DOSSIER · 13F Holders · Q2 2026
KNO

INVESTMENT MANAGERS SER TR I

14 institutions still hold INVESTMENT MANAGERS SER TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46144X396·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
14
filers reporting
Concentration
69.87%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported KNO in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 69.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M166K0.02%Q2 2026
02
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M25K0.03%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$924K18K0.00%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$701K11K0.00%Q2 2026
05
HB Wealth Management, LLC
CIK 0001911253
$360K6K0.00%Q2 2026
06
Intellus Advisors LLC
CIK 0002055137
$323K5K0.04%Q2 2026
07
Lakeside Advisors, INC.
CIK 0001913467
$294K5K0.19%Q2 2026
08
MORGAN STANLEY
CIK 0000895421
$113K2K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$110K2K0.00%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$34K5270.00%Q2 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$25K3850.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$14K2150.00%Q2 2026
13
Smartleaf Asset Management LLC
CIK 0002010393
$25740.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025