List of insiders holdings for Institutional Investment Strategy Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | McElhoe Wenwen Director 10% Owner | 2024-06-11 18:35:02 | 182,654 0 | 182,654 | Form 4 |
| 2 | Pauker Matthew Principal Financial Officer 10% Owner | 2025-12-29 13:33:48 | 161,756 0 | 161,756 | Form 4 |
| 3 | Ghodoosi Arash President, Principal Executive | 2026-10-05 16:20:30 | 41,647 0 | 41,647 | Form 4 |
| 4 | O'Neil Brian Stephen Director | 2024-09-11 13:59:24 | 9,665 0 | 9,665 | Form 4 |
| 5 | Potti Bharath Director | 2025-07-15 15:09:40 | 3,478 0 | 3,478 | Form 4 |
| 6 | Weiner Ross Mitchell Director | 2024-03-07 17:57:47 | 0 0 | 0 | Form 3 |