DOSSIER · 13F Holders · Q1 2026
PPI

INVESTMENT MANAGERS SER TR I

50 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 46141T117·50 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$84M
visible holders
Holders
50
filers reporting
Concentration
33.79%
Astoria Portfolio Advisors LLC. #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported PPI in Q1 2026. Astoria Portfolio Advisors LLC. leads at 33.8% 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
$28M1.3M6.05%Q1 2026
02
Hobbs Group Advisors, LLC
CIK 0002012280
$17M818K5.09%Q1 2026
03
First National Advisers, LLC
CIK 0001941030
$5M219K0.66%Q2 2026
04
Janney Montgomery Scott LLC
CIK 0001329948
$4M204K0.01%Q1 2026
05
Vermillion & White Wealth Management Group, LLC
CIK 0001862443
$4M196K2.35%Q1 2026
06
Oregon Pacific Wealth Management, LLC
CIK 0002043757
$4M168K3.35%Q2 2026
07
LPL Financial LLC
CIK 0001403438
$3M162K0.00%Q1 2026
08
PUFF WEALTH MANAGEMENT, LLC
CIK 0002052736
$3M157K3.40%Q2 2026
09
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M78K0.78%Q1 2026
10
Latitude Advisors, LLC
CIK 0001843715
$2M77K0.74%Q1 2026
11
Cascades Capital Asset Management, LLC
CIK 0002035512
$2M75K0.65%Q1 2026
12
4WEALTH ADVISORS, INC.
CIK 0002056676
$2M72K1.17%Q2 2026
13
SILVERLAKE WEALTH MANAGEMENT LLC
CIK 0001966026
$2M73K0.32%Q1 2026
14
Onyx Bridge Wealth Group LLC
CIK 0001819476
$1M69K0.13%Q2 2026
15
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$1M63K0.03%Q2 2026
16
Pursuit Wealth Management LLC
CIK 0002106233
$1M57K0.92%Q4 2025
17
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$1M49K0.02%Q1 2026
18
Orion Portfolio Solutions, LLC
CIK 0001802647
$939K65K0.00%Q1 2025
19
Orion Porfolio Solutions, LLC
CIK 0001360533
$896K43K0.01%Q1 2026
20
FSA WEALTH PARTNERS, INC.
CIK 0001731221
$864K42K0.41%Q1 2026
Page 1 of 3
30 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