AAA INVESTMENT MANAGERS SER TR I
FollowALTE ACC CLO ETF (fund)
7 managers (7 13F filers) reported a position in AAA shares at 2026-03-31, 56,053 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 0
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 56,053
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 21,185 | $528K | <0.01% | -6,484 | 13F-HRTimeline |
| Legacy Capital Group California, Inc. | 16,828 | $420K | 0.16% | -3,842 | 13F-HRTimeline |
| Procyon Advisors, LLC | 12,980 | $324K | 0.02% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,173 | $54.2K | <0.01% | 0 | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 2,074 | $51.8K | <0.01% | -1,516 | 13F-HRTimeline |
| Sunrise Financial Services, LLC | 800 | $19.9K | 0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 13 | $0 | 0% | -4,964 | 13F-HRTimelineGroupValue filed as zero, left out of ratios. |