13F Insight
DOSSIER · 13F Holders · Q2 2026

INVESTMENT MANAGERS SER TR I

14 institutions still hold INVESTMENT MANAGERS SER TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46152A361·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
14
filers reporting
Concentration
47.65%
IHT Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported INVESTMENT MANAGERS SER TR I in Q2 2026. IHT Wealth Management, LLC leads at 47.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
IHT Wealth Management, LLC
CIK 0001697490
$6M3.1M0.13%Q2 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M1.2M0.00%Q2 202603
StoneX Group Inc.
CIK 0000913760
$2M666K0.06%Q2 202604
IMC-Chicago, LLC
CIK 0001452861· Market maker
$964K494K0.00%Q2 202605
CITADEL ADVISORS LLC
CIK 0001423053
$805K413K0.00%Q2 202606
Jump Financial, LLC
CIK 0001831577
$398K204K0.00%Q2 202607
XTX Topco Ltd
CIK 0001828301
$261K134K0.00%Q2 202608
Belvedere Trading LLC
CIK 0001632341
$73K38K0.00%Q2 202609
TWO SIGMA SECURITIES, LLC
CIK 0001450144· Market maker
$57K29K0.00%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$42K22K0.00%Q2 202611
WealthTrust Asset Management, LLC
CIK 0001867894
$31K16K0.02%Q2 202612
SIMPLEX TRADING, LLC
CIK 0001488542
$23K12K0.00%Q2 202613
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$7K4K0.00%Q2 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9755000.00%Q2 2026