ALPHACENTRIC INCOME OPPORTUNITIES I

IOFIX

Institutions

Combined AUM (Q2 2026)

$3.5M

Combined Shares (Q2 2026)

483,771

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+21,641

1 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+21,641

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$3.5M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC		0.23%	0.25%	#1	$3.5M	483,771	$3.4M	462,130	+21,641+4.68%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow