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

Investment Managers Series Trust Iii

51 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 30254T577·51 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$453M
visible holders
Holders
51
filers reporting
Concentration
34.55%
OXFORD FINANCIAL GROUP, LTD. LLC #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported FPAG in Q2 2026. OXFORD FINANCIAL GROUP, LTD. LLC leads at 34.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$156M3.9M7.93%Q2 202602
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$86M2.1M1.35%Q2 202603
Verum Partners LLC
CIK 0001958984
$31M781K4.69%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$27M678K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$21M525K0.00%Q2 202606
NavPoint Financial, Inc.
CIK 0002009813
$20M504K7.50%Q2 202607
Goldstone Financial Group, LLC
CIK 0002040021
$20M493K1.81%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M329K0.00%Q2 202609
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$13M313K1.43%Q2 202610
Allegheny Financial Group
CIK 0001844148
$12M293K1.25%Q2 202611
New England Private Wealth Advisors LLC
CIK 0001582813
$12M290K1.12%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$9M245K0.00%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M180K0.00%Q2 202614
First Pacific Advisors, LP
CIK 0001377581
$6M145K0.07%Q2 202615
Argent Trust Co
CIK 0001625292
$5M113K0.13%Q2 202616
DEMMING FINANCIAL SERVICES CORP /ADV
CIK 0000760639
$4M106K2.69%Q2 202617
Private Advisor Group, LLC
CIK 0001567755
$3M85K0.02%Q2 202618
Onyx Bridge Wealth Group LLC
CIK 0001819476
$3M73K0.26%Q2 202619
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M59K0.02%Q2 202620
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$2M52K1.23%Q2 2026
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