13F Insight
DOSSIER · 13F Holders · Q2 2026
FPAG

Investment Managers Series Trust Iii

46 institutions still hold Investment Managers Series Trust Iii as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T577·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$251M
visible holders
Holders
46
filers reporting
Concentration
34.34%
Mesirow Financial Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported FPAG in Q2 2026. Mesirow Financial Investment Management, Inc. leads at 34.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$86M2.1M1.35%Q2 202602
Verum Partners LLC
CIK 0001958984
$31M781K4.69%Q2 202603
NavPoint Financial, Inc.
CIK 0002009813
$20M504K7.50%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$20M544K0.00%Q1 202605
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$13M313K1.43%Q2 202606
Allegheny Financial Group
CIK 0001844148
$12M293K1.25%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M312K0.00%Q1 202608
New England Private Wealth Advisors LLC
CIK 0001582813
$9M260K1.09%Q1 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$9M245K0.00%Q1 202610
Goldstone Financial Group, LLC
CIK 0002040021
$8M223K0.88%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M202K0.00%Q1 202612
DEMMING FINANCIAL SERVICES CORP /ADV
CIK 0000760639
$4M104K2.73%Q1 202613
Argent Trust Co
CIK 0001625292
$4M101K0.12%Q1 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M84K0.00%Q1 202615
Onyx Bridge Wealth Group LLC
CIK 0001819476
$3M73K0.26%Q2 202616
Private Advisor Group, LLC
CIK 0001567755
$3M78K0.01%Q1 202617
Compass Ion Advisors, LLC
CIK 0001621100
$2M60K0.21%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M52K0.00%Q1 202619
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M51K0.02%Q1 202620
Tanglewood Wealth Management, Inc.
CIK 0001454308
$2M47K0.14%Q1 2026
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