Investment Managers Series Trust III - FPAG

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$209.9M
QoQ value delta ($000)
-$20.17M (-8.76%)
Implied price effect (QoQ)
-2.32%
Shares
Total shares
5,786,420
QoQ shares delta
-408,914 (-6.6%)
Total shares held by funds (by quarter)

Market chart (FPAG)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Mesirow Financial Investment Management, Inc. 158,309 4,363,542 2.56%
Verum Partners LLC 25,325 698,058 4.81%
ECLECTIC ASSOCIATES INC /ADV 10,019 276,249 1.33%
Allegheny Financial Group 5,278 145,494 0.71%
DEMMING FINANCIAL SERVICES CORP /ADV 3,766 103,816 2.73%
Onyx Bridge Wealth Group LLC 2,639 72,762 0.28%
Compass Ion Advisors, LLC 2,163 59,642 0.21%
Tanglewood Wealth Management, Inc. 1,711 47,179 0.14%
DAVENPORT & Co LLC 366 10,094 0.0%
DKM Wealth Management, Inc. 346 9,554 0.25%
Spire Wealth Management 1 30 0.0%