CUSIP 46144X610
INVESTMENT MANAGERS SER TR I
25 institutions · $7.8M total · 364,433 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC | 70,539 | $1.8M | 19.35% | 2025-12-31 |
| 2 | CITADEL ADVISORS LLC | 44,374 | $1.1M | 12.17% | 2025-09-30 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 43,772 | $1.1M | 12.01% | 2024-03-31 |
| 4 | CORSAIR CAPITAL MANAGEMENT, L.P. | 20,479 | $813.0K | 5.61% | 2023-12-31 |
| 5 | HighTower Advisors, LLC | 28,725 | $718.0K | 7.88% | 2024-03-31 |
| 6 | Aptus Capital Advisors, LLC | 25,792 | $647.5K | 7.07% | 2025-09-30 |
| 7 | Legacy Capital Group California, Inc. | 20,670 | $516.8K | 5.67% | 2025-12-31 |
| 8 | Procyon Advisors, LLC | 12,980 | $324.5K | 3.56% | 2025-12-31 |
| 9 | Kingsview Wealth Management, LLC | 10,377 | $260.2K | 2.84% | 2024-12-31 |
| 10 | BANK OF MONTREAL /CAN/ | 6,877 | $173.0K | 1.88% | 2024-09-30 |
| 11 | Royal Bank of Canada | 4,977 | $124.0K | 1.36% | 2025-12-31 |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,590 | $89.7K | 0.98% | 2025-12-31 |
| 13 | GeoWealth Management, LLC | 2,227 | $55.7K | 0.61% | 2024-03-31 |
| 14 | CoreCap Advisors, LLC | 2,173 | $54.3K | 0.59% | 2025-12-31 |
| 15 | HARBOUR INVESTMENTS, INC. | 1,594 | $39.9K | 0.43% | 2025-09-30 |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 1,000 | $25.0K | 0.27% | 2025-09-30 |
| 17 | First Horizon Advisors, Inc. | 426 | $10.7K | 0.11% | 2024-03-31 |
| 18 | Ameritas Advisory Services, LLC | 173 | $4.3K | 0.04% | 2025-06-30 |
| 19 | UBS Group AG | 70 | $1.7K | 0.01% | 2025-06-30 |
| 20 | Cambridge Investment Research Advisors, Inc. | 27,669 | $692 | 7.59% | 2025-12-31 |
| 21 | FLOW TRADERS U.S. LLC | 25,870 | $647 | 7.09% | 2025-09-30 |
| 22 | HRT FINANCIAL LP | 10,077 | $250 | 2.76% | 2025-03-31 |
| 23 | MORGAN STANLEY | 1 | $31 | 0.00% | 2025-03-31 |
| 24 | FMR LLC | 1 | $25 | 0.00% | 2024-12-31 |
| 25 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |