FPAG INVESTMENT MANAGERS SER TR I: institutional ownership and insider trading

50 funds reported holding $469M of INVESTMENT MANAGERS SER TR I in their latest 13F filings; in Q2 2026 funds net bought $14.1M, with 8 new positions and 4 funds selling out.

Largest institutional holders of FPAG

  1. OXFORD FINANCIAL GROUP, LTD. LLC — $156M
  2. Mesirow Financial Investment Management, Inc. — $86.1M
  3. Verum Partners LLC — $33.2M
  4. Bank of New York Mellon Corp (BK, BK-PK) — $27.2M
  5. NavPoint Financial, Inc. — $22.5M
  6. LPL Financial LLC — $21.1M
  7. Goldstone Financial Group, LLC — $19.8M
  8. ECLECTIC ASSOCIATES INC /ADV — $13.9M
  9. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $13.2M
  10. Allegheny Financial Group — $11.7M

All FPAG 13F holders