management, LLC | 2.1K | $51.8K | −1.5K | Reduced |
| 5 | Sunrise Financial Services, LLC | 800 | $19.9K | +800 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | 21.2K | $528 | −6.5K | Reduced |
| 7 | Royal Bank Of Canada | 13 | $0 | −5.0K | Reduced |