DOSSIER · 13F Holders · Q2 2026
PPI

INVESTMENT MANAGERS SER TR I

55 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 46141T117·55 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$89M
visible holders
Holders
55
filers reporting
Concentration
34.29%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported PPI in Q2 2026. Astoria Portfolio Advisors LLC. leads at 34.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Astoria Portfolio Advisors LLC.
CIK 0001931642
$31M1.4M5.17%Q2 2026
02
Hobbs Group Advisors, LLC
CIK 0002012280
$17M816K4.57%Q2 2026
03
First National Advisers, LLC
CIK 0001941030
$5M219K0.66%Q2 2026
04
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$4M201K2.17%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$4M201K0.00%Q2 2026
06
Janney Montgomery Scott LLC
CIK 0001329948
$4M204K0.01%Q1 2026
07
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$4M168K3.35%Q2 2026
08
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M157K3.40%Q2 2026
09
Cascades Capital Asset Management, LLC
CIK 0002035512
$2M100K0.79%Q2 2026
10
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M81K0.70%Q2 2026
11
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$2M80K0.04%Q2 2026
12
Latitude Advisors, LLC
CIK 0001843715
$2M79K0.67%Q2 2026
13
4WEALTH ADVISORS, INC.
CIK 0002056676
$2M72K1.17%Q2 2026
14
Onyx Bridge Wealth Group LLC
CIK 0001819476
$1M69K0.13%Q2 2026
15
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$1M67K0.27%Q2 2026
16
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$1M63K0.03%Q2 2026
17
Orion Porfolio Solutions, LLC
CIK 0001360533
$1M52K0.01%Q2 2026
18
Pursuit Wealth Management LLC
CIK 0002106233
$1M57K0.92%Q4 2025
19
Orion Portfolio Solutions, LLC
CIK 0001802647
$939K65K0.00%Q1 2025
20
FSA WEALTH PARTNERS, INC.
CIK 0001731221
$871K41K0.22%Q2 2026
Page 1 of 3
35 more holders available. Log in →
Insiders at INVESTMENT MANAGERS SER TR I
Rahimtula AliSalisbury David JEckersley JohnBleak JoshuaSchlumpberger Michael XIckes Rodney DennisAiken Jerry LShaffer Laara