CUSIP 46144X586
INVESTMENT MANAGERS SER TR I
34 institutions · $26.3M total · 924,548 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MAI Capital Management | 269,988 | $10.4M | 29.20% | 2025-12-31 |
| 2 | Prime Capital Investment Advisors, LLC | 89,151 | $3.4M | 9.64% | 2025-12-31 |
| 3 | North Berkeley Wealth Management, LLC | 45,053 | $1.7M | 4.87% | 2025-12-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,284 | $1.0M | 2.84% | 2025-12-31 |
| 5 | RAYMOND JAMES & ASSOCIATES | 28,269 | $955.8K | 3.05% | 2024-09-30 |
| 6 | BANK OF MONTREAL /CAN/ | 24,819 | $832.2K | 2.68% | 2024-03-31 |
| 7 | Sowell Financial Services LLC | 23,023 | $746.0K | 2.49% | 2023-09-30 |
| 8 | GOLDMAN SACHS GROUP INC | 20,244 | $684.5K | 2.18% | 2024-09-30 |
| 9 | Mutual Advisors, LLC | 20,715 | $671.3K | 2.24% | 2023-09-30 |
| 10 | RAYMOND JAMES FINANCIAL INC | 16,870 | $650.9K | 1.82% | 2025-12-31 |
| 11 | OLD MISSION CAPITAL LLC | 15,748 | $607.6K | 1.70% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 15,497 | $597.9K | 1.67% | 2025-12-31 |
| 13 | TRUIST FINANCIAL CORP | 16,464 | $556.7K | 1.78% | 2024-09-30 |
| 14 | JANE STREET GROUP, LLC | 12,460 | $479.0K | 1.34% | 2025-09-30 |
| 15 | Green Alpha Advisors, LLC | 11,201 | $432.2K | 1.21% | 2025-12-31 |
| 16 | Raymond James Financial Services Advisors, Inc. | 12,200 | $412.5K | 1.31% | 2024-09-30 |
| 17 | Ethic Inc. | 8,725 | $336.6K | 0.94% | 2025-12-31 |
| 18 | Investment Research Partners LLC | 6,760 | $274.1K | 0.73% | 2025-12-31 |
| 19 | HARBOUR INVESTMENTS, INC. | 6,909 | $223.9K | 0.74% | 2023-09-30 |
| 20 | INVESTED ADVISORS | 5,665 | $218.6K | 0.61% | 2025-12-31 |
| 21 | PFG Investments, LLC | 6,260 | $211.6K | 0.67% | 2024-09-30 |
| 22 | Moss Adams Wealth Advisors LLC | 6,112 | $207.7K | 0.66% | 2025-06-30 |
| 23 | Pathstone Holdings, LLC | 6,505 | $206.8K | 0.70% | 2024-12-31 |
| 24 | Royal Bank of Canada | 5,114 | $163.0K | 0.55% | 2024-12-31 |
| 25 | ADVISOR GROUP HOLDINGS, INC. | 2,502 | $96.5K | 0.27% | 2025-12-31 |
| 26 | UBS Group AG | 1,734 | $66.7K | 0.18% | 2025-09-30 |
| 27 | NATURAL INVESTMENTS, LLC | 205,017 | $7.9K | 22.17% | 2025-12-31 |
| 28 | Triumph Capital Management | 200 | $7.7K | 0.02% | 2025-12-31 |
| 29 | BSW Wealth Partners | 14,899 | $436 | 1.61% | 2023-03-31 |
| 30 | MORGAN STANLEY | 1 | $49 | 0.00% | 2025-09-30 |
| 31 | FMR LLC | 1 | $39 | 0.00% | 2025-12-31 |
| 32 | JPMORGAN CHASE & CO | 158 | $5 | 0.01% | 2023-03-31 |
| 33 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 34 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |