Alternative Acc First PriorAAAETF
13F holders, Q1 2026 (March 31)7holders
1new positions
1sold out
$24.92avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Alternative Acc First Prior (AAA) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($528K), Legacy Capital Group California, Inc. ($420K) and Procyon Advisors, LLC ($324K).
- Company
- Alternative Acc First Prior
- Filed as
- INVESTMENT MANAGERS SER TR I (Q1 2026)
- CUSIP
- 46144X610
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 1 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 800 shares bought and 87,345 shares sold, net −86,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.4% | 21,185 | $528K |
| Legacy Capital Group California, Inc. | 0.16% | Reduce -18.6% | 16,828 | $420K |
| Procyon Advisors, LLC | 0.02% | No change | 12,980 | $324K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,173 | $54K |
| International Assets Investment Management, LLC | 0.00% | Reduce -42.2% | 2,074 | $52K |
| Sunrise Financial Services, LLC | 0.01% | New | 800 | $20K |
| Royal Bank of Canada | 0.00% | Reduce -99.7% | 13 | $0 |
"% of holder's portfolio" is AAA's weight in each manager's 13F, not the share of Alternative Acc First Prior the manager owns.