Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FPA GBL EQTY ETF
-
Total 13F shares
-
5,794,133
-
Share change
-
+937,519
-
Total reported value
-
$173,998,142
-
Price per share
-
$30.03
-
Number of holders
-
23
-
Value change
-
+$28,126,944
-
Number of buys
-
14
-
Number of sells
-
9
Institutional Holders of INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF (FPAG) as of Q1 2025
As of 31 Mar 2025,
INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF (FPAG) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,794,133 shares.
The largest 10 holders included
Mesirow Financial Investment Management, Inc., Tanglewood Wealth Management, Inc., Verum Partners LLC, NavPoint Financial, Inc., RAYMOND JAMES FINANCIAL INC, WELLS FARGO & COMPANY/MN, New England Private Wealth Advisors LLC, Compass Ion Advisors, LLC, ECLECTIC ASSOCIATES INC /ADV, and Private Advisor Group, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.