Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / FPA GBL EQTY ETF
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Number of holders
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27
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Total 13F shares, excl. options
-
5,271,086
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Shares change
-
-523,047
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Total reported value, excl. options
-
$179,249,881
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Value change
-
-$17,784,943
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Number of buys
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13
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Number of sells
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10
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Price
-
$34.00
Institutional Holders of INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF (FPAG) as of Q2 2025
As of 30 Jun 2025 INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF (FPAG) had 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,271,086 shares of stock of the company.
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, ECLECTIC ASSOCIATES INC /ADV, Compass Ion Advisors, LLC, and Private Advisor Group, LLC.
This table shows 27 institutional shareholders of the security as of 30 Jun 2025.
| 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.