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Investment Managers SER TR I
CUSIP: 46144X339 | 3 institutional holders
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Institutional Holders — Q1 2025
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
AXS Investments LLC
105,500
0.7% of portfolio
›
$2.4M
Simplex Trading, LLC
674
0.0% of portfolio
›
$15
Proequities, Inc.
0
0.0% of portfolio
›
$0
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
AXS Investments LLC
105,500
$2.4M
0.7%
Growth
Medium
Port Chester, NY
2025-05-09
Simplex Trading, LLC
674
$15
0.0%
Core
Very High
Chicago, IL
2025-05-12
Proequities, Inc.
0
$0
0.0%
Growth
Very Low
Birmingham, AL
2025-05-14