DOSSIER · 13F Holders · Q3 2026
FPAS

INVESTMENT MANAGERS SER TR I

5 institutions still hold INVESTMENT MANAGERS SER TR I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T478·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$8M
visible holders
Holders
5
filers reporting
Concentration
95.20%
First Pacific Advisors, LP #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported FPAS in Q3 2026. First Pacific Advisors, LP leads at 95.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
First Pacific Advisors, LP
CIK 0001377581
$8M318K0.09%Q3 2026
02
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$370K16K0.01%Q3 2026
03
Sunrise Financial Services, LLC
CIK 0002110891
$9K4000.01%Q3 2026
04
UBS Group AG
CIK 0001610520
$1K580.00%Q3 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025