DOSSIER · 13F Holders · Q2 2026
AAA

INVESTMENT MANAGERS SER TR I

10 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 46144X610·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$7M
visible holders
Holders
10
filers reporting
Concentration
75.88%
Bell Bank #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported AAA in Q2 2026. Bell Bank leads at 75.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bell Bank
CIK 0001002672
$5M200K0.19%Q2 2026
02
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$528K21K0.00%Q1 2026
03
Legacy Capital Group California, Inc.
CIK 0001977092
$419K17K0.13%Q2 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$311K12K0.00%Q2 2026
05
Procyon Advisors, LLC
CIK 0001804329
$233K9K0.01%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$34K1K0.00%Q2 2026
07
CoreCap Advisors, LLC
CIK 0001902501
$32K1K0.00%Q2 2026
08
Sunrise Financial Services, LLC
CIK 0002110891
$20K8000.01%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$6K2390.00%Q2 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025