INVESTMENT MANAGERS SER TR's ticker is KLDW and the CUSIP is 46143U849. A total of 25 filers reported holding INVESTMENT MANAGERS SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carroll Financial Associates, Inc. | 2,567,806 | $122,967,000 | 6.55% |
| Capital Planning Advisors, LLC | 302,722 | $14,471,000 | 2.76% |
| Vivaldi Capital Management LP | 50,955 | $2,436,000 | 0.56% |
| Collaborative Wealth Managment Inc. | 12,372 | $591,000 | 0.32% |
| Lakeside Advisors, INC. | 7,300 | $349,000 | 0.26% |
| HARBOR INVESTMENT ADVISORY, LLC | 30,402 | $1,453,000 | 0.18% |
| Fluent Financial, LLC | 4,374 | $209,000 | 0.08% |
| SAGE PRIVATE WEALTH GROUP, LLC | 600 | $28,000 | 0.04% |
| HighTower Advisors, LLC | 280,376 | $13,395,000 | 0.03% |
| FLOW TRADERS U.S. LLC | 19,364 | $926,000 | 0.02% |