INVESTMENT MANAGERS SER TR I ALTE ACC CLO ETF is a security (CUSIP 46144X610) tracked across SEC portfolio filings. 8 institutional managers reported $5.7M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bell Bank | FARGO, ND | $5.0M | 200,000 |
| Legacy Capital Group California, Inc. | LOS GATOS, CA | $419K | 16,828 |
| Procyon Advisors, LLC | SHELTON, CT | $233K | 9,363 |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | $32K | 1,285 |
| Sunrise Financial Services, LLC | BURIEN, WA | $20K | 800 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $528 | 21,210 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |
| Royal Bank of Canada | TORONTO, A6 | — | 13 |