8 institutions reported holding $1.4M of INVESTMENT MANAGERS SER TR I (AAA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($528,000), Legacy Capital Group California, Inc. ($419,522), Procyon Advisors, LLC ($323,591), CoreCap Advisors, LLC ($54,173), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($51,814). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $528,000 | 21,185 | Trimmed |
| 2 | Legacy Capital Group California, Inc. | $419,522 | 16,828 | Trimmed |
| 3 | Procyon Advisors, LLC | $323,591 | 12,980 | Hold |
| 4 | CoreCap Advisors, LLC | $54,173 | 2,173 | Hold |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $51,814 | 2,074 | Trimmed |
| 6 | Sunrise Financial Services, LLC | $19,944 | 800 | New |
| 7 | Royal Bank of Canada | $0 | 13 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31