DOSSIER · 13F Holders · Q1 2025

INVESTMENT MANAGERS SER TR I

2 institutions still hold INVESTMENT MANAGERS SER TR I as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46144X123·2 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$732
visible holders
Holders
2
filers reporting
Concentration
100.00%
Sandy Spring Bank #1
top holder share
AI Holders Summary · Q1 2025

2 institutions reported INVESTMENT MANAGERS SER TR I in Q1 2025. Sandy Spring Bank leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sandy Spring Bank
CIK 0001457833
$732160.00%Q1 2025
02
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025