Investment Managers SER TR I

CUSIP: 46144X412 | 29 institutional holders

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

Institutional Holders — Q4 2023

Sort by

Jane Street Group, LLC45,369

0.0% of portfolio$765.8K

Old Mission Capital LLC26,573

0.0% of portfolio$448.6K

Imc-Chicago, LLC20,571

0.0% of portfolio$347.2K

Wealthfront Advisers LLC11,105

0.0% of portfolio$187.5K

Osaic Holdings, Inc.1,563

0.0% of portfolio$26.3K

Citadel Advisors LLC1,088

0.0% of portfolio$18.4K

Optimum Investment Advisors520

0.0% of portfolio$8.8K

Morgan Stanley436

0.0% of portfolio$7.4K

UBS Group AG408

0.0% of portfolio$6.9K

Sugarloaf Wealth Management, LLC255

0.0% of portfolio$4.3K

Benjamin F. Edwards & Company, Inc.90

0.0% of portfolio$2

Highlander Capital Management, LLC28

0.0% of portfolio$473

Focused Wealth Management, Inc27

0.0% of portfolio$456

Proequities, Inc.25

0.0% of portfolio$422

National Bank of Canada20

0.0% of portfolio$340

Baldwin Wealth Partners LLC16

0.0% of portfolio$270

Creative Financial Designs Inc14

0.0% of portfolio$236

Northwestern Mutual Wealth Management Co13

0.0% of portfolio$219

Harbour Investments, Inc.10

0.0% of portfolio$169

NewEdge Advisors, LLC10

0.0% of portfolio$169

Bogart Wealth, LLC10

0.0% of portfolio$169

Cutler Group LP10

0.0% of portfolio$0

Clear Point Advisors Inc.10

0.0% of portfolio$169

Rothschild Investment LLC2

0.0% of portfolio$34

Steward Partners Investment Advisory, LLC2

0.0% of portfolio$34

				Style	Turnover	Location	Filed
Jane Street Group, LLC	45,369	$765.8K	0.0%	Core	Very High	New York, NY	2024-02-15
Old Mission Capital LLC	26,573	$448.6K	0.0%	ETF	Very High	Chicago, IL	2024-02-14
Imc-Chicago, LLC	20,571	$347.2K	0.0%	Core	Very High	Chicago, IL	2024-02-09
Wealthfront Advisers LLC	11,105	$187.5K	0.0%	ETF	Very Low	Palo Alto, CA	2024-02-09
Osaic Holdings, Inc.	1,563	$26.3K	0.0%	Index	Low	Scottsdale, AZ	2024-02-12
Citadel Advisors LLC	1,088	$18.4K	0.0%	Core	Very High	Miami, FL	2024-02-14
Optimum Investment Advisors	520	$8.8K	0.0%	N/A	N/A	Chicago, IL	2024-01-08
Morgan Stanley	436	$7.4K	0.0%	Core	Low	New York, NY	2024-08-16
UBS Group AG	408	$6.9K	0.0%	Core	Medium	Zurich, Switzerland	2024-02-09
Sugarloaf Wealth Management, LLC	255	$4.3K	0.0%	Value	Very Low	Duluth, GA	2024-01-10
Benjamin F. Edwards & Company, Inc.	90	$2	0.0%	N/A	N/A	St. Louis, MO	2024-02-06
Highlander Capital Management, LLC	28	$473	0.0%	N/A	N/A	Short Hills, NJ	2024-01-24
Focused Wealth Management, Inc	27	$456	0.0%	ETF	Low	Newburgh, NY	2024-01-10
Proequities, Inc.	25	$422	0.0%	Growth	Very Low	Birmingham, AL	2024-02-07
National Bank of Canada	20	$340	0.0%	Core	Medium	Montreal, Austria	2024-02-06
Baldwin Wealth Partners LLC	16	$270	0.0%	Growth	Low	Marion, MA	2024-01-08
Creative Financial Designs Inc	14	$236	0.0%	ETF	Medium	Kokomo, IN	2024-01-10
Northwestern Mutual Wealth Management Co	13	$219	0.0%	Index	Very Low	Milwaukee, WI	2024-02-13
Harbour Investments, Inc.	10	$169	0.0%	ETF	Low	Madison, WI	2024-02-16
NewEdge Advisors, LLC	10	$169	0.0%	Core	Low	New Orleans, LA	2024-02-13
Bogart Wealth, LLC	10	$169	0.0%	GARP	Medium	Mclean, VA	2024-02-07
Cutler Group LP	10	$0	0.0%	N/A	N/A	San Francisco, CA	2024-01-18
Clear Point Advisors Inc.	10	$169	0.0%	ETF	Medium	Melville, NY	2024-05-16
Rothschild Investment LLC	2	$34	0.0%	Index	Low	Chicago, IL	2024-07-31
Steward Partners Investment Advisory, LLC	2	$34	0.0%	Core	Low	Stamford, CT	2024-02-12