13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PPI

INVESTMENT MANAGERS SER TR I

48 institutions still hold INVESTMENT MANAGERS SER TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46141T117·48 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$79M
50.0% inst. owned
of float
Holders
48
-121 QoQ
filers reporting
Activity
+92 / −79
+990 added · −782 reduced
this quarter
Concentration
36.13%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported PPI in Q1 2026. Astoria Portfolio Advisors LLC. leads at 36.1% of the visible book. -121 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Astoria Portfolio Advisors LLC.
CIK 0001931642
$28M1.3M6.05%Q1 202602
Hobbs Group Advisors, LLC
CIK 0002012280
$17M818K5.09%Q1 202603
First National Advisers, LLC
CIK 0001941030
$5M236K0.72%Q1 202604
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$4M196K2.35%Q1 202605
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$4M172K3.74%Q1 202606
LPL Financial LLC
CIK 0001403438
$3M162K0.00%Q1 202607
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$2M105K2.57%Q4 202508
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M78K0.78%Q1 202609
Latitude Advisors, LLC
CIK 0001843715
$2M77K0.74%Q1 202610
Cascades Capital Asset Management, LLC
CIK 0002035512
$2M75K0.65%Q1 202611
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M73K0.32%Q1 202612
4WEALTH ADVISORS, INC.
CIK 0002056676
$1M69K1.21%Q1 202613
Onyx Bridge Wealth Group LLC
CIK 0001819476
$1M64K0.14%Q1 202614
Pursuit Wealth Management LLC
CIK 0002106233
$1M57K0.92%Q4 202515
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$1M49K0.02%Q1 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$938,54665K0.00%Q1 202517
Orion Porfolio Solutions, LLC
CIK 0001360533
$895,73743K0.01%Q1 202618
FSA WEALTH PARTNERS, INC.
CIK 0001731221
$863,79942K0.41%Q1 202619
World Investment Advisors
CIK 0001652594
$826,13440K0.01%Q1 202620
Ellis Investment Partners, LLC
CIK 0001765590
$649,55631K0.11%Q1 2026
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