DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
FPAG

Investment Managers Series Trust Iii

45 institutions still hold Investment Managers Series Trust Iii as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T577·45 13F holders·last filed Mar 31, 2026
Market cap
6.8%
vs prior quarter
13F value held
$301M
53.0% inst. owned
of float
Holders
45
-33 QoQ
filers reporting
Activity
+57 / −11
+858 added · −795 reduced
this quarter
Concentration
52.53%
Mesirow Financial Investment Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported FPAG in Q1 2026. Mesirow Financial Investment Management, Inc. leads at 52.5% of the visible book. -33 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$158M4.4M2.56%Q1 2026
02
Verum Partners LLC
CIK 0001958984
$25M698K4.81%Q1 2026
03
Bank of New York Mellon Corp
CIK 0001390777
$20M544K0.00%Q1 2026
04
NavPoint Financial, Inc.
CIK 0002009813
$15M403K5.91%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M312K0.00%Q1 2026
06
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$10M276K1.33%Q1 2026
07
New England Private Wealth Advisors LLC
CIK 0001582813
$9M260K1.09%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$9M245K0.00%Q1 2026
09
Goldstone Financial Group, LLC
CIK 0002040021
$8M223K0.88%Q1 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M202K0.00%Q1 2026
11
Allegheny Financial Group
CIK 0001844148
$5M145K0.71%Q1 2026
12
DEMMING FINANCIAL SERVICES CORP /ADV
CIK 0000760639
$4M104K2.73%Q1 2026
13
Argent Trust Co
CIK 0001625292
$4M101K0.12%Q1 2026
14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M84K0.00%Q1 2026
15
Private Advisor Group, LLC
CIK 0001567755
$3M78K0.01%Q1 2026
16
Onyx Bridge Wealth Group LLC
CIK 0001819476
$3M73K0.28%Q1 2026
17
Compass Ion Advisors, LLC
CIK 0001621100
$2M60K0.21%Q1 2026
18
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M51K0.02%Q1 2026
19
Tanglewood Wealth Management, Inc.
CIK 0001454308
$2M47K0.14%Q1 2026
20
&PARTNERS
CIK 0000107136
$1M38K0.01%Q1 2026
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