INVESTMENT MANAGERS SER TR I (PPI) — institutional ownership
58 funds reported holding INVESTMENT MANAGERS SER TR I in their latest 13F filings, worth $99.2M in total (CUSIP 46141T117).
Largest holders
- Astoria Portfolio Advisors LLC. — $30.7M
- Hobbs Group Advisors, LLC — $17.4M
- First National Advisers, LLC — $4.67M
- Janney Montgomery Scott LLC — $4.63M
- Vermillion & White Wealth Management Group, LLC — $4.29M
- LPL Financial LLC — $4.28M
- PUFF WEALTH MANAGEMENT, LLC — $3.60M
- Oregon Pacific Wealth Management, LLC — $3.25M
- Cascades Capital Asset Management, LLC — $2.13M
- BlackDiamond Wealth Management, LLC — $1.74M