Institutional Ownership
Investment Managers Ser Tr I
CUSIP 46144X610ALTERNATIVE ACCEAAAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
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 | Legacy Capital Group California, Inc. | 16.8K | $419.5K |
| 2 | Procyon Advisors, LLC | 13.0K | $323.6K |
| 3 | Corecap Advisors, LLC | 2.2K | $54.2K |
| 4 | International Assets Investment Management, LLC | 2.1K | $51.8K |
| 5 | Sunrise Financial Services, LLC | 800 | $19.9K |
| 6 | Cambridge Investment Research Advisors, Inc. | 21.2K | $528 |
| 7 | Royal Bank Of Canada | 13 | $0 |