13 institutions reported holding $8.2M of INVESTMENT MANAGERS SER TR I (AAA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bell Bank ($5.0M), FLOW TRADERS U.S. LLC ($908,000), Cambridge Investment Research Advisors, Inc. ($528,000), HRT FINANCIAL LP ($527,000), Legacy Capital Group California, Inc. ($419,017). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bell Bank | $5.0M | 200,000 | New |
| 2 | FLOW TRADERS U.S. LLC | $908,000 | 36,477 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $528,000 | 21,210 | Added |
| 4 | HRT FINANCIAL LP | $527,000 | 21,187 | New |
| 5 | Legacy Capital Group California, Inc. | $419,017 | 16,828 | Hold |
| 6 | CITADEL ADVISORS LLC | $311,126 | 12,495 | New |
| 7 | Procyon Advisors, LLC | $233,139 | 9,363 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $213,144 | 8,560 | New |
| 9 | Royal Bank of Canada | $34,000 | 1,363 | Added |
| 10 | CoreCap Advisors, LLC | $31,997 | 1,285 | Trimmed |
| 11 | Sunrise Financial Services, LLC | $19,920 | 800 | Hold |
| 12 | OSAIC HOLDINGS, INC. | $5,951 | 239 | New |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30