INVESTMENT MANAGERS SER TR I FPA GBL EQTY ETF is a security (CUSIP 30254T577) tracked across SEC portfolio filings. 51 institutional managers reported $358.9M on Form 13F as of 2026-06-30.
Showing 15 of 51 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD | INDIANAPOLIS, IN | $92.5M | 2,548,657 |
| Mesirow Financial Investment Management, Inc. | CHICAGO, IL | $86.1M | 2,143,769 |
| Verum Partners LLC | CHARLOTTE, NC | $31.3M | 780,750 |
| NavPoint Financial, Inc. | Prior Lake, MN | $20.2M | 504,375 |
| Bank of New York Mellon Corp | NEW YORK, NY | $19.7M | 543,992 |
| ECLECTIC ASSOCIATES INC /ADV | FULLERTON, CA | $12.6M | 313,286 |
| Allegheny Financial Group | Pittsburgh, PA | $11.7M | 292,639 |
| New England Private Wealth Advisors LLC | WELLESLEY, MA | $11.6M | 289,678 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $11.3M | 311,853 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $8.9M | 245,245 |
| Goldstone Financial Group, LLC | OAKBROOK TERRACE, IL | $8.1M | 222,718 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $7.3M | 202,395 |
| DEMMING FINANCIAL SERVICES CORP /ADV | AURORA, OH | $4.2M | 105,577 |
| Argent Trust Co | NASHVILLE, TN | $3.7M | 101,149 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $3.4M | 84,628 |