# INVESTMENT MANAGERS SER TR I FPA GBL EQTY ETF

INVESTMENT MANAGERS SER TR I FPA GBL EQTY ETF is a security (CUSIP 30254T577) tracked across SEC portfolio filings. 51 institutional managers reported $367.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESTMENT MANAGERS SER TR I
- Class: FPA GBL EQTY ETF
- CUSIP: 30254T577
- 13F holders: 51
- 13F value: $367.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 51 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [OXFORD FINANCIAL GROUP LTD](https://search.stillhousedata.com/firm/105303) | INDIANAPOLIS, IN | $92.5M | 2,548,657 |
| [Mesirow Financial Investment Management, Inc.](https://search.stillhousedata.com/firm/111135) | CHICAGO, IL | $86.1M | 2,143,769 |
| Verum Partners LLC | CHARLOTTE, NC | $31.3M | 780,750 |
| Bank of New York Mellon Corp | NEW YORK, NY | $27.2M | 677,553 |
| [NavPoint Financial, Inc.](https://search.stillhousedata.com/firm/109432) | Prior Lake, MN | $20.2M | 504,375 |
| [ECLECTIC ASSOCIATES INC /ADV](https://search.stillhousedata.com/firm/111041) | FULLERTON, CA | $12.6M | 313,286 |
| [Allegheny Financial Group](https://search.stillhousedata.com/firm/104690) | Pittsburgh, PA | $11.7M | 292,639 |
| [New England Private Wealth Advisors LLC](https://search.stillhousedata.com/firm/133790) | 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](https://search.stillhousedata.com/firm/222520) | OAKBROOK TERRACE, IL | $8.1M | 222,718 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $7.3M | 202,395 |
| Argent Trust Co | NASHVILLE, TN | $4.5M | 113,248 |
| DEMMING FINANCIAL SERVICES CORP /ADV | AURORA, OH | $4.2M | 105,577 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $3.4M | 84,628 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/30254T577.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.