INVESTMENT MANAGERS SER TR I
CUSIP 46144X107
Investment Managers Ser Tr I has 1 institutional holders in Filings Flow’s 13F database, together reporting 68.2K shares worth $3M as of Q1 2026. The largest reported holders are Strategic Financial Planning, Inc., Royal Bank Of Canada, and Colorado Capital Management, Inc..
Institutional Holders
1
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Strategic Financial Planning, Inc.$171M AUM | 1.92% | $3M | 68.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $395,000 | 10.7K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.