SARK

INVESTMENT MANAGERS SER TR I

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESTMENT MANAGERS SER TR I (SARK) is held by 57 institutional investors with combined holdings of $79M. Major holders include WEALTH ENHANCEMENT ADVISO, MAI Capital Management, NATURAL INVESTMENTS, LLC.

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Institutional Holders

Total Value

$78.7M

Ownership %

—

🏦 Top Institutional Holders

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

416.5K shares

$21.9M

MAI Capital Management

270.0K shares

$10.4M

NATURAL INVESTMENTS, LLC

205.0K shares

$7.9M

Colorado Capital Management, Inc.

175.8K shares

$4.8M

Gunderson Capital Management Inc.

134.6K shares

$4.1M

📊 Financials

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

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