Investment Managers SER TR

CUSIP: 46143U849 | 46 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q2 2024

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Wealth Enhancement Advisory Services, LLC2,208,508

0.2% of portfolio$97.5M

Capital Planning Advisors, LLC279,408

2.1% of portfolio$12.3M

Jane Street Group, LLC58,560

0.0% of portfolio$2.6M

Captrust Financial Advisors18,597

0.0% of portfolio$820.8K

LPL Financial LLC6,519

0.0% of portfolio$287.7K

Bank of Marin5,120

0.2% of portfolio$226.0K

Lakeside Advisors, Inc.5,000

0.1% of portfolio$220.7K

Osaic Holdings, Inc.4,701

0.0% of portfolio$207.5K

Royal Bank of Canada1,990

0.0% of portfolio$88.0K

Smartleaf Asset Management LLC4

0.0% of portfolio$176

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Wealth Enhancement Advisory Services, LLC	2,208,508	$97.5M	0.2%	Core	Low	Plymouth, MN	2024-07-16
Capital Planning Advisors, LLC	279,408	$12.3M	2.1%	Agg Growth	Very Low	Sacramento, CA	2024-08-12
Jane Street Group, LLC	58,560	$2.6M	0.0%	Core	Very High	New York, NY	2024-08-15
Captrust Financial Advisors	18,597	$820.8K	0.0%	Index	Low	Raleigh, NC	2024-08-15
LPL Financial LLC	6,519	$287.7K	0.0%	Index	Very Low	Fort Mill, SC	2024-08-07
Bank of Marin	5,120	$226.0K	0.2%	Growth	Low	Novato, CA	2024-08-09
Lakeside Advisors, Inc.	5,000	$220.7K	0.1%	Core	Very Low	Seattle, WA	2024-07-30
Osaic Holdings, Inc.	4,701	$207.5K	0.0%	Index	Low	Scottsdale, AZ	2024-08-13
Royal Bank of Canada	1,990	$88.0K	0.0%	Core	Low	Toronto, Australia	2024-11-06
Smartleaf Asset Management LLC	4	$176	0.0%	Index	Very Low	Boston, MA	2024-10-08
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2024-07-23