INVESTMENT MANAGERS SER TR's ticker is KLDW and the CUSIP is 46143U849. A total of 11 filers reported holding INVESTMENT MANAGERS SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $225,966 | – | 5,120 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Planning Advisors, LLC | 279,408 | $12,331,416 | 2.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,208,508 | $97,470,495 | 0.23% |
| Bank of Marin | 5,120 | $225,966 | 0.19% |
| Lakeside Advisors, INC. | 5,000 | $220,670 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 18,597 | $820,769 | 0.00% |
| JANE STREET GROUP, LLC | 58,560 | $2,584,493 | 0.00% |
| ROYAL BANK OF CANADA | 1,990 | $88,000 | 0.00% |
| Smartleaf Asset Management LLC | 4 | $176 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| OSAIC HOLDINGS, INC. | 4,701 | $207,474 | 0.00% |