FPAG

INVESTMENT MANAGERS SER TR I

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESTMENT MANAGERS SER TR I (FPAG) is held by 38 institutional investors with combined holdings of $228M. Major holders include Mesirow Financial Investm, Tanglewood Wealth Managem, Verum Partners LLC.

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Institutional Holders

Total Value

$227.6M

Ownership %

—

🏦 Top Institutional Holders

Mesirow Financial Investment Management, Inc.

1.6M shares

$60.5M

Tanglewood Wealth Management, Inc.

Bank of New York Mellon Corp (BK, BK-PK)

533.1K shares

$19.8M

NavPoint Financial, Inc.

359.7K shares

$13.3M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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