CUSIP 46144X438
INVESTMENT MANAGERS SER TR I
38 institutions · $7.9M total · 492,144 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 134,476 | $3.2M | 27.32% | 2024-03-31 |
| 2 | Goldstone Financial Group, LLC | 58,641 | $1.4M | 11.91% | 2024-12-31 |
| 3 | SFI Advisors, LLC | 46,825 | $977.0K | 9.51% | 2025-06-30 |
| 4 | SIGNATURE SECURITIES GROUP CORPORATION | 35,965 | $750.4K | 7.30% | 2025-06-30 |
| 5 | LPL Financial LLC | 21,380 | $446.1K | 4.34% | 2025-06-30 |
| 6 | Steward Partners Investment Advisory, LLC | 12,870 | $268.5K | 2.61% | 2025-06-30 |
| 7 | JANE STREET GROUP, LLC | 12,232 | $255.2K | 2.48% | 2025-06-30 |
| 8 | MORGAN STANLEY | 9,671 | $201.8K | 1.96% | 2025-06-30 |
| 9 | Ameritas Advisory Services, LLC | 3,580 | $74.7K | 0.72% | 2025-06-30 |
| 10 | UBS Group AG | 2,131 | $44.5K | 0.43% | 2025-06-30 |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 1,447 | $30.2K | 0.29% | 2025-09-30 |
| 12 | Fortitude Family Office, LLC | 1,010 | $24.6K | 0.20% | 2024-09-30 |
| 13 | BANK OF AMERICA CORP /DE/ | 1,100 | $24.4K | 0.22% | 2025-03-31 |
| 14 | Royal Bank of Canada | 987 | $22.0K | 0.20% | 2025-09-30 |
| 15 | RAYMOND JAMES FINANCIAL INC | 1,054 | $22.0K | 0.21% | 2025-06-30 |
| 16 | WELLS FARGO & COMPANY/MN | 859 | $17.9K | 0.17% | 2025-06-30 |
| 17 | ICA Group Wealth Management, LLC | 625 | $16.1K | 0.12% | 2024-03-31 |
| 18 | Transce3nd, LLC | 557 | $12.2K | 0.11% | 2024-12-31 |
| 19 | PNC Financial Services Group, Inc. | 488 | $11.7K | 0.09% | 2024-03-31 |
| 20 | CIBC Private Wealth Group, LLC | 500 | $11.5K | 0.10% | 2024-06-30 |
| 21 | HARBOUR INVESTMENTS, INC. | 450 | $9.4K | 0.09% | 2025-06-30 |
| 22 | Ameritas Investment Partners, Inc. | 450 | $9.4K | 0.09% | 2025-06-30 |
| 23 | BANK OF MONTREAL /CAN/ | 330 | $8.0K | 0.06% | 2024-09-30 |
| 24 | Abound Wealth Management | 301 | $7.3K | 0.06% | 2024-09-30 |
| 25 | Future Financial Wealth Managment LLC | 300 | $7.2K | 0.06% | 2024-03-31 |
| 26 | Tyler-Stone Wealth Management | 222 | $5.1K | 0.04% | 2024-06-30 |
| 27 | Stephens Consulting, LLC | 186 | $4.1K | 0.03% | 2025-03-31 |
| 28 | NATIONAL BANK OF CANADA /FI/ | 170 | $3.9K | 0.03% | 2023-12-31 |
| 29 | Cape Investment Advisory, Inc. | 150 | $3.1K | 0.03% | 2025-06-30 |
| 30 | Federation des caisses Desjardins du Quebec | 61 | $1.5K | 0.01% | 2024-09-30 |
| 31 | TD Waterhouse Canada Inc. | 60 | $1.3K | 0.01% | 2025-09-30 |
| 32 | Virtu Financial LLC | 20,114 | $420 | 4.08% | 2025-06-30 |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 9,970 | $240 | 2.02% | 2023-12-31 |
| 34 | Aspire Private Capital, LLC | 6 | $146 | 0.00% | 2024-09-30 |
| 35 | FMR LLC | 1 | $21 | 0.00% | 2025-06-30 |
| 36 | Aurora Private Wealth, Inc. | 112,790 | $5 | 22.91% | 2025-03-31 |
| 37 | SIMPLEX TRADING, LLC | 185 | $3 | 0.03% | 2025-06-30 |
| 38 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |