INVESTMENT MANAGERS SER TR I
CUSIP 46092D749
Investment Managers Ser Tr I has 3 institutional holders in Filings Flow’s 13F database, together reporting 428.6K shares worth $67M as of Q1 2026. The largest reported holders are Global View Capital Management LLC, Belvedere Trading LLC, and Old Mission Capital LLC.
Institutional Holders
3
Q1 2026
Reported Value
$67M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Global View Capital Management LLC$377M AUM | 17.88% | $67M | 428.4K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.07% | $365,112 | 2.0K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $435,369 | 2.4K | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $30,656 | 195 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $732,038 | 4.0K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,860 | 50 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.