DOSSIER · 13F Holders · Q1 2026
BEZ

INVESTMENT MANAGERS SER TR I

1 institutions still hold INVESTMENT MANAGERS SER TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46092D178·1 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1K
visible holders
Holders
1
filers reporting
Concentration
100.00%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported BEZ in Q1 2026. UBS Group AG leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$1K660.00%Q1 2026
Insiders at INVESTMENT MANAGERS SER TR I
Johnston Larry LDooly Bryant G JrMoschner George EShackelford Mark LMascari Thomas AGreen Jason W